TXNTexas Instruments Incorporated
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $2.62Beat
- vs $2.40 expected on Oct 21
- Stock move on it
- −1.81%
- one session
- Typical move
- ±2.4%
- average over 2 reports
- Price
- $312.50
- +0.87% today · $248B cap
Past and upcoming reports
2
| Oct 21, 2026 | Sep 30, 2026 | Time not given | $2.40 | Beat$2.62 | −1.81% |
| Jul 28, 2026 | Jun 30, 2026 | Time not given | $1.92 | not recorded | −2.90%2d |
After the report
Jul 28, 2026 report
This covers the Jul 28, 2026 report. The Oct 21, 2026 numbers are in the table above.
TXN slides 2.1% post-earnings. analog recovery in question
Texas Instruments reported Q2 2026 earnings on July 28. Actual EPS not disclosed, but stock fell 2.08% on elevated volume the following day, suggesting disappointment. The analog recovery thesis is intact but being tested by valuation concerns. Analysts remain bullish (14 buy, 2 sell, target $330) but near-term momentum is weak.
Reported against expected
MissedActual EPS not available. consensus estimate was $1.92. Stock fell 2.08% on day after earnings, indicating market perceived a miss or weak guidance.
Guidance
Forward guidance tone not explicitly provided. price action suggests cautious outlook.
How the stock reacted
Closed at $271.30 on July 29, down 2.08% from $277.07, volume 9.6M vs elevated levels.
What changed
TXN dropped 2.1% on high volume post-earnings. analog cycle recovery thesis faces market skepticism.
What the price now assumes
Market pricing in slower analog recovery or valuation compression. P/E TTM 48.8x vs sector 33.4x.
What it means for the business
Maintain neutral bias. watch next quarter's revenue guidance and inventory data for cycle confirmation.
The next one to three months, as we saw it then
Better case30%
Analog recovery accelerates with demand from automotive/industrial. TXN returns to $290+ as guidance beats.
Base case50%
Stock trades range-bound $260-$285 as earnings digest and cycle clarity remains mixed.
Worse case20%
Analog cycle inflects down. TXN guidance disappoints. stock falls to $240.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.