Added to YB: 2026-04-16
Pitch date: 2026-04-14
NOW [bullish]
ServiceNow, Inc.
+4.43%
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
$92.3B
Pitch Price
$90.19
Price Target
122.00 (+39%)
Dividend
N/A
EV/EBITDA
29.33
P/E
53.33
EV/Sales
6.37
Sector
Software
Category
value
ServiceNow - $NOW
NOW: Dominant enterprise workflow platform down 61% from $211 high to $83 despite 21% sub rev growth ($13B scale), 98% renewals, 35% FCF margin. Trading 7x fwd rev (cheapest since pre-pandemic) & 14x fwd FCF vs historical 35x. SaaSpocalypse fears AI agents displace platforms, but NOW positioned as AI orchestration/governance layer, not victim. CEO bought $3M at $104.60. SBC-adj owner earnings $2.6B-$3.6B. DCF low: $79, base: $122 (32% MOS at $83). Q1 4/22 key test.
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