ServiceNow Crescita futura

Criteri Future verificati 4/6

ServiceNow prevede che gli utili e i ricavi cresceranno rispettivamente di 26% e 16% all'anno. Si prevede che l'EPS crescerà di 25.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.2% in 3 anni.

Informazioni chiave

26.0%

Tasso di crescita degli utili

25.70%

Tasso di crescita dell'EPS

Software crescita degli utili	19.9%
Tasso di crescita dei ricavi	16.0%
Rendimento futuro del capitale proprio	17.16%
Copertura analitica	Good
Ultimo aggiornamento	28 Jul 2026

Aggiornamenti recenti sulla crescita futura

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 Alpha

Aggiornamento narrativa • 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.

Aggiornamento narrativa • 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).

Aggiornamento 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.

Aggiornamento 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.

Nuova narrativa • Jun 21

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?

Aggiornamento 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.

Nuova 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.

Aggiornamento 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).

Aggiornamento 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).

Aggiornamento 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).

Aggiornamento 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.

Aggiornamento 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).

Aggiornamento 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.

Aggiornamento 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).

Articolo di analisi • 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...

Articolo di analisi • 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...

Aggiornamento 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.

Aggiornamento 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).

Aggiornamento 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.

Aggiornamento 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).

Aggiornamento 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.

Aggiornamento 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.

Aggiornamento 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.

Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

NYSE:NOW - Stime future degli analisti e dati finanziari passati (USD Millions )
Data	Ricavi	Utili	Flusso di cassa libero	Liquidità dell'operazione	Avg. Numero di analisti
12/31/2028	22,878	3,587	8,470	9,241	33
12/31/2027	19,262	2,583	6,968	7,671	46
12/31/2026	16,219	1,644	5,647	6,231	43
6/30/2026	14,732	1,670	4,571	5,308	N/A
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	N/A	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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di NOW ( 26% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di NOW ( 26% all'anno) cresceranno più rapidamente del mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di NOW cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di NOW ( 16% all'anno) crescerà più rapidamente del mercato US ( 12.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di NOW ( 16% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di NOW sarà basso tra 3 anni ( 17.2 %).

Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

Dati	Ultimo aggiornamento (ora UTC)
Analisi dell'azienda	2026/07/31 17:20
Prezzo dell'azione a fine giornata	2026/07/31 00:00
Utili	2026/06/30
Utili annuali	2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

Pacchetto	Dati	Tempistica	Esempio Fonte USA ^*
Dati finanziari della società	10 anni	Conto economico Rendiconto finanziario Bilancio	Modulo SEC 10-K Modulo SEC 10-Q
Stime di consenso degli analisti	+3 anni	Previsioni finanziarie Obiettivi di prezzo degli analisti	Rapporti di ricerca degli analisti Blue Matrix
Prezzi di mercato	30 anni	Prezzi delle azioni Dividendi, scissioni e azioni	Dati di mercato ICE Modulo SEC S-1
Proprietà	10 anni	Top azionisti Insider trading	Modulo 4 SEC Modulo 13D SEC
Gestione	10 anni	Team di leadership Consiglio di amministrazione	Modulo SEC 10-K Modulo SEC DEF 14A
Sviluppi principali	10 anni	Annunci aziendali	Modulo 8-K SEC

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

ServiceNow, Inc. è coperta da 71 analisti. 46 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

Analista	Istituzione
Adam Shepherd	Arete Research Services LLP
Joseph Bonner	Argus Research Company
Robert Oliver	Baird

ServiceNow Crescita futura

Criteri Future verificati 4/6

Informazioni chiave

Aggiornamenti recenti sulla crescita futura

Consensus EPS estimates fall by 23%

Consensus EPS estimates fall by 21%, revenue upgraded

ServiceNow, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and Full Year Ending December 31, 2026

Price target decreased by 8.3% to US$169

Price target decreased by 7.2% to US$195

Price target decreased by 7.9% to US$202

Recent updates

ServiceNow to Cut 300 California Roles as Company Focuses on AI Skills

Investor sentiment improves as stock rises 21%

Consensus EPS estimates fall by 23%

ServiceNow: An Enterprise AI Bargain

TeamViewer Joins ServiceNow to Unify AI-Driven Remote IT Operations in Multi-Year Pact

Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

ServiceNOW, The Castle Added Another Stone Tonight — Checking My June Predictions Against What Actually Happened

ServiceNow Takes 5% Stake in BusinessNext for Southeast Asia Banking Expansion

NOW: AI Security Risks And Margin Pressure Will Restrain Long Term Upside

ServiceNow Patches Exploited Sandbox Vulnerability as Security Risks Draw Enterprise Attention

ServiceNow Taps Tenon for AI Omnichannel Marketing as Platform Expansion Accelerates

ServiceNow and Hitachi Launch AI Platform for Real-Time Infrastructure Monitoring

Investor sentiment improves as stock rises 19%

ServiceNow, Inc. to Report Q2, 2026 Results on Jul 22, 2026

NOW: AI Partnerships And Margin Pressure Will Constrain Long Term Upside

ServiceNow, Inc.(NYSE:NOW) dropped from Russell Top 50 Index

New minor risk - Share price stability

ServiceNow Taps Cognizant AI Accelerator for Expanded Enterprise Workflow Management

ServiceNow (NOW): Trading at a 37% Discount to Its Own Historical Valuation While AI Monetization Accelerates

The Company Nobody Brags About

Aria Systems And ServiceNow Launch The World’s First Agentic BSS Solution For Communication Services Providers

ServiceNow Stock Gains Attention With New AI Partnerships and Enterprise Workflow Focus

NOW: AI Partnerships And Governance Platform Will Drive Long Term Upside

Deeper Research Dive: The Outline

ServiceNow Stock Jumps as AI Revenue Targets Climb Despite Margin Pressure and Investor Debate

Investor sentiment improves as stock rises 15%

NOW is an established SAAS positioned for accelerated growth over the next 5 years.

NOW: AI Partnerships And Workflow Automation Will Drive Future Upside

Independent Director recently sold US$1.5m worth of stock

ServiceNow's Revenue Set to Soar with 15.91% Growth

Investor sentiment improves as stock rises 19%

NOW: AI And Cloud Alliances Will Drive Future Upside

ServiceNow Introduces Ai Learning Guide And Simstudio Within Servicenow University

ServiceNow Eyes $30b Revenue Target as AI Push Drives Growth and Share Recovery

Consensus EPS estimates fall by 21%, revenue upgraded

NOW: AI Platform Adoption And Expanded Buybacks Will Drive Long Term Upside

First quarter 2026 earnings: EPS misses analyst expectations

ServiceNow, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 and Full Year Ending December 31, 2026

ServiceNow, Inc. Puts AI to Work Across the Manufacturing Value Chain, Helping Close the Gap Between the Factory Floor and Front Office

Price target decreased by 8.3% to US$169

NOW: AI Platform Expansion And Buybacks Will Drive Future Upside

Investor sentiment deteriorates as stock falls 19%

Servicenow Moves Beyond the Sidecar Ai Era, Giving Customers A Complete Ai-Native Experience Across All Products and Packages

ServiceNow, Inc., Annual General Meeting, May 21, 2026

KODIS Holdings Launches ONYX Supply Chain Orchestration System Using ServiceNow AI Platform

NOW: Expanded Buybacks And AI Partnerships Will Support Long Term Upside

NOW: AI Platform Adoption And Buybacks Will Drive Long Term Upside

Investor sentiment improves as stock rises 15%

ServiceNow Announces Powerful New Solutions to Deliver Mission-Critical Outcomes for Public Sector Through Trusted AI

ServiceNow, Inc. (NYSE:NOW) acquired Vecinity Israel Ltd. from Sorenson Capital, Ibex Investors LLC and Grand Ventures GP, LLC.

NOW: Future AI And Cybersecurity Expansion Will Drive Long Term Upside

ServiceNow Launches Autonomous Workforce That Think and Acts; Adds Moveworks to the ServiceNow AI Platform

Moveworks from ServiceNow Achieves FedRAMP Moderate Authorization to Provide Secure Conversational AI to Public Sector

NOW: AI Partnerships And Share Repurchases Will Drive Future Upside

ServiceNow, Inc. (NYSE:NOW) entered into an agreement to acquire Pyramid Analytics BV.

ServiceNow, Inc. Announces Executive Changes, Effective February 17, 2026

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

NOW: AI Partnership And Stock Split Will Support Long Term Upside

Price target decreased by 7.2% to US$195

Price target decreased by 7.9% to US$202

Full year 2025 earnings: Revenues and EPS in line with analyst expectations

ServiceNow, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2026 and Full Year Ending December 31, 2026

ServiceNow Enhances Global Partner Program to Accelerate AI Agent Innovation

NOW: AI And Security Deals Plus Stock Split Will Drive Upside

ServiceNow, Inc. to Report Q4, 2025 Results on Jan 28, 2026

ServiceNow, Inc. Announces Executive Changes

NOW: Shares Will Benefit From Stock Split And Expanding AI Partnerships

Consensus EPS estimates fall by 20%