Texas Instruments Inc. (NASDAQ: TXN) beats Q2 2026 adjusted Non-GAAP EPS consensus of ~$1.92 (July 22, 2026, after market close)
Hit
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
TXN reports Q2 2026 results on July 22 after market close. Consensus EPS is $1.92 (Zacks: $1.91), with company guidance of $1.77–$2.05. Estimates rose 22.3% over the past 90 days, signaling positive demand trends in the Analog semiconductor segment. Polymarket prices ~80.5% probability that TXN generates >$4.0B Analog revenue — a broad beat indicator. TXN has beaten EPS consensus in 14 of the last 16 quarters. Automotive and industrial demand are recovering cyclically.
Data basis for this prediction
- TXN Q2 2026 Konsens-EPS $1,92, Guidance $1,77–$2,05, Bericht 22.07. (Alphastreet, 21.07.2026)
- Polymarket: ~80,5 % für TXN Analog-Umsatz >$4 Mrd. Q2 2026 (Stand 21.07.2026)
- Schätzungsrevision +22,3 % in 90 Tagen; Beat-Quote 14/16 Quartale (Zacks/MarketBeat, 21.07.2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Texas Instruments berichtete am 22. Juli 2026 nach Börsenschluss ein Non-GAAP EPS von 2,14 USD – deutlich über dem Konsens von ~1,92 USD (Beat von +11,5 %). Der Umsatz lag bei 5,46 Mrd. USD (+23 % YoY), ebenfalls über den Erwartungen von ca. 5,24 Mrd. USD. Treiber waren starkes Wachstum in den Segmenten Industrial, Automotive und Data Center. Quelle: stocktitan.net (TXN Q2 2026 Earnings Report) und prnewswire.com (TI Q2 2026 Pressemitteilung).
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.