NASDAQ:TXN 20 July 2025 - 22 October 2025

Texas Instruments reported Q3 2025 revenue of $4.74 billion, topping estimates, but issued weak Q4 guidance, sending shares down about 7% after hours. The company raised its quarterly dividend 4% to $1.42 per share, marking 22 consecutive annual increases. CEO Haviv Ilan will become chairman in 2026 as Rich Templeton retires. TI’s core markets remain sluggish despite strong demand for AI chips elsewhere in the sector.

Texas Instruments reported Q3 revenue of $4.74 billion, beating estimates, but issued weaker-than-expected Q4 guidance. Shares fell 6–8% after hours to around $168. The board raised the dividend 4% to $1.42 per share, marking 22 consecutive annual increases. Bank of America and Mizuho downgraded the stock, citing tariff risks and limited AI exposure.

Texas Instruments closed at $176.58 Friday, lagging the chip sector rally as the PHLX Semiconductor Index nearly doubled in 2025. Q3 earnings are due Oct. 21, with analysts expecting flat results. Bank of America downgraded TXN to “Underperform,” citing valuation and weak industrial demand. The company raised its dividend to $1.42 and announced CEO Haviv Ilan will become chairman in 2026.