Texas Instruments (NASDAQ: TXN) beats the adjusted Q2 2026 EPS consensus of approx. $1.90 per share (results due July 22, 2026)
Hit
✦ AI-generated prediction
Published on 16. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
Texas Instruments guided Q2 2026 EPS of $1.77–$2.05 (midpoint ~$1.91) and revenue of $5.0–5.4B — analyst consensus is approximately $1.90. Management's midpoint slightly exceeds consensus. TXN beat EPS consensus in 5 of the past 6 quarters. The analog semiconductor cycle shows recovery signs in industrial electronics (inventory digestion largely complete) and automotive. No specific Polymarket market found; calibrated from guidance positioning and historical beat rate (~70–75%).
Data basis for this prediction
- TXN Q2 2026 Guidance: EPS 1,77–2,05 USD, Umsatz 5,0–5,4 Mrd. USD (Texas Instruments Pressemitteilung, Mai 2026)
- Analyst-EPS-Konsens Q2 2026: ca. 1,90 USD je Aktie (Nasdaq.com / MarketBeat, Stand 16. Juli 2026)
- TXN Ergebnis-Veröffentlichung: 22. Juli 2026 nach Börsenschluss (TI Investor Relations / Marketbeat)
- TXN historische Beat-Rate: 5 von 6 zuletzt berichteten Quartalen über EPS-Konsens (MarketBeat)
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 meldete am 22. Juli 2026 ein bereinigtes EPS von 2,14 USD je Aktie – deutlich über dem Analysten-Konsens von ~1,91–1,92 USD. Das entspricht einem EPS-Surprise von +12 %. Auch der Umsatz übertraf mit 5,46 Mrd. USD (+23 % YoY) die Erwartungen von ~5,22–5,24 Mrd. USD. Treiber waren breites Wachstum in Industrie-, Automotive- und Datacenter-Segmenten sowie verbesserte Lagerbestände. Quellen: stocktitan.net ('TXN Q2 2026 Earnings: $5.46B Revenue, $2.14 EPS') und Yahoo Finance/Zacks (EPS-Surprise +12,04 %).
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
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✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.