TXN Stock: Texas Instruments Posts In-Line Q4, Guides Above Views | Investor's Business DailyBREAKING: [Dow Futures Fall As Meta, Microsoft Diverge]---Chipmaker Texas Instruments (TXN) late Tuesday slightly missed Wall Street's targets for the fourth quarter but guided higher than views for the current period. TXN stock rose in extended trading. The Dallas-based company earned $1.27 a share on sales of $4.42 billion in the December quarter. Analysts polled by FactSet had expected earnings of $1.29 a share o ...

The semiconductor company posted a profit of $1.16 billion, or $1.27 a share, compared with $1.21 billion, or $1.30 a share, a year earlier. ...

Financial Performance - Q4 2025 revenue was $4.42 billion, a 10% increase year-over-year, but a 7% decrease sequentially [2]. - Net income for Q4 2025 was $1.16 billion, down 3% from $1.20 billion in Q4 2024, with earnings per share at $1.27, a 2% decrease [4]. - Gross profit for Q4 2025 was $2.47 billion, up 7% from $2.31 billion in Q4 2024 [8]. - Operating profit for Q4 2025 was $1.47 billion, a 7% increase from $1.38 billion in Q4 2024 [4]. - Net income for Q4 2025 was $1,163 million, a decrease of 3.5% from $1,205 million in Q4 2024 [14]. Cash Flow and Investments - Cash flow from operations for the trailing 12 months was $7.2 billion, with free cash flow at $2.9 billion, representing a 96% increase year-over-year [2][5]. - Total cash returned to shareholders in the trailing 12 months was $6.5 billion, including $4.99 billion in dividends and $1.48 billion in stock repurchases [2][6]. - Cash flows from operating activities for the year ended December 31, 2025, increased to $7,153 million, up 13% from $6,318 million in 2024 [19]. - Free cash flow for the year ended December 31, 2025, was $2,938 million, representing a 96% increase from $1,498 million in 2024 [19]. - TI invested $3.9 billion in R&D and SG&A, and $4.6 billion in capital expenditures over the past 12 months [2]. Revenue Outlook and Segment Performance - The first quarter 2026 revenue outlook is projected to be between $4.32 billion and $4.68 billion, with earnings per share guidance of $1.22 to $1.48 [2]. - Revenue for the Analog segment in 2025 was $14,006 million, a 15% increase from $12,161 million in 2024 [16]. - Operating profit for the Analog segment rose to $5,412 million, up 17% from $4,608 million in 2024 [16]. - Revenue for the Embedded Processing segment increased to $2,697 million, a 6% rise from $2,533 million in 2024 [16]. - Operating profit for the Embedded Processing segment decreased to $304 million, down 14% from $352 million in 2024 [16]. Assets and Capital Expenditures - TI's total assets decreased to $34.59 billion in 2025 from $35.51 billion in 2024 [12]. - Capital expenditures for the year ended December 31, 2025, were $4,550 million, down from $4,820 million in 2024 [19]. - Cash and cash equivalents at the end of Q4 2025 were $3,225 million, compared to $3,200 million at the end of Q4 2024 [14]. Government Support - Total cash benefit related to the CHIPS Act for the year ended December 31, 2025, was $670 million, compared to $588 million in 2024 [19].

Conference call at 3:30 p.m. Central time today on ti.com/ir DALLAS, Jan. 27, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) today reported fourth quarter revenue of $4.42 billion, net income of $1.16 billion and earnings per share of $1.27. Earnings per share included a 6-cent reduction that was not in the company's original guidance. Regarding the company's performance and returns to shareholders, Haviv Ilan, TI's chairman, president and CEO, made the following comments: Free cash ...

Texas Instruments Incorporated (NASDAQ:TXN) will release earnings results for its fourth quarter, after the closing bell on Tuesday, Jan. 27.Analysts expect the Dallas, Texas-based company to report quarterly earnings at $1.31 per share, up from $1.30 per share in the year-ago period. The consensus estimate for Texas Instruments' quarterly revenue is $4.44 billion, versus $4.01 billion a year earlier, according to data from Benzinga Pro.On Oct. 21, Texas Instruments reported third-quarter revenue of $4.74 b ...

Earnings Reports - Boeing (BA) reported a Q4 loss of -$1.91 per share after excluding a one-time sale of Digital Aviation Solutions for $10.55 billion, with revenues up +57% year over year to $23.95 billion [1] - UnitedHealth (UNH) beat earnings estimates by 2 cents at $2.11 per share, but revenues fell slightly by -0.04% to $113.22 billion, leading to a pre-market share drop of -15% [2] - General Motors (GM) exceeded earnings expectations with $2.51 per share, a +14% beat, and reported quarterly revenues of $45.29 billion, down -1.83%, while announcing a +20% increase in dividends [3] - United Parcel Service (UPS) posted earnings of $2.38 per share on revenues of $24.48 billion, beating estimates by +7.2% and +1.95% respectively, although shares were trading modestly down after initial gains [4] Market Expectations - January Consumer Confidence is anticipated to be reported at 90, slightly above the previous month's 89.1, but still below the 100 points average seen over the past four years, reflecting consumer strain from a delicate labor market and policy shifts [5] Upcoming Earnings - Texas Instruments (TXN) is expected to report Q4 earnings with flat year-over-year growth but a +10.7% increase in revenues, continuing a streak of eight consecutive quarterly earnings beats, with the stock up +13% since the start of the year [6]

Texas Instruments Incorporated (NASDAQ:TXN) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. Stifel Sees Signs of a Demand Recovery for Texas Instruments (TXN) Image by Alexsander-777 from Pixabay On January 16, Stifel analyst Tore Svanberg raised Texas Instruments Incorporated (NASDAQ:TXN)’s price target to $200 from $170 and maintained a Hold rating on the stock. The update came as part of Stifel’s Q4 earnings preview for the analog, connectivity, and processors group. In the repo ...

Core Insights - The chip maker is expected to report modest declines in both revenue and earnings, indicating potential challenges in the current market environment [1] Company Analysis - Analysts are particularly focused on the demand from China, which could significantly impact the company's performance [1]

Texas Instruments Incorporated (NASDAQ:TXN) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Susquehanna Sees Early Industrial Recovery Lifting Texas Instruments (TXN) Outlook On January 22, Susquehanna analyst Christopher Rolland raised his price target on Texas Instruments Incorporated (NASDAQ:TXN) to $225 from $200 and kept a Positive rating. The update came as the firm reset expectations across the semiconductor group ahead of earnings. Rolland said the sector appears to be s ...

Core Viewpoint - The market focus is shifting from geopolitical crises to macroeconomic factors, fiscal and monetary policies, and corporate earnings disclosures as the last trading week of January 2026 approaches. Key events include the Federal Reserve's interest rate decision and earnings reports from major tech companies like Tesla and Apple, alongside global storage leaders such as Samsung and SK Hynix [1] Economic and Market Overview - The S&P 500 index saw a slight increase of less than 0.1% on Friday but experienced a weekly decline of 0.4%. The Dow Jones Industrial Average fell by 0.7% for the week, while the Nasdaq Composite, primarily driven by tech stocks, also entered negative territory with an overall drop of approximately 0.1% [2] - A significant price surge occurred in the U.S. natural gas futures market, with prices skyrocketing by 75% over five trading days due to a winter storm impacting over 1.5 million people [2] - The World Economic Forum in Davos highlighted increasing divisions between the U.S. and its Western allies, alongside intense domestic political confrontations that could lead to a government shutdown [2] Federal Reserve and Monetary Policy - Investors expect the Federal Reserve to maintain the current interest rate range of 3.5%-3.75%, with a 98% probability of this outcome according to CME data. The focus will be on Chairman Powell's outlook on inflation, the job market, and future interest rate paths [6][18] - The nomination for the next Federal Reserve Chair is anticipated to be announced soon, with Rick Rieder from BlackRock emerging as a leading candidate [6][19] Corporate Earnings and Tech Sector - Approximately one-fifth of S&P 500 companies will report quarterly earnings this week, including four of the "Magnificent Seven" tech giants: Apple, Microsoft, Meta, and Tesla. This earnings season is crucial for assessing the continuation of the current bull market [5][10] - The tech sector has issued nearly $700 billion in investment-grade debt over the past quarter, reflecting a significant shift in the credit market driven by AI investments [8] - Analysts are closely monitoring the earnings reports from major storage companies like SanDisk, Western Digital, and Seagate, as well as semiconductor giants Samsung and SK Hynix, to gauge the impact on the overall market [9][15] Geopolitical and Regulatory Developments - The Senate Agriculture Committee is set to hold hearings on the CLARITY Act, a significant step in the U.S. cryptocurrency regulatory process, which has become increasingly complex amid election year dynamics [7] - The geopolitical landscape remains tense, with concerns about the U.S. dollar's status as a reserve currency and the potential for a more divided and dangerous geopolitical world [3] AI and Market Sentiment - The ongoing "AI faith" narrative is a driving force behind the current bull market, with significant investments in AI infrastructure and applications. The upcoming earnings reports from major tech companies will serve as a critical test for this narrative [10][11] - The market is particularly focused on how AI investments translate into actual productivity growth and revenue, with companies like Tesla and Meta under scrutiny for their AI-related revenue streams [12][13]