Added to YB: 2026-04-27
Pitch date: 2026-04-23
NOW [neutral]
ServiceNow, Inc.
+5.44%
current return
Author Info
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 (NOW) - Q1 2026 Results
NOW (earnings): Q1 rev $3.671B beat, cRPO $12.64B +100bps vs guide in cc, 32% op margin beat. 97% renewal, new logo ACV +50% YoY, AI target raised to $1.5B from $1.0B. Stock -12% AH: FY26 guide raise includes 125bps Armis, no organic raise; op margin cut to 31.5% from 32%, FCF margin to 35% from 36%. Trades 5.5x FY26 sub rev post-drop vs 6.4x at close. Demand strong but margin debate harder.
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