Added to YB: 2026-06-03
Pitch date: 2026-05-31
NOW [neutral]
ServiceNow, Inc.
-1.73%
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
$140.1B
Pitch Price
$129.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.27
P/E
80.88
EV/Sales
9.64
Sector
Software
Category
growth
Software Is an Opportunity Now (a Stock Idea for Your Long-Term Portfolio) - ServiceNow, Inc.
NOW (overview): Workflow automation via AI-agent platform Now Assist. Rev +22% YoY, FCF $1.66B, backlog +25% to $27.7B, $1M Now Assist customers +130%. Down 64% from ATH on AI-kills-software fears, Mideast war delaying sovereign cloud deals, Veza/Armis M&A drag. 26x FCF, 9.1x P/S; targets $30B rev by 2030 (4.3x fwd P/S). Author doesn't own.
Read full article (6 min)