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NOW vs NTNX
Which Stock Would AI Choose? ServiceNow (NOW) vs. Nutanix (NTNX) Stock Comparison
Key Takeaways
- ServiceNow (NOW) operates a leading cloud-based workflow automation platform, while Nutanix (NTNX) specializes in hybrid multicloud infrastructure solutions.
- In recent market activity, NOW has shown signs of recovery after sharp year-to-date declines, supported by strong subscription revenue growth and AI-related partnerships.
- NTNX has demonstrated relative resilience with positive year-to-date performance and announced an increased share repurchase authorization alongside a strategic share sale to AMD.
- Both companies face sector pressures in technology spending but benefit from ongoing enterprise adoption of cloud and AI technologies.
- NOW exhibits higher volatility tied to software valuation shifts, whereas NTNX offers exposure to hardware-software hybrid models with upcoming earnings as a near-term catalyst.
- Relative performance highlights trade-offs between growth-oriented software margins at ServiceNow (NOW) and infrastructure stability at Nutanix (NTNX).
Introduction
This comparison examines ServiceNow (NOW) and Nutanix (NTNX), two technology companies with distinct yet overlapping roles in enterprise cloud adoption. ServiceNow (NOW) focuses on digital workflow platforms, while Nutanix (NTNX) emphasizes hybrid multicloud infrastructure. Investors and traders interested in software-as-a-service growth versus infrastructure resilience may find this analysis relevant amid evolving market conditions. The review draws on recent performance trends, business models, and observable catalysts to provide a balanced view of their positioning without forward-looking projections.
NOW Overview and Recent Performance
ServiceNow (NOW) delivers a cloud platform for automating IT, employee, and customer workflows across organizations. In recent weeks, the stock has experienced volatility following its first-quarter 2026 earnings release, which featured subscription revenue growth exceeding guidance and an increased full-year outlook, offset by margin adjustments that contributed to an initial share price decline. Subsequent market activity has included partial recovery, aided by announcements such as an AI collaboration with Experian and analyst commentary on agentic AI opportunities. Broader sentiment reflects ongoing evaluation of software valuations in a shifting interest-rate environment, with share repurchase activity providing additional context for capital allocation.
NTNX Overview and Recent Performance
Nutanix (NTNX) provides hybrid multicloud computing solutions that simplify infrastructure management for enterprises. During recent market activity, the stock has shown resilience relative to broader technology peers, supported by an expanded share repurchase authorization of $750 million and a $150 million share sale to AMD aimed at advancing hybrid cloud initiatives. Performance has been influenced by prior quarter results that met or exceeded expectations, with investor attention now turning to the upcoming third-quarter fiscal 2026 earnings report. Sector exposure to infrastructure spending and cautious macroeconomic outlooks have shaped sentiment, resulting in more measured price movements compared with pure-play software names.
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Head-to-Head Comparison
ServiceNow (NOW) and Nutanix (NTNX) differ in core business models: the former centers on subscription-based workflow software with high gross margins, while the latter combines software with infrastructure solutions that integrate hardware partnerships. Growth drivers for ServiceNow (NOW) include AI-enhanced automation features, whereas Nutanix (NTNX) benefits from hybrid cloud demand and enterprise infrastructure modernization. Recent momentum shows ServiceNow (NOW) recovering from pronounced valuation compression, contrasted with Nutanix (NTNX) maintaining steadier returns amid infrastructure spending patterns. Risk factors include execution on margin targets for ServiceNow (NOW) and dilution considerations plus hardware cycles for Nutanix (NTNX). Sector exposure places both in technology but with ServiceNow (NOW) more sensitive to software multiples and Nutanix (NTNX) tied to data-center and cloud spending trends. Market sentiment reflects broader caution toward high-valuation names, favoring relative stability in infrastructure plays during periods of uncertainty.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and positioning within current market conditions, Tickeron’s AI models would likely assign a probabilistic edge to Nutanix (NTNX) in the near term. This assessment stems from relatively steadier performance metrics and infrastructure-related catalysts compared with the more pronounced volatility observed in ServiceNow (NOW) following recent earnings reactions. The evaluation remains probabilistic and does not constitute investment guidance.
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.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NOW is a Hold and NTNX is a Hold.
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).
NOW’s FA Score shows that 0 FA rating(s) are green whileNTNX’s FA Score has 1 green FA rating(s).
- NOW’s FA Score: 0 green, 5 red.
- NTNX’s FA Score: 1 green, 4 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.
NOW’s TA Score shows that 4 TA indicator(s) are bullish while NTNX’s TA Score has 3 bullish TA indicator(s).
- NOW’s TA Score: 4 bullish, 6 bearish.
- NTNX’s TA Score: 3 bullish, 5 bearish.
Price Growth
NOW (@Packaged Software) experienced а -7.80% price change this week, while NTNX (@Computer Communications) price change was -4.69% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.09%. For the same industry, the average monthly price growth was +0.34%, and the average quarterly price growth was +4.38%.
The average weekly price growth across all stocks in the @Computer Communications industry was +1.76%. For the same industry, the average monthly price growth was +5.97%, and the average quarterly price growth was +29.96%.
Reported Earning Dates
NOW is expected to report earnings on Jul 29, 2026.
NTNX is expected to report earnings on Sep 02, 2026.
Industries' Descriptions
@Packaged Software (-2.09% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
@Computer Communications (+1.76% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| NOW | NTNX | NOW / NTNX | |
| Capitalization | 98B | 12.7B | 772% |
| EBITDA | 3.24B | 373M | 868% |
| Gain YTD | -37.959 | -9.267 | 410% |
| P/E Ratio | 56.57 | 49.37 | 115% |
| Revenue | 14B | 2.75B | 509% |
| Total Cash | 5.18B | 2.02B | 257% |
| Total Debt | 2.43B | 1.53B | 159% |
NOW | NTNX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 3 Undervalued | |
PROFIT vs RISK RATING 1..100 | 98 | 77 | |
SMR RATING 1..100 | 54 | 100 | |
PRICE GROWTH RATING 1..100 | 65 | 59 | |
P/E GROWTH RATING 1..100 | 96 | 93 | |
SEASONALITY SCORE 1..100 | n/a | 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.
NTNX's Valuation (3) in the Packaged Software industry is significantly better than the same rating for NOW (78) in the Information Technology Services industry. This means that NTNX’s stock grew significantly faster than NOW’s over the last 12 months.
NTNX's Profit vs Risk Rating (77) in the Packaged Software industry is in the same range as NOW (98) in the Information Technology Services industry. This means that NTNX’s stock grew similarly to NOW’s over the last 12 months.
NOW's SMR Rating (54) in the Information Technology Services industry is somewhat better than the same rating for NTNX (100) in the Packaged Software industry. This means that NOW’s stock grew somewhat faster than NTNX’s over the last 12 months.
NTNX's Price Growth Rating (59) in the Packaged Software industry is in the same range as NOW (65) in the Information Technology Services industry. This means that NTNX’s stock grew similarly to NOW’s over the last 12 months.
NTNX's P/E Growth Rating (93) in the Packaged Software industry is in the same range as NOW (96) in the Information Technology Services industry. This means that NTNX’s stock grew similarly to NOW’s over the last 12 months.
| NOW | NTNX | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 58% | 3 days ago 69% |
| Stochastic ODDS (%) | 3 days ago 79% | 3 days ago 76% |
| Momentum ODDS (%) | 3 days ago 65% | 3 days ago 66% |
| MACD ODDS (%) | 3 days ago 69% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 69% | 3 days ago 70% |
| TrendMonth ODDS (%) | 3 days ago 74% | 3 days ago 69% |
| Advances ODDS (%) | 20 days ago 70% | 6 days ago 72% |
| Declines ODDS (%) | 3 days ago 67% | 4 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 68% | 3 days ago 80% |
| Aroon ODDS (%) | 3 days ago 81% | 3 days ago 73% |
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NTNX and
Correlation & Price change
A.I.dvisor indicates that over the last year, NTNX has been loosely correlated with ADSK. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if NTNX jumps, then ADSK could also see price increases.
| Ticker / NAME | Correlation To NTNX | 1D Price Change % | ||
|---|---|---|---|---|
| NTNX | 100% | +0.93% | ||
| ADSK - NTNX | 61% Loosely correlated | +0.39% | ||
| NOW - NTNX | 60% Loosely correlated | -0.46% | ||
| HUBS - NTNX | 59% Loosely correlated | -0.38% | ||
| DDOG - NTNX | 58% Loosely correlated | -1.60% | ||
| OKTA - NTNX | 55% Loosely correlated | +4.23% | ||
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