Added to YB: 2026-07-27
Pitch date: 2026-07-23
NOW [neutral]
ServiceNow, Inc.
+41.39%
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
$149.6B
Pitch Price
$94.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.51
P/E
90.41
EV/Sales
10.27
Sector
Software
Category
growth
Show full summary:
The AI King, Queen & Buffon - ServiceNow, Inc.
NOW (earnings): Q2 beat on rev & guidance but margins pressured by AI token costs & pricey acquisition. AI ACV crossed $1B, net-new ACV +40% QoQ; agentic AI customers +9x in 9mo, 5+ AI-product deals +5.5x YoY. 98% retention but cRPO>RPO signals 1yr commitments. SaaS bottom in, no new uptrend yet.
Read full article (2 min)