NuAxiSemiconductor trade intelligence

Earnings Estimates Moving Higher for Texas Instruments (TXN): Time to Buy?

What happened

According to a Zacks Equity Research article published on Tuesday, October 27, 2026, analysts' earnings estimates for Texas Instruments (TXN) have moved considerably higher lately; the source states the cause is analysts' growing optimism on the earnings prospects of this chipmaker. The current-quarter estimate is $2.53 per share, representing a year-over-year change of +99.2%; the Zacks Consensus Estimate has increased 19.59% over the last 30 days, with eight estimates going higher and no negative revisions. For the full year, the earnings estimate of $8.85 per share represents a change of +62.4% from the year-ago number; over the past month, nine estimates moved higher with no negative revisions, helping the consensus estimate increase 5.1%. Thanks to these revisions, Texas Instruments currently carries a Zacks Rank #1 (Strong Buy); the article also notes the stock has been pushed 7.1% higher over the past four weeks. The article suggests investors consider buying, but the stock gain is an observation only; the source does not address specific component prices or supply-demand conditions.