Texas Instruments reported Q2 2026 revenue of $5.46 to $5.5 billion, a 23% year-over-year increase that beat Wall Street estimates. Data center revenue doubled year-over-year in Q2 2026, while analog chip revenue grew 26% year-over-year. The company forecast Q3 2026 revenue between $5.65 billion and $6.15 billion. Analysts at Arete raised their rating and project TI’s revenue could reach $34 billion by fiscal 2028 with earnings per share hitting $17. TI is working with Nvidia on 800V DC power architectures and humanoid robotics applications.
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