Texas Instruments IncorporatedNasdaq: TXN
Information Technology · Semiconductors
$281.02
-0.02%
Vol: 3.0M
Research Digest
Friday, May 1, 2026
Texas Instruments beats Q1 2026 earnings and raises guidance on strong AI demand and partnerships; BofA upgrades to Buy with $320 PT
Texas Instruments reported Q1 2026 revenue of $4.825B (vs. $4.5B guidance), up 19% YoY with EPS of $1.68 vs. $1.36 estimate. Operating profit jumped 37% and free cash flow surged 611% to $1.4B. The company deepened edge AI capabilities through partnerships with Lattice Semiconductor and a Silicon Labs acquisition expected to deliver $450M in synergies. Bank of America upgraded the stock to Buy from Neutral with a $320 price target (from $235), raising 2026-2028 earnings estimates by 21-33%.
Previous Market Intelligence
13 daysApr 30Texas Instruments soars 19% on Q1 beat; AI data center demand drives 90% growth in segmentPositive▶
Texas Instruments reported outstanding Q1 2026 results on April 22, with revenue of $4.83B beating guidance midpoint, net income of $1.55B, and EPS of $1.68. The stock surged 19% to record highs, marking its best day since 2000. Data center segment revenue jumped 90% year-over-year driven by high demand for analog chips critical to AI infrastructure buildout. Management guided Q2 revenue to $5.0-5.4B (17% growth midpoint) with EPS of $1.77-2.05. The board increased the quarterly dividend to $1.42 per share. In February, TI agreed to acquire Silicon Laboratories for $7.5B to expand wireless and connectivity capabilities. BofA raised PT to $320 from $235 (Buy), raising 2026-2028 earnings estimates by 21-33% and calling it a structural re-rating.
Apr 29Texas Instruments beats Q1 forecast, stock jumps 19% to record on 31% EPS growth and strong AI/data center demandPositive▶
Texas Instruments reported Q1 2026 revenue of $4.83B (beat estimate of $4.53B) with EPS of $1.68 (31% increase). Analog segment grew 22%, data center revenue +90%, industrial +30%. Company acquired Silicon Labs for $7.5B in February. Q2 guidance of $5.0-5.4B (17% growth midpoint). Stock hit all-time high; best day since 2000. BofA raised price target to $320 (from $235), raising 2026-2028 EPS estimates by 21-33%.
Apr 16Stifel upgraded TXN to Buy with $250 price target; stock rallies 50.2% YTD amid improving fundamentals as company prepares April 22 earnings callPositive▶
Texas Instruments delivered strong positive momentum with a 50.2% annual rally. Stifel Nicolaus upgraded the stock to Buy and raised price target to $250, citing a turning point where years of factory investments will drive cash generation and margin expansion. The company is expanding into AI data center technology with high-performance power modules. The Trump administration voluntary $4 trillion semiconductor consortium signals strong government support. Texas Instruments holds 22 consecutive years of dividend increases and will hold its annual stockholder meeting on April 16 with Q1 earnings webcast scheduled for April 22 at 3:30 p.m. Central.
Apr 14Stifel upgrades Texas Instruments to Buy with $250 PT on free cash flow inflectionPositive▶
Stifel upgraded to Buy with $250 PT citing FCF inflection. Stock gained on $4T semiconductor investment consortium news.
Apr 13Stifel upgrades Texas Instruments to Buy with $250 price target; annual meeting April 16Positive▶
Texas Instruments upgraded to Buy by Stifel Nicolaus (Apr 9) with price target raised to $250 from $215. Analyst expects turning point where capex spending on factories will drive cash generation and margin expansion. Q1 2026 earnings call set for April 22 at 3:30 p.m. CT. Stock trades at $215.06 with market cap of $195.4B.
Apr 10Stifel upgrades Texas Instruments to Buy; annual meeting April 16, Q1 earnings April 22.Positive▶
Texas Instruments gained 3% on April 9 after Stifel Nicolaus upgraded to Buy with $250 price target citing a turning point where years of factory spending should generate substantial cash and margin growth. Annual stockholders meeting is April 16. Q1 2026 earnings will be presented April 22.
Apr 9Texas Instruments Up 4.58% on Semiconductor Market Strength; New Product MomentumPositive▶
TXN surged 4.58% as Gartner projects $1.3T semiconductor revenue in 2026. TI unveiled isolated power modules and 800V AI data center architecture with NVIDIA. $7.5B Silicon Labs acquisition underway to boost market position and free cash flow.
Apr 8Texas Instruments Q1 2026 earnings April 22; stock down 8% amid industrial demand slowdown.Neutral▶
Texas Instruments scheduled to report Q1 2026 earnings April 22 at 3:30 p.m. Stock down 8% in April as industrial demand slows relative to competitors. Completed $30 billion fab in Sherman, Texas (production began December 2025). Annual meeting April 16. Analyst targets clustered around low-$220 range. Dividend yield ~3%.
Apr 7Texas Instruments to acquire Silicon Labs for $7.5B in all-cash deal, unveils 800V power architecture for AI data centersPositive▶
Texas Instruments announced definitive agreement to acquire Silicon Labs for $231/share ($7.5B enterprise value) in all-cash transaction completed in February 2026. Company launched complete 800 VDC power architecture with NVIDIA featuring 800V-6V converter and >2000W/in³ power density. Q4 2025 revenue $4.42B (+10% YoY), net income $1.16B, EPS $1.27; Q1 2026 guidance $4.32-4.68B revenue, $1.22-1.48 EPS. Unveiled isolated power modules with IsoShield technology at APEC 2026. 22-year dividend increase streak. Annual meeting April 16, Q1 earnings April 22.
Apr 6Texas Instruments to acquire Silicon Labs for ~$7B in wireless connectivity push.Neutral▶
Texas Instruments announced definitive agreement to acquire Silicon Labs for ~$7B, combining mixed-signal expertise with TI's analog and embedded processing leadership. Adjusted capex outlook for improved free cash flow. Q1 earnings call April 22; shareholder meeting April 16. Dividend up 22 consecutive years.
Apr 3Texas Instruments completes $7.5B Silicon Labs acquisition; AI data center collaboration with NVIDIA drives 2026 momentum.Positive▶
Texas Instruments closed Silicon Labs acquisition for $231/share ($7.5B enterprise value), completing integration and reducing FY26 capex guidance while projecting improved free cash flow. Unveiled isolated power modules with 3x power density boost for data center/automotive. TI-NVIDIA collaboration on 800V power architecture for next-gen AI data centers. Q4 2025: revenue $4.42B (+10% YoY). Q1 earnings April 22, annual meeting April 16.
Apr 1No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Mar 31Texas Instruments signed $7.5B Silicon Labs acquisition; analysts bullish on 2026 harvest year.Positive▶
TXN announced $7.5B Silicon Laboratories acquisition combining mixed-signal and wireless connectivity. Q4 FY25 revenue $4.42B, EPS $1.27. Capex reducing in 2026 unlocking FCF. Stock at $189.90 with 2.9% yield.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AVGOBROADCOM | $420.41 | +0.71% | +32.8% | 23.0x | 1.25 | $1.98T |
| MUMICRON | $541.19 | +4.65% | +36.9% | 5.1x | 1.61 | $583.2B |
| AMDADVANCED | $360.21 | +1.61% | +61.0% | 32.0x | 1.96 | $578.0B |
| INTCINTEL | $99.64 | +5.46% | +86.1% | 63.8x | 1.35 | $474.9B |
| TXNTEXAS | $281.02 | -0.02% | +41.0% | 30.8x | 0.99 | $255.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.