The Bull Case For ServiceNow (NOW) Could Change Following New AI Partner Integrations and Product Launches

• In recent days, ServiceNow's partners, including Apar Technologies and DXC, announced new investments and product launches leveraging ServiceNow’s AI and workflow platforms across insurance and enterprise sectors.
• The rapid integration of ServiceNow with Telnyx Voice AI and other enterprise platforms highlights ServiceNow’s expanding practical applications and influence in automated enterprise workflows.
• We'll examine how these new partner-driven AI integrations and industry product launches shape ServiceNow's outlook in enterprise automation and growth.

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ServiceNow Investment Narrative Recap

To be a ServiceNow shareholder, you need confidence in its ability to innovate in AI and enterprise automation, delivering consistent profit and revenue growth even as market competition and technological change accelerate. The recent announcements of partner-led AI deployments and integrations support these growth drivers, but do not materially shift the short-term catalyst: execution in AI-driven industry workflows. The primary risk remains execution challenges and competitive pressure in rapidly evolving CRM and workflow markets.

Among the recent news, the launch of DXC’s Assure Smart Apps for insurance, built with ServiceNow’s workflow technology, directly showcases the company’s momentum in expanding practical, value-generating deployments within industry verticals, highlighting partner confidence in ServiceNow as an enterprise automation leader. This sort of partner traction ties back to the core catalyst of AI-driven monetization in new enterprise segments.

By contrast, investors should be aware that amid optimism about partner momentum, there’s still heightened risk if ServiceNow cannot maintain or accelerate its integration pace with new technologies and workflows...

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

ServiceNow's outlook anticipates $20.3 billion in revenue and $3.3 billion in earnings by 2028. This projection is based on an annual revenue growth rate of 18.9% and an increase in earnings of $1.6 billion from the current $1.7 billion.

Uncover how ServiceNow's forecasts yield a $1143 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts expect ServiceNow’s revenue to reach US$20,300,000,000 by 2028, assuming faster AI adoption and aggressive enterprise expansion. Their forecasts highlight the potential of agentic AI and hybrid pricing, but also acknowledge that execution risk in consumption-based models and heavy AI investment could present bigger obstacles than the consensus narrative suggests. Your view of the latest AI integration news may shift once you compare these perspectives.

Explore 18 other fair value estimates on ServiceNow - why the stock might be worth as much as 38% more 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.

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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.

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