Added to YB: 2026-07-24
Pitch date: 2026-07-22
NOW [bullish]
ServiceNow, Inc.
-8.06%
current return
Author Info
Hidden Rock Capital is an investment advisor unearthing asymmetric investment opportunities hiding in plain sight. Sign up for the newsletter.
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
$98.4B
Pitch Price
$100.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.47
P/E
59.64
EV/Sales
6.80
Sector
Software
Category
value
Service Now: Traffic Cop Benefitting from AI Gridlock
NOW: AI beneficiary, not loser—'enterprise OS for AI agents' (per Jensen Huang) automating digital workflows including AI agent tasks. Stock -50% YoY, now ~26x fwd earnings, cheapest in a decade. Double bottom at $90; watch 200 DMA breakout. Strong moat via embedded workflows. 12-24mo horizon.
Read full article (2 min)