Qualcomm vs ServiceNow

Qualcomm Incorporated and ServiceNow, Inc. This page compares their business models, financial performance, and market context in straightforward terms to help readers understand how each company operates and where they stand within their respective industries. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

QCOM

Metric

NOW

$165.03B

Market Cap

$142.64B

21.18%

Potential Profit

68.23%

Buy

Analyst Rating

Buy

Why It's Moving

QCOM Stock Climbs 1.9% on Stellar Earnings Beat Fueling AI Optimism.

Earnings topped forecasts by $0.13 on EPS and $530 million on revenue, highlighting sustained momentum in semiconductor sales.
Q1 2026 guidance set at $3.30-$3.50 EPS signals continued growth potential in key markets like AI and automotive.
Analysts maintain a 'Moderate Buy' consensus with an average price target of $192.94, reflecting positive sector tailwinds.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

QCOM Stock Climbs 1.9% on Stellar Earnings Beat Fueling AI Optimism.

Earnings topped forecasts by $0.13 on EPS and $530 million on revenue, highlighting sustained momentum in semiconductor sales.
Q1 2026 guidance set at $3.30-$3.50 EPS signals continued growth potential in key markets like AI and automotive.
Analysts maintain a 'Moderate Buy' consensus with an average price target of $192.94, reflecting positive sector tailwinds.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

Investment Analysis

Qualcomm

QCOM

Pros

Qualcomm has a strong net margin indicating efficient profit conversion from revenue.
The company exhibits strong short-term liquidity with a quick ratio of 2.38, ensuring it can meet short-term obligations.
Qualcomm has a history of increasing dividends, providing a potential steady income stream for investors.

Considerations

Recent insider selling suggests some lack of confidence from those closest to the company.
Its moderate debt-to-equity ratio of 0.54 could pose risks if interest rates rise.
Qualcomm faces intense competition in the wireless technology sector that could pressure future profitability.

ServiceNow

NOW

Pros

ServiceNow has a significant market capitalization indicating a large and established business footprint.
The company benefits from strong demand in enterprise software and digital workflow solutions.
It maintains a robust growth trajectory driven by cloud adoption and expanding customer base.

Considerations

ServiceNow's high valuation multiples may reflect premium pricing that could limit near-term upside.
The company faces execution risks related to sustaining innovation and scaling new product offerings.
It operates in a competitive SaaS market with pressure from major players like Salesforce and Microsoft.

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