Added to YB: 2026-05-28
Pitch date: 2026-05-25
NOW [bullish]
ServiceNow, Inc.
+8.13%
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
$105.3B
Pitch Price
$100.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.83
P/E
60.79
EV/Sales
7.15
Sector
Software
Category
growth
ServiceNOW ($NOW)
NOW: Market wrongly fears AI disruption of core ops. High switching costs (2-3x price by yr7), 97% retention, system of record status = moat. Now Assist at $750M ACV, targets 30% of $30B 2026 rev. Shifted to consumption pricing, avoids seat compression. Q1: 22% sub rev growth, 21% 2026 guide. FCF grows 20-25% 5yr, mkt prices only 6% next decade. 19x 2027 PE, 22x FCF cheap for quality.
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