Added to YB: 2026-04-23
Pitch date: 2026-04-21
NOW [bullish]
ServiceNow, Inc.
+1.55%
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
$103.3B
Pitch Price
$101.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.16
P/E
59.71
EV/Sales
7.21
Sector
Software
Category
growth
My ServiceNow Thesis
NOW: Author started new position after 23% drawdown post-earnings despite strong Q4 (subscription rev +21% YoY, cRPO +25%). Trades at lowest EV/GP multiple since IPO, 2028 PEG 0.77. Platform thesis insulates from AI disruption—positioning as AI control tower vs point solution risk. NowAssist $500M+ ACV run-rate, 98% retention, Rule of 40 at 55.4%. Key risks: cRPO growth <20%, flat NowAssist ACV, retention drop.
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