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
value
Quick thoughts on software post ServiceNow earnings
NOW (earnings): Beat expectations but -5% on MSFT software pressure. Trading 120x P/E vs 60-70x peak despite similar growth. Mgmt announced $5B buyback, targeting $2B quickly. Risk: team may not grasp valuation reality vs mature industry peers paying dividends. 20% revenue growth next 2yrs could drive $6 EPS by mid-2027. At 100-110 = 15x attractive if growth sustains.
Read full article (5 min)