ServiceNow holds 43 Buy ratings versus Texas Instruments’ split 17-17 Buy-Hold, signaling stronger Wall Street conviction before Q2 2026 results.
ServiceNow (NOW) enters Wednesday’s Q2 2026 earnings report with a decisive analyst conviction edge over Texas Instruments (TXN). NOW carries 43 Buy ratings, four Hold, and zero Sell, while TXN’s coverage is evenly split at 17 Buy, 17 Hold, and two Sell. The disparity reflects broader skepticism around semiconductor cyclicality and industrial recovery pace for TXN.
NOW trades roughly 35% below its $142 consensus price target after a 32% year-to-date decline, offering wider implied upside than TXN. ServiceNow’s bullish sentiment score of 65 and four consecutive EPS beats contrast with TXN’s neutral 50 reading, despite TXN’s 95% earnings beat probability.
Both stocks retreated ahead of earnings, with TXN down 4.9% and NOW off 5.9% over the past week. Reports for both companies are due after market close on July 22, 2026.