Added to YB: 2026-02-26
Pitch date: 2026-02-24
NOW [neutral]
ServiceNow, Inc.
-1.68%
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
$103.0B
Pitch Price
$101.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.09
P/E
59.48
EV/Sales
6.99
Sector
Software
Category
growth
High Level Takes: ServiceNow
NOW (watchlist): Enterprise workflow OS for HR, IT, security, CRM. Q4 double beat: EPS +26%, Rev +21%. Pivoting from seat-based to outcome-based pricing + AI token usage model to counter agent efficiency threat. Integrating AI agents into platform. Trading at lowest valuation ever despite strong position as AI beneficiary, not disruption target. Long-term hold, but no near-term catalysts.
Read full article (3 min)