TEXAS INSTRUMENTS JUST GUIDED ABOVE WALL STREET AS AI DEMAND SPILLS INTO ANALOG

What happened: Texas Instruments (NASDAQ:TXN) guided fourth-quarter revenue of $5.80B to $6.30B and EPS of $2.45 to $2.79, with the low end above analyst consensus. Third-quarter results were reported after the close on October 21, 2026. Key numbers: Q3 revenue $6.055B, up 28% year over year. Why it matters: The guide shows the recovery continuing into year-end, but the wide ranges mean the low ends carry more weight than the midpoints. Valuation is the central issue, since most growth comes from cyclical industrial and automotive recovery that the stock may already price in.

Texas Instruments (NASDAQ:TXN) guided fourth-quarter revenue of $5.80B to $6.30B and EPS of $2.45 to $2.79, with the low end above analyst consensus. Third-quarter results were reported after the close on October 21, 2026.

The guide shows the recovery continuing into year-end, but the wide ranges mean the low ends carry more weight than the midpoints. Valuation is the central issue, since most growth comes from cyclical industrial and automotive recovery that the stock may already price in.