NYSE:NOW

Servicenow (NOW)

93.80
-2.14 (2.23%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
128 watching
0
Investor Insights
star iconJun 25, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

ServiceNow (NOW) has experienced significant volatility in the market, with many analysts recognizing its potential despite concerns surrounding the broader software market influenced by AI advancements. In its recent earnings report, the company exceeded earnings estimates, delivering $0.97 per share against expectations, with revenue hitting $3.77 billion, showcasing its strong operational performance. However, sentiments are mixed; while some review contributors view the current price as a buying opportunity anchored in historical valuation metrics, others express skepticism, noting that the sector as a whole is under pressure from fears of AI displacing traditional software roles. Despite these challenges, several analysts highlight ServiceNow's strategic position and continued growth in free cash flow as signs of resilience and future recovery potential. The stock trades significantly lower than its previous high, leading some to regard it as undervalued in the current market scenario.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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BUY

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

HOLD

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

PAST TOP PICK
(A Top Pick Aug 15/23, Up 47%)

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.

BUY

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

WATCH

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.

BUY

The stock is finally catching up to the fundamentals, partially driven by their closeness to Nvidia. Shares popped nearly 5% today.

BUY

Buy now. Thinks stock price is heading higher. 

BUY

It reports Wednesday. They keep putting up great numbers. Are offering generative AI to their customers and showing them how AI benefits their bottom lines.

BUY ON WEAKNESS

Excellent software cloud business with strong growth the past 10 years. Best of breed software company, but very expensive valuation (~40x P/E). Would recommend holding shares if already own them. Given valuation would wait to buy if don't already own shares. 

BUY ON WEAKNESS

They're using AI well, have scored some federal contracts and the CEO is doing a great job.

BUY

Run by a fine CEO and they have a great AI collaboration with Nvidia that offers long-term potential.

TOP PICK

Enjoys a moat. They develop cloud platforms that manage workflows at businesses. A sticky business. The total market is $200-220 billion. They team up well--with Nvidia, Accenture. They just beat top and bottom and extended guidance. Buy at $555, then $530 then $530 in tranches.

(Analysts’ price target is $644.68)
COMMENT

Today, NOW said they were making more use of gen-AI than anyone else. In September they will release an updated platform driven by new gen AUI tools that will drive a 60-100% increase in contract value for some customers.

PAST TOP PICK
(A Top Pick May 18/22, Up 10%)

Its product renewal rate is 99% and it has many very high spending clients. Its last report beat on both the top and bottom lines and it raised guidance. It keeps companies running smoothly. Its market cap is $92 billion.

(Analysts’ price target is $509.00)
BUY
They continue to expand and make businesses more expensive. Likes it even though the stock is expensive.
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