Texas Instruments' Q3 2025 Earnings: What to Expect

Company Overview - Texas Instruments Incorporated (TXN) has a market capitalization of $156.1 billion and specializes in designing, manufacturing, and selling analog and embedded processing semiconductors globally, serving markets such as industrial, automotive, personal electronics, and communications [1] Upcoming Earnings Announcement - The company is set to announce its fiscal Q3 2025 results on October 21, with analysts predicting an EPS of $1.47, consistent with the same quarter last year [2] Financial Projections - For fiscal 2025, analysts expect TXN to report an EPS of $5.60, reflecting a 7.7% increase from $5.20 in fiscal 2024. EPS is projected to grow by 15.4% year-over-year to $6.46 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Texas Instruments' shares have decreased nearly 16%, underperforming the S&P 500 Index's gain of 13.4% and the Technology Select Sector SPDR Fund's increase of 23.3% [4] Recent Earnings and Market Reaction - Despite reporting a stronger-than-expected Q2 2025 EPS of $1.41 and revenue of $4.45 billion, TXN's shares fell 13.3% the following day due to a disappointing Q3 outlook, projecting EPS between $1.36 and $1.60 and revenue guidance below expectations [5] Analyst Ratings - The consensus view on TXN stock remains moderately optimistic, with a "Moderate Buy" rating from 35 analysts. The average price target is $209.20, suggesting a potential upside of 21.8% from current levels [6]