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ServiceNow Inc (NOW)
NYSE:NOW
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ServiceNow (NOW) Price & Analysis

15,933 Followers

NOW Stock Chart & Stats

$96.66
-$4.88(-0.46%)
At close: 4:00 PM EST
$96.66
-$4.88(-0.46%)

Bulls Say, Bears Say

Bulls Say
Cash Generation And ProfitabilitySustained high operating and free cash flow provides durable internal funding for R&D, inorganic investments, and shareholder returns. Strong cash conversion (FCF to net income ~0.84) underpins financial flexibility and reduces reliance on external capital, supporting multi-year product and scale investments.
Enterprise Demand And Contract VisibilityLarge and growing RPO, plus expanding current RPO, signals durable enterprise demand and multi-year revenue visibility. High remaining obligations and increasing large deals (> $5M) reflect strong upsell/cross-sell dynamics and sticky customer relationships that stabilize revenue over the medium term.
AI Product TractionMaterial upward revision to AI revenue expectations indicates rapid commercial adoption of AI-native products. If sustained, Assist-related revenue growth can expand product stickiness, increase average customer spend, and create a multi-year incremental revenue stream aligned with structural market demand for enterprise AI.
Bears Say
Growth DecelerationA pronounced slowdown in top-line growth reduces operating leverage and the pace at which scale economies can offset cost inflation. Slower revenue expansion makes it harder to sustain prior margin expansion, raises execution pressure to find new growth vectors, and lengthens the timeline to justify elevated investment.
Integration And Margin Headwinds From ArmisNear-term margin and cash-flow drags from Armis integration will compress profitability metrics and slow free cash flow margin recovery. Integration costs and contractual recognition limits can defer contribution to recurring revenue and lengthen payback periods on the acquisition, pressuring margins into 2027.
Potential Dilution From Expanded Equity PlanA sizable increase in share reserve supports retention but raises potential long-term dilution risks to per-share metrics and returns, especially if equity is used for acquisitions or broad compensation. Over time this can temper EPS and FCF per-share accretion absent offsetting operating or buyback actions.

ServiceNow News

NOW FAQ

What was ServiceNow Inc’s price range in the past 12 months?
ServiceNow Inc lowest stock price was $81.24 and its highest was $211.48 in the past 12 months.
    What is ServiceNow Inc’s market cap?
    ServiceNow Inc’s market cap is $109.65B.
      When is ServiceNow Inc’s upcoming earnings report date?
      ServiceNow Inc’s upcoming earnings report date is Jul 22, 2026 which is in 17 days.
        How were ServiceNow Inc’s earnings last quarter?
        ServiceNow Inc released its earnings results on Apr 22, 2026. The company reported $0.97 earnings per share for the quarter, the consensus estimate of $0.97 by $0.
          Is ServiceNow Inc overvalued?
          According to Wall Street analysts ServiceNow Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does ServiceNow Inc pay dividends?
            ServiceNow Inc does not currently pay dividends.
            What is ServiceNow Inc’s EPS estimate?
            ServiceNow Inc’s EPS estimate is 0.86.
              How many shares outstanding does ServiceNow Inc have?
              ServiceNow Inc has 1,031,308,000 shares outstanding.
                What happened to ServiceNow Inc’s price movement after its last earnings report?
                ServiceNow Inc reported an EPS of $0.97 in its last earnings report, expectations of $0.97. Following the earnings report the stock price went down -17.745%.
                  Which hedge fund is a major shareholder of ServiceNow Inc?
                  Currently, no hedge funds are holding shares in NOW
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    ServiceNow Inc

                    ServiceNow, Inc. specializes in delivering cloud-based solutions designed to streamline and automate critical business services for organizations across the globe. Its flagship "Now Platform" serves as the foundation, leveraging technologies such as workflow automation, artificial intelligence (AI), machine learning (ML), and robotic process automation (RPA). This platform also incorporates robust features like performance analytics, electronic service catalogs, configuration management systems, data benchmarking, encryption capabilities, and various collaboration and development tools. ServiceNow offers a comprehensive suite of applications built on this platform, catering to diverse enterprise needs. Key offerings include IT Service Management (ITSM), which streamlines support for employees, customers, and partners; IT Business Management (ITBM); IT Operations Management (ITOM), designed to integrate and manage both physical and cloud-based IT infrastructure; and IT Asset Management (ITAM) for automating asset lifecycles. Its Security Operations solution facilitates seamless integration between internal systems and third-party security tools. Beyond IT, the company provides solutions for Governance, Risk, and Compliance (GRC) to enhance organizational resilience, along with tools for Human Resources, Legal, and general workplace service delivery, including dedicated safe workplace applications. Other specialized applications cover Customer Service Management (CSM) and Field Service Management (FSM). To further extend functionality, ServiceNow offers App Engine for custom development and IntegrationHub to connect workflows across various applications. The company also provides a range of professional services, industry-specific solutions, and comprehensive customer support. ServiceNow's diverse client base spans critical sectors such as government, financial services, healthcare, telecommunications, manufacturing, and education, alongside various IT services, technology, oil and gas, and consumer product industries. The company reaches these customers through a combination of its direct sales force and a network of resale partners. Notably, a strategic alliance with Celonis assists clients in pinpointing and prioritizing business processes ripe for automation. Established in 2004 and headquartered in Santa Clara, California, the company originally operated as Service-now.com before rebranding to ServiceNow, Inc. in May 2012.

                    ServiceNow (NOW) Earnings & Revenues

                    NOW Company Deck

                    NOW Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call portrayed strong execution: ServiceNow beat Q1 targets across subscription revenue, RPO, operating margin and free cash flow, reported robust large‑deal activity and rapid adoption of AI products (Now Assist, Employee Works, AI Control Tower) with upward revision to AI expectations (from $1B to ~$1.5B). Management closed Armis early and raised 2026 subscription revenue midpoint by $205M (125 bps contribution), while highlighting continued focus on margin expansion, SBC reductions and share buybacks. Key challenges were timing delays from Middle East on‑prem deals (~75 bps Q1 headwind), near‑term margin impacts from Armis integration (modest bps headwinds), and investor questions about inorganic vs. organic contribution/timing that led to a negative market reaction after hours. Overall the positives — strong beats, accelerating AI traction, large‑deal momentum, high renewal rates and cash returns — outweigh the limited timing and integration headwinds.View all NOW earnings summaries

                    NOW Revenue Breakdown

                    97.03%97.03%2.97%
                    97.03% Subscription
                    2.97% Professional services and other
                    tipranks

                    NOW Stock 12 Month Forecast

                    Average Price Target

                    $140.53
                    ▲(45.39% Upside)
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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":104.04,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 66,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":91.16,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 82,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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                    Ownership Overview

                    0.14%18.00%0.20%54.59%
                    0.20% Other Institutional Investors
                    54.59% Public Companies and Individual Investors
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