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Added to YB: 2025-11-04

Pitch date: 2025-10-30

NOW [neutral]

ServiceNow, Inc.

-18.87%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$178.9B

Pitch Price

$943.21

Price Target

N/A

Dividend

N/A

EV/EBITDA

65.03

P/E

104.23

EV/Sales

13.55

Sector

Software

Category

growth

Show full summary:
ServiceNow Q3 2025 Earnings Analysis

NOW (earnings): Q3 beat w/ $3.4B rev (+21.8% YoY), $4.82 EPS (+12.1% vs est). RPO $24.3B (+24.6%), cRPO $11.35B (+21.3%). Op margin 33.5% (+2.3pp). AI momentum: Now Assist +55x usage tracking $500M+ ACV in '25 toward $1B '26. 553 customers $5M+ ACV (+20%). Raised FY guide to $12.84B (+20.5%). Risks: gross margin compression, gov shutdown.

Read full article (8 min)