Texas Instruments stock gains 1.68 percent as earnings beat estimates

Published on 09/23/2026 at 15:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Texas Instruments stock closed at USD 271.11 on September 22, 2026, up 1.68 percent. Q2 revenue reached USD 5.46 billion, up 22.8 percent year over year.

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Texas Instruments stock closed at USD 271.11 on the Nasdaq on September 22, 2026, gaining 1.68 percent from the prior close. The move followed quarterly figures showing stronger revenue and earnings than analysts expected, giving the semiconductor group a concrete operating catalyst.

Quarterly revenue beats estimates

According to MarketBeat on September 23, 2026, Texas Instruments reported second-quarter 2026 earnings of USD 2.14 per share, exceeding the USD 1.91 consensus estimate by USD 0.23. Revenue reached USD 5.46 billion, above the USD 5.26 billion consensus estimate and 22.8 percent higher than in the same quarter of 2025.

The comparison matters because the company also reported second-quarter 2025 earnings of USD 1.41 per share, placing the latest result USD 0.73 higher. Texas Instruments guided third-quarter 2026 earnings to a range of USD 2.23 to USD 2.57 per share, while the current-year analyst estimate cited by MarketBeat stands at USD 8.45 per share.

Analyst targets remain divided

The earnings beat has not produced a uniform analyst view. MarketBeat reported on September 23, 2026, that Zacks Research downgraded the stock from Strong Buy to Hold. In the same dated report, Benchmark raised its target from USD 315.00 to USD 360.00 and Wells Fargo raised its target from USD 300.00 to USD 310.00.

Other views remain more cautious. Morgan Stanley lifted its target from USD 230.00 to USD 255.00 while retaining an Underweight rating, whereas Evercore reiterated Outperform with a USD 330.00 target, according to MarketBeat. The spread between USD 255.00 and USD 360.00 highlights the valuation debate after the earnings improvement.

Stock remains below yearly high

At the September 22, 2026 Nasdaq close, volume was 3.32 million shares and the 52-week range was USD 152.73 to USD 334.03. The closing price was USD 62.92 below the yearly high, while the market capitalization was USD 247.59 billion, according to the dated market snapshot.

The valuation leaves the operating figures competing with a high earnings multiple. MarketBeat listed a price-to-earnings ratio of 41.26 and a consensus target of USD 312.12 in its September 23, 2026 data, while the stock price of USD 271.11 remained 15.1 percent below that consensus target. That gap reflects analyst expectations, not a guaranteed return.

Next earnings date approaches

Zacks listed October 20, 2026 as the expected next earnings date on September 23, 2026, with a consensus estimate of USD 2.39 per share for the quarter ending September 2026. The reported second-quarter beat and the third-quarter guidance range make that estimate the next measurable test for the stock.

Texas Instruments stock closed at USD 271.11 on the Nasdaq on September 22, 2026, with a daily gain of 1.68 percent, 3.32 million shares traded and a market capitalization of USD 247.59 billion.