New York, Jan 31, 2026, 18:14 (EST) — Market closed
- Texas Instruments ended Friday down 1.6% at $215.55, erasing some of the week’s earlier gains.
- Traders are debating if the rally will continue now that the stock has gone ex-dividend, following the forecast.
- Coming up: a capital management webcast on Feb. 24, following the dividend payout on Feb. 10.
Texas Instruments shares dropped 1.6%, ending Friday at $215.55, pulling back after a strong rally earlier this week. With U.S. markets closed until Monday, investors will have to wait for the next session to get fresh updates. (MarketScreener)
This pullback is crucial since Texas Instruments serves as a key indicator for investors betting on a rebound in industrial chip demand. The firm’s analog and embedded-processing components find their way into factory machinery, vehicles, and communications gear—sectors that move slowly but can shift sentiment sharply when order volumes fluctuate.
Friday’s close is harder to interpret than usual. That session marked the start of trading without the next dividend, a technical adjustment that can drag the share price down even if sentiment stays steady.
Earlier this week, Texas Instruments projected first-quarter revenue between $4.32 billion and $4.68 billion, with earnings per share ranging from $1.22 to $1.48—beating Wall Street estimates gathered by LSEG. CEO Haviv Ilan highlighted a 70% jump in data-center revenue during the December quarter and said the company will begin separately reporting those sales. “With the inventory correction … essentially complete, we believe the company is well positioned to see acceleration of growth,” noted Stifel analyst Tore Svanberg. (Reuters)
Still, challenges linger in the near term. Reuters highlighted warnings from researchers about a looming global memory-chip shortage that could hit demand for smartphones and PCs — key markets for TI. On top of that, Morgan Stanley pointed to tariff and geopolitical risks tied to U.S.-focused production. Louise Dudley, a portfolio manager for global equities at Federated Hermes, noted, “Companies across the broader supply chain … are reporting that conditions are improving.” (Reuters)
The stock went ex-dividend on Jan. 30, marking the cut-off for a $1.42-per-share quarterly payment set for Feb. 10, according to dividend data. Buyers purchasing after that date won’t get the upcoming dividend. (StockAnalysis)
Next week, investors will watch closely to see if the stock’s bid comes back after the dividend adjustment. Chip sentiment will also be tested as earnings season progresses. Traders often measure Texas Instruments against peers like Analog Devices and NXP Semiconductors, given their focus on analog components.
Texas Instruments will hold a capital management review webcast on Feb. 24, featuring Ilan and CFO Rafael Lizardi, the company announced. This event is expected to intensify discussions around spending, free cash flow, and the sustainability of the data-center boost. (Ti)
