ServiceNow（NOW）株式概要
ServiceNow, Inc.は、北米、ヨーロッパ、中東・アフリカ、アジア太平洋地域、および国際的なデジタルワークフローのためのクラウドベースのソリューションを提供しています。 詳細
NOW Community Fair Values
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ServiceNow, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$108.73 |
| 52週高値 | US$211.48 |
| 52週安値 | US$81.24 |
| ベータ | 0.82 |
| 1ヶ月の変化 | 20.16% |
| 3ヶ月変化 | 0.67% |
| 1年変化 | -46.45% |
| 3年間の変化 | 0.13% |
| 5年間の変化 | 18.39% |
| IPOからの変化 | 2,109.96% |
最新ニュース
Seeking Alpha • May 25
ServiceNow: The Turnaround Opportunity Is Looking Very Enticing
Summary I'm keeping ServiceNow firmly as a Buy, with valuation multiples near decade lows and significant pessimism already priced in. NOW’s AI revenue remains nascent, and management targets $30B+ subscription revenue by 2030, implying a 20%+ CAGR. The company positions itself as the orchestration layer for enterprise AI, leveraging a hybrid per-seat and consumption-based pricing model. Execution risk persists, but strong platform expansion and constructive risk-reward favor medium-term investors willing to hold through volatility. If this orchestration layer opportunity pans out, the re-rating potential could be substantive. Read the full article on Seeking Alpha
新しいナラティブ • 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.
ナラティブの更新 • 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).Recent updates
Seeking Alpha • May 25
ServiceNow: The Turnaround Opportunity Is Looking Very Enticing
Summary I'm keeping ServiceNow firmly as a Buy, with valuation multiples near decade lows and significant pessimism already priced in. NOW’s AI revenue remains nascent, and management targets $30B+ subscription revenue by 2030, implying a 20%+ CAGR. The company positions itself as the orchestration layer for enterprise AI, leveraging a hybrid per-seat and consumption-based pricing model. Execution risk persists, but strong platform expansion and constructive risk-reward favor medium-term investors willing to hold through volatility. If this orchestration layer opportunity pans out, the re-rating potential could be substantive. Read the full article on Seeking Alpha新しいナラティブ • 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.ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • 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).
新しいナラティブ • Apr 11
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.ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...Seeking Alpha • Apr 24
ServiceNow: Great Quarter, Even Greater Guidance
Summary ServiceNow reaffirmed its 20% topline growth guidance, despite a minor shift in U.S. federal deals, maintaining investor confidence. The stock is attractively priced at 41x forward free cash flow, supported by strong financials and a $5.1 billion net cash position. ServiceNow's AI tools and new products like RaptorDB and CRM expansions are driving significant growth and high customer demand. Key risks include potential tariff impacts, rising inflation affecting growth stock multiples, and timing issues with U.S. federal deals. Read the full article on Seeking Alpha株主還元
| NOW | US Software | US 市場 | |
|---|---|---|---|
| 7D | 9.1% | -1.0% | 1.3% |
| 1Y | -46.5% | -9.4% | 27.7% |
業界別リターン: NOW過去 1 年間で-9.4 % の収益を上げたUS Software業界を下回りました。
リターン対市場: NOWは、過去 1 年間で27.7 % のリターンを上げたUS市場を下回りました。
価格変動
| NOW volatility | |
|---|---|
| NOW Average Weekly Movement | 9.3% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: NOW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NOWの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 29,187 | Bill McDermott | www.servicenow.com |
は、北米、欧州、中東・アフリカ、アジア太平洋地域、および国際的なデジタルワークフローのためのクラウドベースのソリューションを提供しています。同社は、資産管理、統合リスク管理、ITサービス管理、運用技術管理、セキュリティ運用、戦略的ポートフォリオ管理、IT運用管理製品、顧客サービス管理製品、フィールドサービス管理アプリケーション、販売・注文管理サービスを提供している。また、人事デリバリー、法務・契約業務、ワークプレイスサービスデリバリー製品、アプリエンジン製品、自動化エンジン、プラットフォームプライバシー・セキュリティ製品、ソース・ツー・ペイ業務も提供している。さらに、ワークロードを大規模に管理するために構築されたデータベース「RaptorDB」、ソフトウェアツール、ガイド付きプラン、AI主導の推奨を顧客に提供する「ServiceNow Impact」、カスタマーサポート、ワークフローデータファブリックも提供している。サービスプロバイダーや再販パートナーを通じて、政府機関、金融サービス、ヘルスケア・ライフサイエンス、製造業、公共部門、小売業、テクノロジー、電気通信の各分野にサービスを提供している。同社はCohesity, Inc.と戦略的提携を結び、エンタープライズグレードの信頼性を備えた自律型AIエージェントとデータの開発、運用、保護を行っている。同社は以前はService-now.comとして知られ、2012年5月にServiceNow, Inc.に社名を変更した。は2004年に設立され、カリフォルニア州サンタクララに本社を置いている。
ServiceNow, Inc. 基礎のまとめ
| NOW 基礎統計学 | |
|---|---|
| 時価総額 | US$105.32b |
| 収益（TTM） | US$1.76b |
| 売上高(TTM) | US$13.96b |
63.8x
PER（株価収益率8.0x
P/SレシオNOW は割高か？
公正価値と評価分析を参照収益と収入
| NOW 損益計算書（TTM） | |
|---|---|
| 収益 | US$13.96b |
| 売上原価 | US$3.27b |
| 売上総利益 | US$10.69b |
| その他の費用 | US$8.93b |
| 収益 | US$1.76b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.70 |
| グロス・マージン | 76.56% |
| 純利益率 | 12.59% |
| 有利子負債／自己資本比率 | 12.7% |
NOW の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/28 22:16 |
| 終値 | 2026/05/28 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ServiceNow, Inc. 42 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。67
| アナリスト | 機関 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |