Added to YB: 2026-05-08
Pitch date: 2026-05-07
NOW [bullish]
ServiceNow, Inc.
+28.77%
current return
Author Info
The Loh-Down is a portfolio strategist with 10+ years in fixed income and liquidity markets. 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
$114.4B
Pitch Price
$91.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
37.98
P/E
69.11
EV/Sales
7.88
Sector
Software
Category
growth
The Loh-Down | April 2026 Portfolio Recap - New Position: ServiceNow, Inc.
NOW (new position): Cloud-based AI platform for enterprise workflow automation. Stock near 5yr lows despite heavy AI/LLM integration push. Positioning as agnostic orchestrator of autonomy competing w/ UiPath in agentic AI layer. Historically IT helpdesk tool, now expanding beyond RPA into enterprise automation management.
Read full article (1 min)