Added to YB: 2025-11-11
Pitch date: 2025-11-06
NOW [neutral]
ServiceNow, Inc.
-36.94%
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
$110.8B
Pitch Price
$170.27
Price Target
1.5K (+1297%)
Dividend
N/A
EV/EBITDA
35.75
P/E
63.42
EV/Sales
7.77
Sector
Software
Category
growth
ServiceNow 3Q25 Earnings: The Gatekeeper Moment
NOW (earnings): Q3 beat w/ $3.3B revenue (+20.5% CC), but Q4 guide implies 17.5-18% growth deceleration on Federal headwinds. Key shift: Creator Workflows jumped to 23% of net new ACV (from 18%), signaling move to consumption-based model vs seat-based. Gross margins compressed 200bps on AI investments, but FCF margin guided to 34%. Positioning as AI governance layer for enterprise with control plane strategy. Fair value $900-1k.
Read full article (6 min)