Texas Instruments Rises 8% After Hours on Strong Q1 Forecast (TXN)

Texas Instruments Inc. (TXN) surged more than 8% in after-hours trading Wednesday, January 28, 2026, after issuing a stronger-than-expected Q1 forecast, signaling a recovery in analog chip demand. The company reported Q4 2025 earnings per share of $1.27, slightly below the $1.29 consensus, and revenue of $4.42 billion, roughly in line with estimates. For Q1 2026, the company projected revenue between $4.32 billion and $4.68 billion, above the $4.42 billion consensus, and EPS in the range of $1.22 to $1.48, with a midpoint above the expected $1.26. Management noted improving order momentum, signs of recovery in industrial markets, and strong data center demand during the earnings call. As a key supplier of foundational chips across automotive, industrial, and consumer electronics, Texas Instruments is widely viewed as a bellwether for broad industrial demand trends.