NYSE:NOW

Servicenow (NOW)

95.46
-6.60 (6.47%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
130 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 30 opinions in the last 12 months.

ServiceNow (NOW-N) is experiencing mixed reviews from experts, reflecting concerns about its place and performance within the software and AI landscape. Analysts note the current stock price, which has dipped significantly compared to its previous highs, indicates a possible buying opportunity, suggesting that the risk/reward scenario is now compelling, especially if shares return to the $140 mark. Despite market concerns about AI potentially displacing software companies, ServiceNow is regarded as a solid growth prospect, having maintained revenue and earnings growth, with analysts projecting significant future performance. The comparisons with other software firms indicate a notable resilience, as ServiceNow is deemed essential for enterprises to automate and streamline processes. However, a cautious stance prevails amongst some analysts due to the current market climate and the perceived valuation metrics.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
Adobe, ADBE
BUY ON WEAKNESS

ITSM (IT service management) platform. Integrated into the IT department of a lot of Fortune 500 companies. Implementing a lot of AI solutions at these companies, so this name actually benefits from the AI disruption. Free cashflow compounder for a very long time. 

HOLD

Has shown some of the most durable revenue growth in the entire market. Though more expensive, definitely likes it more than CRM. Deserves the valuation premium because it executes so well. Good long-term hold. Over time, need to see traction around AI for the story to continue working. Great company.

WAIT

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.

BUY

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.

TOP PICK

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.

(Analysts’ price target is $1150.25)
BUY ON WEAKNESS

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

BUY

They're monetizing their AI tools.

BUY ON WEAKNESS

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.

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. 

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