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)
Pending
β¦ AI-generated prediction
Published on 19. July 2026
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Predicted for 22. July 2026
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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 1.77β2.05; 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 $1.77β$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: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
π Economy
β¦ AI
AMD guided Q2 2026 revenue of $11.2B at ~56% non-GAAP gross marginβ~46% YoY growth driven by strong MI300X AI accelerator demand. Street EPS consensus: $1.62. Goldman Sachs raised its price target to $640 (upgrade), Citigroup to $575 (upgraded to Buy). AMD's 'Advancing AI' event July 22β23, 2026 showcased new AI GPU products. No specific Polymarket market for AMD Q2 found; 70% probability based on guidance quality and analyst sentiment. Risk: HBM memory supply constraints or intensified Nvidia competition.
π Economy
β¦ AI
Intel reported Q1 2026 Non-GAAP EPS of $0.29, dramatically above the then-consensus of $0.01, on revenue of $13.6B. For Q2 2026, Intel guided $0.20 EPS and a revenue range of $13.8β14.8B; street consensus is approx. $0.21. Intel benefits from data-centre recovery (Gaudi AI accelerators, Xeon 6) and rising foundry utilisation. Intel has historically tended to guide conservatively and beat. No Polymarket market for Q2 2026 found; 65% probability based on company history. Risk: margin pressure from foundry ramp costs.
π Economy
β¦ AI
ARM closed Q4 FY2026 with Non-GAAP EPS of $0.60β11.1% above the $0.54 consensus; FY2026 annual revenue $4.92B (+23% YoY). For Q1 FY2027, consensus EPS is approx. $0.40 and revenue $1.26B (~20% YoY growth). Drivers: AI data-centre licensing (+29% YoY in FY2026), AI-chip royalties more than doubled. ARM has beaten consensus for four consecutive quarters. 20 of 41 analysts recommend Buy. No direct Polymarket market found; 73% probability based on trend continuity. Risk: higher operating expenses (~$760M planned).