ServiceNow, Inc.

Report azionario NYSE:NOW

Capitalizzazione di mercato: US$94.0b

ServiceNow Gestione

Criteri Gestione verificati 1/4

ServiceNow Il CEO è Bill McDermott, nominato in Nov2019, e ha un mandato di 6.5 anni. la retribuzione annua totale è $ 51.55M, composta da 2.9% di stipendio e 97.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.018% delle azioni della società, per un valore di $ 16.65M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 9.6 anni.

Informazioni chiave

Bill McDermott

Amministratore delegato

US$51.6m

Compenso totale

Percentuale dello stipendio del CEO2.94%
Mandato del CEO6.5yrs
Proprietà del CEO0.02%
Durata media del management1.8yrs
Durata media del Consiglio di amministrazione9.6yrs

Aggiornamenti recenti sulla gestione

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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Bill McDermott rispetto agli utili di ServiceNow?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$52mUS$2m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$38mUS$1m

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$38mUS$1m

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$400m

Dec 31 2022US$39mUS$1m

US$325m

Sep 30 2022n/an/a

US$201m

Jun 30 2022n/an/a

US$184m

Mar 31 2022n/an/a

US$223m

Dec 31 2021US$166mUS$1m

US$230m

Sep 30 2021n/an/a

US$221m

Jun 30 2021n/an/a

US$171m

Mar 31 2021n/an/a

US$153m

Dec 31 2020US$25mUS$1m

US$119m

Sep 30 2020n/an/a

US$701m

Jun 30 2020n/an/a

US$728m

Mar 31 2020n/an/a

US$676m

Dec 31 2019US$43mUS$129k

US$627m

Compensazione vs Mercato: La retribuzione totale di Bill ($USD 51.55M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.60M ).

Compensazione vs guadagni: La retribuzione di Bill è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Bill McDermott (63 yo)

6.5yrs
Mandato
US$51,550,957
Compensazione

Mr. William R. McDermott, also known as Bill, has been Chairman of ServiceNow, Inc. since October 2022. He serves as Independent Director at Zoom Communications Inc. (formerly known as Zoom Video Communica...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
William McDermott
Chairman & CEO6.5yrsUS$51.55m0.018%
$ 16.6m
Gina Mastantuono
President & CFO6.3yrsUS$18.47m0.0094%
$ 8.8m
Amit Zavery
President1.6yrsUS$25.76m0.0065%
$ 6.1m
Frederic Luddy
Founder & Directorno dataUS$364.03k0.075%
$ 70.1m
Jacqueline Canney
Chief People & AI Enablement Officer4.8yrsUS$11.88m0.0029%
$ 2.7m
Paul Fipps
President of Global Customer Operations1.1yrsUS$16.88m0.00078%
$ 733.3k
Hossein Nowbar
Presidentless than a yearNessun dato0.00021%
$ 197.4k
Danielle Fontaine
CAO & Corporate Controllerless than a yearNessun dato0.00083%
$ 780.3k
Pat Casey
CTO & Executive VP of Dev Opsno dataNessun datoNessun dato
Darren Yip
Head of Investor Relations6.3yrsNessun datoNessun dato
Bill Burtis
Senior VP and Chief Ethics & Compliance Officerless than a yearNessun datoNessun dato
Colin Fleming
Executive VP & Chief Marketing Officer2yrsNessun datoNessun dato
1.8yrs
Durata media
56yo
Età media

Gestione esperta: Il team dirigenziale di NOW non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
William McDermott
Chairman & CEO6.5yrsUS$51.55m0.018%
$ 16.6m
Frederic Luddy
Founder & Director21.9yrsUS$364.03k0.075%
$ 70.1m
Susan Bostrom
Lead Independent Director11.8yrsUS$439.03k0.0016%
$ 1.5m
Jonathan Chadwick
Independent Director9.6yrsUS$384.03k0.0015%
$ 1.5m
Anita Sands
Independent Director11.8yrsUS$399.03k0.0044%
$ 4.1m
Teresa Briggs
Independent Director7.2yrsUS$404.03k0.00075%
$ 705.1k
Paul Chamberlain
Independent Director9.6yrsUS$399.03k0.0043%
$ 4.1m
Lawrence Jackson
Independent Director5.6yrsUS$374.03k0%
$ 0
Joseph Quinlan
Independent Director4.8yrsUS$384.03k0.00064%
$ 601.7k
9.6yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NOW sono considerati esperti (durata media dell'incarico 9.6 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/03 06:30
Prezzo dell'azione a fine giornata2026/05/01 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. 40 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