Added to YB: 2026-07-30
Pitch date: 2026-07-27
NOW [neutral]
ServiceNow, Inc.
+24%
current return
Author Info
No bio for this author
Company Info
ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Brazil, Europe, the Middle East and Africa, Asia Pacific, and internationally.
Market Cap
$149.6B
Pitch Price
$106.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.51
P/E
90.41
EV/Sales
10.27
Sector
Software
Category
growth
Unpacking ServiceNow’s Q2 Earnings
NOW (earnings): Q2 crossed $15B scale, 23% cc subscription growth, op margin 29.5% (beat guide 300bps) via AI-driven hiring avoidance saving $100M+ w/ no layoffs. Building 'token efficiency moat' as AI governance/control tower; M&A (Armis, Veza, Moveworks) for security/agent governance. Targeting $30B rev by 2030 on hybrid consumption pricing. Stock -30% YTD pre-print amid SaaS apocalypse fears; still not cheap.
Read full article (5 min)