What ServiceNow (NOW)'s Zurich AI Platform Launch and New Partnerships Mean For Shareholders

• Earlier this month, ServiceNow unveiled its Zurich platform, introducing enhanced enterprise security features, natural language-based developer tools, and improved support for autonomous and agentic AI workflows, while announcing several new global integrations and partnerships across risk management, customer experience, and digital transformation.
• The Zurich launch and a series of integrations, including new partnerships with Genesys and PlexTrac, highlight ServiceNow’s accelerating AI momentum and broadened platform adoption in critical enterprise sectors.
• We’ll explore how ServiceNow’s AI and workflow enhancements, as evidenced by the Zurich release, impact its investment narrative and growth outlook.

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ServiceNow Investment Narrative Recap

To be a ServiceNow shareholder today, you need to believe in the company's ability to lead enterprise AI adoption and workflow digitalization, leveraging industry partnerships and new platform releases like Zurich to expand its reach. While Zurich and recent AI-focused integrations drive the narrative forward, they do not materially shift the short-term catalyst, which remains the company’s ability to win large enterprise and public sector deals. The biggest risk continues to be execution in new competitive arenas, especially as AI solutions evolve rapidly and integration challenges persist.

The PlexTrac integration stands out as especially relevant, highlighting how ServiceNow’s workflow ecosystem is being deepened for enterprise clients through risk management and exposure tracking enhancements. This kind of partnership plays directly to the identified catalyst of expanding platform usage and capturing higher-value deals, but also heightens the execution risk by relying on seamless integration and broad adoption within key sectors.

However, investors should also be aware that...

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 19% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts expect ServiceNow’s revenue to grow by 22.8 percent annually, projecting US$20.3 billion by 2028. These views reflect high confidence in agentic AI adoption, but they do not fully consider emerging risks such as the cost pressures of new pricing models. Remember, estimates differ widely and fresh developments like the Zurich launch could shift analyst expectations in either direction. Consider how your view compares to these ambitious forecasts.

Explore 17 other fair value estimates on ServiceNow - why the stock might be worth 42% 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 2 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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