After-hours trading revealed starkly different fortunes for semiconductor and tech hardware companies, driven primarily by forward-looking guidance rather than historical results.

Texas Instruments and F5 Lead Gainers

• Texas Instruments surged more than 9% after issuing first-quarter revenue and earnings guidance that exceeded analyst expectations. The upbeat outlook signaled a recovery in demand for its analog chips, used widely in industrial and automotive sectors, overshadowing a fourth-quarter earnings miss.

  

• F5 skyrocketed 13% following a substantial earnings beat and revenue guidance for the current quarter that came in far above Wall Street estimates, indicating robust demand for its cloud and application security services.

Qorvo and Seagate Face Pressure

• Qorvo plunged approximately 9% despite reporting a third-quarter earnings beat. The sharp decline was triggered by disappointing guidance for the upcoming fiscal fourth quarter, raising concerns about near-term demand for its radio-frequency chips.

• Seagate Technology edged nearly 2% lower even after posting strong fiscal second-quarter results that topped estimates. The muted reaction suggests some profit-taking after the stock's 30% rally over the past month.

The moves underscore the market's heightened sensitivity to corporate outlooks, as investors prioritize future growth trajectories over recent performance in a volatile economic environment.