Added to YB: 2026-04-28
Pitch date: 2026-04-25
NOW [neutral]
ServiceNow, Inc.
+1.56%
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
$93.0B
Pitch Price
$89.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.78
P/E
53.68
EV/Sales
6.27
Sector
Software
Category
growth
ServiceNow $NOW 2026 Q1 Financial Report Analysis
NOW (earnings): Q1 rev $3.77B (+22% YoY), EPS $0.97 in-line; cRPO $12.64B (+22.5%), total RPO $27.7B (+25%). Now Assist customers w/ ACV >$1M +130% YoY. 16 mega-deals >$5M (+80% YoY). FY26 guide $15.735B-$15.775B vs $16B est; Q2 cRPO growth slows to 19% from 22.5%. Risks: geopolitical deal delays (Middle East), Armis M&A margin pressure (-1pp), cRPO momentum deceleration. 81.5% subscription margin, 35% FCF margin, P/FCF ~17x
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