Texas Instruments opens the week with clear earnings guidance, shares in the NASDAQ-100 spotlight

Texas Instruments starts the week with confirmed second-quarter guidance and a detailed earnings timetable as NASDAQ-100 semiconductor peers such as TSMC move on capacity news and valuation debates.

By Mark Bergmann, Earnings & Calendar desk. Reviewed prior to publication on 2026-06-22, 15:22.

Texas Instruments (US8825081040) starts the new trading week with a fixed date for its next earnings call and detailed guidance for the second quarter of 2026, while the shares remain a heavyweight in the NASDAQ-100 semiconductor cohort. The company continues to project revenue between 5.0 billion and 5.4 billion dollars and earnings per share between 1.77 and 2.05 dollars for the June quarter, according to an April 22 guidance update.

What the earnings schedule shows

Texas Instruments is expected to report its next quarterly figures for the second quarter of 2026 in late July, with MarketBeat listing the upcoming earnings date window around that period based on company guidance. The consensus currently centers on earnings per share of roughly 1.57 dollars and revenue of about 4.8 billion dollars, which the company’s official guidance range formally exceeds on both metrics.

According to analyst overviews, the April 22 update marked a clearer tone from management after a period of cyclical softness in parts of the analog and embedded markets, underlining demand in industrial and automotive segments that also drive peers such as Taiwan Semiconductor Manufacturing. Market data from financial portals show the stock closing at 322.86 dollars on NASDAQ on June 18, with a 52 week trading range between 152.73 dollars and 331.51 dollars, highlighting how far the shares have already moved through the semiconductor upcycle.

Analyst views going into the quarter

Zacks currently assigns Texas Instruments a Rank #1, the highest Strong Buy category, and notes that the stock has gained about 69 percent over the past six months as investors re-rated the earnings outlook. The research house points to improving end-market trends and management’s capital allocation strategy as key pillars behind the recommendation. A Bitget analysis summarizing broader sell-side estimates cites a consensus target price range between roughly 215 and 235 dollars, which still lags the latest cash share price and underlines how fast the market has repriced the semiconductor group.

Beyond Texas Instruments, the semiconductor space has seen marked moves, with Taiwan Semiconductor Manufacturing shares recently gaining prominence on capacity and packaging news, underscoring the sector-wide focus on high-performance chips and capital spending. For Texas Instruments, the upcoming earnings release thus lands in a context of elevated valuations across the NASDAQ-100 technology constituents and heightened sensitivity to any change in guidance.

The product behind the stock

Texas Instruments generates the bulk of its revenue from analog semiconductors and embedded processing chips that go into industrial automation equipment, automotive systems, and personal electronics, according to its corporate profile. These chips are designed to manage power, convert signals and handle real-world data in areas such as factory control, vehicle safety systems and battery management, giving the company a broad base of diversified end-customers.

Where the stock trades today

The Texas Instruments shares (US8825081040) most recently closed on NASDAQ at 322.86 dollars on 2026-06-18, 16:10 Eastern time, with a market capitalization of about 298 billion dollars based on that price.

Key data on the Texas Instruments shares

• Company: Texas Instruments Incorporated
• ISIN: US8825081040
• WKN: 852654
• Ticker: TXN
• Trading venue: NASDAQ
• Price (as of 2026-06-18, 16:10): 322.86 USD
• Market cap: 298.07 billion USD (as of 2026-06-18)
• Sector / industry: Semiconductors / Analog and Embedded Processing
• Index membership: NASDAQ-100, S&P 500
• Next earnings date: 2026-07-25 (indicative, based on external estimates)

This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities.