New York, January 26, 2026, 14:52 EST — Regular session
Shares of Texas Instruments Incorporated climbed roughly 1.5% to $196.20 in Monday afternoon trading, fluctuating between $192.44 and $196.73 during the session. (Google)
This shift puts the analog-chip maker back in the spotlight just before its quarterly update, offering one of the clearest looks investors have at demand from factories and automakers.
It’s crucial now because “analog” chips—the components that handle power and link sensors—usually reveal weakness first when industrial spending drops, but they bounce back fast once orders pick up. Traders are searching for that turning point, or evidence it hasn’t arrived yet.
Texas Instruments plans to report its fourth-quarter earnings Tuesday after markets close. Analysts surveyed by Seeking Alpha expect EPS of $1.29 and revenue around $4.44 billion. (Seeking Alpha)
The company announced its fourth-quarter and full-year 2025 earnings call will kick off at 3:30 p.m. Central time on Jan. 27. CEO Haviv Ilan and CFO Rafael Lizardi are slated to lead the discussion. Texas Instruments, known for designing and selling analog and embedded processing chips, serves industries like automotive and industrial equipment, the company said. (Texas Instruments)
Texas Instruments bucked the trend as the wider chip sector slipped or held steady. The iShares Semiconductor ETF dipped roughly 0.1%, with Analog Devices, Microchip Technology, and NXP Semiconductors all sliding slightly.
The S&P 500 and Nasdaq climbed as investors braced for a flood of mega-cap earnings and the Federal Reserve meeting kicking off Tuesday. “Wednesday’s Fed announcement will likely keep politics in the headlines,” said Chris Larkin at E*Trade from Morgan Stanley. (Reuters)
Investors in Texas Instruments are focusing more on the outlook than the recent quarter. Any updates on orders from industrial and automotive clients, along with comments on customer inventory levels, could quickly sway the stock.
Margins face fresh pressure. Factory utilization — the intensity at which plants operate — can heavily impact profits as demand fluctuates, since fixed costs barely budge when output drops.
The setup works both ways. Should Texas Instruments offer cautious guidance or suggest customers are still holding excess inventory, Monday’s gains could vanish fast—especially with markets already on edge for macro shocks.
Tuesday’s earnings drop after the close, with a 3:30 p.m. Central conference call to follow. Then all focus shifts to the Fed’s rate decision on Wednesday.
