Added to YB: 2026-02-03
Pitch date: 2026-01-30
NOW [neutral]
ServiceNow, Inc.
-13.79%
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
$106.7B
Pitch Price
$118.80
Price Target
250.00 (+144%)
Dividend
N/A
EV/EBITDA
34.33
P/E
61.08
EV/Sales
7.46
Sector
Software
Category
growth
ServiceNow 4Q25: The Control Plane Shift
NOW (earnings): Building AI 'air traffic control' as agents bypass traditional SaaS interfaces. $600M Now Assist revenue, acquiring Armis ($4B+) & Veza for governance. Consumption-based pricing offsets seat deflation fears. Bull: $240-250 if becomes mandatory control layer (35x FCF). Bear: $115-125 if Microsoft enclosure via Agent 365.
Read full article (6 min)