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) | $13.96B |
| Gross Profit (TTM) | $10.69B |
| EBITDA | $2.89B |
| Operating Margin | 13.30% |
| Return on Equity | 16.10% |
| Return on Assets | 5.66% |
| Revenue/Share (TTM) | $13.46 |
| Book Value | $11.37 |
| Price-to-Book | 9.21 |
| Price-to-Sales (TTM) | 7.68 |
| EV/Revenue | 7.54 |
| EV/EBITDA | 32.51 |
| Quarterly Earnings Growth (YoY) | 2.30% |
| Quarterly Revenue Growth (YoY) | 22.10% |
| Shares Outstanding | $1.03B |
| Float | $1.03B |
| % Insiders | 0.17% |
| % Institutions | 88.67% |
Volatility is currently contracting
NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.
ServiceNow, Inc. remains a top AI-native software pick, delivering robust Q1 2026 results and raising its full-year outlook. NOW's pivot to AI is driving tangible growth: a 22% YoY revenue increase, 23.5% RPO growth, and strong demand for AI products like Now Assist. Valuation is no longer extreme but remains at a premium; a PEG ratio of 1x reflects a 25% EPS CAGR, justifying selective accumulation.
ServiceNow (NOW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
ServiceNow (NYSE:NOW | NOW Price Prediction) at $112.86 as of July 13 stands out as a compelling setup for retirement-focused investors heading into the company's July 22 report.
I am initiating a Buy rating on ServiceNow (NOW), citing attractive valuation, robust compounding growth, and high brand quality. NOW trades at 26x forward earnings, near decade lows, with a 21% subscription revenue growth guide and 97% renewal rate. AI monetization is accelerating: Now Assist ACV more than doubled, and 3+ product deals grew 70% year over year.
TEAM's AI-driven cloud momentum and lower valuation give it an edge over NOW, which faces margin pressure from multiple acquisitions.
This AI-powered offering will be available on ServiceNow's platform. Hopefully, financial details of the arrangement will be forthcoming.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
ServiceNow stands out amid the 'SaaSpocalypse,' with strong fundamentals and a compelling valuation reset despite sector-wide negative sentiment. NOW's recurring revenue model, 80%+ gross margins, and 22% YoY revenue growth underscore its resilience and growth trajectory, with RPO at $27.7B (+25% YoY). AI-driven offerings like Now Assist are accelerating growth, with ACV targets raised from $1B to $1.5B and consumption-based pricing offsetting seat-license headwinds.
July is shaping up to be the pivotal month for cloud computing investors in 2026.
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