Update shared on 15 Nov 2025
Fair value Decreased 0.18%Analysts have slightly lowered their price target for ServiceNow, reducing the estimated fair value by $2 to $1,154. This change is supported by modest adjustments in growth and margin projections.
What's in the News
- ServiceNow proposes a 5-for-1 stock split and increase in authorized shares. The proposal will be voted on at an extraordinary general meeting in December 2025 (Company Announcement).
- A new strategic collaboration with FedEx Dataworks aims to power future-ready, AI-driven supply chains by uniting real-time procurement, logistics, and network data on the ServiceNow Platform (Company Announcement).
- ServiceNow and NVIDIA expand their partnership with the introduction of Apriel 2.0, an enterprise-focused AI model with multimodal capabilities and enhanced data center operations. Apriel 2.0 will be available in early 2025 (Company Announcement).
- ServiceNow and Figma integrate their platforms to accelerate enterprise application development by translating design directly into working applications using AI-powered workflow automation (Company Announcement).
- Recent multi-year buyback tranche completed, with 644,000 shares repurchased for $583 million in Q3 2025. This represents a total of 1.47% of outstanding shares since the May 2023 announcement (Company Announcement).
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from $1,156.59 to $1,154.54.
- Discount Rate has edged down marginally from 8.47% to 8.44%.
- Revenue Growth estimate has declined fractionally, shifting from 17.89% to 17.87%.
- Net Profit Margin projection has been revised downward, moving from 15.68% to 15.66%.
- Future P/E ratio forecast has decreased from 96.58x to 95.64x.
Disclaimer
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