Added to YB: 2026-07-30
Pitch date: 2026-07-27
NOW [neutral]
ServiceNow, Inc.
+8.31%
current return
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
$114.4B
Pitch Price
$106.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
37.98
P/E
69.11
EV/Sales
7.88
Sector
Software
Category
growth
Q2 Earnings Updates on ServiceNow, Inc.
NOW (earnings): Q2 EPS $0.90 beat $0.86; rev $3.99B beat $3.93B. Sub rev +24.5% YoY, cRPO +21.5%, both above guide. AI ACV >$1B (+40%), on track for $1.5B by EOY26. Non-GAAP op margin 29.5% vs GAAP 4% on $655M SBC (16% rev). Shares -35% YTD on AI disruption fears. $2.23B buybacks at $108. 22x fwd EPS. Bull: AI transforms not disrupts. Risks: SBC, OpenAI/Salesforce competition, M&A integration, pulled-forward cRPO.
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