TXN Q3 deep dive: industrial and data center growth drive outlook upgrade

Analog chip manufacturer Texas Instruments (NASDAQ:TXN) reported revenue ahead of Wall Street’s expectations in Q3 2026, with sales up 27.7% year on year to $6.06 billion. On top of that, next quarter’s revenue guidance ($6.05 billion at the midpoint) was surprisingly good and 5.6% above what analysts were expecting. Its GAAP profit of $2.62 per share was 8% above analysts’ consensus estimates.