Professional
Added to YB: 2026-04-20
Pitch date: 2026-02-28
NOW [neutral]
ServiceNow, Inc.
-8.79%
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
$97.6B
Pitch Price
$105.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.18
P/E
56.40
EV/Sales
6.77
Sector
Software
Category
growth
Lakehouse Global Growth Fund Portfolio Holding: ServiceNow, Inc.
NOW (holding update): Mission-critical workflow automation for 80% of G2000, 98% renewal rate. Q4 rev $3.6B (+19.5% CC), op profit $1.1B (+31%). AI monetization via premium tiers (30-60% price increases) & consumption-based Assist Packs hit $600M ACV (vs $500M target), on track for $1B in 2026. MAUs +25% YoY counters 'AI seat contraction' narrative. Trading 25x fwd earnings.
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