ServiceNow, Inc.

NYSE:NOW Rapport sur les actions

Capitalisation boursière : US$93.3b

ServiceNow Résultats passés

Passé contrôle des critères 2/6

ServiceNow a connu une croissance annuelle moyenne de ses bénéfices de 39.7%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 21.4% par an. Les revenus ont augmenté de en hausse à un taux moyen de 20.2% par an. Le rendement des capitaux propres de ServiceNow est 15% et ses marges nettes sont de 12.6%.

Informations clés

39.66%

Taux de croissance des bénéfices

39.08%

Taux de croissance du BPA

Software Croissance de l'industrie17.33%
Taux de croissance des recettes20.22%
Rendement des fonds propres14.98%
Marge nette12.59%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

We Like ServiceNow's (NYSE:NOW) Earnings For More Than Just Statutory Profit

Feb 05
We Like ServiceNow's (NYSE:NOW) Earnings For More Than Just Statutory Profit

Recent updates

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).

ServiceNow: Don't Throw The Baby Out With The Bathwater

Apr 26

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).

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.

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.

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).

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.

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).

We Like ServiceNow's (NYSE:NOW) Earnings For More Than Just Statutory Profit

Feb 05
We Like ServiceNow's (NYSE:NOW) Earnings For More Than Just Statutory Profit

ServiceNow, Inc.'s (NYSE:NOW) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Feb 04
ServiceNow, Inc.'s (NYSE:NOW) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

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.

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).

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.

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).

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.

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.

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.

These 4 Measures Indicate That ServiceNow (NYSE:NOW) Is Using Debt Safely

Aug 10
These 4 Measures Indicate That ServiceNow (NYSE:NOW) Is Using Debt Safely

The Return Trends At ServiceNow (NYSE:NOW) Look Promising

Jul 21
The Return Trends At ServiceNow (NYSE:NOW) Look Promising

Shareholders May Not Be So Generous With ServiceNow, Inc.'s (NYSE:NOW) CEO Compensation And Here's Why

May 15
Shareholders May Not Be So Generous With ServiceNow, Inc.'s (NYSE:NOW) CEO Compensation And Here's Why

Why Investors Shouldn't Be Surprised By ServiceNow, Inc.'s (NYSE:NOW) 34% Share Price Surge

May 07
Why Investors Shouldn't Be Surprised By ServiceNow, Inc.'s (NYSE:NOW) 34% Share Price Surge

ServiceNow: Great Quarter, Even Greater Guidance

Apr 24

ServiceNow: Very High Quality But Very High Expectations

Apr 14

Agentic AI And A Subscription Model Will Transform Operations

Adoption of hybrid pricing and AI integration may disrupt subscription growth and increase short-term costs, affecting profitability.

AI Powered Pro Plus And RaptorDB Unification Will Shape Industry

AI-powered offerings and consumption-based pricing models are expected to significantly boost ServiceNow's revenue and earnings through increased customer spending.

ServiceNow: Great Company, But Stock Acts Like A Levered QQQ

Mar 16

Ventilation des recettes et des dépenses

Comment ServiceNow gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NYSE:NOW Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 2613,9601,7575,5563,080
31 Dec 2513,2781,7485,3352,960
30 Sep 2512,6671,7315,2142,855
30 Jun 2512,0571,6615,0722,731
31 Mar 2511,4691,5384,8952,640
31 Dec 2410,9841,4254,7572,543
30 Sep 2410,4641,3364,5572,437
30 Jun 249,9551,1464,4002,360
31 Mar 249,4781,9284,2492,238
31 Dec 238,9711,7314,1262,124
30 Sep 238,4741,5863,9912,016
30 Jun 238,0171,4243,8631,923
31 Mar 237,6194003,7191,846
31 Dec 227,2453253,5251,768
30 Sep 226,9192013,4461,706
30 Jun 226,6011843,2921,608
31 Mar 226,2582233,0911,497
31 Dec 215,8962302,8891,397
30 Sep 215,5322212,7451,289
30 Jun 215,1711712,5781,199
31 Mar 214,8331532,4121,111
31 Dec 204,5191192,3091,024
30 Sep 204,2217012,149942
30 Jun 203,9557282,025864
31 Mar 203,7186761,974803
31 Dec 193,4606271,873749
30 Sep 193,224351,762695
30 Jun 193,01131,694640
31 Mar 192,809-391,596585
31 Dec 182,609-271,499530
30 Sep 182,442-511,411485
30 Jun 182,262-821,311448
31 Mar 182,079-851,202410
31 Dec 171,918-1171,106378
30 Sep 171,755-1321,023347
30 Jun 171,620-146959323
31 Mar 171,513-140909304
31 Dec 161,391-414818285
30 Sep 161,290-457795270
30 Jun 161,194-461740251
31 Mar 161,099-474685233
31 Dec 151,005-198625217
30 Sep 15918-206580201
30 Jun 15835-206536185

Des revenus de qualité: NOW a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de NOW sont inférieures à celles de l'année dernière NOW. (12.6%) sont inférieures à celles de l'année dernière (13.4%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de NOW ont augmenté de manière significative de 39.7% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de NOW au cours de l'année écoulée ( 14.2% ) est inférieure à sa moyenne sur 5 ans ( 39.7% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices NOW au cours de l'année écoulée ( 14.2% ) n'a pas surpassé celle du secteur Software 16%.

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de NOW ( 15% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/29 11:56
Cours de l'action en fin de journée2026/04/29 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 expliquant comment 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 66 analystes. 40 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