Analyst Consensus ?
ConsensusHold64 ratings
Bullish3046.9%
Neutral2843.7%
Bearish69.4%
Texas Instruments Incorporated · TXN · FY2025 Q4 · Calendar Q1 2026
Texas Instruments: Data-center growth lifts Q4, inventory bears watching
The supplied analysis supports a constructive but conditional view: resilient analog demand, data-center growth and strong cash generation provide support, while elevated inventory, margin sensitivity and substantial fab investment temper the outlook.
Reported After market closeNASDAQTechnology
$255.79B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.27
Consensus $1.29
EPS surprise
-1.6%
Reported versus consensus
Reported revenue
$4.42B
Consensus $4.44B
Revenue surprise
-0.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+9.9%
Event window
SPY move
-0.0%
Same window
Abnormal move
+9.9%
Stock minus SPY
Volume
2.8×
Versus trailing sessions
Subsequent drift
-1.6%
Up to 20 sessions
TXNSPY benchmark
Ask FN2 about TXN FY2025 Q4
Transcript, numbers and history already loaded
Why did TXN rise 9.9% after missing EPS estimates in FY2025 Q4?What changed in TXN's guidance and outlook in FY2025 Q4?Give me the bull and bear case for TXN after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Data center was reorganized as a distinct end-market category, with management highlighting roughly 70% year-over-year growth in that business. The supplied analysis also noted a $670 million CHIPS Act cash benefit and Sherman fab progress ahead of schedule.
Guidance delta
Q1 2026 revenue guidance of $4.32-$4.68 billion and EPS guidance of $1.22-$1.48 were described as modestly above seasonal expectations; prior-quarter analysis characterized guidance sentiment as maintained.
Key takeaways
- Management highlighted Q4 revenue of $4.4 billion, with analog up 14% year over year and data-center revenue up about 70%.
- Industrial, automotive and data-center markets represented about 75% of 2025 revenue in the supplied analysis.
- Free cash flow grew 96% year over year to $2.9 billion, while 2026 capex was projected at $2-$3 billion.
- The company is expanding Sherman 300-mm capacity and transitioning Lehigh to 45-nm technology for automotive radar.
Management priorities
- Complete the Sherman fab build-out and increase 300-mm capacity.
- Transition the Lehigh fab to 45-nm technology for automotive radar.
- Expand the data-center product portfolio and sample new parts.
- Maintain disciplined capital allocation focused on free cash flow per share.
Follow TXN with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$280.09Previous close
$140Low
$249.71Average
$405High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Aug 17, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Jul 24, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Jul 23, 2026 |
| Truist Securities | Hold | Hold | Maintain | Jul 23, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 23, 2026 |
| Morgan Stanley | Underweight | Underweight | Maintain | Jul 23, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Jul 23, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Jul 23, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jul 23, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Jul 23, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 23, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Jul 23, 2026 |
| Benchmark | Buy | Buy | Maintain | Jul 23, 2026 |
| Baird | Outperform | Outperform | Maintain | Jul 23, 2026 |
| Susquehanna | Positive | Positive | Maintain | Jul 21, 2026 |
| UBS | Buy | Buy | Maintain | Jun 29, 2026 |
| Stifel | Buy | Buy | Maintain | Jun 24, 2026 |
| Citigroup | Buy | Buy | Maintain | Jun 15, 2026 |
| B of A Securities | Buy | Buy | Maintain | May 26, 2026 |
| Seaport Global | Buy | Neutral | Upgrade | May 22, 2026 |
| Jefferies | Hold | Hold | Maintain | Apr 23, 2026 |
| Barclays | Equal Weight | Underweight | Upgrade | Apr 23, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Jan 28, 2026 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Jul 28, 2025 |
| TD Securities | Hold | Hold | Maintain | Apr 24, 2025 |
| Oppenheimer | Perform | Perform | Maintain | Apr 24, 2024 |
| BMO Capital | Outperform | Outperform | Maintain | Oct 25, 2023 |
| Cowen & Co. | Market Perform | Market Perform | Maintain | Jan 25, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Oct 26, 2022 |
| Raymond James | Market Perform | Outperform | Downgrade | Feb 14, 2022 |
| Edward Jones | Hold | Buy | Downgrade | Feb 11, 2022 |
| Longbow Research | Neutral | Buy | Downgrade | Sep 20, 2021 |
| Summit Insights Group | Hold | Buy | Downgrade | Jul 22, 2021 |
| Cascend | Buy | Buy | Maintain | Apr 27, 2021 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | Oct 21, 2020 |
| DZ Bank | Buy | Hold | Upgrade | Jul 23, 2020 |
| Charter Equity | Market Outperform | Market Perform | Upgrade | Jul 22, 2020 |
| Exane BNP Paribas | Underperform | Neutral | Downgrade | Jul 9, 2020 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Apr 22, 2020 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jan 23, 2020 |
| Nomura Instinet | Neutral | Neutral | Maintain | Jan 23, 2020 |
| Nomura | Neutral | Neutral | Maintain | Jan 23, 2020 |
| Bank of America | Buy | Buy | Maintain | Oct 23, 2019 |
| B. Riley Securities | Neutral | Neutral | Maintain | Oct 24, 2018 |
| B. Riley FBR | Neutral | Neutral | Maintain | Oct 24, 2018 |
| Atlantic Equities | Overweight | Overweight | Maintain | Jul 10, 2018 |
| Loop Capital | Buy | Buy | Maintain | Jun 22, 2018 |
| Argus | Buy | Hold | Upgrade | May 5, 2018 |
| Macquarie | Neutral | Neutral | Maintain | Mar 31, 2017 |
| Summit Redstone Partners | Buy | Buy | Maintain | Dec 28, 2016 |
| CLSA | Underperform | Underperform | Maintain | Jul 26, 2016 |
| Drexel Hamilton | Buy | Buy | Maintain | Mar 1, 2016 |
| Tigress Financial | Buy | Neutral | Upgrade | Jan 28, 2015 |
| FBR Capital | Market Perform | Market Perform | Maintain | Jul 22, 2014 |
| Argus Research | Buy | Hold | Upgrade | Jun 25, 2014 |
| ISI Group | Neutral | Neutral | Maintain | Apr 10, 2014 |
| Ascendiant Capital | Buy | Buy | Maintain | Mar 11, 2014 |
| Sterne Agee | Underperform | Underperform | Maintain | Jun 11, 2013 |
| Williams Capital | Buy | Buy | Maintain | Mar 8, 2013 |
| Evercore Partners | Equal Weight | Overweight | Downgrade | Feb 26, 2013 |
| Wedbush | Outperform | Outperform | Maintain | Feb 25, 2013 |
| Maxim Group | Underperform | Underperform | Maintain | Jan 23, 2013 |
| Canaccord Genuity | Hold | Hold | Maintain | Oct 23, 2012 |
| Pacific Crest | Sector Perform | Outperform | Downgrade | Oct 3, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $280.09. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Arete Research | Alexi de Unger | $405 | $277.07 | +44.6% | Jul 29, 2026 |
| UBS | Analyst unavailable | $380 | $284.02 | +35.7% | Jul 23, 2026 |
| Mizuho Securities | Vijay Rakesh | $305 | $284.47 | +8.9% | Jul 23, 2026 |
| Robert W. Baird | Analyst unavailable | $385 | $283.33 | +37.5% | Jul 23, 2026 |
| Evercore ISI | Mark Lipacis | $330 | $284.18 | +17.8% | Jul 23, 2026 |
| Truist Financial | Analyst unavailable | $300 | $294.19 | +7.1% | Jul 23, 2026 |
| KeyBanc | John Vinh | $400 | $294.19 | +42.8% | Jul 23, 2026 |
| Bernstein | Analyst unavailable | $290 | $294.19 | +3.5% | Jul 23, 2026 |
| Morgan Stanley | Joseph Moore | $255 | $294.19 | -9.0% | Jul 23, 2026 |
| Wells Fargo | Analyst unavailable | $310 | $294.19 | +10.7% | Jul 23, 2026 |
| Goldman Sachs | James Schneider | $225 | $294.19 | -19.7% | Jul 23, 2026 |
| Susquehanna | Christopher Rolland | $340 | $290.52 | +21.4% | Jul 21, 2026 |
| Morgan Stanley | Analyst unavailable | $230 | $290.54 | -17.9% | Jul 20, 2026 |
| KeyBanc | Analyst unavailable | $390 | $298.57 | +39.2% | Jul 14, 2026 |
| UBS | Analyst unavailable | $350 | $278.81 | +25.0% | Jun 29, 2026 |
| Cantor Fitzgerald | Matthew Prisco | $340 | $285.42 | +21.4% | Jun 29, 2026 |
| Stifel Nicolaus | Tore Svanberg | $360 | $304.36 | +28.5% | Jun 24, 2026 |
| Wells Fargo | Analyst unavailable | $300 | $290.9 | +7.1% | Jun 9, 2026 |
| Seaport Global | Jay Goldberg | $400 | $298.39 | +42.8% | May 22, 2026 |
| Mizuho Securities | Analyst unavailable | $300 | $300.6 | +7.1% | May 19, 2026 |
| Stifel Nicolaus | Analyst unavailable | $340 | $302.1 | +21.4% | May 15, 2026 |
| Wolfe Research | Analyst unavailable | $315 | $279.72 | +12.5% | Apr 23, 2026 |
| Truist Financial | Analyst unavailable | $278 | $276.18 | -0.7% | Apr 23, 2026 |
| UBS | Analyst unavailable | $295 | $273.49 | +5.3% | Apr 23, 2026 |
| Stifel Nicolaus | Tore Svanberg | $290 | $274.5 | +3.5% | Apr 23, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $280 | $273.61 | -0.0% | Apr 23, 2026 |
| Susquehanna | Analyst unavailable | $300 | $236.31 | +7.1% | Apr 23, 2026 |
| Robert W. Baird | Tristan Gerra | $300 | $236.31 | +7.1% | Apr 23, 2026 |
| KeyBanc | Analyst unavailable | $325 | $236.31 | +16.0% | Apr 23, 2026 |
| Jefferies | Analyst unavailable | $260 | $236.31 | -7.2% | Apr 23, 2026 |
| Barclays | Tom O'Malley | $250 | $236.31 | -10.7% | Apr 23, 2026 |
| Mizuho Securities | Vijay Rakesh | $215 | $223.1 | -23.2% | Apr 16, 2026 |
| Stifel Nicolaus | Analyst unavailable | $250 | $214.98 | -10.7% | Apr 9, 2026 |
| Truist Financial | Analyst unavailable | $250 | $221.78 | -10.7% | Feb 23, 2026 |
| Cantor Fitzgerald | Matthew Prisco | $250 | $221.05 | -10.7% | Feb 23, 2026 |
| Raymond James | Analyst unavailable | $240 | $214.89 | -14.3% | Jan 28, 2026 |
| UBS | Timothy Arcuri | $260 | $211.31 | -7.2% | Jan 28, 2026 |
| Mizuho Securities | Analyst unavailable | $160 | $211.06 | -42.9% | Jan 28, 2026 |
| Goldman Sachs | Analyst unavailable | $175 | $211.16 | -37.5% | Jan 28, 2026 |
| Morgan Stanley | Analyst unavailable | $180 | $196.63 | -35.7% | Jan 28, 2026 |
| Robert W. Baird | Tristan Gerra | $225 | $196.63 | -19.7% | Jan 28, 2026 |
| Stifel Nicolaus | Tore Svanberg | $215 | $196.63 | -23.2% | Jan 28, 2026 |
| Cantor Fitzgerald | Matthew Prisco | $225 | $196.63 | -19.7% | Jan 28, 2026 |
| Bernstein | Analyst unavailable | $205 | $196.63 | -26.8% | Jan 28, 2026 |
| Wells Fargo | Analyst unavailable | $215 | $196.63 | -23.2% | Jan 28, 2026 |
| Barclays | Tom O'Malley | $175 | $196.63 | -37.5% | Jan 28, 2026 |
| Susquehanna | Christopher Rolland | $225 | $194.41 | -19.7% | Jan 22, 2026 |
| BNP Paribas | David O'Connor | $190 | $194.41 | -32.2% | Jan 22, 2026 |
| Barclays | Tom O'Malley | $140 | $193.45 | -50.0% | Jan 15, 2026 |
| Wells Fargo | Joe Quatrochi | $185 | $193.45 | -33.9% | Jan 15, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $190 | $177.77 | -32.2% | Dec 16, 2025 |
| Goldman Sachs | Analyst unavailable | $156 | $179.45 | -44.3% | Dec 15, 2025 |
| Mizuho Securities | Analyst unavailable | $145 | $180.84 | -48.2% | Oct 22, 2025 |
| Truist Financial | William Stein | $175 | $180.84 | -37.5% | Oct 22, 2025 |
| UBS | Timothy Arcuri | $245 | $180.84 | -12.5% | Oct 22, 2025 |
| Morgan Stanley | Analyst unavailable | $175 | $180.84 | -37.5% | Oct 22, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $170 | $180.84 | -39.3% | Oct 22, 2025 |
| Stifel Nicolaus | Analyst unavailable | $170 | $180.84 | -39.3% | Oct 22, 2025 |
| Robert W. Baird | Tristan Gerra | $195 | $180.84 | -30.4% | Oct 22, 2025 |
| Susquehanna | Christopher Rolland | $200 | $180.84 | -28.6% | Oct 22, 2025 |
| Goldman Sachs | James Schneider | $200 | $180.84 | -28.6% | Oct 22, 2025 |
| Wolfe Research | Chris Caso | $230 | $184.99 | -17.9% | Jul 28, 2025 |
| UBS | Timothy Arcuri | $255 | $214.57 | -9.0% | Jul 22, 2025 |
| Wells Fargo | Joe Quatrochi | $190 | $199.22 | -32.2% | Jun 16, 2025 |
| Mizuho Securities | Vijay Rakesh | $170 | $162.13 | -39.3% | Apr 24, 2025 |
| UBS | Timothy Arcuri | $215 | $162.13 | -23.2% | Apr 24, 2025 |
| Barclays | Tom O'Malley | $125 | $146.76 | -55.4% | Apr 22, 2025 |
| UBS | Timothy Arcuri | $225 | $150.98 | -19.7% | Apr 14, 2025 |
| Bank of America Securities | Vivek Arya | $215 | $200.64 | -23.2% | Oct 23, 2024 |
| Morgan Stanley | Joseph Moore | $167 | $193.97 | -40.4% | Oct 23, 2024 |
| Robert W. Baird | Tristan Gerra | $175 | $193.97 | -37.5% | Oct 23, 2024 |
| Goldman Sachs | Toshiya Hari | $190 | $193.97 | -32.2% | Oct 23, 2024 |
| Evercore ISI | Mark Lipacis | $298 | $193.97 | +6.4% | Oct 23, 2024 |
| Barclays | Tom O'Malley | $200 | $193.97 | -28.6% | Oct 23, 2024 |
| Mizuho Securities | Vijay Rakesh | $200 | $198.3 | -28.6% | Oct 18, 2024 |
| Bernstein | Stacy Rasgon | $140 | $200.69 | -50.0% | Oct 17, 2024 |
| Truist Financial | William Stein | $198 | $202.54 | -29.3% | Aug 21, 2024 |
| Goldman Sachs | Toshiya Hari | $189 | $207.34 | -32.5% | Aug 21, 2024 |
| Citigroup | Christopher Danely | $235 | $207.3 | -16.1% | Aug 21, 2024 |
| Deutsche Bank | Ross Seymore | $200 | $202.81 | -28.6% | Aug 20, 2024 |
| J.P. Morgan | Harlan Sur | $230 | $198.28 | -17.9% | Jul 24, 2024 |
| Deutsche Bank | Ross Seymore | $185 | $199.32 | -33.9% | Jul 24, 2024 |
| Jefferies | Blayne Curtis | $185 | $198.29 | -33.9% | Jul 24, 2024 |
| KeyBanc | John Vinh | $250 | $198.29 | -10.7% | Jul 24, 2024 |
| Barclays | Tom O'Malley | $210 | $198.29 | -25.0% | Jul 24, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $250 | $199.1 | -10.7% | Jul 22, 2024 |
| Morgan Stanley | Joseph Moore | $156 | $203.62 | -44.3% | Jul 10, 2024 |
| UBS | Timothy Arcuri | $250 | $200.14 | -10.7% | Jul 8, 2024 |
| Deutsche Bank | Ross Seymore | $160 | $199.92 | -42.9% | May 28, 2024 |
| Wells Fargo | Gary Mobley | $150 | $195.53 | -46.4% | May 16, 2024 |
| Evercore ISI | Mark Lipacis | $213 | $166.35 | -24.0% | Apr 15, 2024 |
| Stifel Nicolaus | Tore Svanberg | $160 | $170.75 | -42.9% | Jan 24, 2024 |
| UBS | Timothy Arcuri | $195 | $173.65 | -30.4% | Jan 19, 2024 |
| Bernstein | Stacy Rasgon | $145 | $169.89 | -48.2% | Aug 30, 2023 |
| Oppenheimer | Rick Schafer | $195 | $176.38 | -30.4% | Jul 26, 2023 |
| Susquehanna | Susquehanna Susquehanna | $210 | $183.49 | -25.0% | Feb 8, 2023 |
| Truist Financial | Analyst unavailable | $180 | $184.78 | -35.7% | Feb 3, 2023 |
| Credit Suisse | Analyst unavailable | $205 | $173.46 | -26.8% | Nov 16, 2022 |
| Citigroup | Christopher Danely | $155 | $157.87 | -44.7% | Oct 26, 2022 |
| Cowen & Co. | Joshua Buchalter | $160 | $157.87 | -42.9% | Oct 26, 2022 |
| Barclays | Blayne Curtis | $150 | $161.65 | -46.4% | Oct 24, 2022 |
| Mizuho Securities | Analyst unavailable | $168 | $168.76 | -40.0% | Jul 27, 2022 |
| Morgan Stanley | Analyst unavailable | $160 | $169.72 | -42.9% | Jul 27, 2022 |
| UBS | Analyst unavailable | $165 | $170.02 | -41.1% | Jul 27, 2022 |
| Deutsche Bank | Analyst unavailable | $165 | $169.97 | -41.1% | Jul 27, 2022 |
| Citigroup | Analyst unavailable | $165 | $160.84 | -41.1% | Jul 27, 2022 |
| Oppenheimer | Analyst unavailable | $200 | $163.86 | -28.6% | Jul 21, 2022 |
| Deutsche Bank | Analyst unavailable | $160 | $163.34 | -42.9% | Jul 20, 2022 |
| Morgan Stanley | Analyst unavailable | $155 | $161.58 | -44.7% | Jun 10, 2022 |
| Credit Suisse | John Pitzer | $195 | $170.25 | -30.4% | Apr 29, 2022 |
| Mizuho Securities | Analyst unavailable | $175 | $166.74 | -37.5% | Apr 27, 2022 |
| Morgan Stanley | Analyst unavailable | $170 | $167.07 | -39.3% | Apr 27, 2022 |
| Barclays | Analyst unavailable | $150 | $165.88 | -46.4% | Apr 27, 2022 |
| Citigroup | Christopher Danely | $160 | $169.39 | -42.9% | Apr 27, 2022 |
| KeyBanc | John Vinh | $220 | $169.48 | -21.5% | Apr 27, 2022 |
| Robert W. Baird | Tristan Gerra | $160 | $168.44 | -42.9% | Apr 26, 2022 |
| Mizuho Securities | Vijay Rakesh | $175 | $168.44 | -37.5% | Apr 26, 2022 |
| Rosenblatt Securities | Hans Mosesmann | $230 | $168.44 | -17.9% | Apr 26, 2022 |
| Morgan Stanley | Analyst unavailable | $181 | $172.98 | -35.4% | Apr 25, 2022 |
| Morgan Stanley | Joseph Moore | $181 | $173.91 | -35.4% | Apr 25, 2022 |
| Credit Suisse | Randy Abrams | $200 | $173.91 | -28.6% | Apr 25, 2022 |
| Truist Financial | William Stein | $189 | $171.94 | -32.5% | Apr 11, 2022 |
| Truist Financial | William Stein | $195 | $171.42 | -30.4% | Feb 6, 2022 |
| Deutsche Bank | Ross Seymore | $180 | $177.29 | -35.7% | Jan 30, 2022 |
| Robert W. Baird | Tristan Gerra | $200 | $177.16 | -28.6% | Jan 26, 2022 |
| KeyBanc | John Vinh | $240 | $177.16 | -14.3% | Jan 26, 2022 |
| UBS | Timothy Arcuri | $180 | $177.16 | -35.7% | Jan 26, 2022 |
| BMO Capital | Ambrish Srivastava | $215 | $177.16 | -23.2% | Jan 26, 2022 |
| Citigroup | Christopher Danely | $187 | $177.16 | -33.2% | Jan 26, 2022 |
| Jefferies | Mark Lipacis | $220 | $177.16 | -21.5% | Jan 26, 2022 |
| Evercore ISI | C J Muse | $190 | $177.16 | -32.2% | Jan 26, 2022 |
| J.P. Morgan | Harlan Sur | $225 | $177.16 | -19.7% | Jan 26, 2022 |
| Morgan Stanley | Craig Hettenbach | $198 | $177.16 | -29.3% | Jan 26, 2022 |
| Oppenheimer | Rick Schafer | $220 | $172.31 | -21.5% | Jan 20, 2022 |
| Barclays | Blayne Curtis | $180 | $182.28 | -35.7% | Jan 18, 2022 |
| Stifel Nicolaus | Tore Svanberg | $200 | $184.73 | -28.6% | Oct 27, 2021 |
| Piper Sandler | Weston Twigg | $250 | $191.42 | -10.7% | Oct 5, 2021 |
Track every rating change on TXN the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationTexas Instruments Incorporated (TI) specializes in the global design, production, and sale of semiconductors to electronics engineers and manufacturers. Its operations are structured into two core segments: Analog and Embedded Processing. The Analog division provides a comprehensive suite of power management products, such as battery-management solutions, various DC/DC and AC/DC switching regulators and controllers, power switches, linear regulators, voltage supervisors, references, and lighting components, all critical for managing diverse power needs. This segment also delivers signal chain products designed to sense, condition, and measure electrical signals, facilitating information transfer or conversion for further processing and control, encompassing items like amplifiers, data converters, interface devices, motor drives, clocks, and sensing…
Historical context
All TXN earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
Latest beats and misses
Who reports nextBeat on EPS
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
Get the TXN recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-01T07:56:07.168911+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-01T07:56:07.166077+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-01. For educational purposes only; not investment advice.