ServiceNow (NOW) Aperçu de l'action
ServiceNow, Inc. fournit des solutions basées sur le cloud pour les flux de travail numériques en Amérique du Nord, en Europe, au Moyen-Orient et en Afrique, en Asie-Pacifique et au niveau international. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 4/6 |
| Performances passées | 2/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
NOW Community Fair Values
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Analyst Price Targets
Top Community Narratives
ServiceNow, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$110.62 |
| Plus haut sur 52 semaines | US$201.15 |
| Plus bas sur 52 semaines | US$81.24 |
| Bêta | 0.96 |
| Variation sur 1 mois | 12.49% |
| Variation sur 3 mois | 24.45% |
| Variation sur 1 an | -44.31% |
| Variation sur 3 ans | -6.32% |
| Variation sur 5 ans | -5.40% |
| Évolution depuis l'introduction en bourse | 2,148.37% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 27
ServiceNow: An Enterprise AI Bargain
Summary ServiceNow delivered double-digit revenue and RPO growth in Q2, driven by accelerating adoption of its generative AI services, notably Now Assist. NOW exceeded Q2 consensus with $3.99B revenue and $0.90 non-GAAP EPS, and raised its subscription revenue outlook on robust enterprise AI momentum. Free cash flow reached $634M, up 19% year-over-year, as AI-driven subscription revenue growth continues. Despite a recent valuation drawdown, I see NOW as undervalued at 19.7x forward earnings, with potential to re-rate to 25x P/E if AI momentum continues. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 23
ServiceNOW, The Castle Added Another Stone Tonight — Checking My June Predictions Against What Actually Happened
What I Actually Said on June 24 My last piece on ServiceNow, written at $93.80, made a specific, dated prediction rather than a vague bullish lean: "Q2 2026 Earnings: July 22, 2026 — the next concrete data point. Guidance called for subscription revenues of $3.815B–$3.820B.
Mise à jour du récit • Jul 21
NOW: AI Security Risks And Margin Pressure Will Restrain Long Term Upside
Analysts have modestly reduced their ServiceNow price target to $82.13 from $85.00, citing updated assumptions that include slightly higher revenue growth and profit margins, a lower future P/E multiple, and a marginally higher discount rate. What's in the News ServiceNow is preparing to report Q2 2026 results on July 22, with management guiding GAAP subscription revenue for the quarter to US$3,815 million to US$3,820 million and full year 2026 GAAP subscription revenue to US$15.735b to US$15.775b, alongside a US$12.85b forward backlog and an authorized US$5b share buyback program (Source: company guidance, Zacks recap).Recent updates
Seeking Alpha • Jul 27
ServiceNow: An Enterprise AI Bargain
Summary ServiceNow delivered double-digit revenue and RPO growth in Q2, driven by accelerating adoption of its generative AI services, notably Now Assist. NOW exceeded Q2 consensus with $3.99B revenue and $0.90 non-GAAP EPS, and raised its subscription revenue outlook on robust enterprise AI momentum. Free cash flow reached $634M, up 19% year-over-year, as AI-driven subscription revenue growth continues. Despite a recent valuation drawdown, I see NOW as undervalued at 19.7x forward earnings, with potential to re-rate to 25x P/E if AI momentum continues. Read the full article on Seeking AlphaMise à jour du récit • Jul 23
ServiceNOW, The Castle Added Another Stone Tonight — Checking My June Predictions Against What Actually Happened
What I Actually Said on June 24 My last piece on ServiceNow, written at $93.80, made a specific, dated prediction rather than a vague bullish lean: "Q2 2026 Earnings: July 22, 2026 — the next concrete data point. Guidance called for subscription revenues of $3.815B–$3.820B.Mise à jour du récit • Jul 21
NOW: AI Security Risks And Margin Pressure Will Restrain Long Term Upside
Analysts have modestly reduced their ServiceNow price target to $82.13 from $85.00, citing updated assumptions that include slightly higher revenue growth and profit margins, a lower future P/E multiple, and a marginally higher discount rate. What's in the News ServiceNow is preparing to report Q2 2026 results on July 22, with management guiding GAAP subscription revenue for the quarter to US$3,815 million to US$3,820 million and full year 2026 GAAP subscription revenue to US$15.735b to US$15.775b, alongside a US$12.85b forward backlog and an authorized US$5b share buyback program (Source: company guidance, Zacks recap).Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Nouveau récit • 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.Mise à jour du récit • 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).
Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Rendement pour les actionnaires
| NOW | US Software | US Marché | |
|---|---|---|---|
| 7D | 8.4% | -2.8% | -0.7% |
| 1Y | -44.3% | -24.2% | 15.3% |
Rendement vs Industrie: NOW a sous-performé le secteur US Software qui a rapporté -24.2 % au cours de l'année écoulée.
Rendement vs marché: NOW a sous-performé le marché US qui a rapporté 15.3 % au cours de l'année écoulée.
Volatilité des prix
| NOW volatility | |
|---|---|
| NOW Average Weekly Movement | 9.9% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: NOW n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de NOW ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2004 | 29,187 | Bill McDermott | www.servicenow.com |
ServiceNow, Inc. propose des solutions cloud pour les flux de travail numériques en Amérique du Nord, en Europe, au Moyen-Orient et en Afrique, en Asie-Pacifique, ainsi qu'à l'échelle internationale. La société propose des produits de gestion des actifs, de gestion intégrée des risques, de gestion des services informatiques, de gestion des technologies opérationnelles, d’opérations de sécurité, de gestion stratégique de portefeuille et de gestion des opérations informatiques ; un produit de gestion du service client ; des applications de gestion des services sur le terrain ; ainsi que des services de gestion des ventes et des commandes. Elle propose également des services de gestion des ressources humaines ; des opérations juridiques et contractuelles ; des produits de prestation de services sur le lieu de travail ; un moteur d’applications ; un moteur d’automatisation ; un produit dédié à la confidentialité et à la sécurité de la plateforme ; ainsi que des opérations « source-to-pay ». De plus, la société propose RaptorDB, une base de données conçue pour gérer des charges de travail à grande échelle ; ServiceNow Impact, qui fournit aux clients des outils logiciels, des plans guidés et des recommandations basées sur l’IA ; un service client ; ainsi qu’une structure de données de flux de travail.
ServiceNow, Inc. Résumé des fondamentaux
| NOW statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$109.13b |
| Bénéfices(TTM) | US$1.67b |
| Recettes(TTM) | US$14.73b |
68.5x
Ratio P/E7.8x
Ratio P/SLe site NOW est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| NOW compte de résultat (TTM) | |
|---|---|
| Recettes | US$14.73b |
| Coût des recettes | US$3.72b |
| Marge brute | US$11.02b |
| Autres dépenses | US$9.35b |
| Les revenus | US$1.67b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 1.62 |
| Marge brute | 74.77% |
| Marge bénéficiaire nette | 11.34% |
| Ratio dettes/capitaux propres | 60.1% |
Quelles ont été les performances à long terme de NOW?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/28 22:03 |
| Cours de l'action en fin de journée | 2026/07/28 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ServiceNow, Inc. est couverte par 71 analystes. 45 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |