Added to YB: 2026-04-27
Pitch date: 2026-04-23
NOW [neutral]
ServiceNow, Inc.
+5.44%
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
$93.0B
Pitch Price
$85.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.78
P/E
53.68
EV/Sales
6.27
Sector
Software
Category
growth
ServiceNow Earnings
NOW (earnings): Q1 rev $3.77B (+22.1% YoY) beat; cRPO $12.64B (+21% CC); RPO $27.7B (+23.5% CC). Record net new ARR $820M (+47.5% YoY). FY26 guide raised to $15.74B (+20.5-21% CC) incl 125bps from Armis, offset by 75bps ME headwind. Now Assist AI rev target raised $1B→$1.5B; 50% new biz now consumption-based vs seats. Concerns: gross margin fell to 79.3% (-2.9pp YoY), cRPO growth stable not accelerating at ~21% for 3Q.
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