ServiceNow vs Intel
This page compares ServiceNow and Intel Corporation across business models, financial performance, and market context in a neutral, accessible style. It highlights how each company approaches growth, strategy, and value within its sector, providing context for readers without offering recommendations. Educational content, not financial advice.
This page compares ServiceNow and Intel Corporation across business models, financial performance, and market context in a neutral, accessible style. It highlights how each company approaches growth, ...
Why It's Moving
ServiceNow Bounces as Oversold Signals Hint at Rebound Amid Institutional Buying Frenzy
- Q4 subscription revenue surged 21% to $3.47 billion, beating expectations, yet shares dropped 11% post-earnings on fears of AI disruption and aggressive spending.
- Stock deeply oversold with RSI at 25, flashing rebound potential, while recent 2.4% gain on high volume underscores building momentum.
- Institutions scooped up over $6 billion in January—4% of market cap—forming a potential floor as FY26 growth outlook tests AI-driven acceleration.
Intel Buzzes with Apple and Nvidia Foundry Talks Amid Supply Squeeze
- Apple and Nvidia in talks for Intel's U.S. foundry services around 2028, validating heavy investments in advanced nodes and packaging to challenge TSMC and Samsung.
- Data Center & AI revenues surged 15% sequentially with strong server CPU orders, fueled by NVIDIA collaboration on custom XEON chips integrated with NVLink for top-tier AI performance.
- Supply shortages and low buffer stocks force reliance on external wafers for client business, leading to weak Q1 2026 guidance despite robust demand.
ServiceNow Bounces as Oversold Signals Hint at Rebound Amid Institutional Buying Frenzy
- Q4 subscription revenue surged 21% to $3.47 billion, beating expectations, yet shares dropped 11% post-earnings on fears of AI disruption and aggressive spending.
- Stock deeply oversold with RSI at 25, flashing rebound potential, while recent 2.4% gain on high volume underscores building momentum.
- Institutions scooped up over $6 billion in January—4% of market cap—forming a potential floor as FY26 growth outlook tests AI-driven acceleration.
Intel Buzzes with Apple and Nvidia Foundry Talks Amid Supply Squeeze
- Apple and Nvidia in talks for Intel's U.S. foundry services around 2028, validating heavy investments in advanced nodes and packaging to challenge TSMC and Samsung.
- Data Center & AI revenues surged 15% sequentially with strong server CPU orders, fueled by NVIDIA collaboration on custom XEON chips integrated with NVLink for top-tier AI performance.
- Supply shortages and low buffer stocks force reliance on external wafers for client business, leading to weak Q1 2026 guidance despite robust demand.
Investment Analysis
ServiceNow
NOW
Pros
- ServiceNow has strong revenue growth, with a 21.81% year-over-year increase in the last quarter and strong earnings per share growth of 15.94%.
- The company is expanding its total addressable market (TAM) into CRM and industry workflows, projected to reach $350 billion by 2027.
- ServiceNow leverages AI innovations such as Now Assist and AI Control Tower, aiming to generate $1 billion in AI annual contract value by 2026, driving future growth.
Considerations
- ServiceNow's valuation is very high, with a price-to-earnings ratio above 100 times, indicating potential overvaluation risk relative to sector averages.
- Stock price forecasts suggest limited near-term upside, with some analysts predicting a price decline of around 6.95% by the end of 2025.
- The company faces high uncertainty due to its rapid expansion and premium valuation, which may create execution or market expectations risks.
Intel
INTC
Pros
- Intel remains a leading player in semiconductor manufacturing with plans to ramp up its advanced process technology and capacity expansion.
- The company is benefiting from strong demand in key sectors such as data centres, artificial intelligence, and automotive chips.
- Recent investments in manufacturing and R&D aim to improve competitiveness and capture new growth opportunities in the evolving chip market.
Considerations
- Intel continues to face tough competition from rivals with more advanced technology nodes, which weighs on market share and margins.
- The semiconductor industry is cyclical and exposed to volatile demand fluctuations that could impact Intel’s financial performance.
- Execution risks remain significant as Intel attempts complex transitions in manufacturing technology and faces potential cost overruns.
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ServiceNow (NOW) Next Earnings Date
ServiceNow (NOW) reported its Q4 2025 earnings on January 28, 2026, covering the quarter ended December 31, 2025. The next earnings release, for Q1 2026, is expected around late April 2026, consistent with the company's historical pattern of reporting approximately 90 days after quarter-end. Investors should monitor official announcements for the confirmed date.
Intel (INTC) Next Earnings Date
Intel's next earnings date is April 23, 2026, after market close, which will cover first-quarter 2026 results. This date is based on the company's historical reporting pattern, as Intel has not yet officially announced the specific time for this earnings release. Following the earnings announcement, the company will host a conference call to discuss quarterly performance with investors and analysts. The company most recently reported fourth-quarter and full-year 2025 results on January 22, 2026.
ServiceNow (NOW) Next Earnings Date
ServiceNow (NOW) reported its Q4 2025 earnings on January 28, 2026, covering the quarter ended December 31, 2025. The next earnings release, for Q1 2026, is expected around late April 2026, consistent with the company's historical pattern of reporting approximately 90 days after quarter-end. Investors should monitor official announcements for the confirmed date.
Intel (INTC) Next Earnings Date
Intel's next earnings date is April 23, 2026, after market close, which will cover first-quarter 2026 results. This date is based on the company's historical reporting pattern, as Intel has not yet officially announced the specific time for this earnings release. Following the earnings announcement, the company will host a conference call to discuss quarterly performance with investors and analysts. The company most recently reported fourth-quarter and full-year 2025 results on January 22, 2026.
Which Baskets Do They Appear In?
AI Infrastructure Stocks: Will Agentforce Drive Growth?
Salesforce has launched Agentforce 360, a new platform for AI-human collaboration, backed by a $15 billion investment to expand its AI innovation. This move creates a significant investment opportunity in the ecosystem of AI technology providers and infrastructure companies that power this new wave of enterprise AI.
Published: October 14, 2025
Explore BasketWhich Baskets Do They Appear In?
AI Infrastructure Stocks: Will Agentforce Drive Growth?
Salesforce has launched Agentforce 360, a new platform for AI-human collaboration, backed by a $15 billion investment to expand its AI innovation. This move creates a significant investment opportunity in the ecosystem of AI technology providers and infrastructure companies that power this new wave of enterprise AI.
Published: October 14, 2025
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