ServiceNow, Inc.

Report azionario NYSE:NOW

Capitalizzazione di mercato: US$107.4b

ServiceNow Crescita futura

Criteri Future verificati 4/6

ServiceNow prevede che gli utili e i ricavi cresceranno rispettivamente di 23.4% e 15.2% all'anno. Si prevede che l'EPS crescerà di 23% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.7% in 3 anni.

Informazioni chiave

23.4%

Tasso di crescita degli utili

22.99%

Tasso di crescita dell'EPS

Software crescita degli utili20.4%
Tasso di crescita dei ricavi15.2%
Rendimento futuro del capitale proprio17.69%
Copertura analitica

Good

Ultimo aggiornamento15 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Seeking Alpha • Jun 03

May AI Kill SaaS--But It Will Supercharge ServiceNow's Growth

Summary ServiceNow (NOW) remains a BUY as AI adoption accelerates, driving both revenue growth and profitability beyond seat-based models. NOW's hybrid pricing—combining seat- and usage-based models—enables upselling and breaks the traditional revenue floor, with 50% of new deals now non-seat-based. AI business momentum is strong: Now Assist spending over $1M grew 130% YoY, and full-year 2026 revenue guidance was raised to $15.7B (+21% YoY). Despite valuation premiums over Salesforce (CRM), NOW's sticky products, high renewal rates, and robust AI-driven growth position it as a SaaS winner. Read the full article on Seeking Alpha
Nuova narrazione • 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?
Aggiornamento della narrazione • 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 narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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...
Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

NYSE:NOW - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202822,7964,0018,4339,42127
12/31/202719,2012,9156,8957,76344
12/31/202616,1972,0685,6676,35244
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di NOW ( 23.4% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di NOW ( 23.4% all'anno) cresceranno più rapidamente del mercato US ( 18.5% 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 ( 15.2% all'anno) crescerà più rapidamente del mercato US ( 12.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di NOW ( 15.2% 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 ( 17.7 %).

Scoprire le aziende in crescita

7D

1Y

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1Y

7D

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/16 23:10
Prezzo dell'azione a fine giornata2026/06/16 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e 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 66 analisti. 44 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.

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