ServiceNow vs Intuit
This page compares ServiceNow and Intuit, examining their business models, financial performance, and market context. It presents neutral, accessible descriptions of each company’s value propositions, revenue structures, and competitive environments, helping readers understand how they operate rather than predict outcomes. Educational content, not financial advice.
This page compares ServiceNow and Intuit, examining their business models, financial performance, and market context. It presents neutral, accessible descriptions of each company’s value propositions,...
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.
Intuit Stock Hits 52-Week Low Amid 24% YTD Selloff Despite Strong Prior Earnings.
- Q1 results crushed expectations with $3.34 EPS versus $3.09 forecast and $3.87B revenue up 18.3% YoY, signaling sustained demand for AI-driven tax and accounting tools.
- Institutional moves mixed: Principal Financial sold 2,355 shares while a director received 546 RSUs, reflecting confidence in long-term value amid short-term jitters.
- Q2 earnings set for Feb. 26 heighten focus, with analysts eyeing guidance after upbeat prior outlook of $3.63-$3.68 EPS.
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.
Intuit Stock Hits 52-Week Low Amid 24% YTD Selloff Despite Strong Prior Earnings.
- Q1 results crushed expectations with $3.34 EPS versus $3.09 forecast and $3.87B revenue up 18.3% YoY, signaling sustained demand for AI-driven tax and accounting tools.
- Institutional moves mixed: Principal Financial sold 2,355 shares while a director received 546 RSUs, reflecting confidence in long-term value amid short-term jitters.
- Q2 earnings set for Feb. 26 heighten focus, with analysts eyeing guidance after upbeat prior outlook of $3.63-$3.68 EPS.
Investment Analysis
ServiceNow
NOW
Pros
- ServiceNow maintains a leading position in enterprise cloud workflow automation with strong customer retention and market share gains.
- The company is expanding into new markets such as IT operations management and federal government contracts, providing additional growth opportunities.
- ServiceNow has a high gross profit margin, reflecting efficient operations and pricing power in its core software offerings.
Considerations
- ServiceNow trades at a premium valuation with a high price-to-earnings ratio, increasing downside risk if growth slows.
- Recent insider selling activity has raised concerns about confidence in near-term prospects despite positive analyst sentiment.
- The stock is sensitive to broader technology sector volatility and macroeconomic factors affecting enterprise spending.
Intuit
INTU
Pros
- Intuit has delivered robust financial performance with consistent revenue growth and strong profitability in its core tax and small business segments.
- The company is successfully expanding into the mid-market and integrating AI into its platforms, supporting long-term innovation and competitiveness.
- Intuit maintains a solid balance sheet and has increased its dividend, reflecting financial stability and shareholder returns.
Considerations
- Intuit's valuation remains elevated relative to historical averages, which could limit upside if earnings growth does not meet expectations.
- The business is exposed to regulatory changes and tax law reforms that could impact its core tax preparation services.
- Increased competition in the financial software sector poses a risk to market share and pricing power.
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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.
Intuit (INTU) Next Earnings Date
Intuit Inc. (INTU) is scheduled to report its Q2 fiscal year 2026 earnings on February 26, 2026, following market close, with a conference call at 1:30 p.m. Pacific time. This report will cover the quarter ending January 31, 2026, providing updates on key platforms including TurboTax, Credit Karma, QuickBooks, and Mailchimp. Investors should monitor the release for insights into financial performance and strategic outlook.
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.
Intuit (INTU) Next Earnings Date
Intuit Inc. (INTU) is scheduled to report its Q2 fiscal year 2026 earnings on February 26, 2026, following market close, with a conference call at 1:30 p.m. Pacific time. This report will cover the quarter ending January 31, 2026, providing updates on key platforms including TurboTax, Credit Karma, QuickBooks, and Mailchimp. Investors should monitor the release for insights into financial performance and strategic outlook.
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
Company Toolbox
Invest in the businesses that power other businesses. These carefully selected companies provide the essential tools, platforms, and services that enterprises can't live without. With recurring revenue models and high customer retention, they form the backbone of our digital economy.
Published: June 17, 2025
Explore BasketSaaS & Cloud Computing
Invest in the digital revolution that's reshaping how businesses operate worldwide. This collection of carefully selected stocks represents companies at the forefront of software innovation, cloud technology, and digital transformation.
Published: May 23, 2025
Explore BasketBuy NOW or INTU in Nemo
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