New York, Jan 30, 2026, 20:44 (EST) — Market closed
Texas Instruments shares ended Friday roughly 1.5% lower, closing at $215.55 and retracing some of their post-earnings gains. The stock hit a peak of $217.80 and dipped as low as $213.08, on volume around 9.1 million shares.
The dip follows the company’s forecast for first-quarter revenue between $4.32 billion and $4.68 billion, with profit expected at $1.22 to $1.48 per share—both figures topping analyst estimates from LSEG. CEO Haviv Ilan highlighted a 70% surge in data-center revenue during the December quarter, noting these centers now account for 9% of projected 2025 sales. The firm plans to start reporting that segment separately. “With the inventory correction essentially complete, we believe the company is well positioned to see acceleration of growth,” said Tore Svanberg, analyst at Stifel. (Reuters)
Investors are gauging just how far the AI surge will extend. Texas Instruments, a maker of analog chips that handle signal conversion and power management in electronics, operates in a different segment than Nvidia’s graphics processors. “Conditions are improving and they are expanding their growth plans,” said Louise Dudley, portfolio manager at Federated Hermes, commenting after a midweek chip rally that also boosted ASML and Seagate Technology. (Reuters)
A report from Fintel revealed that B of A Securities raised the stock to neutral from underperform on Jan. 28. Neutral usually means the broker expects the shares to track roughly in line with peers, not outperform them. (Nasdaq)
On Jan. 27, Texas Instruments filed a Form 8-K with the U.S. Securities and Exchange Commission, including its earnings release and detailing the non-GAAP measures it applies, according to the filing. (SEC)
The board announced a quarterly cash dividend of $1.42 per share, set for payment on Feb. 10 to shareholders recorded by Jan. 30. That date marks the deadline for eligibility to receive the dividend. (Texas Instruments)
Friday’s tone was subdued as Wall Street’s key indexes closed in the red. The shift came after President Donald Trump put forward former Federal Reserve governor Kevin Warsh as the next Fed chair to replace Jerome Powell. Investors also absorbed producer-price figures suggesting inflationary pressures remain elevated. (Reuters)
Chip stocks absorbed part of the selloff. NXP Semiconductors dropped 3.2%, while Analog Devices slipped 2.4% on Friday. That leaves Texas Instruments positioned to carry the sector’s momentum into next week.
The road from a strong quarter to sustained recovery isn’t straightforward. In its Jan. 27 report, the company revealed $4.6 billion spent on capital expenditures over the past year and $6.5 billion returned to shareholders. It highlighted risks including trade policy shifts, demand fluctuations, and changes in customer inventories. The firm defines free cash flow—the metric investors watch for buybacks and dividends—as operating cash flow minus capex plus incentives, underscoring how hefty factory investments can tighten cash if demand slows. (Texas Instruments)
Texas Instruments announced it will host a capital management review webcast on Feb. 24 at 10 a.m. Central time from Dallas. CFO Rafael Lizardi, Ilan, and investor-relations chief Mike Beckman are set to speak. The company plans to assess its 2025 performance against capital targets and outline strategies to increase long-term free cash flow per share. (Texas Instruments)
Monday’s session will test if the stock can maintain its gains following the guidance update, as macro news continues to sway tech-sector risk appetite. Investors now look ahead to the capital-management review set for Feb. 24. (Stock Titan)
