Texas Instruments rises 4.7% as investors embrace the company's power-semiconductor gains tied to AI infrastructure demand, backed by strong Q1 results and upbeat Q2 guidance.

What happened

Texas Instruments reported first-quarter 2026 revenue of $4.83 billion（約7700億円） and earnings per share of $1.68, with growth led by industrial and data-center markets. The company guided for second-quarter revenue of $5.00 billion（約8000億円） to $5.40 billion（約8600億円） and earnings per share of $1.77 to $2.05, signaling continued momentum.

Why it matters

Analyst commentary has highlighted Texas Instruments as a beneficiary of rising power needs in AI infrastructure, and recent price-target increases appear to be supporting the stock's advance. The company's exposure to industrial and data-center demand positions it to benefit from the ongoing buildout of AI systems.

What to watch

The second-quarter guidance range of $5.00 billion（約8000億円） to $5.40 billion（約8600億円） in revenue will be a key marker of whether the company can sustain this momentum. Insider activity shows executives have sold shares over the past six months, with no purchases recorded in that period.