Added to YB: 2026-04-17
Pitch date: 2026-04-15
NOW [bullish]
ServiceNow, Inc.
-1.2%
current return
Author Info
Cheap Software Stocks shares high-value software stocks at discount prices. Each week, we uncover overlooked tech companies with real profits and room to run. 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
$91.0B
Pitch Price
$97.61
Price Target
230.00 (+138%)
Dividend
N/A
EV/EBITDA
28.88
P/E
52.57
EV/Sales
6.27
Sector
Software
Category
growth
ServiceNow: The Burning Platform Nobody Is Burning
NOW: AI platform orchestrator, not victim. $13.3B rev (+21%), $4.6B FCF (35% margin), Rule of 54. 98-99% renewal, 120% NRR, $12.85B cRPO preloads 2026. Now Assist fastest product launch ever; AI Agent Orchestrator positions as enterprise AI control tower. Moveworks deal adds conversational layer. Base DCF $152, bull $197, bear $100 vs $89 price. Risks: budget compression, Microsoft threat, consumption pricing transition, Moveworks integration. PT $230.
Read full article (16 min)