NEW YORK, Jan 29, 2026, 19:20 ET — After-hours update
- Shares of Texas Instruments climbed roughly 1.3%, reaching $218.97 in late after-hours trading.
- This shift comes after the chipmaker updated its March-quarter outlook and sharpened its focus on data-center demand.
- Investors are watching closely as the stock’s ex-dividend date approaches on Jan. 30, with a capital management webcast scheduled for Feb. 24.
Texas Instruments (TXN) shares extended their rally after hours Thursday, last seen up roughly 1.3% at $218.97, having reached an intraday high of $221.45. Trading volume exceeded 14 million shares.
The rally is significant since Texas Instruments serves as a barometer for “analog” chips—components that handle power and convert real-world signals into data for computers—used across factories, automobiles, and a wide range of common electronics.
That puts it in a quiet spot as investors gauge if chip demand is spreading past the top-tier AI processors grabbing the spotlight.
Texas Instruments reported Tuesday earnings of $1.27 per share on $4.42 billion in revenue for the fourth quarter. The company expects first-quarter revenue between $4.32 billion and $4.68 billion, with EPS ranging from $1.22 to $1.48. CEO Haviv Ilan told shareholders, “Revenue decreased 7% sequentially and increased 10% from the same quarter a year ago.” (Texas Instruments)
During the earnings call, Ilan revealed that data-center revenue jumped 70% in the December quarter, now accounting for 9% of projected 2025 sales. The company plans to start reporting data-center sales separately. Stifel analyst Tore Svanberg noted that the industry’s inventory correction is “essentially complete,” paving the way for a smoother 2026. (Reuters)
A dividend is on the docket. The company announced a quarterly cash dividend of $1.42 per share, payable Feb. 10 to shareholders recorded by Jan. 30. Nasdaq data indicates the stock will trade ex-dividend on Jan. 30, so anyone buying that day won’t qualify for the next payout. (Texas Instruments)
The next move hinges on more than just one company’s forecast. This week’s sector rally has been fueled by AI data-center spending, boosted further by a Reuters report that China approved three of its biggest tech firms to buy Nvidia’s H200 chips. Still, worries persist over sluggish personal-electronics demand and geopolitical tensions. “Companies across the broader supply chain … are reporting that conditions are improving,” said Louise Dudley, portfolio manager at Federated Hermes. Meanwhile, Morgan Stanley cautioned that Texas Instruments could face risks from tariffs because of its heavy U.S.-based production.
Texas Instruments will hold a webcast capital management review on Feb. 24, featuring Ilan, CFO Rafael Lizardi, and investor relations head Mike Beckman. The session will zero in on their strategy to boost free cash flow per share. (Texas Instruments)
