ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
| Revenue (TTM) | $14.73B |
| Gross Profit (TTM) | $11.02B |
| EBITDA | $2.90B |
| Operating Margin | 4.06% |
| Return on Equity | 14.20% |
| Return on Assets | 4.25% |
| Revenue/Share (TTM) | $14.22 |
| Book Value | $12.11 |
| Price-to-Book | 11.63 |
| Price-to-Sales (TTM) | 9.96 |
| EV/Revenue | 10.14 |
| EV/EBITDA | 42.67 |
| Quarterly Earnings Growth (YoY) | -21.90% |
| Quarterly Revenue Growth (YoY) | 24.00% |
| Shares Outstanding | $1.03B |
| Float | $1.03B |
| % Insiders | 0.17% |
| % Institutions | 84.85% |
Volatility is currently contracting
Enterprise software is taking the brunt of a fresh pullback in AI-linked stocks, and some of the sector's biggest names are leading the way lower.
ServiceNow's AI business just crossed a milestone that most enterprise software companies spend years chasing, yet the stock still sits well below where the numbers say it should trade.
ServiceNow currently generates higher overall revenue than CrowdStrike, establishing a clear lead in each of the past eight quarters while both operations steadily scale their top-line results in a predictable upward trajectory. Both organizations demonstrated steady quarter-over-quarter revenue growth without experiencing sequential downturns over the last eight quarters.
ServiceNow shares NOW rose 6.2% in trading on Thursday after TD Cowen raised its price target on the enterprise software company to $165 from $140 and reiterated its Buy rating. Analyst Derrick Wood expects a strong third-quarter performance, supported by customer upgrades, growth in security products and demand from US federal agencies.
ServiceNow rises after receiving new price target raises, announcing new AI advances, and saying it wouldn't acquire a start-up.
A flat denial of takeover talk is lifting one of the biggest names in enterprise software. ServiceNow (NYSE:NOW | NOW Price Prediction) stock is up 5% to $146.
Figma dominates the collaborative design space with a growing suite of tools connecting designers and developers. ServiceNow provides a highly profitable AI-driven platform for automating complex enterprise workflows across global organizations.
ServiceNow maintains a dominant position in enterprise workflow automation with high retention and steady revenue growth. Palantir Technologies is experiencing rapid commercial expansion and significant profitability gains driven by its AIP platform.
In Q3 2026, the Portfolio returned 4.46% (net of fees) compared to 0.92% for the Index. Top relative contributors to the Portfolio's performance included ServiceNow, Shopify and Microsoft. By contrast, the largest relative detractors in the quarter were Nvidia, Apple (not owned) and Lam Research.
While Salesforce consistently generated higher total revenue over the last eight quarters, ServiceNow is expanding its top line at a faster rate year over year. ServiceNow posted consistent quarter-over-quarter revenue gains without experiencing any seasonal drops, whereas Salesforce recorded a generally upward overall trajectory that featured occasional mild sequential declines.
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