Added to YB: 2026-02-04
Pitch date: 2026-02-02
NOW [neutral]
ServiceNow, Inc.
-6.65%
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
$115.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.75
P/E
63.42
EV/Sales
7.77
Sector
Software
Category
growth
Compounding Your Wealth | My Stock Portfolio Review, January 2026 - ServiceNow, Inc.
NOW (earnings): Q4 rev $3.57B (+20.7% YoY) beat by 1.2%, cRPO $12.85B (+25.1%), RPO $28.20B (+26.5%). Op margin expanded to 30.9% (+1.4 ppts), FCF margin 57% (+9.6 ppts). AI momentum w/ Now Assist $600M+ ACV. $5B buyback incl $2B ASR. Down 5.3% post-earnings on gross margin decline to 80.3% from AI/cloud costs.
Read full article (1 min)