New York, Feb 2, 2026, 19:45 (EST) — After-hours trading
- Shares of Texas Instruments jumped 4.4%, finishing at $225.01, marking a fresh 52-week peak.
- Volume exceeded the usual levels, with buyers holding steady in semiconductors right up to the close.
- Attention now turns to the company’s Feb. 24 capital management webcast, with a packed week ahead full of macro data and major tech events.
Texas Instruments Incorporated (TXN) shares jumped 4.4% to close at $225.01 on Monday, hitting a fresh 52-week high. Trading volume topped 11.2 million shares, well above the 50-day average of about 7.5 million. The stock’s gain notably outpaced Nvidia, which slipped roughly 2.9% during the session. (MarketWatch)
The significance lies in Texas Instruments serving as a key indicator for “analog” demand — those chips that handle power and translate real-world signals into data for computers — spanning factories, vehicles, and data centers. Last week, the company projected first-quarter revenue between $4.32 billion and $4.68 billion, with earnings per share ranging from $1.22 to $1.48, both surpassing the average estimate from LSEG data. CEO Haviv Ilan highlighted a 70% jump in data-center revenue during the December quarter. “With the inventory correction … essentially complete,” said Tore Svanberg of Stifel. (Reuters)
The broader market lent support. The S&P 500 gained 0.54% on Monday, stopping just short of a record close. Chipmakers led the charge—Advanced Micro Devices climbed 4.0%, while Micron Technology jumped 5.5%. Investors remained focused on the Federal Reserve meeting scheduled for this week. (Reuters)
A filing released after the close revealed that board member Robert E. Sanchez was granted restricted stock units and stock options dated Jan. 29 as part of his director compensation. The filing showed 525 shares awarded along with options for 1,860 shares, carrying an exercise price of $218.97. (Streetinsider)
The stock’s surge to new highs shifts focus to Texas Instruments’ spending on capacity expansion versus returns to shareholders. This balancing act has sparked debate around the company. Some investors view the build-out as a long-term play; others are demanding clearer evidence it will boost cash flow.
Texas Instruments announced its board has approved a quarterly dividend of $1.42 per share, set for payment on Feb. 10 to shareholders recorded by Jan. 30. (PR Newswire)
But the same factors boosting the group could quickly reverse if end demand falters. A global memory-chip shortage has cast a shadow over smartphone and PC sales — key markets for Texas Instruments — while Morgan Stanley says a supply crunch for the company seems unlikely given low factory utilization worldwide. The firm also flagged ongoing geopolitical risks as a potential threat. “Conditions are improving,” said Louise Dudley, portfolio manager at Federated Hermes, referring to the broader supply chain. (Reuters)
Regular trading wrapped up and after-hours activity slowed down. The next key moment arrives Tuesday, when investors will judge if the chip rally can sustain itself amid a busy week of macro data and tech earnings.
Texas Instruments is set to webcast a capital management review on Feb. 24 at 10 a.m. Central time. CEO Ilan and CFO Rafael Lizardi are scheduled to speak. (Texas Instruments)
