How ServiceNow’s (NOW) New Zurich AI Platform Release Could Shape Its Long-Term Investment Narrative

• ServiceNow recently launched its Zurich platform release, introducing advanced capabilities for multi-agent AI development, enhanced enterprise security, and AI-driven workflow automation across industries.
• Expanded partnerships, such as the collaboration with Genesys on agentic AI, highlight ServiceNow’s push to unify customer experience and operations through intelligent, interoperable enterprise tools.
• We’ll explore how these advances in enterprise AI security and cross-platform integration may influence ServiceNow’s longer-term investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

ServiceNow Investment Narrative Recap

To be a ServiceNow shareholder, you must believe in the company’s ability to deliver AI-driven enterprise transformation at scale while managing the complexity of integrating advanced security into workflows. The Zurich platform release strengthens this vision, but the biggest short-term catalyst, broad customer adoption of new AI tools, remains tied to ongoing execution and competitive dynamics. The main risk continues to be execution in expanding CRM and industry workflows, and this news does not materially change the near-term risk profile.

The announcement of Genesys expanding its partnership with ServiceNow is especially relevant, showcasing how Zurich’s cross-platform AI capabilities could unlock new levels of customer self-service and operational efficiency. It also highlights how ServiceNow’s ability to integrate with leading platforms may drive broader AI adoption, which acts as a catalyst for the company’s longer-term growth story.

But while these innovations are promising, investors should be aware that execution risk in competitive enterprise workflows...

Read the full narrative on ServiceNow (it's free!)

ServiceNow's narrative projects $20.3 billion revenue and $3.3 billion earnings by 2028. This requires 18.9% yearly revenue growth and a $1.6 billion earnings increase from $1.7 billion today.

Uncover how ServiceNow's forecasts yield a $1143 fair value, a 23% upside to its current price.

Exploring Other Perspectives

Contrast this with the lowest analyst forecasts, which were expecting US$17,800,000,000 revenue by 2028 and anticipate near-term uncertainty from hybrid pricing. These more pessimistic views remind you that opinions about ServiceNow’s growth can differ widely, so it’s valuable to explore several perspectives before making up your mind.

Explore 16 other fair value estimates on ServiceNow - why the stock might be worth 40% less than the current price!

Build Your Own ServiceNow Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ServiceNow research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free ServiceNow research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ServiceNow's overall financial health at a glance.

Curious About Other Options?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• Rare earth metals are the new gold rush. Find out which 28 stocks are leading the charge.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com