How Texas Instruments Stock Jumped 9.9% Wednesday
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By Anders Bylund – Jan 28, 2026 at 10:44PM ESTKey PointsTexas Instruments stock rose nearly 10% despite missing Q4 revenue and earnings estimates.Data center orders jumped 70% year over year, turning a small niche business into a major growth story.TI's domestic manufacturing shields it from the tariff concerns plaguing competitors with Asian supply chains.CEO says this is worth 18 Nvidias. Will this make the world's first trillionaire? ›NASDAQ: TXNTexas InstrumentsMarket Cap$196BToday's Changeangle-down(9.94%) $19.54Current Price$216.17Price as of January 28, 2026 at 4:00 PM ETTexas Instruments posted a technical earnings miss. Investors shrugged and bought the stock anyway.Shares of Texas Instruments (TXN +9.94%) ended Wednesday's trading 9.9% above Tuesday's closing price. The semiconductor veteran reported Q4 2025 results on Tuesday evening, offering an unusual mix of hits and misses. ExpandNASDAQ: TXNTexas InstrumentsToday's Change(9.94%) $19.54Current Price$216.17Key Data PointsMarket Cap$196BDay's Range$203.72 - $216.5952wk Range$139.95 - $221.69Volume20MAvg Vol7.5MGross Margin57.02%Dividend Yield2.54% A mixed earnings report with a silver lining Let's start with the usual headline figures. TI's revenue rose 10% year over year to $4.42 billion. The analyst consensus called for $4.45 billion, so it was a slight miss. Unadjusted earnings fell 2%, landing at $1.27 per diluted share. Here, Wall Street was looking for $1.29 per share. The bottom line included unexpected charges of $0.06 per share related to goodwill impairment and tax items. Without these one-time items, TI's earnings result would have been more than enough. So TI fell short of the usual market-moving targets. But investors were quick to brush off these minor disappointments to focus on several positive surprises instead. Guidance for the next quarter was consistently above the current Street projections. A new chip-making facility in Sherman, Texas, is ramping up production ahead of schedule. Among other items, this factory produces voltage regulators for high-powered computers, ultimately serving the lucrative data center market. That's an ideal segment for beating forecasts. Data center orders rose by a staggering 70% year over year. That wasn't even a reporting segment last year. Still, the data center business is now large enough to deserve its own year-end commentary with detailed financials delivered on the earnings call. Image source: Getty Images. Made in America, sold to data centers TI sees manufacturing as a competitive advantage. Its in-house chip-making assets allow the company to churn out generous product volumes at a time when third-party manufacturing giants led by Taiwan Semiconductor (TSM +1.17%) and Samsung (SSNL.F +56.02%) are booked solid with artificial intelligence (AI) accelerator and memory-chip orders. And TI's top factories operate in Texas and Utah, not Taiwan and China. As a result, management didn't even mention tariffs in the earnings call. The Q4 numbers were technically a miss, but the market clearly cared more about where TI is headed than where it just was. That's a vote of confidence in the company's data center pivot and in-house manufacturing strategy.Read NextJan 12, 2026 •By John BromelsIs This Artificial Intelligence (AI) Stock Finally Entering Its Breakout Phase?Jan 5, 2026 •By John BromelsThis Underrated Industrial Stock Could Be the Purest Play on AI InfrastructureOct 22, 2025 •By Jose NajarroWhy Texas Instruments Stock Dropped After Reporting EarningsOct 12, 2025 •By John Ballard2 Growth Stocks Down 20% and 82% to Buy Right NowOct 1, 2025 •By Daniel Sparks1 Top Tech Stock to Buy in OctoberJul 31, 2025 •By Daniel FoelberTexas Instruments and ASML Are Falling. Could Other AI Growth Stocks Be Next?About the AuthorAnders Bylund is a contributing Motley Fool media and technology analyst covering semiconductors, cloud computing, internet infrastructure, quantum computing, and streaming media. Previously, Anders was a systems administrator for Nielsen Technology and CSX, gaining hands-on experience with enterprise-class systems. He was also a freelance writer for Ars Technica, TIME, USA Today, CNN, WIRED, and AOL's Daily Finance. He holds a bachelor’s degree in English and a master’s degree in library and information sciences from Florida State University. He believes in coyotes and time as an abstract.TMFZahrimX@TMFZahrimStocks MentionedTexas InstrumentsNASDAQ: TXN$216.17 (+0.10%) $+19.54Taiwan Semiconductor ManufacturingNYSE: TSM$342.30 (+0.01%) $+3.96Samsung ElectronicsOTC: SSNL.F$65.21 (+0.56%) $+23.41*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.