Added to YB: 2026-07-20
Pitch date: 2026-07-16
NOW [neutral]
ServiceNow, Inc.
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
$107.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.47
P/E
61.92
EV/Sales
7.29
Sector
Software
Category
growth
Razor's Edge: ServiceNow Armis Driven Cyber Agentic Rerate (MIA...)
NOW (update): Author focuses on narrative re-rate; NOW now trades below Okta and on par with Twilio on sales multiple. Bull thesis: Armis acquisition (agentless real-time asset discovery across IT/OT/IoT) is scarce, non-commoditized asset upgrading CMDB data fabric, signed 5mo before agentic inflection. Expert calls (Boeing, Unilever, UNH, ex-Tenable CTO) confirm Armis beats CrowdStrike/Tenable coverage on OT/IoT. Argues NOW well-positioned for agentic governance yet ignored while lesser cyber names re-rate.
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