Added to YB: 2026-03-18
Pitch date: 2026-03-16
NOW [bullish]
ServiceNow, Inc.
-23.47%
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
$93.3B
Pitch Price
$115.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.89
P/E
53.87
EV/Sales
6.29
Sector
Software
Category
turnaround
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - ServiceNow, Inc.
NOW: Workflow orchestration platform ($13B rev, ~98% retention) sold off on fears AI agents replace automation. Reality: agents need orchestration layers for logging/auditing/execution, expanding NOW's TAM. Now Assist AI layer has $600M+ ACV. Trades 17x EV/2029 FCF post-50% drawdown—fair for quality moat.
Read full article (1 min)