TXN

Texas Instruments Incorporated TXN is likely to beat earnings estimates when it releases its second-quarter 2026 results on July 22, after market close. The company anticipates revenues between $5 billion and $5.4 billion for the second quarter. The Zacks Consensus Estimate is pegged at $5.23 billion, suggesting growth of 17.5% from the year-ago period's reported figure. Texas Instruments expects earnings per share between $1.77 and $2.05. The Zacks Consensus Estimate for second-quarter earnings is pinned at $1.91 per share, implying growth of 35.5% from the year-ago period's reported figure. The consensus mark for earnings has been revised upward over the past seven days. Image Source: Zacks Investment Research TXN’s earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters while missing once, with an average surprise of 6.96%. Texas Instruments Incorporated price-eps-surprise | Texas Instruments Incorporated Quote Our proven model predicts an earnings beat for Texas Instruments this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is exactly the case here. Earnings ESP of TXN: Earnings ESP, which represents the difference between the Most Accurate Estimate ($1.96) and the Zacks Consensus Estimate ($1.91), is +2.66%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Texas Instruments’ Zacks Rank: TXN presently carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here. Texas Instruments’ second-quarter performance is likely to have benefited from strong demand for its analog and embedded chips. The company’s analog business remains the largest contributor, which is showing renewed strength supported by improving industrial demand, stronger data center investments and stable automotive sales. Industrial revenues rose more than 30% year over year in the first quarter of 2026, with growth spreading across regions and customer groups. At the same time, Texas Instruments is benefiting from rising demand for power-management chips used in artificial intelligence (AI)-driven data center infrastructure. During the first-quarter earnings call, management stated that data center revenues surged roughly 90% year over year. Overall, analog reven...

The companies you own inside this consumer staples fund are collectively signaling stronger profits are on the way. The State Street Consumer Staples Select Sector SPDR ETF (XLP) returned +9.4% over the past year, but the more telling signal for what comes next lies inside the fund itself. Among its largest holdings, companies making up 32% of the fund's total weight have recently raised their forward guidance for earnings, revenue, or cash flow. A Decidedly Positive Lean That figure is the key to understanding the fund's forward momentum. It stands in sharp contrast to the holdings that trimmed their outlook, which account for just 10.7% of the fund. The rest left their guidance unchanged. When you own an index fund, you own the collective trajectory of its companies, and right now, the weight of the evidence is pointing toward improving fundamentals. Who's Pulling the Weight? This positive tilt isn't abstract; it's driven by specific, heavyweight positions. The single biggest contributor was Walmart (WMT), which accounts for more than 10% of the fund and raised its EPS guidance by 8%. Other large holdings like Coca-Cola (KO), at 7.0% of the fund, also nudged their forecasts higher, showing the positive sentiment is not isolated to a single name. Of course, not every company is on the same path. The most significant downward revision came from Philip Morris International (PM). At 6.1% of the fund, it lowered its EPS guidance by 4%. But on balance, the positive revisions from companies like Walmart carry far more weight across the portfolio. A Signal That Can Lead the Price Why does this matter for you as an owner of XLP? A company’s own guidance is one of the earliest indicators of its future earnings power. When you see a broad-based tilt where the weight of companies raising their outlook is nearly three times the weight of those cutting it, it suggests the fund's underlying earnings momentum is strengthening. This kind of forward-looking check is important, as sometimes a fund's price can get ahead of its fundamentals. For an investor in XLP, this is the bottom line. You own a basket of companies that are, in aggregate, telling the market to expect better results ahead. While no signal is a guarantee, having the fund's own holdings guide their earnings higher provides a fundamental tailwind that a simple price chart or trailing valuation multiple doesn't...

Vicor VICR is scheduled to release its second-quarter 2026 results on July 21.On May 26, this modular power components and systems provider updated its second-quarter revenue guidance from $126 million to $142 million. VICR cited rising product revenues and royalties from an additional licensee to its patented power system technology behind the revised upward guidance.The Zacks Consensus Estimate for second-quarter 2026 revenues is currently pegged at $138.7 million, indicating 1.67% decline from the figure reported in the year-ago quarter.The consensus mark for earnings is pegged at 62 cents per share, up 34.8% over the past 30 days but indicates a decline of 31.87% from the figure reported in the year-ago quarter. Image Source: Zacks Investment Research Vicor reported earnings of 44 cents per share in the first quarter of 2026, beating the Zacks Consensus Estimate by 10%. However, revenues of $113 million lagged the consensus mark by 0.99%. The figure increased 20.2% year over year. Vicor Corporation price-consensus-chart | Vicor Corporation Quote Let’s see how things are shaping up prior to this announcement. Vicor’s to-be-reported quarter results are expected to have benefited from stronger product shipments combined with royalties from a newly signed licensee. In May, an OEM secured an all-inclusive license covering Vicor’s power-conversion topologies, control systems, components and distribution architectures, including Factorized Power Architecture and Vertical Power Delivery (VPD). The resulting royalty contribution, together with rising product revenues, prompted the company to raise its second-quarter 2026 guidance by $16 million.Vicor entered the second quarter of 2026 with considerable revenue visibility. In the first quarter of 2026, book-to-bill exceeded 2, while backlog jumped 70% sequentially to $300.6 million. The company also indicated that bookings remained strong during the second quarter and expected book-to-bill to remain well above 1. Backlog growth was supported by high-performance computing customers, hyperscalers, industrial customers and aerospace and defense programs.Demand from Vicor’s lead computing customer is likely to have remained a major second-quarter 2026 growth driver. Strong demand from hyperscaler customers and continued engagement with additional high-performance computing companies are expected to have driven top-lin...

DALLAS, July 16, 2026 /PRNewswire/ -- The board of directors of Texas Instruments Incorporated (Nasdaq: TXN) today declared a quarterly cash dividend of $1.42 per share of common stock, payable August 11, 2026, to stockholders of record on July 31, 2026. About Texas Instruments Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, data center, personal electronics and communications equipment. At our core, we have a passion to create a better world by making electronics more affordable through semiconductors. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere. Learn more at TI.com. TXN-G View original content to download multimedia:https://www.prnewswire.com/news-releases/texas-instruments-board-declares-third-quarter-2026-quarterly-dividend-302828019.html

TXN heads into July 22 earnings with traders pricing an 80.5% chance it clears $4B in Q2 Analog revenue after three beats in four quarters. Industrial revenue surged 30% and data center 90% year over year in Q1, yet industrial demand still sits 15% below its 2022 peak. CEO Haviv Ilan projects $8 free cash flow per share for 2026 as trailing twelve-month FCF surged to $4.4B from $1.7B. This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor) Texas Instruments (NASDAQ:TXN) heads into Q2 2026 results on July 22 with a one-sided setup: Management's own guidance points to a step-change quarter, free cash flow is inflecting and the two end markets driving the quarter (industrial and data center) are accelerating into the release rather than fading. Start with the catalyst. Management guided Q2 revenue to $5.00 billion to $5.40 billion and EPS of $1.77 to $2.05, a midpoint that represents roughly 8% sequential growth, slightly above seasonal. TXN has beaten revenue in three of the last four quarters and Q1 2026 blew the doors off with a 23.15% EPS beat that triggered a 19.43% day-of pop. Polymarket traders now assign an 80.5% probability that Q2 Analog revenue clears $4 billion. Second, the end-market mix is compounding. In Q1 2026, industrial revenue rose more than 30% year over year and data center revenue was up roughly 90% year over year. CEO Haviv Ilan told analysts, "The combination of a broad portfolio, ability to support the rack and the board, ability to supply at scale, and a geopolitically dependable location is unique and not easy to replicate." Industrial demand is still 15% below the 2022 peak, so the recovery has real runway before it hits a wall. July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)General Motors, POSCO, and 50,000+ everyday investors have already backed lithium producer EnergyX. Here's why you should do the same before their July 16 investment deadline: lithium prices are up 75% this year, with demand projected to grow a staggering 5X by 2040. With tech that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX investor before the July 16 deadline. Third, the cash flow story is th...

Texas Instruments (TXN) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 22. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This chipmaker is expected to post quarterly earnings of $1.91 per share in its upcoming report, which represents a year-over-year change of +35.5%. Revenues are expected to be $5.22 billion, up 17.4% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.88% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is signific...

Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 billion, the company develops analog ICs and embedded processors. The semiconductor powerhouse is expected to announce its fiscal second-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect TXN to report a profit of $1.90 per share on a diluted basis, up 34.8% from $1.41 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. SanDisk Slumps 10% But BofA Stays Bullish. Here Is How to Play SanDisk Stock Here. 1 High-Probability Iron Condor Trade on Broadcom Stock to Make Now with 29% Return Potential Nasdaq Futures Slip as Chip Stocks Extend Slide, U.S. Jobs Report in Focus Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For the full year, analysts expect TXN to report EPS of $7.66, up 40.6% from $5.45 in fiscal 2025. Its EPS is expected to rise 14.5% year over year to $8.77 in fiscal 2027. TXN stock has outperformed the S&P 500 Index’s ($SPX) 20.2% gains over the past 52 weeks, with shares up 35.9% during this period. However, it underperformed the State Street Technology Select Sector SPDR ETF’s (XLK) 42.4% gains over the same time frame. TXN rallied on 30%+ Industrial growth and nearly 90% Data Center growth, with AI-driven power management helping shed its cyclical reputation. CEO Haviv Ilan highlighted broad-based demand recovery and eight quarters of sequential growth, while rising fab utilization signals stronger visibility. Moreover, management remains upbeat on Industrial and Data Center but cautious on demand durability, as internal manufacturing investments aim to support growth and reduce supply risks. Analysts’ consensus opinion on TXN stock is reasonably bullish, with a “Moderate Buy” rating overall. Out of 35 analysts covering the stock, 17 advise a “Strong Buy” rating, 15 give a “Hold,” one suggests a “Moderate Sell,” and two recommend a “Strong Sell.” TXN’s average analyst price target is $297.76, indicating a potential upside of 1.6% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities menti...

DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:30 p.m. Central time. Haviv Ilan, chairman, president and chief executive officer, Rafael Lizardi, senior vice president and chief financial officer, and Mike Beckman, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience. You can access the audio webcast on the Investor Relations section of the company's website at ti.com/ir. An archived copy of the webcast will be available shortly after the call concludes. About Texas Instruments Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, data center, personal electronics and communications equipment. At our core, we have a passion to create a better world by making electronics more affordable through semiconductors. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere. Learn more at TI.com. TXN-G View original content to download multimedia:https://www.prnewswire.com/news-releases/texas-instruments-to-webcast-q2-2026-earnings-conference-call-302816009.html

The companies inside this popular dividend fund are collectively signaling stronger results are on the way. Texas Instruments, making up 6.4% of the Schwab US Dividend Equity ETF (SCHD), just raised its own EPS guidance by a striking 41.5%. That’s a significant revision from a single large holding, but it’s also part of a much broader, positive signal coming from inside the fund. A Decidedly Upward Tilt When you look under the hood at the companies you own through SCHD, the story is one of broad improvement. Holdings that make up 39.7% of the fund's weight recently raised their core guidance for things like revenue or earnings. That's a much larger slice of your investment than the 12.8% of the fund that cut its outlook. By count, 14 of the largest holdings raised their forecasts, while only 3 cut them. The Movers Behind The Signal This positive signal isn't coming from just one place. While Texas Instruments was the largest contributor, other heavyweights like UnitedHealth (UNH), at 5.5% of the fund, and Coca-Cola (KO), at 4.1% of the fund, also raised their EPS guidance. On the other side of the ledger, the biggest drag came from Qualcomm (QCOM). As 6.2% of the fund, its decision to lower its EPS guidance by 24.0% provided a meaningful counterweight, but it was ultimately outnumbered. What This Forward Signal Suggests So what does this mean for your position in SCHD? The fund has already returned +24.1% over the past year. But that's the past. This collective shift in forward guidance is a signal about the future. It suggests the fundamental earnings power of the companies you own is strengthening. When the companies inside an ETF are telling you they expect to earn more, it provides a firmer foundation for the fund's valuation. Ultimately, an index fund is just the sum of its parts. Right now, the parts that make up SCHD are, by a significant margin, pointing toward better times ahead for their own businesses. This doesn't guarantee where the fund's price will go next. But it does mean that as an owner, you have the fund's underlying earnings momentum working in your favor, a forward-looking tailwind that trailing performance numbers can't show you. Why Own The Basket When You Can Own The Raisers? Seeing this many companies inside SCHD lift their outlook, it is tempting to skip the basket entirely. If rising guidance is the signal, why not just own the co...

Despite the stock's significant appreciation, the most compelling upside lies not in near-term earnings but in the long-term visibility the company is building today. After a +53% run over the past year, you might be wondering what could possibly be left in the tank for Broadcom (AVGO). The stock isn't a secret, and the AI story is well known. But the most powerful driver for the next phase of growth extends beyond the strong demand everyone sees today. It lies in how that demand is translating into something exceedingly rare in the chip industry: a multi-year, locked-in view of the future. A Signal Of Insatiable Demand Let’s start with the present, because the numbers are noteworthy. In its most recent quarter, Broadcom’s AI semiconductor revenue hit a record $10.8 billion. That’s impressive on its own. But here’s the figure that changes the game: during that same period, the company took in bookings for AI semiconductors of “over $30 billion.” Think about that. For every dollar of AI chips it shipped, it booked more for the future. This isn't a gentle updraft; it's a clear signal that demand from its core customers is simply outrunning its current ability to supply it, creating a formidable pipeline of future business. How Far Out Can This Trajectory Really Go? This is where the skeptic in you should pipe up. A substantial order book is great, but in the notoriously cyclical semiconductor world, backlogs can vanish. And with so much of this growth tied to just 6 core customers, isn't there a huge concentration risk? It’s a fair question. But management is painting a picture of unusual stability. Just three months ago, the company’s visibility ran into 2027. Today? The CEO states, “Our visibility runs all the way to 2028 right now.” This isn't typical quarterly guidance. It’s a strategic view built on long-term agreements with partners like Google, Meta, and OpenAI who are planning their AI infrastructure years in advance. They need to secure power and data centers, which forces them to lock in their chip orders far earlier than ever before. The $100 Billion AI Target Is Now The Baseline This long-range visibility gives Broadcom the confidence to put a number on the future that redefines the company's scale. Management has reiterated its guidance for AI semiconductor revenue to be “in excess of $100 billion." For context, the company’s total revenue over th...

Broadcom (NASDAQ:AVGO), a semiconductor and infrastructure software supplier, closed Wednesday at $372.1, down 5.12%. The stock fell as investors continued reacting to its recent fiscal Q2 2026 earnings (period ended May 3, 2026), cautious AI guidance, and mixed analyst commentary while watching how AI chip demand and margins evolve. The company’s trading volume reached 37.4 million shares, which is about 48% above compared with its three-month average of 25.4 million shares. Broadcom went public in 2009 and has grown 22869% since its IPO. The broader markets weakened Wednesday, with the S&P 500 (SNPINDEX:^GSPC) falling 1.61% to 7,266.99 and the Nasdaq Composite (NASDAQINDEX:^IXIC) sliding 1.98% to 25,169.50. Within semiconductors, industry peers Texas Instruments (NASDAQ:TXN) closed at $282.01 (-2.29%) and Analog Devices (NASDAQ:ADI) finished at $392.67 (-2.95%), reflecting pressure across chipmakers. Broadcom shares declined as investors assessed a strong fiscal second quarter that did not fully meet expectations for its AI outlook. The company reported record Q2 revenue of $22.19 billion. AI semiconductor revenue rose 143% year over year to $10.8 billion, driven by demand for custom AI accelerators. The new AI infrastructure platform from Broadcom, Apollo, and Blackstone indicates sustained demand, backed by $35 billion in financing for over 1 gigawatt of compute capacity and a goal of more than 20 gigawatts of global AI deployments by 2028. Investors will watch whether Broadcom can convert this demand into revenue growth and maintain margins to support its valuation, particularly as customer concentration among major custom-chip buyers remains a focus. Before you buy stock in Broadcom, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Broadcom wasn’t one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,038!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,277,804!* That performance is why people listen. With a track record of beating the S&P 500 by nearly 5x, Stock Advisor offer...

Broadcom (NASDAQ:AVGO), which designs and supplies semiconductor devices and infrastructure software solutions, closed Friday at $385.73, down 7.92%. The stock is sliding as investors continue reacting to disappointing AI chip sales guidance and valuation concerns following record Q2 results, and they are watching how AI bookings and long-term AI revenue targets evolve. The company’s trading volume reached 50.3 million shares, which is about 95% above compared with its three-month average of 25.7 million shares. Broadcom went public in 2009 and has grown 23710% since its IPO. The S&P 500 (SNPINDEX:^GSPC) fell 2.63% to 7,383.74, while the Nasdaq Composite (NASDAQINDEX:^IXIC) lost 4.18% to finish at 25,709. Within semiconductors, industry peers Nvidia (NASDAQ:NVDA) closed at $205.10 (-6.19%) and Texas Instruments (NASDAQ:TXN) finished at $285.06 (-6.65%), reflecting broader pressure across AI-oriented chipmakers. Broadcom shares extended their post-earnings decline even after the company reported strong fiscal second-quarter results. Revenue rose to $22.19 billion, AI semiconductor revenue more than doubled, and AI bookings topped $30 billion, but investors had been looking for a larger AI guidance reset after the stock’s sharp run. Management’s decision to reiterate rather than raise its longer-term AI revenue target left the market questioning how much upside was already priced in. The pullback indicates higher expectations for Broadcom’s AI business rather than weaker demand. Investors will be watching whether custom AI chip bookings convert to revenue quickly enough to support the company’s goal of over $100 billion in AI semiconductor revenue by fiscal 2027, and whether this growth delivers sufficient margins to justify the current valuation. Before you buy stock in Broadcom, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Broadcom wasn’t one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,847!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,342,065!* That performance is why...