Key facts: TXN Q3 $6.06B; Q4 $5.8–6.3B; Fab Ramp; Stock ≈ $281.23
Texas Instruments (TXN) reported Q3 revenue of $6.06B, GAAP EPS of $2.62, and net income of $2.43B. Q4 guidance is $5.8B–$6.3B revenue and $2.45–$2.79 EPS. The company is expanding production capacity, with new facilities in Sherman and Lehi, and a larger site in Malaysia. TXN stock trades around $281.23, 17% above its GF Value.
How this was made
The 30-second read
Why it matters
The guidance suggests flat sequential growth, which may lead to short‑term price pressure despite strong cash generation.
Market read
TXN is a large‑cap semiconductor leader; its earnings and guidance are closely watched by tech investors.
What to watch
New fab ramp in Sherman and near‑complete Lehi fab could boost capacity later in the year, offsetting short‑term guidance concerns.
Background
Texas Instruments released its Q3 2026 results and provided Q4 2026 guidance, accompanied by updates on fab expansions.
Ticker impact
TXN reported Q3 revenue of $6.06B and issued Q4 guidance of $5.8‑$6.3B revenue with EPS $2.45‑$2.79, a fresh earnings and guidance release.
likely pressure as the market prices in the modest Q4 outlook
Guidance below prior expectations and flat growth often lead to short‑term downside pressure on large‑cap semiconductor stocks.
Market effects
May signal a slowdown in semiconductor demand, affecting peers in the analog and mixed‑signal space.
U.S. tech sector could see modest pullback in early trading.
Limited to investors tracking semiconductor earnings; no broader macro impact.
Counterpoint
If the market overreacts to flat guidance, a bounce could occur on the back of strong cash flow and margin expansion.
Key entities
- CompanyTexas Instruments
Semiconductor manufacturer reporting earnings and guidance.
