Added to YB: 2026-07-16
Pitch date: 2026-07-14
NOW [neutral]
ServiceNow, Inc.
-1.66%
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
$108.1B
Pitch Price
$106.50
Price Target
210.00 (+100%)
Dividend
N/A
EV/EBITDA
33.76
P/E
62.42
EV/Sales
7.35
Sector
Software
Category
growth
ServiceNow Update: Desperate Pivot or Clear Opportunity?
NOW (overview): Down 60% from peak, 40% YTD. Pivoting to 'system of action'/AI control tower via Action Fabric (headless MCP), Otto, ChatGPT-style UI, <100-day AI deploys, AI bundled in pricing. Q3 rev +22%. Targets $30bn 2030 rev (2x), rule-of-60 = ~30% margin, $7.2bn NOPAT, 12.5x EV. At 25x = 100% upside/16% CAGR; 30x = 21% CAGR. CEO bought $3M Feb (first ever); nearing buybacks. Key risk: execution/high SBC.
Read full article (9 min)