Texas Instruments stock gains as Q3 revenue jumps 28%
Published on 11/03/2026 at 14:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSDemand Broadens Across Key Markets
- Third-quarter revenue increased 11 percent from the previous quarter, while operating profit rose 73 percent year over year.
- Management expects fourth-quarter revenue of 5.80 billion to 6.30 billion US dollars and earnings per share of 2.45 to 2.79 US dollars.
- Industrial, automotive and data-center demand are driving the current outlook.
Texas Instruments reported strong third-quarter results on October 21, 2026, as broad demand across industrial, automotive and data-center markets lifted sales. The company's official financial release said revenue reached 6.055 billion US dollars, up 11 percent from the previous quarter and 28 percent from the year-earlier period.
Net income increased 78 percent to 2.425 billion US dollars, while diluted earnings per share rose 77 percent to 2.62 US dollars. Operating profit climbed 73 percent to 2.874 billion US dollars. The results show that the recovery is no longer limited to a single end market: Analog revenue rose 32 percent to 4.911 billion US dollars, and Embedded Processing revenue increased 21 percent to 858 million US dollars.
Fourth-Quarter Outlook Keeps Growth In Focus
Texas Instruments guided for fourth-quarter revenue of 5.80 billion to 6.30 billion US dollars and earnings per share of 2.45 to 2.79 US dollars. The midpoint of the revenue range is close to the third-quarter level, giving investors a reference point for the pace of growth as the company moves through the seasonal period.
Chief Executive Haviv Ilan said industrial, automotive and data-center markets are supporting the outlook. Texas Instruments also reported 9.896 billion US dollars in operating cash flow and 8.422 billion US dollars in free cash flow for the 12 months through September 30, although free cash flow includes benefits from the US CHIPS Act and is therefore a non-GAAP measure.
Texas Instruments stock traded at 277.40 euros on Lang & Schwarz at 2:06 p.m. CET on Tuesday, November 3, 2026, 0.80 percent above the Xetra close of Monday, November 2. The real-time quote of Texas Instruments stock reflects the current European trading indication.
Texas Instruments stock at a glance
- Company: Texas Instruments Incorporated
- ISIN: US8825081040
- Ticker: TXN
- Home exchange: Nasdaq
- Lang & Schwarz quote: 277.40 euros at 2:06 p.m. CET on November 3, 2026
- Change versus Xetra close: 0.80 percent above 275.20 euros on November 2, 2026
- Sector: Semiconductors
For investors, the key issue is whether stronger industrial and automotive demand can persist while data-center growth expands the company's addressable market. Manufacturing investment and customer demand remain important variables because Texas Instruments operates in a cyclical industry with substantial fixed costs.
The S&P 500 provides the broader US equity-market context for Texas Instruments stock. Current market reports track developments across the US market.
More news and analyses on Texas Instruments stock cover the company's results, products and demand outlook.
