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ACN or CTSH or INFY
Accenture plc (ACN) vs Cognizant Technology Solutions Corporation (CTSH) vs Infosys Limited (INFY) Earnings Recap: Recent IT Services Showdown
Key Takeaways
- ACN reported Q2 fiscal 2026 EPS of $2.93, beating estimates by 2.8%, with revenue of $18.0 billion, up 8% YoY; raised FY26 revenue growth outlook to 3-5%.
- CTSH Q4 2025 adjusted EPS $1.35, surpassing estimates; revenue $5.3 billion, up 4.9% YoY; guided FY26 revenue growth 4-6.5%.
- INFY Q3 FY26 revenues $5.1 billion, up 1.7% YoY in constant currency; adjusted operating margin 21.2%; raised FY26 revenue guidance to 3-3.5%.
- All three IT leaders demonstrated resilience in bookings and AI demand, with ACN posting record new bookings of $22.1 billion.
Earnings Context and Competitive Landscape
These global IT services giants compete fiercely in consulting, digital transformation, and AI-driven solutions. Earnings reports provide critical insights into demand for generative AI, cloud migration, and cost optimization amid economic uncertainty. ACN, CTSH, and INFY overlap in enterprise clients, with ACN leading in consulting scale, CTSH strong in North America, and INFY leveraging India-based delivery for margins. Recent results highlight AI investments boosting growth signals.
Accenture plc Focus
ACN released Q2 fiscal 2026 results on March 19, 2026, for the quarter ended February 28, 2026. Diluted EPS reached $2.93, up 4% YoY and above the $2.85 consensus. Revenues hit $18.0 billion, growing 8% in USD and 4% in local currency, topping expectations of $17.8 billion. New bookings set a record at $22.1 billion. Operating margin expanded to 13.8%, with free cash flow of $3.7 billion. The company raised FY26 revenue growth to 3-5% in local currency and adjusted EPS guidance to $13.65-$13.90, citing robust AI demand.
Cognizant Technology Solutions Corporation Context
CTSH reported Q4 and full-year 2025 results on February 4, 2026. Q4 adjusted EPS was $1.35, beating the $1.32 estimate and up 12% YoY. Revenues totaled $5.3 billion, up 4.9% YoY or 3.8% constant currency. Full-year revenue grew 6.4% to $21.1 billion, with adjusted operating margin at 15.8%. Guidance for FY26 includes 4-6.5% revenue growth, margins of 15.9-16.1%, and adjusted EPS $5.56-$5.70. Performance reflects strong deal wins and AI skilling initiatives.
Infosys Limited Context
INFY announced Q3 FY26 results on January 14, 2026, for the quarter ended December 31, 2025. Revenues were $5.1 billion, up 0.6% QoQ and 1.7% YoY in constant currency (₹45,479 crore, +8.9% YoY reported). Adjusted operating margin improved to 21.2%. Large deal TCV reached $4.8 billion, 57% net new. Net profit was ₹6,654 crore, with basic EPS ₹16.17. FY26 revenue guidance raised to 3-3.5% constant currency, margins held at 20-22%, supported by AI deployments and deal momentum.
Head-to-Head Earnings and Market Comparison
ACN leads in scale and bookings growth, with superior revenue beat and FY26 outlook lift signaling strongest momentum. CTSH shows solid EPS growth and conservative guidance, balancing profitability with inorganic contributions. INFY excels in margins but lags revenue acceleration. All beat EPS estimates, reflecting quality execution. Risks include macroeconomic headwinds and talent costs; sentiment favors AI exposure, with ACN most resilient.
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Tickeron AI Verdict
Tickeron AI favors ACN with 65% probability for near-term outperformance. Record bookings, raised guidance, and AI demand edge it over peers' steadier but less dynamic results, positioning it for superior growth in IT services.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ACN’s FA Score shows that 1 FA rating(s) are green whileCTSH’s FA Score has 1 green FA rating(s), and INFY’s FA Score reflects 2 green FA rating(s).
- ACN’s FA Score: 1 green, 4 red.
- CTSH’s FA Score: 1 green, 4 red.
- INFY’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ACN’s TA Score shows that 4 TA indicator(s) are bullish while CTSH’s TA Score has 4 bullish TA indicator(s), and INFY’s TA Score reflects 4 bullish TA indicator(s).
- ACN’s TA Score: 4 bullish, 4 bearish.
- CTSH’s TA Score: 4 bullish, 4 bearish.
- INFY’s TA Score: 4 bullish, 4 bearish.
Price Growth
ACN (@Information Technology Services) experienced а -10.07% price change this week, while CTSH (@Information Technology Services) price change was -7.39% , and INFY (@Information Technology Services) price fluctuated -3.28% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was +0.66%. For the same industry, the average monthly price growth was -1.49%, and the average quarterly price growth was -7.40%.
Reported Earning Dates
ACN is expected to report earnings on Jun 18, 2026.
CTSH is expected to report earnings on Apr 29, 2026.
INFY is expected to report earnings on Apr 16, 2026.
Industries' Descriptions
@Information Technology Services (+0.66% weekly)The industry, whose total market cap runs into trillions, makes hardware/software that allows data to be stored, retrieved, transmitted, and manipulated on computers. With the ever-increasing relevance of data, the information technology (IT) industry has gained momentous growth over the years, and continues to thrive on innovation. Some of the behemoths in the industry are International Business Machines Corporation, Accenture, and VMware, Inc.
| ACN | CTSH | INFY | |
| Capitalization | 110B | 27.7B | 56.7B |
| EBITDA | 12.1B | 4.07B | 5.05B |
| Gain YTD | -32.125 | -29.862 | -25.421 |
| P/E Ratio | 14.72 | 12.70 | 17.26 |
| Revenue | 72.1B | 21.1B | 19.8B |
| Total Cash | N/A | 1.91B | 3.05B |
| Total Debt | 8.35B | 1.15B | 978M |
ACN | CTSH | INFY | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 56 | 60 | 1 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 9 Undervalued | 14 Undervalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | 100 | |
SMR RATING 1..100 | 36 | 53 | 29 | |
PRICE GROWTH RATING 1..100 | 65 | 64 | 78 | |
P/E GROWTH RATING 1..100 | 90 | 80 | 80 | |
SEASONALITY SCORE 1..100 | 35 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
INFY's Valuation (8) in the Information Technology Services industry is in the same range as ACN (9) and is in the same range as CTSH (14). This means that INFY's stock grew similarly to ACN’s and similarly to CTSH’s over the last 12 months.
INFY's Profit vs Risk Rating (100) in the Information Technology Services industry is in the same range as ACN (100) and is in the same range as CTSH (100). This means that INFY's stock grew similarly to ACN’s and similarly to CTSH’s over the last 12 months.
INFY's SMR Rating (29) in the Information Technology Services industry is in the same range as ACN (36) and is in the same range as CTSH (53). This means that INFY's stock grew similarly to ACN’s and similarly to CTSH’s over the last 12 months.
CTSH's Price Growth Rating (64) in the Information Technology Services industry is in the same range as ACN (65) and is in the same range as INFY (78). This means that CTSH's stock grew similarly to ACN’s and similarly to INFY’s over the last 12 months.
CTSH's P/E Growth Rating (80) in the Information Technology Services industry is in the same range as INFY (80) and is in the same range as ACN (90). This means that CTSH's stock grew similarly to INFY’s and similarly to ACN’s over the last 12 months.
| ACN | CTSH | INFY | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 50% | 1 day ago 67% | 1 day ago 44% |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 57% | 1 day ago 46% |
| Momentum ODDS (%) | 1 day ago 70% | 1 day ago 52% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 55% | N/A | 1 day ago 64% |
| TrendWeek ODDS (%) | 1 day ago 61% | 1 day ago 57% | 1 day ago 56% |
| TrendMonth ODDS (%) | 1 day ago 60% | 1 day ago 58% | 1 day ago 62% |
| Advances ODDS (%) | 12 days ago 60% | 12 days ago 53% | 4 days ago 58% |
| Declines ODDS (%) | 1 day ago 60% | 1 day ago 54% | 1 day ago 56% |
| BollingerBands ODDS (%) | 1 day ago 66% | 1 day ago 55% | 1 day ago 51% |
| Aroon ODDS (%) | 1 day ago 71% | 1 day ago 65% | 1 day ago 63% |
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ACN and
Correlation & Price change
A.I.dvisor indicates that over the last year, ACN has been closely correlated with CTSH. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if ACN jumps, then CTSH could also see price increases.
| Ticker / NAME | Correlation To ACN | 1D Price Change % | ||
|---|---|---|---|---|
| ACN | 100% | -3.49% | ||
| CTSH - ACN | 81% Closely correlated | -2.16% | ||
| EPAM - ACN | 72% Closely correlated | -1.11% | ||
| EXLS - ACN | 69% Closely correlated | -1.68% | ||
| GIB - ACN | 68% Closely correlated | -0.77% | ||
| DXC - ACN | 68% Closely correlated | -7.52% | ||
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CTSH and
Correlation & Price change
A.I.dvisor indicates that over the last year, CTSH has been closely correlated with ACN. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if CTSH jumps, then ACN could also see price increases.
| Ticker / NAME | Correlation To CTSH | 1D Price Change % | ||
|---|---|---|---|---|
| CTSH | 100% | -2.16% | ||
| ACN - CTSH | 81% Closely correlated | -3.49% | ||
| DXC - CTSH | 73% Closely correlated | -7.52% | ||
| EPAM - CTSH | 70% Closely correlated | -1.11% | ||
| GIB - CTSH | 68% Closely correlated | -0.77% | ||
| INFY - CTSH | 68% Closely correlated | -3.42% | ||
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