Texas Instruments (TXN) stock slid after its Q2 2025 earnings due to one word: guidance. Despite beating earnings expectations with an EPS of $1.41 (versus $1.35 estimated) and revenue of $4.45 billion (versus $4.35 billion estimated), the company issued a weaker-than-expected third-quarter forecast. TXN projected Q3 earnings per share of $1.36 to $1.60, below the analyst consensus of $1.49, and revenue of $4.45 billion to $4.80 billion, roughly in line with but not exceeding the $4.55 billion expected. This cautious outlook, reflecting ongoing weakness in industrial and automotive markets, led to a sharp sell-off, with shares dropping over 8% in extended trading on July 22, 2025. Posts on X echoed this sentiment, noting the stock fell 7-12% after hours due to the disappointing guidance, dragging down other analog chipmakers like NXP, Analog Devices, and Microchip.
