New York, January 19, 2026, 19:04 EST — Market closed.
- U.S. markets reopen Tuesday following the Martin Luther King Jr. Day holiday, as Nasdaq futures dip on new tariff news.
- Wall Street raised targets for Texas Instruments as the week begins, though analysts remain cautious ahead of the company’s late-January earnings report.
Shares of Texas Instruments Incorporated will restart trading Tuesday following the U.S. holiday pause, while Nasdaq 100 futures dropped 1.25% amid President Donald Trump’s threat of wider tariffs on European nations.
This is crucial for Texas Instruments since its stock is seen as a gauge for demand in industrial and automotive electronics. Investors, with earnings season approaching, have little tolerance for unexpected developments.
A risk-off start will put last week’s analyst optimism to the test, challenging whether buyers stick around if the market sours.
Texas Instruments closed at $191.58, marking a roughly 1.3% gain from the previous day. The stock swung between $189.80 and $192.47 during the last session, with trading volume around 6.9 million shares.
Stifel analyst Tore Svanberg raised his price target on Texas Instruments to $200 from $170, maintaining a Hold rating in a quarterly preview covering the company’s “analog, connectivity and processors” segments. He noted a rebound in “analog appetite,” alongside sustained strength in AI infrastructure and the growing feasibility of edge AI. TipRanks
Wells Fargo’s Joe Quatrochi bumped his price target to $185 from $170 while maintaining an Equal Weight rating. He pointed to updated industry models and a strong focus on industrial and electrical signals linked to AI-driven demand.
Texas Instruments announced its board has approved a quarterly cash dividend of $1.42 per share. The payout is set for Feb. 10, with the record date on Jan. 30, the company confirmed.
The near-term outlook is mixed. A weaker macro backdrop, coupled with any escalation on tariff threats, might weigh on sentiment throughout global supply chains. This could impact chipmakers tied more to the sluggish industrial sector, not just those riding the flashy wave of AI demand.
The next batch of company earnings carries greater uncertainty. Should management hint at a slower recovery in industrial orders, or if manufacturing costs squeeze margins, the stock’s premium valuation could face tougher scrutiny.
Texas Instruments plans to webcast its Q4 and full-year 2025 earnings call on Tuesday, Jan. 27 at 3:30 p.m. Central. Chairman, president, and CEO Haviv Ilan will lead the discussion, joined by CFO Rafael Lizardi and head of investor relations Mike Beckman.
