Added to YB: 2025-05-05
Pitch date: 2025-04-30
NOW [neutral]
ServiceNow, Inc.
-44.87%
current return
Author Info
No bio for this author
Company Info
ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.
Market Cap
$110.8B
Pitch Price
$194.77
Price Target
1.2K (+1058%)
Dividend
N/A
EV/EBITDA
35.75
P/E
63.42
EV/Sales
7.77
Sector
Software
Category
growth
ServiceNow, Inc. – Should you still buy the dip?
NOW (earnings update): Q1 beat with no demand weakness; 20% revenue growth and rising margins (30.6% op, 48% FCF). RPO $22B (+26% YoY), cRPO +22%. AI adoption boosting deal sizes (ACV +33% QoQ). Gov't sector grew 30% despite DOGE fears. PT $1,243 (10.5% CAGR). Buy below $950, ideal <$900. 'Rule of 50' business.
Read full article (8 min)