Analysts expect Texas Instruments to report Q1 2026 revenue of $4.51 billion and EPS of $1.37, as the stock trades at $233.70, which is currently above the average analyst price target of $218.40. Investors are primarily focused on the recovery trajectory of the industrial and automotive segments, which have faced a prolonged cyclical downturn but are showing signs of stabilization.
Recent performance has been bolstered by a resurgent 2025 and the strategic $7.5 billion acquisition of Silicon Labs, which expands TI’s reach in embedded processing. Additionally, market participants are looking for evidence that the company's transition to internal 300-millimeter wafer manufacturing is driving a meaningful inflection in free cash flow and gross margins.