Added to YB: 2026-02-26
Pitch date: 2026-02-24
NOW [neutral]
ServiceNow, Inc.
+2.56%
current return
Author Info
Fundamentally Sound shares quality and fundamental investment insights. Breaking down financial statements & simplifying complex concepts. 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
$105.4B
Pitch Price
$101.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.89
P/E
60.36
EV/Sales
7.36
Sector
Software
Category
growth
High Level Takes: ServiceNow
NOW (watchlist): Enterprise workflow OS for HR, IT, security, CRM. Q4 double beat: EPS +26%, Rev +21%. Pivoting from seat-based to outcome-based pricing + AI token usage model to counter agent efficiency threat. Integrating AI agents into platform. Trading at lowest valuation ever despite strong position as AI beneficiary, not disruption target. Long-term hold, but no near-term catalysts.
Read full article (3 min)