Texas Instruments posted a solid Q3 FY2026 with higher-than-expected EPS and revenue, driven by broad demand in industrial, automotive and data-center segments. The company issued upbeat Q4 guidance, signaling continued operating leverage and robust free cash flow supported by 300mm production. The results reinforce TI’s resilient cash-generating model and could support near-term stock upside.
Texas Instruments reported Q3 revenue of $6.06 billion and EPS of $2.62, up 28% year over year. The company cited broad, durable demand across industrial, automotive, and data-center end markets, supported by strong free cash flow and CHIPS Act incentives. Guidance for Q4 implies continued growth and profitability, signaling potential near-term upside for TXN shares aided by cash returns to shareholders.
Texas Instruments reported Q2 2026 revenue of $5.46B, up 13% sequential and 23% YoY, with EPS of $2.14. Free cash flow over the trailing 12 months reached $6.5B, aided by CHIPS Act incentives and 300mm production benefits, underpinning aggressive shareholder returns. The company guided to Q3 revenue of $5.65–$6.15B and EPS of $2.23–$2.57, signaling continued momentum into the back half of 2026.
Texas Instruments (TXN) faces valuation challenges with its recent score dropping to 9.27. However, strong operational momentum persists, and analysts maintain bullish ratings, highlighting the current disconnect between market price and underlying fundamentals.
Texas Instruments (TXN) maintains strong stock momentum with a score of 91.86 but faces valuation challenges, evidenced by a low value score of 10.73. Analyst opinions are mixed, with Goldman Sachs downgrading TXN to Sell amidst concerns regarding strategic capacity and capital choices. Investors should monitor price movements and analyst updates for actionable insights.
Texas Instruments (TXN) experienced a significant stock surge due to strong data center revenue growth and healthy free cash flow results. Analysts elevated their price targets, reflecting optimism about TXN's robust performance in industrial and data center sectors, positioning the stock for continued upward momentum.