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Author Program NEWCreate Narrative
NOW logo

ServiceNow, Inc. Stock Price

NYSE:NOW Community·US$138.8b Market Cap
  • 9 Narratives written by author
  • 8 Comments on narratives written by author
  • 1029 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NOW Share Price Performance

US$131.11
-53.60 (-29.02%)
​
US$170.00
Fair Value
US$131.11
-53.60 (-29.02%)
22.9% undervalued intrinsic discount
US$170.00
Fair Value
Price US$131.11
andrei9868 US$170.00
AnalystConsensusTarget US$141.86
John_Eric US$260.58
Sat, 15 Aug 26
Fair ValueUS$170.00
Share Pricen/a

NOW Community Narratives

AN
andrei9868
andrei9868's
Fair Value
·
Fair Value US$170 22.9% undervalued intrinsic discount

The Platform Turning Enterprise Chaos into Autonomous Workflows

10users have liked this narrative
3users have commented on this narrative
52users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$141.86 7.6% undervalued intrinsic discount

NOW: AI Partnerships And Workflow Expansion Will Drive Upside Momentum

4users have liked this narrative
0users have commented on this narrative
306users have followed this narrative
JO
John_Eric
John_Eric's
Fair Value
·
Fair Value US$260.58 49.7% undervalued intrinsic discount

The Company Nobody Brags About

10users have liked this narrative
2users have commented on this narrative
92users have followed this narrative
NOW logo
ServiceNow
15.4% undervalued intrinsic discount

NOW is an established SAAS positioned for accelerated growth over the next 5 years.

View narrative
AL
Alice3D
Updated 22 Jul
Read Narrative
NOW logo
ServiceNow
31.0% undervalued intrinsic discount

ServiceNow's 16% Revenue Growth Will Excite Future Investors

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WO
Womble
Womble
Published 1 Sep
Read Narrative
NOW logo
ServiceNow
49.7% undervalued intrinsic discount
Updated

The Company Nobody Brags About

View narrative
JO
John_Eric
Emerging Author
John_Eric
Updated 5 Sep
Read Narrative
NOW logo
ServiceNow
22.9% undervalued intrinsic discount

The Platform Turning Enterprise Chaos into Autonomous Workflows

View narrative
AN
andrei9868
Emerging Author
andrei9868
Published 15 Aug
Read Narrative
NOW logo
ServiceNow
11.4% undervalued intrinsic discount

ServiceNow's Revenue Set to Soar with 15.91% Growth

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IV
Emerging Author
Ivoed
Published 20 May
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NOW logo
ServiceNow
20.5% overvalued intrinsic discount

ServiceNow - A Fundamental and Historical Valuation

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AN
andre_santos
andre_santos
Published 16 Feb
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NOW logo
ServiceNow
59.9% overvalued intrinsic discount

AI Hybrid Model Will Shape Future Long-Term Usage

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
NOW logo
ServiceNow
7.6% undervalued intrinsic discount

NOW: AI Partnerships And Workflow Expansion Will Drive Upside Momentum

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 14 Jun
Read Narrative
NOW logo
ServiceNow
34.7% undervalued intrinsic discount

Agentic AI And Cloud Alliances Will Expand Enterprise Software

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AN
AnalystHighTarget
AnalystHighTarget
Updated 28 Apr
Read Narrative

Trending Discussion

TO
NOW logo

SN will never become an AI platform. It’s license costs are stupidly high and every sane CIO will run AI governance outside of ServiceNow.

1
|
0
MO
NOW logo

Lovely assessment and great job on the candid disclosure of the oversight.Would you also consider a buy at a lower price point ahead of the Q3 report? And what would that price point be?

0
|
0

Recently Updated Narratives

JO
John_Eric
NOW logo

The Castle Got Taller. Then We Found the Mortgage.

Fair Value: US$260.58 49.7% undervalued intrinsic discount
92 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
3 likesusers have liked this narrative
WO
Womble
NOW logo

ServiceNow's 16% Revenue Growth Will Excite Future Investors

Fair Value: US$190 31.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
andrei9868
NOW logo

The Platform Turning Enterprise Chaos into Autonomous Workflows

Fair Value: US$170 22.9% undervalued intrinsic discount
52 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Reasonable growth potential with adequate balance sheet.

0 Risks
3 Rewards
View Full Analysis

ServiceNow, Inc. Key Details

US$14.7b

Revenue

US$3.7b

Cost of Revenue

US$11.0b

Gross Profit

US$9.3b

Other Expenses

US$1.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.62
74.77%
11.34%
60.1%
View Full Analysis

About NOW

Founded
2004
Employees
29187
CEO
William McDermott
WebsiteView website
www.servicenow.com

ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Brazil, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products; customer service management product; field service management applications; and sales and order management services. It also offers human resources delivery; legal and contract operations; workplace service delivery products; app engine product; automation engine; platform privacy and security product; and source-to-pay operations. In addition, the company provides RaptorDB, a database built to manage workloads at scale; ServiceNow Impact that provides customers with software tools, guided plans, and AI-driven recommendations; customer support; and workflow data fabric. It serves government, financial services, healthcare and life science, manufacturing, Public Sector, retail, technology, and Telecom sectors through service providers and resale partners. The company has a strategic collaboration with Cohesity, Inc. to develop, operate, and safeguard autonomous AI agents and data with enterprise-grade reliability; and with ServiceNow to Advance Ai-Powered Solution for Mission-Critical Infrastructure Monitoring. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. ServiceNow, Inc. has a strategic alliance with Accenture for integrated risk management and third-party risk management solutions, and with Tech Mahindra to validate and deliver production-ready, industry-specific enterprise AI and automation solutions at scale. ServiceNow, Inc. was founded in 2004 and is headquartered in Santa Clara, California.

Recent NOW News & Updates

Seeking Alpha • 13h

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
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.

Recent updates

No updates

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