TXN

Over the past six months (April 2026 - October 2026), Texas Instruments' stock (TXN) has shown strong positive momentum, increasing by 14.11% in the past month and 63.54% over the last 12 months, reaching $288.98 on October 7, 2026, from $181.60 on October 8, 2025. Key drivers include strong Q2 2026 earnings, where EPS of $2.14 and revenue of $5.46 billion surpassed analyst estimates, representing a 22.8% year-over-year revenue increase and a 52% rise in non-GAAP earnings. The company also provided positive Q3 2026 guidance, expecting revenues between $5.65 billion and $6.15 billion and an EPS midpoint of $2.40. Texas Instruments recently increased its quarterly dividend from $1.42 to $1.52 per share, marking 23 consecutive years of increases. Analyst sentiment is generally positive with a 'Moderate Buy' consensus rating. Growing demand from AI infrastructure, particularly for power management chips in data centers, has been a significant driver, with data center revenues doubling year-over-year in Q2 2026, alongside signs of recovery in the industrial segment.