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Added to YB: 2026-02-02

Pitch date: 2026-01-29

NOW [neutral]

ServiceNow, Inc.

-8.65%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$117.54

Price Target

N/A

Dividend

N/A

EV/EBITDA

35.75

P/E

63.42

EV/Sales

7.77

Sector

Software

Category

growth

Show full summary:
ServiceNow Earnings

NOW (earnings): Q4 rev $3.57B (+20.7% YoY) beat est, cRPO $12.85B (+25% YoY), RPO $28.2B (+26.5% YoY). Operating margin 30.9% (+1.4pp), FCF margin 57% (+9.6pp). Now Assist $600M+ ACV, 35 deals >$1M. FY26 guide $15.53-15.57B (+20.7%). Gross margin pressured by AI infrastructure costs but $5B buyback authorized.

Read full article (7 min)