Added to YB: 2026-07-27
Pitch date: 2026-07-23
NOW [neutral]
ServiceNow, Inc.
Author Info
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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
growth
ServiceNow Earnings Q2 2026
NOW (earnings): Q2'26 rev $3.99B (+24% YoY) beat est 1.6%; EPS $0.90 beat 4.7%. Net new ARR +90.7% YoY to $824M (boosted by Moveworks/Veza/Armis M&A). AI ACV crossed $1B, +40% QoQ. cRPO +20.9%. Q3 guide missed 0.8% (slowing to ~20.6%); FY raised to $15.77B (+22.4%). GM -3.1pts to 77.9%, net margin -4.5pts to 7.5% on AI/cloud costs. Shift to hybrid pricing progressing; shares +6.5%.
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