Added to YB: 2026-02-19
Pitch date: 2026-02-17
NOW [neutral]
ServiceNow, Inc.
+22.49%
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
$114.4B
Pitch Price
$105.93
Price Target
170.00 (+34%)
Dividend
N/A
EV/EBITDA
37.98
P/E
69.11
EV/Sales
7.88
Sector
Software
Category
growth
ServiceNow Stock Breakdown: AI Killing This Business... Or a Rare Opportunity?
NOW (overview): Despite -55% drop from peak, showing 20% revenue growth, 34% op profit growth, $4.5B FCF (27% 5yr CAGR). Workflow platform spanning IT/HR/security/CRM with 80%+ deals using 3+ products. AI risk: seat-based pricing & workflow displacement. Bull: AI Control Tower strategy, $7.75B Armis & $1B+ Veza acquisitions for security, $600M AI ACV → $1B by 2026. 7x EV/sales vs peers, 25x mature margins = 60%+ upside if 20% growth holds.
Read full article (9 min)