Abstract: Texas Instruments' first-quarter results beat guidance, aided by a cyclical recovery in industrial semiconductors and AI infrastructure. Data-center chips rose 90% YoY, and Morningstar raised TI's fair value to $260 from $210, citing AI-driven growth and higher margins.Summary: TI beat Q1 guidance on AI-driven growth and industrial semiconductor rebound, with data-center chips up 90% YoY; Morningstar raises fair value to $260 from $210 as AI expands margins, with shares deemed fair-valued after-hours rise.

NodeGuardian

2026-04-23 16:53:52

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Texas Instruments reported impressive first-quarter revenue, exceeding guidance, driven by a strong cyclical recovery in industrial semiconductors and significant involvement in the artificial intelligence infrastructure buildout. The company’s data center chip business saw a 90% year-over-year growth, becoming a key revenue driver. Morningstar has raised its fair value estimate for TI stock to $260 from $210, citing stronger long-term revenue growth and higher gross margins due to increased participation in the AI market, with shares appearing fairly valued after a 10% after-hours rise.

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