Added to YB: 2026-05-06
Pitch date: 2026-05-01
NOW [neutral]
ServiceNow, Inc.
+0.77%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$94.0B
Pitch Price
$91.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.12
P/E
54.27
EV/Sales
6.34
Sector
Software
Category
growth
My Stock Portfolio Review, April 2026 - ServiceNow, Inc.
NOW (holdings update): Q1 rev $3.77B (+22.1% YoY), cRPO $12.64B (+21% CC), RPO $27.70B (+23.5% CC). Record net new ARR $820M (+47.5% YoY). FY26 guide raised $205M mid (includes 125bps from Armis). 630 customers >$5M ACV (+22.1% YoY), avg $14.9M. AI momentum w/ $1.5B target, but cRPO stable at ~21% for 3Q (no inflection yet). Gross margin fell to 79.3% (-2.9pts YoY), FCF margin 44.2% (-3.7pts). Stock -7% on print.
Read full article (2 min)