Added to YB: 2026-07-28
Pitch date: 2026-07-25
NOW [bullish]
ServiceNow, Inc.
+3.62%
current return
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
$102.1B
Pitch Price
$101.87
Price Target
218.00 (+121%)
Dividend
N/A
EV/EBITDA
33.98
P/E
61.72
EV/Sales
7.05
Sector
Software
Category
growth
ServiceNow – The Market Is Selling a Narrative, The Numbers Tell a Different Story
NOW: Q2 sub rev $3.88B +23% FX-neutral, accelerating 400bps; RPO $29B +21%; 98% renewal; AI ACV >$1B, 45% of renewals adding AI. Debunks disruption fears — deals larger/longer. Shares -51% 12mo to $97, 23.5x '26 non-GAAP EPS, 16.5x FCF. 2029 PT $218, ~26% CAGR. Buy <$115.
Read full article (14 min)