New York, January 26, 2026, 19:20 EST — After-hours
Shares of Texas Instruments Incorporated (TXN.O) climbed 1.7% to $196.59 on Monday, then held steady in after-hours trading following the 4 p.m. close. The stock started the day at $193.31 and reached a peak of $196.94 during the session.
The next test arrives fast. The chipmaker will release its results after Tuesday’s close, with investors eager for a clearer signal on demand following a volatile run in industrial and automotive semiconductors. According to data from Investing.com South Africa, earnings are expected at $1.29 per share on roughly $4.45 billion in revenue.
Texas Instruments faces a packed week, caught between major tech earnings and an upcoming Federal Reserve policy announcement. The Fed is widely expected to hold rates steady, though any change in inflation rhetoric could rattle growth stocks sensitive to interest rates. (Reuters)
Monday’s action came with heavier volume, as about 9.2 million TI shares changed hands, compared to a 50-day average of 6.9 million. The stock remains roughly 11% below its 52-week high from July, according to MarketWatch data. Nvidia dipped, Qualcomm fell, while Broadcom advanced. (MarketWatch)
Texas Instruments announced earlier this month it will webcast its Q4 and full-year earnings call on Tuesday at 3:30 p.m. Central. CEO Haviv Ilan, CFO Rafael Lizardi, and investor relations head Mike Beckman will cover the results and field questions. The company, a global semiconductor player, sells analog and embedded processing chips across industrial, automotive, and personal electronics sectors. (Texas Instruments)
For investors, it’s often the guidance—the company’s forecast for the next quarter—that moves the needle more than the headline EPS. Remarks about customer inventories and order trends can carry just as much weight as the revenue numbers.
Texas Instruments often serves as a key gauge for factory and auto production cycles since its analog chips are essential in everything from power management to sensors. So, any sign of restocking—or the absence of it—tends to send the stock moving quickly.
After-hours trading was quiet Monday, though that could flip instantly once the release drops. Semiconductor stocks often jump on a single comment about lead times or pricing.
The downside scenario is clear: a cautious forecast or weaker margins than expected could reignite concerns that the industrial demand recovery is dragging. A wider selloff driven by rates or risk news would only add pressure.
Investors are watching the earnings report dropping after the U.S. close on January 27, with the conference call scheduled shortly afterward.
