Quarterly revenue and EPS are in line with the Street: TI reported revenue of $4.42 bn, in line with GS at $4.41 bn but just below the Street (Visible Alpha) at $4.46 bn. Gross margin of 55.9% was above GS at 55.0% and the Street at 54.9%. Operating margin of 33.3% was above GS at 32.0% and the Street at 33.0%. EPS of $1.27 was essentially in line with GS at $1.25 and the Street at $1.30. However, this result included a $0.06 reduction that was not included in the company's guidance. Key stock takeaways: We ...

27 January 2026 | 4:14PM EST Equity Research Texas Instruments Inc. (TXN): First Take: Solid guidance suggests analog recovery is underway Key stock takeaways: We expect the stock to have an initial positive reaction to a quarter where guidance was above the Street. Although we believe expectations were somewhat lower given management's muted commentary at recent conferences, based on our conversations we believe most investors were positioned more constructively ahead of the quarter. We expect investors to ...