Accenture vs Texas Instruments

Accenture plc and Texas Instruments Inc are examined side by side to help readers understand how their business models, financial performance, and market context compare. This page presents neutral, accessible information to highlight differences and similarities, without offering investment advice. Educational content, not financial advice.

Accenture plc and Texas Instruments Inc are examined side by side to help readers understand how their business models, financial performance, and market context compare. This page presents neutral, a...

Comparison Snapshot

Key Financial Metrics

ACN

Metric

TXN

$132.51B

Market Cap

$199.53B

45.19%

Potential Profit

-13.72%

Buy

Analyst Rating

Hold

Why It's Moving

Accenture Eyes 31% Recovery as Wells Fargo Bets on AI Demand Acceleration

Wells Fargo upgraded ACN to Overweight on February 17, citing two consecutive quarters of improved bookings growth that signal enterprise demand for AI consulting is strengthening—contradicting the market's pessimistic pricing.
Analyst consensus targets $292 per share against the current trading price of $215, representing 35% upside potential, with 17 buy ratings and no sell recommendations reflecting broad bullish sentiment on the recovery thesis.
The company's conservative fiscal 2026 guidance paired with accelerating revenue expectations creates what analysts view as a valuation opportunity, as the stock's P/E has already compressed 33% while earnings are projected to grow from $12.93 to $13.82 per share.

Sentiment:

🐃Bullish

TXN Stock Warning: Why Analysts See -17% Downside Risk

Q4 revenue hit $4.42 billion, meeting expectations, but EPS of $1.27 missed by 2 cents due to unforeseen charges, signaling ongoing cost pressures.
Q1 forecast projects $4.32-$4.68 billion in sales, implying first sequential growth since 2010, yet analysts call the analog rebound 'stuck in first gear' with data-center gains providing outsized lift.
Divergent takes emerge: Cantor Fitzgerald deems results 'surprisingly positive' for free cash flow prospects, while others like Bernstein and Jefferies view recovery as too slow, fueling -17% downside warnings.

Sentiment:

🐻Bearish

Accenture Eyes 31% Recovery as Wells Fargo Bets on AI Demand Acceleration

Wells Fargo upgraded ACN to Overweight on February 17, citing two consecutive quarters of improved bookings growth that signal enterprise demand for AI consulting is strengthening—contradicting the market's pessimistic pricing.
Analyst consensus targets $292 per share against the current trading price of $215, representing 35% upside potential, with 17 buy ratings and no sell recommendations reflecting broad bullish sentiment on the recovery thesis.
The company's conservative fiscal 2026 guidance paired with accelerating revenue expectations creates what analysts view as a valuation opportunity, as the stock's P/E has already compressed 33% while earnings are projected to grow from $12.93 to $13.82 per share.

Sentiment:

🐃Bullish

TXN Stock Warning: Why Analysts See -17% Downside Risk

Q4 revenue hit $4.42 billion, meeting expectations, but EPS of $1.27 missed by 2 cents due to unforeseen charges, signaling ongoing cost pressures.
Q1 forecast projects $4.32-$4.68 billion in sales, implying first sequential growth since 2010, yet analysts call the analog rebound 'stuck in first gear' with data-center gains providing outsized lift.
Divergent takes emerge: Cantor Fitzgerald deems results 'surprisingly positive' for free cash flow prospects, while others like Bernstein and Jefferies view recovery as too slow, fueling -17% downside warnings.

Sentiment:

🐻Bearish

Investment Analysis

Accenture

ACN

Pros

Accenture continues to invest in high-growth digital and artificial intelligence services, with Gen AI revenue tripling year-on-year.
The company delivered 7% annual revenue growth in local currency and exceeded both earnings and revenue forecasts for fiscal year 2025.
Accenture maintains a consistent dividend history, having paid dividends for 21 consecutive years, supported by a strong financial health score.

Considerations

Despite exceeding expectations, the stock underperformed post-earnings, suggesting investor concerns over future growth momentum or valuation.
Projected revenue growth for fiscal 2026 is modest at 2–5% in local currency, potentially indicating slowing expansion compared to previous years.
Analyst consensus remains positive but recent price volatility and bearish sentiment reflect uncertainty in near-term market performance.

Texas Instruments

TXN

Pros

Texas Instruments benefits from a leading position in analog and embedded processing semiconductors, key components across diverse industrial and automotive sectors.
The company boasts robust profitability metrics, including a high return on equity, reflecting efficient capital allocation and operational execution.
A strong balance sheet provides Texas Instruments with flexibility for investments in new fabs and capacity expansions to meet long-term demand.

Considerations

Texas Instruments is exposed to cyclical demand swings in industries such as automotive, industrial, and consumer electronics, which can create revenue volatility.
Facing intensifying competition from both established peers and specialised semiconductor start-ups, the company's long-term margin leadership is under increased pressure.
Recent quarterly performance has been mildly subdued, with the stock lagging some broader semiconductor peers in both price momentum and growth forecasts.

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