Texas Instruments (NASDAQ: TXN) beats the adjusted Non-GAAP EPS consensus of approx. USD 1.92 in Q2 2026 results (July 22, 2026, after market close)
Hit
✦ AI-generated prediction
Published on 19. July 2026
·
Predicted for 22. July 2026
·
Based on: Historical Cycle
Consensus of 26 analysts: USD 1.92 Non-GAAP EPS (+36.2% YoY) on revenue USD 5.24B. In Q1 2026, TXN beat consensus by 23.15%, triggering a +19.43% same-day stock gain. Company guidance is USD 1.77–2.05; midpoint near consensus, top end implies upside. Robust demand from automotive and industrial electronics supports the cycle. 3 of the last 4 quarters with revenue beat.
Data basis for this prediction
- AlphaStreet Q2-2026 Preview: TXN EPS-Konsens $1.92, Umsatz $5.24B (19.07.2026)
- TXN Q1 2026: EPS-Beat +23,15 %, Kurssprung +19,43 % (Yahoo Finance, April 2026)
- TXN Guidance Q2 2026: EPS $1.77–$2.05 (Texas Instruments IR, Juli 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 einen Non-GAAP EPS von 2,09 USD – deutlich über dem Konsens von 1,92 USD (+8,85 %). Der Umsatz lag mit 5,46 Mrd. USD ebenfalls über den erwarteten 5,24 Mrd. USD (+4,2 %). Quellen: StockTitan (TI Q2 2026 Financial Results) und Investing.com Earnings Call Transcript bestätigen: 'Texas Instruments beats Q2 2026 estimates.' Wachstumstreiber waren Industrial, Data Center und Automotive, wie in der Vorhersage antizipiert.
📈 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%.