Servicenow (NOW-N)

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 40x 2026 and 33x 2027. A bit expensive PEG ratio. Have to pay up for good names, but wait for better entry when PEG is closer to 1.

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.

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.

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

They're monetizing their AI tools.

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

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

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.

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.

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

Buy now. Thinks stock price is heading higher. 

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.

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.