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Texas Instruments raises Q4 guidance above expectations, driven by AI and industrial demand.

Company Fundamentals
22 Oct 2026
24/7 Wall Street
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Bullish
Texas Instruments raises Q4 guidance above expectations, driven by AI and industrial demand.

Texas Instruments exceeded Wall Street's expectations with its fourth-quarter revenue guidance of $5.80-$6.30 billion and EPS of $2.45-$2.79, surpassing analyst estimates. The company benefits from rising AI data center spending, which now accounts for 13% of revenue, alongside strong growth in industrial and automotive sectors. Despite a premium valuation, the stock's future depends on sustained industrial demand and meeting the low end of its revenue forecast. Investors should watch for any signs of weakening in these key markets to assess the stock's recovery potential.

Texas Instruments (TXN) trades at USD 282.13 on Pluang as of Oct 22, 2026 19:02 WIB, down 0.89% for the day. This price sits closer to its 52-week high of USD 332.35 than its low of USD 153.33, reflecting a strong recovery phase. Despite the recent dip, TXN's market cap remains substantial at $259.96 billion, with a dividend yield of 2.14%, while Pluang order activity shows a majority selling sentiment at 86%.

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