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Added to YB: 2026-02-04

Pitch date: 2026-02-02

NOW [neutral]

ServiceNow, Inc.

-6.65%

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

$110.8B

Pitch Price

$115.02

Price Target

N/A

Dividend

N/A

EV/EBITDA

35.75

P/E

63.42

EV/Sales

7.77

Sector

Software

Category

growth

Show full summary:
Compounding Your Wealth | My Stock Portfolio Review, January 2026 - ServiceNow, Inc.

NOW (earnings): Q4 rev $3.57B (+20.7% YoY) beat by 1.2%, cRPO $12.85B (+25.1%), RPO $28.20B (+26.5%). Op margin expanded to 30.9% (+1.4 ppts), FCF margin 57% (+9.6 ppts). AI momentum w/ Now Assist $600M+ ACV. $5B buyback incl $2B ASR. Down 5.3% post-earnings on gross margin decline to 80.3% from AI/cloud costs.

Read full article (1 min)