Texas Instruments (TXN) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $2.62
- Estimate
- $2.43
- Surprise
- +7.9%
- Revenue (period 2026-09-30)
- $6.05B
- Score today
- 6.0/10
Revenue source: xbrl.
How the report landed
Texas Instruments (TXN) beat the $2.43 estimate with adjusted EPS of $2.62 — a clear 7.9% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates TXN Buy (Wait) at 6.0/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +7.9% surprise compares with a +9.6% four-quarter average. Next scheduled report: 2027-01-26.
What supports the rating
- V7 flight-to-quality bonus: +0.5 (Q=8.7 in RISK_OFF)
- Strong earnings beat streak (3/4)
What argues against it
- Concentration risk — Product: Analog segment (79.0%)
- Concentration risk — Geographic: China (shipped into) (50.0%)
- Analyst target reached - limited upside remaining
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $300.52
- Entry target
- $278.62
- Price target
- $303.18
- Stop
- $262.57
- Upside to target
- +0.9%
- Reward-to-risk
- 0.1:1
The stock trades at 39.0× trailing but 26.0× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-11 — shown for context, not personalized investment advice.
TXN at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Semiconductors
- Market cap
- $274.75B
- P/E (fwd)
- 26.0
- P/E (ttm)
- 39.0
- 52-week range
- $152.73–$334.03
- Off 52-week high
- 10.0%
- RSI (14)
- 57
- Volume vs avg
- 0.65×
- Score today
- 6.0/10