Added to YB: 2026-07-29
Pitch date: 2026-07-27
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
$102.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.98
P/E
61.72
EV/Sales
7.05
Sector
Software
Category
growth
Show full summary:
The Billion Dollar Proof - $NOW
NOW (holding update): Q2 sub rev +24.5% YoY to $3.877B, EPS $0.90 beat $0.86, cRPO $13.2B. AI ACV crossed $1B, 2 quarters early; $1.5B FY target on track. L1 ITSM resolves 80-85% autonomously. Armis anchors $1B+ cybersec biz. ~15x EV/2027 FCF, ~20% organic growth. Held from $89, now $97.90.
Read full article (9 min)