8-K ·Filed Apr 22, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
The strong beat and raised guidance signal robust demand in industrial and data center markets; traders should monitor inventory levels and customer lead times in the next quarter for sustainability of the growth trend.
Final — all horizons settled through T+60d ⚠ clustered
TXN ▲ +0.76% at T+60d
LONG call ✓ call won +0.76% · α vs SPY -4.16% · entry $281.89 → $284.02
T+1d
-1.71%
call -1.71% · α -2.50%
$277.06
settled 5mo ago
T+5d
-4.49%
call -4.49% · α -5.97%
$269.22
settled 5mo ago
T+20d
+8.16%
call +8.16% · α +3.52%
$304.88
settled 5mo ago
T+60d
+0.76%
call +0.76% · α -4.16%
$284.02
settled 2mo ago
Price Chart
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Executive Summary
Texas Instruments reported Q1 2026 revenue of $4.825 billion and EPS of $1.68, beating consensus estimates of $4.53 billion and $1.36. Revenue grew 19% year-over-year, driven by industrial and data center demand, with guidance raised for Q2.
Key Financial Metrics
EPS
$1.68
est $1.36 · +23.5%
Revenue
$4.8B
est $4.5B · +6.5% · +19.0% YoY
Rating
strong beat
Guidance
$5.00B-$5.40B
raised
Free Cash Flow
$1.4B
Gross Margin
58.01%
Key Facts
- Q1 2026 revenue: $4.825 billion (+19% YoY)
- EPS: $1.68 (beat consensus by 23.5%)
- Revenue increased 9% sequentially and 19% YoY, led by industrial and data center
- Q2 guidance: revenue $5.00B–$5.40B, EPS $1.77–$2.05
- Free cash flow for trailing 12 months: $4.4 billion
Financial Impact
Revenue beat by $295 million, EPS beat by $0.32 (23.5%)
revenueepsfreeCashFlowguidance
Risk Factors
- Potential inventory corrections by customers in the next quarter
- Dependence on industrial and data center end markets, which are cyclical
Market Snapshot
Price
$254.82
Volume
100
Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
36% bullish (44 analysts)
Investment Themes
Semiconductors
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000097476-26-000097 |
| Document: txn-20260422.htm | 0000097476-26-000097 |
| Document: 0000097476-26-000097-index-headers.html | 0000097476-26-000097 |
| Document: 0000097476-26-000097-index.html | 0000097476-26-000097 |
| Document: 0000097476-26-000097.txt | 0000097476-26-000097 |
| 8-K Data (Synthetic) | 0000097476-26-000097 |
15 reports for TXN
80% Hit rate best @ T+20▲ +8.16%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 22, 2026 10w ago | Press Release | $284.99 $265.45 | ▼ −6.86% | ▼ −10.17% | $294.08 (+3.19%) |
Jul 16, 2026 11w ago | Press Release | $284.02 $279.58 | ▲ +1.56% | ▲ +6.01% | $294.08 (−3.54%) |
Jun 2, 2026 17w ago | 8-K | $308.04 $298.41 | ▼ −3.13% | ▼ −2.00% | $294.08 (−4.53%) |
May 22, 2026 19w ago | ANALYST-UPGRADE | $309.46 $332.28 | ▲ +7.38% | ▲ +7.54% | $294.08 (−4.97%) |
May 15, 2026 19w ago | Insider Cluster | $299.77 $313.34 | ▲ +4.53% | ▲ +2.34% | $294.08 (−1.90%) |
May 11, 2026 20w ago | Insider Cluster | $297.62 $288.63 | ▼ −3.02% | ▼ −2.72% | $294.08 (−1.19%) |
Apr 27, 2026 22w ago | Insider Cluster | $269.36 $324.89 | ▲ +20.62% | ▲ +15.66% | $294.08 (+9.18%) |
Apr 24, 2026 23w ago | Insider Cluster | $277.06 $298.39 | ▲ +7.70% | ▲ +3.67% | $294.08 (+6.14%) |
Apr 24, 2026 23w ago | Insider Cluster | $277.06 $298.39 | ▲ +7.70% | ▲ +3.67% | $294.08 (+6.14%) |
Apr 24, 2026 23w ago | Insider Cluster | $277.06 $298.39 | ▲ +7.70% | ▲ +3.67% | $294.08 (+6.14%) |
Showing 10 of 15
US Market Status
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