Added to YB: 2026-07-17
Pitch date: 2026-07-15
NOW [neutral]
ServiceNow, Inc.
+37.9%
current return
Author Info
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Company Info
ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Brazil, Europe, the Middle East and Africa, Asia Pacific, and internationally.
Market Cap
$132.8B
Pitch Price
$104.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.02
P/E
80.27
EV/Sales
9.13
Sector
Software
Category
growth
ServiceNow ($NOW): Stronger Fundamentals Than the Stock Price Suggests
NOW (overview): Down 45% YoY on fears agentic AI erodes seat-based SaaS. But Q1'26 subscription rev $3.67B (+22% y/y), cRPO $12.64B (+22.5%), RPO backlog +25%, large deals +80% y/y, large customers +22%. Beat & raised FY26 guide. Jensen Huang calls it AI 'enterprise OS.' Bull vs bear = backlog conversion.
Read full article (1 min)