Added to YB: 2026-03-10
Pitch date: 2026-03-06
NOW [neutral]
ServiceNow, Inc.
-8.2%
current return
Author Info
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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
$130.1B
Pitch Price
$123.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.43
P/E
74.46
EV/Sales
9.22
Sector
Software
Category
growth
ServiceNow (NOW) Executive Summary: A Fallen Angel or a Value Trap?
NOW (quick overview): Down 59% from $239 to $99 on 'SaaSpocalypse' fears that AI agents will replace seat-based SaaS subscriptions. Fundamentals strong: rev +20%, Q2'25 EPS beat +45%. CEO bought $3M shares Feb'26, execs paused sales. Analysts consensus $175-185 PT (vs $120 current). Options split: $115C Sep'26 vs $130P Jan'28. Bull case: AI integration winner via Moveworks acquisition. Bear case: structural pricing model risk.
Read full article (4 min)