Stock AnalizTexas Instruments (TXN) earnings for the quarter ended September 2026: EPS beats estimates
Texas Instruments reported results for the quarter ended September 2026 on October 21, 2026. Adjusted earnings per share came in at $2.62 against the analysts’ average forecast of $2.43, a beat of 7.9%.
Revenue for the quarter was $6.05 billion, up 27.7% from $4.74 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 0.6% on the first trading day after the report.
The last four quarters
Texas Instruments has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $2.62 | $2.43 | +7.9% | +28% | +0.6% |
| Jun 2026 | $2.14 | $1.94 | +10.5% | +23% | −2.2% |
| Mar 2026 | $1.68 | $1.37 | +22.8% | +19% | +21.1% |
| Dec 2025 | $1.27 | $1.31 | −2.9% | +10% | +10.0% |
What comes next
Analysts expect EPS of $2.62 for the next quarter on average and $9.06 for the fiscal year ending December 31, 2026.
The average analyst price target is $338.79, 12% above the current price of $303.60.
Valuation and score
Texas Instruments scores 2.8 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 39.4, and its intrinsic value under moderate assumptions is about 8% below the current market value. Full Texas Instruments analysis with 10 years of financials
Frequently asked questions
What was Texas Instruments’s EPS for the quarter ended September 2026?
$2.62 adjusted per share, against an analyst consensus of $2.43.
How much revenue did Texas Instruments report?
$6.05 billion, up 27.7% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.