New York, Jan 27, 2026, 12:46 (EST) — Regular session.
- Shares of Texas Instruments rose roughly 0.4% in midday trading as investors awaited the company’s quarterly results due after the bell
- Analysts expect revenue around $4.43 billion and adjusted EPS of $1.28
- Traders are focused on China’s auto demand, industrial orders, and management’s guidance for the quarter
Shares of Texas Instruments Incorporated climbed 0.4% to $197.44 by midday Tuesday, moving between $194.29 and $198.31 earlier as investors geared up for earnings released after the bell.
This report offers an early glimpse into demand for plain-vanilla chips found in factory equipment and automobiles—a segment of the semiconductor market that remains patchy despite gains in other areas driven by a data-center buildout.
The key focus now is the outlook. Texas Instruments’ guidance—management’s forecast for the current quarter—tends to sway the stock more than the headline earnings, as it recalibrates expectations for the industrial cycle.
Analysts are forecasting Texas Instruments to deliver roughly $4.43 billion in revenue for the fourth quarter, with adjusted EPS around $1.28, excluding certain items. John Vinh at KeyBanc kept his Overweight rating on the stock, eyeing a $220 price target. He noted expectations for “slightly better results and in line guidance” but highlighted ongoing challenges: “China auto demand stays soft, and industrial weakness plus tariff-related pull-ins continue to cloud near-term visibility.” Pull-ins refer to customers accelerating orders. According to Barron’s, China accounts for about 19% of Texas Instruments’ sales.
Chip stocks climbed Tuesday, led by the iShares Semiconductor ETF, which rose roughly 2.8%. Analog Devices and Microchip Technology edged up slightly, while ON Semiconductor jumped around 2.5%.
Texas Instruments closed Monday up 1.7% at $196.59, with volume exceeding its 50-day average, MarketWatch reported. The shares still trade roughly 11% below their 52-week peak from July. (MarketWatch)
A weak forecast, or hints that end-demand is just being boosted by customers accelerating orders, might derail the recent rally. Investors remain cautious about any hiccups in China, where auto demand continues to lag.
Texas Instruments stands as a key player in analog chips and embedded processors, powering devices in consumer electronics, industrial, and automotive sectors. This diverse portfolio positions it as a reliable indicator of spending trends beyond the busiest corners of the chip market.
Investors will be tuning in to management’s comments on factory orders and auto build rates, as well as any signs the company expects demand to improve once tariff uncertainties subside.
Texas Instruments will release its earnings after U.S. markets close on Jan. 27, with a conference call scheduled for later that same day. (Texas Instruments Investor Relations)
