Added to YB: 2026-07-20
Pitch date: 2026-07-16
NOW [neutral]
ServiceNow, Inc.
+38.9%
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
$149.6B
Pitch Price
$102.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.51
P/E
90.41
EV/Sales
10.27
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.
Read full article (5 min)