
NYSE:NOW
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.
It's tough being a software company these days. It became clear last year that the inference companies were going to be "the chosen ones" for the software AI stack. For the rest, it's not as though their product suites have become antiquated, they just haven't been quick enough to get in.
Thinks the software stocks will start to come back once they start to incorporate that inference AI. The moat around those inference AI companies may start to disappear once they go public.
He just added it. NOW is two standard deviations below its valuation. He sees AI adoption as a complement, not substitute to NOW. It's time to start picking at names that have been beaten. This will be a winner. It now trades around 25x PE, down from 50-60x a year ago. He will add more if this falls further.
Servicenow is a American stock, trading under the symbol NOW (previously NOW-N on Stockchase) on the New York Stock Exchange (NOW). It is usually referred to as NYSE:NOW or NOW
In the last year, 20 stock analysts issued a Buy, Sell, or Hold rating on NOW (previously NOW-N on Stockchase). 13 analysts recommended to BUY and 7 analysts recommended to SELL the stock. The latest stock analyst rating is DON'T BUY. Read the latest stock experts' ratings for Servicenow.
Servicenow was recommended as a Top Pick by Jim Cramer - Mad Money on 2026-02-02. Read the latest stock experts ratings for Servicenow.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Servicenow.
Servicenow is followed by 128 investors on Stockchase and is a trending stock that is worth watching.
On 2026-06-24, Servicenow (NOW) stock closed at a price of $93.80.
In the last quarter, the company reported 0.97 USD per share, beating the 0.97 USD estimate by -0.01%. Revenue for the same period reached 3.77 B USD, despite the estimate of 3.74 B USD. For the next quarter, analysts expect 0.86 USD in earnings per share and 3.93 B USD in revenue. Social media mentions are up 193% in the past 24h.