Professional
Added to YB: 2026-04-24
Pitch date: 2026-04-20
NOW [bullish]
ServiceNow, Inc.
-15.52%
current return
Author Info
Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. 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
$103.8B
Pitch Price
$100.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.31
P/E
59.96
EV/Sales
7.24
Sector
Software
Category
growth
Nightview Capital Portfolio Holding: ServiceNow, Inc.
NOW (new position): Workflow engine for 85% of Fortune 500 managing IT, HR, legal, facilities. AI threat narrative misunderstood—embedding agentic automation creates flywheel: more AI→more automation→more data→smarter AI→more expansion. Added mid-March after >20% selloff on misguided fears customers would build own tools. Switching costs enormous, ecosystem deep, platform increasingly central.
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