Texas Instruments (TXN) stock surged 6.17% in after-hours trading on Wednesday following the release of its first-quarter earnings report and second-quarter guidance, both of which exceeded analyst expectations. The semiconductor giant's performance has sparked optimism among investors, despite ongoing concerns about economic uncertainty and potential impacts from U.S. tariffs.

For the first quarter, Texas Instruments reported earnings per share (EPS) of $1.28, significantly beating the analyst consensus estimate of $1.07. Revenue for the quarter came in at $4.069 billion, surpassing the expected $3.911 billion. This strong performance demonstrates the company's resilience in the face of challenging market conditions.

Adding to the positive sentiment, Texas Instruments provided an optimistic outlook for the second quarter. The company forecasts revenue in the range of $4.17 billion to $4.53 billion, well above the analyst consensus of $4.10 billion. Additionally, Texas Instruments expects second-quarter EPS to be between $1.21 and $1.47, compared to the analyst estimate of $1.25 per share. This upbeat guidance suggests that the company anticipates continued strong demand for its analog chips, particularly in key markets such as automotive and industrial sectors.

The after-hours stock surge reflects investor confidence in Texas Instruments' ability to navigate the current economic landscape and potential headwinds from U.S. tariffs. As one of the first major U.S. chipmakers to report results for the March quarter, Texas Instruments' performance and outlook may help alleviate some concerns about the impact of tariffs on the broader semiconductor industry. However, investors will likely continue to monitor the situation closely as trade tensions and economic uncertainties persist.