Added to YB: 2026-07-28
Pitch date: 2026-07-26
NOW [bullish]
ServiceNow, Inc.
+28.76%
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
$101.87
Price Target
200.00 (+52%)
Dividend
N/A
EV/EBITDA
49.51
P/E
90.41
EV/Sales
10.27
Sector
Software
Category
growth
Application Software Earnings Preview: The Setup Into August - ServiceNow, Inc.
NOW: Best total package in app software at 6.6x fwd subscription rev, bottom of 6mo range. cRPO +21-23% cc for 10 straight qtrs. Base case: $26B sub rev by FY29 = mid-teens IRR, bull case double (7.5x+). Downside -20% to $75-85 if Jan 2027 margin-scaling guide disappoints after 3 M&A flipped net cash to net debt. Watch Q3 cRPO beat margin.
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