ServiceNow Resultados de beneficios anteriores
Pasado controles de criterios 2/6
ServiceNow ha aumentado sus beneficios a una tasa media anual de 39.7%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 24.9% anual. Los ingresos han ido creciendo a una tasa media de 20.2% al año. La rentabilidad financiera de ServiceNow es de 15%, y sus márgenes netos son de 12.6%.
Información clave
39.66%
Tasa de crecimiento de los beneficios
39.08%
Tasa de crecimiento del BPA
| Crecimiento de la industria Software | 17.33% |
| Tasa de crecimiento de los ingresos | 20.22% |
| Rentabilidad financiera | 14.98% |
| Margen neto | 12.59% |
| Próxima actualización de resultados | 22 Jul 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • 14h
ServiceNow: The AI Bear Case Is Falling Apart
Summary ServiceNow is rated a buy, with fears over AI disruption seen as overblown and current weakness presenting an opportunity. NOW's competitive moat includes 8,800+ global customers, 97% renewal rates, and deep integration across major industries and workflows. Consistent 20% subscription growth, robust free cash flow, and a $30B revenue target support a 26% upside to a $136 price target. Valuation premium is justified by superior growth and returns, with risks centered on subscription growth deceleration and internal IT competition. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 28
NOW: AI Partnerships And Margin Pressure Will Constrain Long Term Upside
Analysts have revised their fair value estimate for ServiceNow to $85.00. This reflects updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that collectively point to a more conservative price target framework.
Actualización de narrativa • Jun 25
ServiceNow (NOW): Trading at a 37% Discount to Its Own Historical Valuation While AI Monetization Accelerates
What ServiceNow Actually Does (And Why It Matters More Than You Think) ServiceNow's Now Platform is the workflow automation backbone for 85% of the Fortune 500. Think of it as the operating system underneath the enterprise — the system that routes approvals, manages IT incidents, handles HR requests, automates security responses, and increasingly, governs AI agents operating across the organization.Nueva narrativa • Jun 21
The Company Nobody Brags About
There is an old saying on Wall Street: The best businesses are often boring until you understand them. Nobody attends a cocktail party hoping to discuss enterprise workflow automation.
Actualización de narrativa • Jun 14
NOW: AI Partnerships And Governance Platform Will Drive Long Term Upside
Analysts have reduced their fair value estimate for ServiceNow to $141.86 from $142.50, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E. Together, these factors point to a marginally more conservative price target framework.
Actualización de narrativa • Jun 13
Deeper Research Dive: The Outline
Where do I think ServiceNow will be in five years? As headlined on my first Community Narrative about ServiceNow: "NOW is an established SaaS positioned for accelerated growth over the next five years." I am holding a small position in NOW while doing a full review to get a clearer forward-look of the bottom-line impact and durability of ServiceNow’s new business model.Nueva narrativa • Jun 01
NOW is an established SAAS positioned for accelerated growth over the next 5 years.
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?Actualización de narrativa • May 31
NOW: AI Partnerships And Workflow Automation Will Drive Future Upside
Analysts have trimmed their implied fair value estimate for ServiceNow by about $2.77 per share. This reflects slightly updated assumptions for discount rate, revenue growth, profit margins and future P/E multiples in their price target models.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).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...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero ServiceNow. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 13,960 | 1,757 | 5,556 | 3,080 |
| 31 Dec 25 | 13,278 | 1,748 | 5,335 | 2,960 |
| 30 Sep 25 | 12,667 | 1,731 | 5,214 | 2,855 |
| 30 Jun 25 | 12,057 | 1,661 | 5,072 | 2,731 |
| 31 Mar 25 | 11,469 | 1,538 | 4,895 | 2,640 |
| 31 Dec 24 | 10,984 | 1,425 | 4,757 | 2,543 |
| 30 Sep 24 | 10,464 | 1,336 | 4,557 | 2,437 |
| 30 Jun 24 | 9,955 | 1,146 | 4,400 | 2,360 |
| 31 Mar 24 | 9,478 | 1,928 | 4,249 | 2,238 |
| 31 Dec 23 | 8,971 | 1,731 | 4,126 | 2,124 |
| 30 Sep 23 | 8,474 | 1,586 | 3,991 | 2,016 |
| 30 Jun 23 | 8,017 | 1,424 | 3,863 | 1,923 |
| 31 Mar 23 | 7,619 | 400 | 3,719 | 1,846 |
| 31 Dec 22 | 7,245 | 325 | 3,525 | 1,768 |
| 30 Sep 22 | 6,919 | 201 | 3,446 | 1,706 |
| 30 Jun 22 | 6,601 | 184 | 3,292 | 1,608 |
| 31 Mar 22 | 6,258 | 223 | 3,091 | 1,497 |
| 31 Dec 21 | 5,896 | 230 | 2,889 | 1,397 |
| 30 Sep 21 | 5,532 | 221 | 2,745 | 1,289 |
| 30 Jun 21 | 5,171 | 171 | 2,578 | 1,199 |
| 31 Mar 21 | 4,833 | 153 | 2,412 | 1,111 |
| 31 Dec 20 | 4,519 | 119 | 2,309 | 1,024 |
| 30 Sep 20 | 4,221 | 701 | 2,149 | 942 |
| 30 Jun 20 | 3,955 | 728 | 2,025 | 864 |
| 31 Mar 20 | 3,718 | 676 | 1,974 | 803 |
| 31 Dec 19 | 3,460 | 627 | 1,873 | 749 |
| 30 Sep 19 | 3,224 | 35 | 1,762 | 695 |
| 30 Jun 19 | 3,011 | 3 | 1,694 | 640 |
| 31 Mar 19 | 2,809 | -39 | 1,596 | 585 |
| 31 Dec 18 | 2,609 | -27 | 1,499 | 530 |
| 30 Sep 18 | 2,442 | -51 | 1,411 | 485 |
| 30 Jun 18 | 2,262 | -82 | 1,311 | 448 |
| 31 Mar 18 | 2,079 | -85 | 1,202 | 410 |
| 31 Dec 17 | 1,918 | -117 | 1,106 | 378 |
| 30 Sep 17 | 1,755 | -132 | 1,023 | 347 |
| 30 Jun 17 | 1,620 | -146 | 959 | 323 |
| 31 Mar 17 | 1,513 | -140 | 909 | 304 |
| 31 Dec 16 | 1,391 | -414 | 818 | 285 |
| 30 Sep 16 | 1,290 | -457 | 795 | 270 |
| 30 Jun 16 | 1,194 | -461 | 740 | 251 |
| 31 Mar 16 | 1,099 | -474 | 685 | 233 |
| 31 Dec 15 | 1,005 | -198 | 625 | 217 |
| 30 Sep 15 | 918 | -206 | 580 | 201 |
Ingresos de calidad: NOW tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(12.6%) de NOW son inferiores a los del año pasado (13.4%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lNOW han crecido significativamente en un 39.7% al año.
Acelerando crecimiento: El crecimiento de los beneficios de NOW en el último año (14.2%) está por debajo de su media de 5 años (39.7% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de NOW en el último año (14.2%) no superó al de la industria Software 14.4%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de NOW (15%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/08 21:59 |
| Precio de las acciones al final del día | 2026/07/08 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 contamos con 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. 45 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 |