Analysts expect Texas Instruments to report Q2 2026 revenue of $5.23 billion and EPS of $1.91, with the current $284.02 share price trading slightly below the $298.00 consensus price target.
Investors are primarily focused on the inflection of free cash flow as the company navigates its transition toward a higher-margin internal manufacturing model.
This report follows a significant recovery in the first quarter, highlighted by 90% year-over-year growth in the data center segment and a 30% rise in industrial revenue. Sustaining this momentum is critical as the market evaluates whether the company can achieve its ambitious full-year target of $8.00 in free cash flow per share.