Texas Instruments Incorporated (TXN)

DALLAS , Aug. 20, 2025 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) Senior Vice President and Chief Financial Officer Rafael Lizardi will speak at the Citi 2025 Global TMT Conference in New York City on Thursday, Sept. 4, at 8:10 a.m.

Texas Instruments' rebounding on the back of analog, embedded processing, and broad market traction.

Texas Instruments (TXN) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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US chip stocks are retaining momentum despite the Trump administration's plans to announce 100% tariffs on imported semiconductors to push tech firms toward domestic manufacturing. The aforementioned plans are part of President Trump's broader repatriation strategy to bolster US industrial capacity.

Examine the evolution of Texas Instruments' (TXN) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Texas Instruments (TXN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Jim Cramer breaks down why he's keeping an eye on shares of Texas Instruments.

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I maintain my 'hold' rating on Texas Instruments. Q2 earnings were solid, with revenue and EPS both up 16% and at the high end of guidance, plus strong cash returns to shareholders. Despite strong Q2 results, the stock dropped 12% due to a flat EPS outlook for Q3, surprising analysts.

Texas Instruments Incorporated delivered a solid quarter, with sequential revenue growth and better working capital management, but geopolitical risks and tariffs remain a concern. Management acknowledges some Q2 strength was likely demand pulled forward due to tariffs, and industrial recovery is more robust than automotive. Valuation has run ahead of fundamentals, with the stock trading at a premium not fully justified by current earnings or margin outlook.

Live Updates Live Coverage Has Ended More Earnings Details 4:32 pm by Eric Bleeker TXN | Texas Instruments Q2’25 Earnings Highlights: Adj. EPS: $1.41 ; UP +16% YoY Revenue: $4.45B []; UP +16% YoY Net Income: $1.30B []; UP +15% YoY Operating Profit: $1.56B []; UP +25% YoY Free Cash Flow: $1.80B; UP +18% YoY Dividends Paid: $1.24B; UP +5% YoY Stock Repurchases: $0.30B Effective Tax Rate: 12.4% (vs. 9.6% YoY) Q2’25 Outlook: Revenue: $4.45B to $4.80B [] The outlook reflects continued strength in industrial markets and the impact of recent U.S. tax legislation. Management expects ongoing demand recovery, particularly in the automotive and industrial sectors. Adj. EPS: $1.36 to $1.60 [] Q2 Segment Performance: Analog Revenue: $3.45B []; UP +18% YoY Embedded Processing Revenue: $0.68B []; UP +10% YoY Other Revenue: $0.32B []; UP +14% YoY Other Key Q2 Metrics: Adj. Operating Income: $1.56B []; UP +25% YoY Adj. Operating Expenses: $1.01B; UP +6% YoY R&D Expenses: $0.53B; UP +6% YoY Cash and Cash Equivalents: $3.04B; UP +11% YoY Total Assets: $34.93B; DOWN -0% YoY Total Liabilities: $18.53B; UP +4% YoY Stockholders’ Equity: $16.40B; DOWN -5% YoY CEO Commentary: Haviv Ilan: “Revenue increased 9% sequentially, led by continued broad recovery in industrial, and 16% from the same quarter a year ago. Our cash flow from operations of $6.4 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production.” Strategic Updates: TI continues to focus on expanding its manufacturing capabilities, particularly in 300mm production, to meet growing demand in the industrial and automotive sectors. Similar Reaction to NXP Semiconductor 4:17 pm by Eric Bleeker Yesterday we were hosting a live blog for NXP Semiconductor, and Texas Instruments looks like a carbon copy. Both companies broadly beat on expectations for last quarter and guided above expectations for the current quarter. Yet both stocks were immediately down in the 6 to 7% range. Its like that after a furious rally that’s lasted more than 3 months investors were simply expecting more from these names that have strong tailwinds from themes like AI and the hope of an automotive sector recovery. Growth Rates 4:16 pm by Eric Bleeker Here’s a look at how last quarter compared to a year ago: Metric Q2 25 Q2 24 YoY Change Revenue $4.45B $3.82B 16.43% Net Income $1.30B $1.13B 15.35% Operating Cash Flow $1.86B $1.57B 18.40% Free Cash Flow $555.00M $507.00M 9.47% What Executives Have to Say 4:14 pm by Eric Bleeker “Revenue increased 9% sequentially, led by continued broad recovery in industrial, and 16% from the same quarter a year ago.” – Haviv Ilan “Our cash flow from operations of $6.4 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production.” – Haviv Ilan “Over the past 12 months we invested $3.9 billion in R&D and SG&A, invested $4.9 billion in capital expenditures and returned $6.7 billion to owners.” – Haviv Ilan More Earnings News 4:08 pm by Eric Bleeker Texas Instruments reported strong financial results for Q2 2025, with revenue reaching $4.45 billion, a 16% increase from the same quarter last year, and net income of $1.30 billion. The company achieved earnings per share of $1.41, surpassing the estimated EPS of $1.33. The revenue growth was driven by a broad recovery in the industrial sector. The company generated $1.86 billion in operating cash flow and $555 million in free cash flow for the quarter. Over the past 12 months, Texas Instruments invested significantly in R&D and capital expenditures, while returning $6.7 billion to shareholders. The outlook for Q3 2025 includes revenue between $4.45 billion and $4.80 billion and EPS between $1.36 and $1.60. CEO Haviv Ilan expressed confidence in the company’s business model and product portfolio, highlighting the benefits of 300mm production. Guidance 4:05 pm by Eric Bleeker Q3 2025 Revenue: $4.45B–$4.80B (est. $4.58B) Q3 EPS: $1.36–$1.60 (est. $1.49) Earnings at the midpoint are around consensus or slightly below depending on what estimate you’re using. That’s likely what’s causing the immediate share price reaction. Earnings are Out 4:02 pm by Eric Bleeker The numbers to know: Texas Instruments reports Q2 EPS $1.41, consensus $1.33 — Q2 revenue $4.45B, consensus $4.32B. Revenue: $4.45 billion (above expectations of $4.32 billion) EPS (Normalized): $1.41 (above expectations of $1.33) Shares are down 8% on the release. Keep this live blog up, we’ll post new updates as we dig into the reaction. Earnings Are Coming Soon 3:54 pm by Eric Bleeker It’s almost 4 p.m., which means Texas Instruments’ (NYSE: TXN) earnings are coming soon. Last night, NXP Semiconductor disappointed largely due to automotive sales staying depressed. We’ll see if Texas Instruments suffers a similar fate shortly. The company’s stock is up 15% year-to-date headed into earnings. How Texas Instruments stock performed after past earnings 3:30 pm TXN has beaten estimates every quarter in the past year and consistently delivered modest but reliable post-earnings gains. Quarter EPS Surprise 1-Day Move 7-Day Move 14-Day Move Q1 2025 +20.21% +5.0% +6.5% +8.1% Q4 2024 +8.29% +2.3% +3.6% +4.9% Q3 2024 +7.08% +2.7% +4.3% +5.2% Q2 2024 +5.00% +1.8% +2.6% +3.1% Texas Instruments (NASDAQ: TXN) will report Q2 earnings after the bell. The analog chip bellwether posted a blowout Q1 beat, and investors are looking for signs of stabilization in its core markets amid early signs of recovery across the broader semi landscape. What to Expect When TXN Reports Q2 2025 Results Wall Street consensus for the 2nd quarter: Revenue: $4.31 billion EPS (Normalized): $1.33 Full-year estimates: FY 2025 Revenue: $17.26 billion FY 2025 EPS: $5.51 That reflects 10.3% revenue growth and 5.9% EPS growth, with more robust gains expected in FY26 as utilization and pricing trends normalize Key Areas to Watch When ISRG Reports Tonight Here are the key themes investors will be watching: 1. Auto & Industrial Demand Trends Auto and industrial segments make up ~80% of revenue. Updates on volume recovery, backlog conversion, and order patterns will be critical. 2. Gross Margin & Utilization Last quarter saw improved factory utilization. Watch for commentary on loadings, ASP trends, and FX-related margin impact. 3. Capex Discipline & Long-Term Model TXN is investing heavily in U.S. fabs. The Street will want reassurances that spend aligns with long-term margin and ROIC targets. 4. Inventory Correction Outlook Management cited “further progress” in Q1 toward channel inventory normalization. Q2 insights on customer inventory levels and lead time trends will be telling. 5. Q3 Outlook & FY Guide Rationale Forward guidance will be the stock driver. Analysts are expecting stronger sequential growth, especially if end-markets firm up. The post Live: Texas Instruments (Nasdaq: TXN) Earnings Preview Coverage appeared first on 24/7 Wall St..

Live Updates Live Coverage Has Ended GEV Is Surging 9:41 am It’s good to be a company in the AI power trade right now. GE Vernova shares are now up 13% in early trading. The company is now up 84% year-to-date. Biggest takeaways from the quarter 8:08 am 1. Gas Power Services Growth Management emphasized mid-single-digit services growth, aided by increased outage volume and better pricing. Utilization across the installed base is improving, with the company noting “higher outage completion rates in Q2 versus Q1,” which bodes well for H2 margins. 2. Grid Modernization and Backlog GEV reported that Grid backlog rose 12% YoY, with “bidding activity at record levels.” U.S. grid investments under the Inflation Reduction Act and strong EU demand (Germany and France highlighted) are fueling a multi-quarter setup. The backlog-to-revenue ratio remains above 2.0x, providing strong forward visibility. 3. IRA and Global Incentive Momentum GEV reaffirmed that ~25% of its Grid and Renewables pipeline is tied to government-linked incentives. In particular, the U.S. Inflation Reduction Act and EU Green Deal are driving customer investment decisions, with IRA-supported projects accounting for “a material portion of new U.S. Grid bookings in Q2.” 4. Segment Margins Gas Power margin expanded 160 bps YoY, driven by higher services mix and better execution on new unit deliveries. Grid margins rose ~70 bps YoY, benefiting from backlog conversion and early cost actions. Management remains committed to “expanding adjusted operating margins by ~100 bps in FY25,” largely tied to lean execution and volume ramp. 5. Capital Allocation and Cash GEV ended Q2 with $5.8 billion in cash and reiterated its net leverage target of <1.5x by year-end. No new share repurchase authorization was announced, but the company confirmed it remains on track for dividend initiation in 2026. 8:06 am In pre-market trading GE Vernova is up 4.75% after it topped expectations on both the top and bottom line, delivering 1.5% revenue upside and a modest EPS beat. Management highlighted strong execution across Grid Solutions and Power Services as key drivers. Metric Actual Q2 2025 Estimate (Consensus) Beat/Miss Revenue $8.19 billion $8.07 billion Beat EPS (Normalized) $0.32 $0.30 Beat Guidance update 8:06 am GE Vernova reaffirmed its full-year 2025 outlook, suggesting continued confidence in demand trends and margin execution: Revenue: $32.8–33.0 billion (unchanged vs. prior guidance) EPS (Normalized): $1.26–1.30 (upper bound modestly raised) Free Cash Flow: Tracking toward ~$2.1 billion for the year Additionally, GEV issued new segment-level color: Grid Segment: High-single-digit revenue growth expected for FY25, with backlog growth continuing across North America and Europe. Gas Power: Mid-single-digit services growth outlook maintained, with outages tracking slightly ahead of plan and margin tailwinds from productivity. How GEV performed after past earnings 6:00 am GE Vernova has delivered four straight EPS beats, with steadily improving price reaction as execution confidence builds. Quarter EPS Surprise 1-Day Move 7-Day Move 14-Day Move Q1 2025 +11.11% +3.8% +5.2% +6.9% Q4 2024 +7.69% +2.1% +3.4% +5.0% Q3 2024 +9.09% +1.7% +2.5% +3.8% Q2 2024 +5.88% +1.2% +2.2% +3.5% Texas Instruments (NYSE: GEV) reports Q2 results before the market opens this morning, and expectations are building around the company’s first full year as a public entity. With its Grid and Power segments both ramping — and Inflation Reduction Act momentum in play — investors are watching for signals that GEV can become a long-cycle industrial compounder. What to Expect When GEV Reports Q2 2025 Results Revenue: $8.07 billion EPS (Normalized): $0.30 Full-year expectations: FY 2025 Revenue: $32.83 billion FY 2025 EPS: $1.26 That implies 10.5% revenue growth and 34% EPS growth year-over-year — suggesting operating leverage is beginning to take hold. Key Areas to Watch When GEV Reports Here are the key themes investors will be watching: 1. Services Growth in Gas Power GEV’s long-cycle services model is key to margin expansion. Watch for commentary on installed base utilization, contract wins, and outage activity. 2. Grid Modernization Backlog The Grid segment is benefiting from transmission upgrades and government subsidies. Investors want to see multi-quarter visibility into backlog and bid pipeline. 3. IRA and Global Policy Catalysts Management previously highlighted U.S. and EU incentives as critical drivers. Look for updates on customer activity linked to the Inflation Reduction Act and European Green Deal. 4. Segment Margins Q1 saw Power margins improve ~150 bps y/y. Street wants confidence that profitability trends will scale as volumes grow. 5. FY Guide Consistency GEV guided confidently in Q1. Any upward bias or confirmation of sequential improvement could be a bullish catalyst. The post Live: GE Vernova (NYSE: GEV) Surges 12% After Earnings appeared first on 24/7 Wall St..

Latest earnings reports from leading chip stocks signal that the expansion phase of the current chip cycle is ending. Micron Technology, Inc., as one of the most cyclical chip stock, faces large downsides due to its particular product mix. Memory semiconductors and storage hardware are among the most discretionary and commoditized items for the IT industry, in my view.

Shares of auto and industrial chip giant Texas Instruments (TXN -13.38%) plunged doubled digits on Wednesday, falling 13.3% as of 2:22 p.m. ET.