New York, Feb 2, 2026, 19:45 (EST) — Trading continued after the bell
- Texas Instruments shares surged 4.4%, closing at $225.01 to hit a new 52-week high.
- Volume topped typical ranges, as semiconductor buyers stayed firm through to the closing bell.
- All eyes are on the company’s Feb. 24 capital management webcast as a busy week looms, loaded with key macro data and big tech happenings.
Texas Instruments Incorporated (TXN) shares surged 4.4%, closing Monday at $225.01 to mark a new 52-week high. Volume soared past 11.2 million shares, well above the 50-day average near 7.5 million. The stock’s jump outpaced Nvidia, which dipped about 2.9% in the same session. (MarketWatch)
Texas Instruments remains a bellwether for “analog” chip demand—those crucial components that manage power and convert real-world signals for computers across industries like manufacturing, automotive, and data centers. The company’s guidance for Q1 revenue lands between $4.32 billion and $4.68 billion, with EPS from $1.22 to $1.48, both ahead of consensus estimates from LSEG. CEO Haviv Ilan pointed to a 70% surge in data-center revenue during the December quarter. “With the inventory correction … essentially complete,” noted Stifel’s Tore Svanberg. (Reuters)
The broader market provided some lift. The S&P 500 rose 0.54% on Monday, narrowly missing a record close. Chipmakers were in demand—Advanced Micro Devices surged 4.0%, and Micron Technology gained 5.5%. Investors stayed tuned ahead of this week’s Federal Reserve meeting. (Reuters)
After the close, a filing showed board member Robert E. Sanchez received restricted stock units and stock options dated Jan. 29 as part of his director pay. He was awarded 525 shares and options for 1,860 shares, with an exercise price set at $218.97. (StreetInsider.com)
The stock’s jump to fresh highs has put the spotlight on Texas Instruments’ choice between pouring cash into capacity expansion and rewarding shareholders. This tug-of-war has stirred up debate. While some investors see the expansion as a strategic bet for the long haul, others want more proof it’ll translate into stronger cash flow.
Texas Instruments said its board greenlit a quarterly dividend of $1.42 per share. The payout is scheduled for Feb. 10 to shareholders on record as of Jan. 30. (PR Newswire)
But those same tailwinds could flip fast if demand drops off. A global memory-chip shortage has already weighed on smartphone and PC sales—both major markets for Texas Instruments. Morgan Stanley, however, sees a supply crunch for the chipmaker as unlikely given the low utilization rates in factories worldwide. The firm also pointed to ongoing geopolitical risks as a wildcard. “Conditions are improving,” said Louise Dudley, portfolio manager at Federated Hermes, speaking on the broader supply chain. (Reuters)
Regular trading ended, and after-hours action tapered off. The spotlight now shifts to Tuesday, when investors will assess whether the chip rally holds up amid a packed week of macroeconomic reports and tech earnings.
Texas Instruments will webcast a capital management review on Feb. 24 at 10 a.m. Central time. CEO Ilan and CFO Rafael Lizardi are slated to present. (Texas Instruments)
