Added to YB: 2026-09-02
Pitch date: 2026-08-29
NOW [neutral]
ServiceNow, Inc.
+0.58%
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
$142.08
Price Target
250.00 (+69%)
Dividend
N/A
EV/EBITDA
49.51
P/E
90.41
EV/Sales
10.27
Sector
Software
Category
growth
ServiceNow: When SAAS Meets AI = Opportunities
NOW (monitor): ServiceNow is a high-quality business at a demanding ~28x FCF; after a nearly 30% one-month rally, wait for a pullback before likely buying common shares. H1 2026 revenue was on track to grow 21%, AI ACV exceeded $1B, and non-seat-based pricing reached half of net-new ACV, supporting the response to seat erosion. Watch whether AI value sustains RPO and ACV growth as RPO growth slows and vibe coding threatens workflow software.
Read full article (11 min)