New York, Jan 20, 2026, 15:30 EST — Regular session
- Shares of Texas Instruments dropped roughly 1.6%, closing near $188.42 in late afternoon deals
- Chip stocks fell alongside the wider market, with the SOXX semiconductor ETF dropping roughly 1.6%
- Attention now shifts to Texas Instruments, which reports quarterly results after the close on Jan. 27
Texas Instruments (TXN.O) shares dropped roughly 1.6% to $188.42 on Tuesday, narrowing earlier losses but still ending lower amid a broad sell-off in U.S. stocks. The S&P 500-tracking SPDR fund fell around 2.0%.
This move shines a fresh spotlight on the chipmaker, as the market jitters amid a headline-driven environment and a busy earnings season. Texas Instruments is closing in on its earnings report, which often stirs positioning even without new company-specific updates.
President Donald Trump’s latest tariff threats on Europe rattled markets, steering investors away from riskier bets. Charlie Ripley, senior investment strategist at Allianz Investment Management, described the reaction as “more of a contained version” of the earlier tariff-related market shocks. Reuters
Semiconductor shares fell in line with the broader risk-off sentiment. The iShares Semiconductor ETF (SOXX), which bundles key chipmakers, lost roughly 1.6%. Among individual stocks, Analog Devices declined around 2.0%, Microchip Technology slipped close to 2.9%, and NXP Semiconductors dropped about 3.3%.
Texas Instruments will release its fourth-quarter and full-year 2025 earnings after the market closes on Jan. 27. The company has scheduled a conference call at 3:30 p.m. Central time. CEO Haviv Ilan, CFO Rafael Lizardi, and investor relations head Mike Beckman are expected to participate, the company announced.
Investors are tuning in for any change in demand wording in the industrial and automotive sectors, which can swing sharply as orders pick up or slacken. Traders will also focus on remarks about gross margins and factory utilization to gauge the pressure on pricing.
Texas Instruments supplies analog and embedded processing chips for industrial gear, cars, personal electronics, enterprise systems, and communications equipment. This diverse portfolio means its stock can be vulnerable to shifts in corporate spending and manufacturing moods, even if the most in-demand chip segments lie elsewhere.
Tariff news can swing semiconductor stocks either way. Should Washington impose fresh duties or trading partners retaliate, it could shift customer buying habits, dent confidence, and cloud short-term demand forecasts — the kind of uncertainty that usually weighs on high-multiple chip stocks.
Texas Instruments will report earnings after the close on Jan. 27, followed by its conference call the same day.
