Added to YB: 2026-02-05
Pitch date: 2026-02-03
NOW [bullish]
ServiceNow, Inc.
-4.45%
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
$106.7B
Pitch Price
$107.19
Price Target
221.00 (+116%)
Dividend
N/A
EV/EBITDA
34.33
P/E
61.08
EV/Sales
7.46
Sector
Software
Category
growth
ServiceNow – Oversold on a False Narrative, Now a Bargain!
NOW (added to position): 2028 target $221 (24% IRR) on strong Q4: 21% rev growth, 35% FCF margin, accelerating RPO+27% & net new ACV. AI disruption fears overblown - NOW positioned as enterprise agentic AI orchestration layer. $10B cybersecurity M&A (Armis/Veza) expands TAM. Trading 27.5x PE vs 5yr avg 67x despite 20%+ growth guide through 2026.
Read full article (19 min)