Texas Instruments missed Q4 earnings but surged after strong Q1 guidance and a $6.5B shareholder return.

Texas Instruments reported Q4 2025 earnings of $1.27 per share, slightly below expectations, on revenue of $4.42 billion, just shy of the $4.44 billion forecast. Despite the miss, shares rose over 9% in after-hours trading on strong Q1 2026 guidance, projecting revenue of $4.32B to $4.68B and EPS of $1.22 to $1.48—above Wall Street’s $4.42B estimate. The company cited recovery in industrial and data center demand, robust cash flow, and a $6.5B shareholder return over the past year, including a 4% dividend hike.