ServiceNow, Inc.

NYSE:NOW Rapport sur les actions

Capitalisation boursière : US$101.4b

ServiceNow Croissance future

Future contrôle des critères 4/6

ServiceNow devrait augmenter ses bénéfices et son chiffre d'affaires de 23.4% et de 15.7% par an respectivement. Le BPA devrait croître de de 23% par an. Le rendement des capitaux propres devrait être 17.7% dans 3 ans.

Informations clés

23.4%

Taux de croissance des bénéfices

22.99%

Taux de croissance du BPA

Software croissance des bénéfices20.2%
Taux de croissance des recettes15.7%
Rendement futur des capitaux propres17.69%
Couverture par les analystes

Good

Dernière mise à jour29 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

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.
Seeking Alpha • Jun 19

ServiceNow: The AI Threat Is Overstated

Summary ServiceNow has been down because the market thinks agentic AI will vaporize its seat-based licensing revenue. Wall Street is missing the fact that >50% of net new ACV is already driven by non-seat consumption pricing, proving the structural pivot is working while growth accelerates. You are getting a hyper-efficient compounder at its cheapest multiple in public history (~21x FY26 adjusted EPS) for a clear asymmetric long opportunity. Read the full article on Seeking Alpha
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...
Article d’analyse • 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...

Prévisions de croissance des bénéfices et des revenus

NYSE:NOW - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202822,8654,0018,4339,42128
12/31/202719,2212,9156,8957,76345
12/31/202616,2002,0685,6676,35245
3/31/202613,9601,7574,6245,437N/A
12/31/202513,2781,7484,5335,444N/A
9/30/202512,6671,7313,9054,841N/A
6/30/202512,0571,6613,8054,699N/A
3/31/202511,4691,5383,6284,603N/A
12/31/202410,9841,4253,3754,267N/A
9/30/202410,4641,3363,3474,237N/A
6/30/20249,9551,1463,0503,877N/A
3/31/20249,4781,9283,1493,837N/A
12/31/20238,9711,7312,7013,398N/A
9/30/20238,4741,5862,3752,955N/A
6/30/20238,0171,4242,3062,909N/A
3/31/20237,6194002,1402,762N/A
12/31/20227,2453252,1732,723N/A
9/30/20226,9192011,8922,405N/A
6/30/20226,6011842,0152,460N/A
3/31/20226,2582231,9422,327N/A
12/31/20215,8962301,7992,191N/A
9/30/20215,5322211,5932,032N/A
6/30/20215,1711711,5171,953N/A
3/31/20214,8331531,5652,021N/A
12/31/20204,5191191,3541,786N/A
9/30/20204,2217011,1231,522N/A
6/30/20203,9557281,0931,491N/A
3/31/20203,7186769941,367N/A
12/31/20193,460627N/A1,236N/A
9/30/20193,22435N/A1,104N/A
6/30/20193,0113N/A1,040N/A
3/31/20192,809-39N/A922N/A
12/31/20182,609-27N/A811N/A
9/30/20182,442-51N/A706N/A
6/30/20182,262-82N/A703N/A
3/31/20182,079-85N/A705N/A
12/31/20171,918-117N/A643N/A
9/30/20171,755-132N/A591N/A
6/30/20171,620-146N/A546N/A
3/31/20171,513-140N/A269N/A
12/31/20161,391-414N/A159N/A
9/30/20161,290-457N/A134N/A
6/30/20161,194-461N/A101N/A
3/31/20161,099-474N/A329N/A
12/31/20151,005-198N/A318N/A
9/30/2015918-206N/A259N/A
6/30/2015835-206N/A220N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de NOW ( 23.4% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de NOW ( 23.4% par an) devraient croître plus rapidement que le marché US ( 18.6% par an).

Croissance élevée des bénéfices: Les bénéfices de NOW devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de NOW ( 15.7% par an) devrait croître plus rapidement que le marché US ( 12.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de NOW ( 15.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de NOW devrait être faible dans 3 ans ( 17.7 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/29 03:54
Cours de l'action en fin de journée2026/06/29 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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 67 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.

AnalysteInstitution
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
Robert OliverBaird