4 hours ago
2
Trey Thoelcke
Tue, July 21, 2026 astatine 6:35 AM CDT 4 min read
Quick Read
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ServiceNow's 43 Buy ratings dwarf TXN's divided 17-17 Buy-Hold expert book, giving NOW a decisive condemnation borderline heading into Wednesday's earnings.
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NOW sits astir 35% beneath its $142 statement terms people aft a 32% year-to-date drop, offering acold wider implied upside than TXN.
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NOW's bullish sentiment people of 65 and 4 consecutive EPS beats outshine TXN's neutral 50 speechmaking contempt TXN carrying a 95% bushed probability.
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Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and ServiceNow didn't marque the cut. Grab the names FREE today.
With Texas Instruments (NASDAQ:TXN) and ServiceNow (NYSE:NOW) some reporting Q2 2026 results aft marketplace adjacent connected Wednesday, July 22, 2026, the question for investors is simple: which sanction is Wall Street really leaning into up of the same-session report? Both stocks slipped heading into Wednesday's net report, with Texas Instruments disconnected 4.9% and ServiceNow down 5.9% implicit the past week. Below is the head-to-head crossed the 3 dimensions that substance astir going into Wednesday.
Dimension 1: Analyst Consensus and Buy-Side Tilt
Wall Street's standing organisation tells precise antithetic stories. Texas Instruments carries 17 Buy ratings, 17 Hold ratings, and 2 Sell ratings, a genuinely divided publication that reflects lingering questions astir semiconductor cyclicality and the gait of the concern recovery.
ServiceNow's sum is acold much one-sided. Analysts person posted 43 Buy ratings, 4 Hold ratings, and 1 Sell rating, an overwhelmingly bullish tilt built astir the agentic AI thesis and Now Assist nett caller ACV much than doubling twelvemonth implicit twelvemonth successful the astir caller quarter.
Winner: ServiceNow. The buy-side condemnation is not close.
Dimension 2: Price Target and Implied Upside
Texas Instruments closed astatine $284.07 connected July 20 against an expert statement people of $303.59. That is simply a humble cushion, and with a P/E of 49, the aggregate leaves small borderline for a guide-down.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and ServiceNow didn't marque the cut. Grab the names FREE today.
ServiceNow, by contrast, trades astatine $104.70 against an expert people of $141.64. The spread is dramatically wider connected a comparative basis. NOW has been punished this year, down 31.7% twelvemonth to day and 45.7% implicit the past year, portion Texas Instruments has surged 65.7% twelvemonth to date. The compressed ServiceNow valuation, astatine a P/E of 61, gives analysts much headroom to defend.
Winner: ServiceNow. The implied upside to statement is materially larger.
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