ServiceNow, Inc.

NYSE:NOW 株式レポート

時価総額：US$140.1b

ServiceNow 将来の成長

Future 基準チェック /46

ServiceNow利益と収益がそれぞれ年間25.5%と16%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.1% 25.6%なると予測されています。

主要情報

25.5%

収益成長率

25.63%

EPS成長率

Software 収益成長20.7%
収益成長率16.0%
将来の株主資本利益率17.13%
アナリストカバレッジ

Good

最終更新日18 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 17

NOW: AI Agent Surge Will Still Face Long Term Margin Pressure

Analysts have raised their fair value estimate for ServiceNow from about $82.00 to roughly $84.40, citing updated views on revenue growth, profit margins, and future P/E assumptions that feed into a slightly higher long term price framework. What's in the News for ServiceNow ServiceNow CEO Bill McDermott highlighted strong AI driven growth, with AI agents reportedly resolving about 80% of service requests.
Seeking Alpha • Sep 09

ServiceNow: A Gem Beating The SaaSpocalypse Narrative

Summary ServiceNow remains a Strong Buy, driven by robust AI integration, a resilient business model, and reaffirmed 2030 targets. NOW expects AI to grow from 9.5% to 30% of revenue by 2030, supporting management’s $30–32B subscription revenue target. Gross margins are projected to stay above 80% as AI adoption scales, with operating and FCF margin expansion anticipated in 2027. Despite premium valuation, NOW’s superior revenue and EBITDA growth, expanding ecosystem, and durable pricing power justify its multiple. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 05

The Castle Got Taller. Then We Found the Mortgage.

ServiceNow rose nearly 40% while my valuation stood still. Then a routine inspection uncovered $7.5 billion of debt, a stale balance-sheet assumption, and a useful reminder: sometimes the most important part of a castle is what lies beneath it.
ナラティブ更新 • Sep 03

NOW: AI Platform Momentum Will Still Face Long Term Margin Constraints

Analysts have lowered their fair value estimate for ServiceNow to about $82 from roughly $85, citing updated assumptions for the stock's discount rate, revenue growth, profit margin, and future P/E. What's in the News for ServiceNow ServiceNow and Tech Mahindra expanded a multi year partnership to help enterprises move AI projects from pilots into production, including a dedicated AI and Innovation Center of Excellence and a Client Zero program using Tech Mahindra's own large scale deployment as a reference.
新しいナラティブ • Sep 01

ServiceNow's 16% Revenue Growth Will Excite Future Investors

Investment thesis: ServiceNow is a leading enterprise workflow and cloud-software company benefiting from digital transformation, automation and the adoption of enterprise artificial intelligence. The thesis depends on maintaining strong subscription growth, expanding AI-related products, preserving high recurring revenue and improving profitability as the platform scales.
ナラティブ更新 • Aug 19

NOW: AI Seat Compression And Margin Pressure Will Restrain Long Term Upside

Analysts raised their fair value estimate for ServiceNow to $84.88 from $82.13, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for ServiceNow ServiceNow launched six integrated Autonomous Security solutions as part of its Shift Zero initiative, targeting exposure management, vulnerability detection, cyber physical security, identity and access security, incident response, and compliance.
新しいナラティブ • Aug 15

The Platform Turning Enterprise Chaos into Autonomous Workflows

The market is underestimating the value of the workflow layer in enterprise AI. AI models are becoming increasingly commoditized.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • Jun 21

The Company Nobody Brags About

There is an old saying on Wall Street: The best businesses are often boring until you understand them. Nobody attends a cocktail party hoping to discuss enterprise workflow automation.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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?
ナラティブ更新 • 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.
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).
ナラティブ更新 • 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.

業績と収益の成長予測

NYSE:NOW - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202822,8693,5638,5759,33433
12/31/202719,2612,5797,0097,72046
12/31/202616,2191,7395,6516,23944
6/30/202614,7321,6704,5715,308N/A
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
3/31/20203,718676N/A1,367N/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

アナリストによる今後の成長予測

収入対貯蓄率: NOWの予測収益成長率 (年間25.5% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: NOWの収益 ( 25.5% ) はUS市場 ( 17.4% ) よりも速いペースで成長すると予測されています。

高成長収益: NOWの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: NOWの収益 ( 16% ) US市場 ( 13.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: NOWの収益 ( 16% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: NOWの 自己資本利益率 は、3年後には低くなると予測されています ( 17.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/20 01:43
終値2026/09/18 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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. 46 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。72

アナリスト機関
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
Robert OliverBaird