Kim Bolton Servicenow NOW-N TOP PICK Mar 26, 2025

Disappointing that shares are up only 6% this year. Last quarter saw 44% EPS growth and 24% revenue growth. He wants to see continued AI monetization. It reports next week.

Runway now shorter. 12-month price target of $876. Main reason it's been a standout has been CEO and management team. Recent C-suite shakeup, but CEO still there.

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.

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.