Texas Instruments is projected to report Q3 2026 revenue of $4.58 billion and EPS of $2.39, with the current stock price of $238.45 trading slightly below the average analyst price target of $255.00.
Investors are primarily focused on the recovery trajectory of the Analog segment, which serves as a critical barometer for the broader industrial and automotive semiconductor markets.
Following a prolonged period of inventory destocking, analysts are looking for evidence that order patterns have normalized and that lead times are stabilizing. Additionally, shareholders are closely monitoring the company's heavy capital expenditure on 300mm manufacturing capacity and its impact on long-term gross margin and free cash flow targets.