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NOWNYSE/information technology

ServiceNow, Inc.

$111.26Up+3,55 (+3,30%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

ServiceNow, Inc. operates in Enterprise Software within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
109,50
Hoch
113,03
Tief
107,65
Marktkapitalisierung
114,74 Mrd.
KGV
66.23
52-Wochen-Hoch
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Dividende
--
Quartalsdividende
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3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
Rapid growth among large Now Assist customers can expand AI monetization across ServiceNow's installed base. The base case remains conditional on ai platform competition staying manageable.
Bull case
Rapid growth among large Now Assist customers can expand AI monetization across ServiceNow's installed base. Expansion in current and total remaining performance obligations provides forward subscription-revenue visibility. Customers consolidating workflows, data and AI governance on one platform can broaden deployments and support cross-selling.
Bear case
Fast-moving enterprise software and AI competitors could pressure differentiation, pricing and the pace of Now Assist adoption. Long sales cycles, geopolitical disruption and customer budget scrutiny can delay large transactions and make near-term growth less predictable. Acquisitions can add integration costs, product overlap, retention challenges and uncertainty around expected strategic benefits.
Thesis invalidation
Reassess the thesis if fast-moving enterprise software and AI competitors could pressure differentiation, pricing and the pace of Now Assist adoption.

Key catalysts

  • Now Assist adoption

    Rapid growth among large Now Assist customers can expand AI monetization across ServiceNow's installed base.

  • Contracted backlog growth

    Expansion in current and total remaining performance obligations provides forward subscription-revenue visibility.

  • Workflow platform consolidation

    Customers consolidating workflows, data and AI governance on one platform can broaden deployments and support cross-selling.

Principal risks

  • AI platform competition

    Fast-moving enterprise software and AI competitors could pressure differentiation, pricing and the pace of Now Assist adoption.

  • Enterprise deal timing

    Long sales cycles, geopolitical disruption and customer budget scrutiny can delay large transactions and make near-term growth less predictable.

  • Acquisition and integration execution

    Acquisitions can add integration costs, product overlap, retention challenges and uncertainty around expected strategic benefits.

Latest earnings research

Q1 2026

ServiceNow reported first-quarter 2026 subscription and backlog growth, highlighted expanding Now Assist adoption and raised its full-year subscription-revenue outlook.

Valuation interpretation

  • A premium platform interpretation requires Now Assist adoption and backlog growth to convert into durable organic subscription expansion.
  • Strong contracted visibility should be balanced against enterprise deal timing, acquisition costs and intensifying competition in AI-enabled workflows.

Peer research

ORCLAAPLADBE

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Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
ServiceNow Reports First Quarter 2026 Financial ResultsServiceNow, Inc. · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 22/04/2026 00:00:00

Open original source
ServiceNow Investor RelationsServiceNow, Inc. · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
Form 10-Q for the Quarter Ended March 31, 2026ServiceNow, Inc. · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 23/04/2026 00:00:00

Open original source

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