New York, Jan 30, 2026, 20:44 (EST) — Market closed
Texas Instruments shares closed Friday down about 1.5%, finishing at $215.55 after giving back part of their post-earnings rally. The stock reached a high of $217.80 before sliding to a low of $213.08, with roughly 9.1 million shares changing hands.
The dip comes after the company projected first-quarter revenue between $4.32 billion and $4.68 billion, alongside profit of $1.22 to $1.48 per share—both beating LSEG analyst estimates. CEO Haviv Ilan pointed to a 70% jump in data-center revenue in the December quarter, with those centers now making up 9% of expected 2025 sales. The company will begin reporting that segment separately. “With the inventory correction essentially complete, we believe the company is well positioned to see acceleration of growth,” said Stifel analyst Tore Svanberg. Reuters
Investors are sizing up how far the AI boom can run. Texas Instruments, which makes analog chips for signal conversion and power management, plays in a different arena than Nvidia’s graphics processors. “Conditions are improving and they are expanding their growth plans,” said Louise Dudley, portfolio manager at Federated Hermes, after a midweek chip rally lifted shares of ASML and Seagate Technology as well. Reuters
A report from Fintel showed that on Jan. 28, B of A Securities upgraded the stock to neutral from underperform. Neutral typically signals the broker expects the shares to perform in line with peers, rather than outpace them.
On Jan. 27, Texas Instruments submitted a Form 8-K to the U.S. Securities and Exchange Commission, which included its earnings release and outlined the non-GAAP measures used, according to the document.
The board declared a quarterly cash dividend of $1.42 per share, payable on Feb. 10 to shareholders on record as of Jan. 30. That date is the cutoff for dividend eligibility.
The mood on Friday was muted, with major Wall Street indexes ending lower. The market reaction followed President Donald Trump’s nomination of former Fed governor Kevin Warsh to replace Jerome Powell as chair. Investors also digested producer-price data that pointed to persistent inflation pressures.
Chip stocks took a hit, with NXP Semiconductors tumbling 3.2% and Analog Devices sliding 2.4% on Friday. Texas Instruments now looks set to drive the sector’s movement into next week.
The path from a solid quarter to steady recovery is anything but simple. In its Jan. 27 report, the company disclosed $4.6 billion spent on capital expenditures over the past year and $6.5 billion returned to shareholders. It flagged risks such as shifts in trade policy, swings in demand, and changing customer inventories. The firm measures free cash flow—the key figure for buybacks and dividends—as operating cash flow minus capex plus incentives, highlighting how heavy factory spending can squeeze cash if demand weakens.
Texas Instruments said it will host a capital management review webcast on Feb. 24 at 10 a.m. Central from Dallas. CFO Rafael Lizardi, Ilan, and investor-relations head Mike Beckman are scheduled to speak. The company will review its 2025 performance versus capital targets and detail plans to boost long-term free cash flow per share.
Monday’s trading will reveal whether the stock can hold onto its gains after the latest guidance update, with ongoing macro developments still rattling tech-sector risk appetite. Attention now shifts to the capital-management review scheduled for Feb. 24.
