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NOW vs NTNX
Which Stock Would AI Choose? ServiceNow (NOW) vs. Nutanix (NTNX) Stock Comparison
Key Takeaways
- ServiceNow (NOW) reported stronger recent revenue growth of 24% year-over-year in its latest quarter, compared to Nutanix (NTNX)’s 10% growth in its most recent reported period.
- NOW has seen a notable post-earnings rally, with shares up over 40% since its July 2026 results, while NTNX trades near multi-month highs ahead of its upcoming fiscal Q4 report.
- Both companies emphasize artificial intelligence (AI) initiatives, with NOW highlighting over $1 billion in AI annual contract value and NTNX focusing on hybrid cloud and agentic AI partnerships.
- NOW maintains a significantly larger market capitalization of approximately $133 billion versus NTNX’s roughly $18 billion, reflecting differences in scale and investor positioning.
- Recent analyst actions include multiple price target increases for both stocks, though NOW’s valuation reflects a premium tied to its subscription revenue momentum.
- Sector exposure centers on enterprise software and cloud infrastructure, with NOW leaning toward workflow automation and NTNX toward private and hybrid cloud solutions.
Introduction
ServiceNow (NOW) and Nutanix (NTNX) represent two distinct plays within the enterprise technology sector, offering investors and traders a contrast between a large-scale workflow automation platform and a hybrid cloud infrastructure provider. This comparison is particularly relevant for those evaluating relative performance in cloud computing and AI-adjacent software amid shifting market sentiment. Market participants seeking to understand momentum differences, growth trajectories, and positioning in the current environment may find the analysis useful for portfolio allocation decisions or sector rotation strategies.
NOW Overview and Recent Performance
ServiceNow (NOW) provides a cloud-based platform for IT service management, digital workflows, and enterprise automation. In recent market activity, the stock has demonstrated resilience following its second-quarter 2026 earnings release, which featured subscription revenue of $3.877 billion, representing 24.5% year-over-year growth. The company raised full-year guidance and reported ServiceNow AI crossing $1 billion in annual contract value. Recent weeks have included expanded partnerships, such as with Tech Mahindra, aimed at accelerating enterprise AI deployment. These developments have supported sentiment, contributing to share gains of more than 40% since the earnings report amid broader interest in AI-enabled platforms.
NTNX Overview and Recent Performance
Nutanix (NTNX) delivers hybrid cloud infrastructure solutions, focusing on private cloud, multicloud management, and emerging AI workloads. Recent performance reflects steady execution, with the company reporting 10% year-over-year revenue growth in its fiscal third quarter and raising full-year guidance. In the past several weeks, NTNX has announced partnerships to advance agentic AI and enterprise AI adoption. Shares have traded near the upper end of their 52-week range ahead of the fiscal fourth-quarter results scheduled for late August 2026, with analysts issuing upward price target revisions. Market activity shows continued focus on supply chain dynamics and bookings conversion into revenue.
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Head-to-Head Comparison
ServiceNow (NOW) and Nutanix (NTNX) operate in overlapping technology spaces yet differ in business models. NOW centers on subscription-based workflow and automation platforms with high gross margins and recurring revenue visibility through current remaining performance obligations. NTNX emphasizes hybrid cloud software with hardware dependencies that can influence revenue timing. Growth drivers for NOW include AI platform adoption and large enterprise deals, while NTNX benefits from migrations from legacy virtualization and AI infrastructure demand. Recent momentum favors NOW following its earnings beat and partnership news, whereas NTNX shows steadier but more moderate expansion ahead of its report. Risk factors include valuation premiums for NOW and execution or supply-chain variables for NTNX. Sector exposure places both in information technology, with NOW exhibiting broader enterprise reach and NTNX focused on infrastructure resilience.
Tickeron AI Verdict
Based on observable factors such as trend consistency after recent earnings, stability in subscription metrics, and multiple AI-related catalysts, Tickeron’s AI would currently assign higher probabilistic favor to ServiceNow (NOW) over Nutanix (NTNX). The larger company’s demonstrated ability to exceed guidance and expand partnerships supports relative positioning in the near term, though outcomes remain subject to broader market conditions and upcoming reports.
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 Buy and NTNX is a StrongBuy.
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 0 green FA rating(s).
- NOW’s FA Score: 0 green, 5 red.
- NTNX’s FA Score: 0 green, 5 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 5 TA indicator(s) are bullish while NTNX’s TA Score has 3 bullish TA indicator(s).
- NOW’s TA Score: 5 bullish, 4 bearish.
- NTNX’s TA Score: 3 bullish, 4 bearish.
Price Growth
NOW (@Packaged Software) experienced а -2.38% price change this week, while NTNX (@Computer Communications) price change was -1.59% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.84%. For the same industry, the average monthly price growth was -1.07%, and the average quarterly price growth was +15.21%.
Reported Earning Dates
NOW is expected to report earnings on Oct 28, 2026.
NTNX is expected to report earnings on Dec 02, 2026.
Industries' Descriptions
@Packaged Software (-3.96% 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 (-1.84% 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 | 146B | 18.4B | 793% |
| EBITDA | 3.5B | 373M | 938% |
| Gain YTD | -7.788 | 31.670 | -25% |
| P/E Ratio | 88.29 | 13.16 | 671% |
| Revenue | 14.7B | 2.75B | 535% |
| Total Cash | 4.66B | 2.02B | 231% |
| Total Debt | 8.45B | 1.53B | 553% |
NOW | NTNX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 88 | 62 | |
SMR RATING 1..100 | 58 | 100 | |
PRICE GROWTH RATING 1..100 | 42 | 39 | |
P/E GROWTH RATING 1..100 | 72 | 100 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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 (73) in the Packaged Software industry is in the same range as NOW (81) in the Information Technology Services industry. This means that NTNX’s stock grew similarly to NOW’s over the last 12 months.
NTNX's Profit vs Risk Rating (62) in the Packaged Software industry is in the same range as NOW (88) 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 (58) 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 (39) in the Packaged Software industry is in the same range as NOW (42) in the Information Technology Services industry. This means that NTNX’s stock grew similarly to NOW’s over the last 12 months.
NOW's P/E Growth Rating (72) in the Information Technology Services industry is in the same range as NTNX (100) in the Packaged Software industry. This means that NOW’s stock grew similarly to NTNX’s over the last 12 months.
| NOW | NTNX | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 63% | 3 days ago 68% |
| Stochastic ODDS (%) | 3 days ago 72% | 3 days ago 87% |
| Momentum ODDS (%) | 3 days ago 69% | N/A |
| MACD ODDS (%) | 3 days ago 72% | 3 days ago 74% |
| TrendWeek ODDS (%) | 3 days ago 71% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 63% | 3 days ago 75% |
| Advances ODDS (%) | 7 days ago 69% | 4 days ago 75% |
| Declines ODDS (%) | 5 days ago 70% | 6 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 65% | 3 days ago 76% |
| Aroon ODDS (%) | 3 days ago 63% | 3 days ago 72% |
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NOW and
Correlation & Price change
A.I.dvisor indicates that over the last year, NOW has been closely correlated with CRM. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if NOW jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To NOW | 1D Price Change % | ||
|---|---|---|---|---|
| NOW | 100% | -2.97% | ||
| CRM - NOW | 78% Closely correlated | -1.97% | ||
| HUBS - NOW | 71% Closely correlated | -2.95% | ||
| SAP - NOW | 70% Closely correlated | -0.88% | ||
| ASAN - NOW | 69% Closely correlated | -12.69% | ||
| CRWD - NOW | 68% Closely correlated | -0.87% | ||
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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% | -0.03% | ||
| ADSK - NTNX | 61% Loosely correlated | -8.26% | ||
| NOW - NTNX | 60% Loosely correlated | -2.97% | ||
| HUBS - NTNX | 59% Loosely correlated | -2.95% | ||
| DDOG - NTNX | 58% Loosely correlated | -0.85% | ||
| ZS - NTNX | 55% Loosely correlated | -4.50% | ||
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