Texas Instruments (TXN)
Coverage summary
Aardvark Labs Capital Research has covered Texas Instruments (TXN) since July 23, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 22, 2026. The current rating is Hold, unchanged since the Q2 2026 Earnings Recap of July 24, 2026. The rating has changed twice since coverage began.
Translations: 5 in Chinese.
Rating history
All TXN reports
Recap: Q3 2026
Ninety-Percent Fall-Through and an Above-Seasonal Q4: The Cycle Is Running Hotter Than We Modeled, but $283 Already Pays for It. Maintaining Hold.
Recap: Q2 2026
The Beat That Fell 3%: Every End Market Is Now Growing and Autos Have Inflected, But a +70% YTD Run Has Priced In the Cycle. Downgrading to Hold.
Recap: Q1 2026
The Inflection Quarter: Industrial Broad-Based +30% / Data Center +90% / FCF +159% TTM / First Ever $5B+ Quarter Guide — +18% Is the Largest Single-Day Rally in TXN History
Recap: Q4 2025
First Sequentially-Up Q1 Since 2010 + Data Center Standalone at $1.5B / +64% + CapEx Narrowed to $2-3B: The Setup Has Changed
Recap: Q3 2025
Print Clean, Guide Soft Again: Slower Recovery Re-Rates the Cycle, but Data Center Break-Out and 150mm Closures Reset the Forward Story
Recap: Q2 2025
Beat the Print, Lost the Narrative: Q3 Guide and a Tone Shift on Tariff Pull-Ins Trigger a 13% Sell-Off