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 S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.
📈 Economy
✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.