ServiceNow Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de ServiceNow de 22.9% y 15.3% por año respectivamente. Se prevé que el BPA crezca en un 23% al año. Se espera que la rentabilidad financiera sea de 17.8% en 3 años.
Información clave
22.9%
Tasa de crecimiento de los beneficios
22.99%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 20.0% |
| Tasa de crecimiento de los ingresos | 15.3% |
| Rentabilidad financiera futura | 17.76% |
| Cobertura de analistas | Good |
| Última actualización | 28 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • May 25
ServiceNow: The Turnaround Opportunity Is Looking Very Enticing
Summary I'm keeping ServiceNow firmly as a Buy, with valuation multiples near decade lows and significant pessimism already priced in. NOW’s AI revenue remains nascent, and management targets $30B+ subscription revenue by 2030, implying a 20%+ CAGR. The company positions itself as the orchestration layer for enterprise AI, leveraging a hybrid per-seat and consumption-based pricing model. Execution risk persists, but strong platform expansion and constructive risk-reward favor medium-term investors willing to hold through volatility. If this orchestration layer opportunity pans out, the re-rating potential could be substantive. Read the full article on Seeking Alpha
Nueva narrativa • May 20
ServiceNow's Revenue Set to Soar with 15.91% Growth
Sometimes the market makes it look like all enterprise software companies are competing in the same race. But when you look closer, ServiceNow feels different.
Actualización de narrativa • May 14
NOW: AI And Cloud Alliances Will Drive Future Upside
Analysts have reset their fair value estimate for ServiceNow to $145.27 from $179.26 as they factor in slightly different assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News ServiceNow issued new GAAP subscription revenue guidance for the second quarter of 2026 of US$3,815 million to US$3,820 million, and full year 2026 guidance of US$15,735 million to US$15,775 million, which the company states represents 22% to 22.5% year over year growth (Corporate guidance).
Actualización de narrativa • Apr 28
NOW: AI Platform Adoption And Expanded Buybacks Will Drive Long Term Upside
Analysts have reduced their fair value estimate for ServiceNow from about $246.83 to about $200.78, citing updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News ServiceNow issued new 2026 guidance, with expected GAAP subscription revenue of US$3,650 million to US$3,655 million for Q1 2026 and US$15,530 million to US$15,570 million for the full year, followed by updated guidance for Q2 2026 of US$3,815 million to US$3,820 million and full year 2026 subscription revenue of US$15,735 million to US$15,775 million, corresponding to 22% to 22.5% year over year subscription revenue growth (Corporate guidance).Actualización de narrativa • Apr 14
NOW: AI Platform Expansion And Buybacks Will Drive Future Upside
Analysts have reduced their ServiceNow price target by roughly $9 to reflect slightly lower fair value, modest adjustments to growth and margin assumptions, and a reduced forward P/E outlook. What's in the News ServiceNow plans to make its entire product portfolio AI enabled, with AI, data connectivity, workflow execution, security, and governance built into every product, and is introducing new offerings such as Context Engine, Build Agent skills, and an Enterprise Service Management Foundation package for midsize companies (Key Developments).
Nueva narrativa • Apr 11
ServiceNow Inc. (NOW): The "AI Control Tower" and the 2026 Agentic Transformation
ServiceNow Inc. (NOW) closed the April 10, 2026, session at $82.91 USD on the NYSE, experiencing a period of significant technical pressure as the stock trades near its 52-week lows.Actualización de narrativa • Mar 31
NOW: Expanded Buybacks And AI Partnerships Will Support Long Term Upside
Analysts now place ServiceNow's price target at $246.83, down from $257.47. This reflects updated assumptions for a slightly higher discount rate, modestly stronger revenue growth and profit margins, and a lower future P/E multiple.
Actualización de narrativa • Mar 17
NOW: AI Platform Adoption And Buybacks Will Drive Long Term Upside
Analysts have trimmed their fair value estimate for ServiceNow to $130.18 from $133.26, citing slightly higher discount rate assumptions, along with modest adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News ServiceNow issued guidance for GAAP subscription revenue of US$3,650 million to US$3,655 million for Q1 2026 and US$15,530 million to US$15,570 million for full year 2026, giving investors a concrete view of management’s current revenue expectations (Corporate guidance).Actualización de narrativa • Mar 03
NOW: Future AI And Cybersecurity Expansion Will Drive Long Term Upside
Analysts have revised their ServiceNow price target from about $904 to roughly $133. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Actualización de narrativa • Feb 17
NOW: AI Partnerships And Share Repurchases Will Drive Future Upside
Analysts have trimmed their price target on ServiceNow to about $189 from roughly $226, citing updated assumptions that include slightly lower discount rates, a future P/E of about 62.5, and revised expectations for revenue growth and profit margins that they believe better reflect the company’s current risk and return profile. What's in the News Kearney and ServiceNow formed a partnership around the ServiceNow AI Platform to support enterprise-wide business process reengineering, targeting gains in operational efficiency, workflow speed, and AI driven process orchestration across functions such as sales, operations, and IT (Key Developments).Artículo de análisis • Feb 05
We Like ServiceNow's (NYSE:NOW) Earnings For More Than Just Statutory Profit
The market seemed underwhelmed by the solid earnings posted by ServiceNow, Inc. ( NYSE:NOW ) recently. Our analysis...Artículo de análisis • Feb 04
ServiceNow, Inc.'s (NYSE:NOW) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors
To the annoyance of some shareholders, ServiceNow, Inc. ( NYSE:NOW ) shares are down a considerable 26% in the last...Actualización de narrativa • Feb 02
NOW: AI Partnership And Stock Split Will Support Long Term Upside
Analysts have modestly reduced their price target on ServiceNow to about US$257 from roughly US$266, citing updates to revenue growth, profit margin, discount rate, and future P/E assumptions in their models. What's in the News ServiceNow and Anthropic expanded their collaboration to make Claude the default model for ServiceNow Build Agent, with the goal of streamlining enterprise app development and internal workflows across the ServiceNow AI Platform.Actualización de narrativa • Jan 19
NOW: AI And Security Deals Plus Stock Split Will Drive Upside
Analysts have adjusted their price target on ServiceNow from US$1,332.00 to US$266.40 as they update assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Shareholders approved a 5 for 1 stock split, with the amended and restated certificate of incorporation to become effective on December 17, 2025, followed by the split or significant stock dividend on December 18, 2025 (Changes in Company Bylaws/Rules, Stock Splits).Actualización de narrativa • Jan 05
NOW: Shares Will Benefit From Stock Split And Expanding AI Partnerships
Analysts have revised their price expectations for ServiceNow from about US$1,154.54 to roughly US$225.84, citing updated assumptions on revenue growth, profit margins, discount rate, and future P/E that they view as more closely aligned with current fundamentals. What's in the News ServiceNow shareholders approved an amended and restated charter to effect a 5 for 1 stock split of the common stock, with implementation scheduled for mid December 2025 following a special meeting on December 5, 2025.Actualización de narrativa • Dec 13
NOW: AI Partnerships And Stock Split Will Drive Long-Term Upside
Analysts have raised their price target on ServiceNow from approximately $1,243 to $1,332, reflecting slightly stronger long term margin expectations that more than offset a modestly lower revenue growth outlook and a small contraction in anticipated future valuation multiples. What's in the News Shareholders approved a 5 for 1 stock split, with the amended and restated certificate of incorporation to take effect on December 17, 2025, increasing the number of authorized common shares (Special Meeting and charter amendment).Actualización de narrativa • Nov 15
NOW: Shares Will Gain From Stock Split And Expanded AI Partnerships
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.Actualización de narrativa • Oct 31
NOW: AI Partnerships And Workflow Expansion Will Drive Upside Momentum
Analysts have raised their price target for ServiceNow, increasing the fair value estimate from $1,142.59 to $1,156.59. This change is due to adjustments in growth and profit margin expectations.Actualización de narrativa • Sep 04
AI And CRM Integration Will Unlock Future Market Opportunities
With both ServiceNow’s Net Profit Margin and Discount Rate essentially unchanged, the consensus analyst price target remains steady at $1,143. What's in the News ServiceNow announced a landmark OneGov agreement with the U.S. General Services Administration, offering substantial discounts (up to 70%) for AI-powered IT service management solutions to federal agencies and accelerating government modernization with comprehensive AI workflow tools.Artículo de análisis • Aug 10
These 4 Measures Indicate That ServiceNow (NYSE:NOW) Is Using Debt Safely
NYSE:NOW 1 Year Share Price vs Fair Value Explore ServiceNow's Fair Values from the Community and select yours The...Artículo de análisis • Jul 21
The Return Trends At ServiceNow (NYSE:NOW) Look Promising
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Seeking Alpha • Apr 24
ServiceNow: Great Quarter, Even Greater Guidance
Summary ServiceNow reaffirmed its 20% topline growth guidance, despite a minor shift in U.S. federal deals, maintaining investor confidence. The stock is attractively priced at 41x forward free cash flow, supported by strong financials and a $5.1 billion net cash position. ServiceNow's AI tools and new products like RaptorDB and CRM expansions are driving significant growth and high customer demand. Key risks include potential tariff impacts, rising inflation affecting growth stock multiples, and timing issues with U.S. federal deals. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 22,785 | 3,914 | 8,590 | 9,578 | 24 |
| 12/31/2027 | 19,191 | 2,867 | 6,912 | 7,802 | 42 |
| 12/31/2026 | 16,198 | 2,031 | 5,674 | 6,373 | 42 |
| 3/31/2026 | 13,960 | 1,757 | 4,624 | 5,437 | N/A |
| 12/31/2025 | 13,278 | 1,748 | 4,533 | 5,444 | N/A |
| 9/30/2025 | 12,667 | 1,731 | 3,905 | 4,841 | N/A |
| 6/30/2025 | 12,057 | 1,661 | 3,805 | 4,699 | N/A |
| 3/31/2025 | 11,469 | 1,538 | 3,628 | 4,603 | N/A |
| 12/31/2024 | 10,984 | 1,425 | 3,375 | 4,267 | N/A |
| 9/30/2024 | 10,464 | 1,336 | 3,347 | 4,237 | N/A |
| 6/30/2024 | 9,955 | 1,146 | 3,050 | 3,877 | N/A |
| 3/31/2024 | 9,478 | 1,928 | 3,149 | 3,837 | N/A |
| 12/31/2023 | 8,971 | 1,731 | 2,701 | 3,398 | N/A |
| 9/30/2023 | 8,474 | 1,586 | 2,375 | 2,955 | N/A |
| 6/30/2023 | 8,017 | 1,424 | 2,306 | 2,909 | N/A |
| 3/31/2023 | 7,619 | 400 | 2,140 | 2,762 | N/A |
| 12/31/2022 | 7,245 | 325 | 2,173 | 2,723 | N/A |
| 9/30/2022 | 6,919 | 201 | 1,892 | 2,405 | N/A |
| 6/30/2022 | 6,601 | 184 | 2,015 | 2,460 | N/A |
| 3/31/2022 | 6,258 | 223 | 1,942 | 2,327 | N/A |
| 12/31/2021 | 5,896 | 230 | 1,799 | 2,191 | N/A |
| 9/30/2021 | 5,532 | 221 | 1,593 | 2,032 | N/A |
| 6/30/2021 | 5,171 | 171 | 1,517 | 1,953 | N/A |
| 3/31/2021 | 4,833 | 153 | 1,565 | 2,021 | N/A |
| 12/31/2020 | 4,519 | 119 | 1,354 | 1,786 | N/A |
| 9/30/2020 | 4,221 | 701 | 1,123 | 1,522 | N/A |
| 6/30/2020 | 3,955 | 728 | 1,093 | 1,491 | N/A |
| 3/31/2020 | 3,718 | 676 | 994 | 1,367 | N/A |
| 12/31/2019 | 3,460 | 627 | N/A | 1,236 | N/A |
| 9/30/2019 | 3,224 | 35 | N/A | 1,104 | N/A |
| 6/30/2019 | 3,011 | 3 | N/A | 1,040 | N/A |
| 3/31/2019 | 2,809 | -39 | N/A | 922 | N/A |
| 12/31/2018 | 2,609 | -27 | N/A | 811 | N/A |
| 9/30/2018 | 2,442 | -51 | N/A | 706 | N/A |
| 6/30/2018 | 2,262 | -82 | N/A | 703 | N/A |
| 3/31/2018 | 2,079 | -85 | N/A | 705 | N/A |
| 12/31/2017 | 1,918 | -117 | N/A | 643 | N/A |
| 9/30/2017 | 1,755 | -132 | N/A | 591 | N/A |
| 6/30/2017 | 1,620 | -146 | N/A | 546 | N/A |
| 3/31/2017 | 1,513 | -140 | N/A | 269 | N/A |
| 12/31/2016 | 1,391 | -414 | N/A | 159 | N/A |
| 9/30/2016 | 1,290 | -457 | N/A | 134 | N/A |
| 6/30/2016 | 1,194 | -461 | N/A | 101 | N/A |
| 3/31/2016 | 1,099 | -474 | N/A | 329 | N/A |
| 12/31/2015 | 1,005 | -198 | N/A | 318 | N/A |
| 9/30/2015 | 918 | -206 | N/A | 259 | N/A |
| 6/30/2015 | 835 | -206 | N/A | 220 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (22.9% al año) de NOW es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (22.9% al año) de NOW crezcan más rápidamente que el mercado US (16.9% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de NOW crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (15.3% al año) de NOW crezcan más rápidamente que los del mercado US (11.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 15.3% al año) de NOW crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de NOW sea baja dentro de 3 años (17.8%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/28 22:17 |
| Precio de las acciones al final del día | 2026/05/28 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ServiceNow, Inc. está cubierta por 67 analistas. 42 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |