Added to YB: 2026-07-27
Pitch date: 2026-07-23
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
$94.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.28
P/E
57.44
EV/Sales
6.55
Sector
Software
Category
value
ServiceNow Q2 2026: The AI Control Tower Passes Its Stress Test
NOW (earnings): Q2 sub rev $3,877M (+24.5% YoY), beat guide by 150bps; EPS $0.90 vs $0.86 est. cRPO $13.2B (+21.5% cc, 200bp beat), 98% renewals. AI ACV crossed $1B ahead of schedule, agentic +9x. Some beat from federal/pricing pull-forward. Gross margin -250bps to 80.5%; Armis added leverage. ~22.5x fwd EPS vs 40x+ history, priced for disruption that didn't arrive. Stay LONG.
Read full article (7 min)