

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 surges on AI agent push and OpenAI tie-up, fueling enterprise workflow momentum.
- Revamped global Partner Program launches unified 2026 investments to supercharge AI agent innovation, drawing over 1,000 partners into a fast-growing ecosystem.
- Deeper OpenAI partnership enables agentic AI in enterprise workflows, enhancing product edge and signaling robust AI demand.
- Shares jumped 2.6% to $128.56 then hit $133 amid positive analyst nods like BTIG's buy reaffirmation, even as some trim targets.

Intel's shares surge 27% in 2026 on AI-fueled PC and server momentum.
- Panther Lake CPUs on 18A node deliver 120 TOPS AI performance and 25+ hour battery life, reigniting Intel's edge in the exploding AI PC market.
- Server CPU demand is outstripping supply even after capacity shifts, with sell-outs expected in H1 2026 to fuel data center profits.
- 18A foundry advances position Intel to snag external customers in the AI rush, bolstering its IDM 2.0 reinvention.

ServiceNow surges on AI agent push and OpenAI tie-up, fueling enterprise workflow momentum.
- Revamped global Partner Program launches unified 2026 investments to supercharge AI agent innovation, drawing over 1,000 partners into a fast-growing ecosystem.
- Deeper OpenAI partnership enables agentic AI in enterprise workflows, enhancing product edge and signaling robust AI demand.
- Shares jumped 2.6% to $128.56 then hit $133 amid positive analyst nods like BTIG's buy reaffirmation, even as some trim targets.

Intel's shares surge 27% in 2026 on AI-fueled PC and server momentum.
- Panther Lake CPUs on 18A node deliver 120 TOPS AI performance and 25+ hour battery life, reigniting Intel's edge in the exploding AI PC market.
- Server CPU demand is outstripping supply even after capacity shifts, with sell-outs expected in H1 2026 to fuel data center profits.
- 18A foundry advances position Intel to snag external customers in the AI rush, bolstering its IDM 2.0 reinvention.
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's next earnings date is January 28, 2026, when the company will release its Q4 and full-year 2025 financial results after market close. This follows the pattern of late-January reporting observed in prior years. Investors should monitor for the conference call to discuss performance and outlook.
Intel (INTC) Next Earnings Date
Intel's Q4 and full-year 2025 earnings were reported on January 22, 2026, after market close, covering the quarter ended December 2025. As of January 26, 2026, the next earnings date for Q1 2026 remains unconfirmed by the company. It is inferred for late April 2026, consistent with Intel's historical pattern of Thursday after-market releases.
ServiceNow (NOW) Next Earnings Date
ServiceNow's next earnings date is January 28, 2026, when the company will release its Q4 and full-year 2025 financial results after market close. This follows the pattern of late-January reporting observed in prior years. Investors should monitor for the conference call to discuss performance and outlook.
Intel (INTC) Next Earnings Date
Intel's Q4 and full-year 2025 earnings were reported on January 22, 2026, after market close, covering the quarter ended December 2025. As of January 26, 2026, the next earnings date for Q1 2026 remains unconfirmed by the company. It is inferred for late April 2026, consistent with Intel's historical pattern of Thursday after-market releases.
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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