ServiceNow Gestione
Criteri Gestione verificati 2/4
ServiceNow Il CEO è Bill McDermott, nominato in Nov2019, e ha un mandato di 6.58 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 0.019% delle azioni della società, per un valore di $ 18.59M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 7.3 anni.
Informazioni chiave
Bill McDermott
Amministratore delegato
US$51.6m
Compenso totale
| Percentuale dello stipendio del CEO | 2.94% |
| Mandato del CEO | 6.6yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 7.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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
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.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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$52m | US$2m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$38m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$38m | US$1m | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$400m |
| Dec 31 2022 | US$39m | US$1m | US$325m |
| Sep 30 2022 | n/a | n/a | US$201m |
| Jun 30 2022 | n/a | n/a | US$184m |
| Mar 31 2022 | n/a | n/a | US$223m |
| Dec 31 2021 | US$166m | US$1m | US$230m |
| Sep 30 2021 | n/a | n/a | US$221m |
| Jun 30 2021 | n/a | n/a | US$171m |
| Mar 31 2021 | n/a | n/a | US$153m |
| Dec 31 2020 | US$25m | US$1m | US$119m |
| Sep 30 2020 | n/a | n/a | US$701m |
| Jun 30 2020 | n/a | n/a | US$728m |
| Mar 31 2020 | n/a | n/a | US$676m |
| Dec 31 2019 | US$43m | US$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 14.67M ).
Compensazione vs guadagni: La retribuzione di Bill è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Bill McDermott (64 yo)
6.6yrs
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
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 6.6yrs | US$51.55m | 0.019% $ 18.6m | |
| President & CFO | 6.4yrs | US$18.47m | 0.010% $ 9.8m | |
| President | 1.6yrs | US$25.76m | 0.0074% $ 7.3m | |
| Founder & Director | no data | US$364.03k | 0.075% $ 73.2m | |
| Chief People & AI Enablement Officer | 4.9yrs | US$11.88m | 0.0033% $ 3.2m | |
| President of Global Customer Operations | 1.2yrs | US$16.88m | 0.0012% $ 1.1m | |
| President | less than a year | Nessun dato | 0.00051% $ 499.9k | |
| CAO & Corporate Controller | less than a year | Nessun dato | 0.00094% $ 921.3k | |
| CTO & Executive VP of Dev Ops | no data | Nessun dato | Nessun dato | |
| Head of Investor Relations | 6.4yrs | Nessun dato | Nessun dato | |
| Senior VP and Chief Ethics & Compliance Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Innovation Officer | 15.4yrs | Nessun dato | Nessun dato |
3.3yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di NOW è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 6.6yrs | US$51.55m | 0.019% $ 18.6m | |
| Founder & Director | 22yrs | US$364.03k | 0.075% $ 73.2m | |
| Lead Independent Director | 11.9yrs | US$439.03k | 0.0018% $ 1.8m | |
| Independent Director | 11.9yrs | US$399.03k | 0.0029% $ 2.9m | |
| Independent Director | 7.3yrs | US$404.03k | 0.00075% $ 735.1k | |
| Non-Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 9.7yrs | US$399.03k | 0.0044% $ 4.3m | |
| Independent Director | 5.7yrs | US$374.03k | 0.00016% $ 156.8k | |
| Independent Director | 4.9yrs | US$384.03k | 0.00080% $ 784.1k |
7.3yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NOW sono considerati esperti (durata media dell'incarico 7.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/21 01:05 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| 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 |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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.
| Analista | Istituzione |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |