Kim Bolton Servicenow NOW-N PAST TOP PICK Aug 28, 2024

Is up 17% YTD, EPS growth of 32%, revenue growth 22% as their AI tools boost their product prices.

Is up 24% in the last 3 months. Shares are high, but they will blow away estimates in their next report.

They report next week. Revenue growth this year is 22% and EPS 32%. They know how to monetize AI.

It reports Wednesday. They will report and shares will fall after hours--and buy it then. It will rally first thing the next morning. This happens over and over because short-sellers push it down. NOW doesn't miss reports.

They're monetizing their AI tools.

Is down nearly 20% in the last 3 weeks. With 21% revenue growth and 18% EPS growth, they continue to monetize AI.

Is the king of workflow automation, so it's perfect for Agentic AI, the next wave in AI. Last January, they said that AI is making them money. He targets $1,159.

Today they delivered a rock solid quarter including beating non-GAAP revenues, and reiterated their full-year forecast and this quarter despite this volatile environment. It's enough to turn this stock around.

Dangerous name to be out of. Huge run, strong Q1. Reinforced leadership in enterprise AI. Guidance is in line. Concern about government cuts, but overall average deal size up by 1/3. 18% growth, but trading at 40x 2026 and 33x 2027. A bit expensive PEG ratio. Have to pay up for good names, but wait for better entry when PEG closer to 1.