NYSE:NOW

Servicenow (NOW)

107.71
-1.13 (1.04%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
130 watching
0
Investor Insights
star iconJul 10, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

ServiceNow, a prominent enterprise software company, has garnered mixed opinions among experts. While many emphasize its resilience and strong fundamentals, particularly in automating and streamlining digital workflows, there are concerns regarding the broader software market's response to AI competition. The company's recent earnings report was strong, showing significant revenue growth and earnings beat estimates, yet its stock has faced substantial declines over the past year. Experts note that it now trades at a lower valuation compared to its historical highs. Overall, while there is cautious optimism for ServiceNow's future, particularly as it incorporates AI advancements, uncertainty remains prevalent in the software sector as a whole.

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Consensus
Buy
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Valuation
Undervalued
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CSU
BUY
Develops cloud computing platforms to manage data flow. Got expensive, but beat top and bottom lines in January and increased guidance. Good execution by management. He took profits, but then added last week around $475. Price target of $593.
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. A cloud stock. The new CEO has a great rolodex.
BUY
Cloud stocks are recovering after dipping in the wake of vaccine announcements last month. When SN reported in late October the stock got slammed though it has performed well YTD. The outlook into 2021 looks good.
TOP PICK
They developed a cloud computing platform to help companies with digital operations. Founded in 2003, it IPO's in 2012 and has since acquired several good companies. He particularly likes that 90% of their revenue is recurring. This reduces the risk. Although a little pricey at 15 times revenues. He would look to buy around $325. Yield 0% (Analysts’ price target is $365.72)
PAST TOP PICK
(A Top Pick Feb 07/19, Up 35%) He sold last summer because there was too much volatility. It trades at 100 times earnings. It is a great business but had a bit of a pull back over the summer. He has stop losses on all his holdings. It is a great company but he had to come out in the summer on the pull back.
PAST TOP PICK
(A Top Pick Feb 07/19, Up 23%) A secular growth company that provides software to allow companies scaling opportunities in the IT space.
WATCH
It has yet to make a profit. The losses are staying level -- all they need is some growth to show a profit. If you see a downside correction, or they begin to make profit, he would buy. Wait and watch until that happens.
BUY ON WEAKNESS
He owns it. It reported at end-July and billings have evolved. Some new partnerships are doing well. You might be able to purchase this around $200. His price target is $295. He will add to his 2.5% holding if it pulls back.
TOP PICK
Software as a service. It is the strongest sector, period – in the last two years. It makes software that is used to manage workflow such as for companies that provide IT servicing. It is growing rapidly. 35% year over year. They have running room in front of them. (Analysts’ price target is $233.32)
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