Texas Instruments Inc

TXN: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Texas Instruments Earnings: All Aboard the AI Train; Raising Fair Value Estimate to $260 From $210

Brian Colello

Apr 23, 2026

Texas Instruments reported first-quarter revenue of $4.8 billion, up 19% year over year and above the high end of guidance. TI guided second-quarter revenue of $5.2 billion, which would represent 17% year-over-year growth, well ahead of the $4.87 billion FactSet consensus estimate.

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Texas Instruments Inc

Texas Instruments Earnings: All Aboard the AI Train; Raising Fair Value Estimate to $260 From $210

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