Added to YB: 2026-07-16
Pitch date: 2026-07-13
NOW [bullish]
ServiceNow, Inc.
+33.44%
current return
Author Info
No bio for this author
Company Info
ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Brazil, Europe, the Middle East and Africa, Asia Pacific, and internationally.
Market Cap
$132.8B
Pitch Price
$103.74
Price Target
150.00 (+8%)
Dividend
N/A
EV/EBITDA
44.02
P/E
80.27
EV/Sales
9.13
Sector
Software
Category
growth
Razor's Edge: Long Servicenow
NOW (added to position): Buying pre-print for potential re-rate; stock flat vs software peers up 50-100% in 11wks. Thesis: governance/workflow is real AI bottleneck (not identity). Task-table architecture + M&A (Armis/Veza/Traceloop) = enterprise AI substrate. Better positioned than peers at 25-40x sales. Downside $95, upside $150.
Read full article (6 min)