Added to YB: 2026-02-02
Pitch date: 2026-01-29
NOW [neutral]
ServiceNow, Inc.
-8.65%
current return
Author Info
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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
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.
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