NOW
ServiceNow, Inc.

ServiceNow, Inc.NOW

Technology · Software - Application
137.00USD
-0.49%
Sep 23, 2026
NOW overview ready
Enterprise Workflow Platform Embedding Governed AI Assistants Across Operations
ServiceNow is an enterprise workflow-platform enabler that is embedding AI assistants and autonomous agents into IT, employee, customer, security, risk, and operations workflows.
Narrative is still early
Exposed to the Enterprise Agentic AI Adoption narrative through Governed AI Workflow Orchestration — enabling supplier.
Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of constructive pullback.
Demanding valuation
The price embeds expectations that run ahead of what comparable businesses command.
Unremarkable fundamentals
Primary risk
Intense competition from other enterprise software providers.
Market Sep 22Filing Jun 30Price action Sep 22Research Aug 4

Conviction Level

NarrativeHeat7.8ThemeHeat7.4PriceAction8.9Valuation2.9CompanyPosition9.3
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of constructive pullback.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$141.7B
Avg Volume (60D)
19.4M
60 sessions
Revenue Growth YoY
+20.9%
FY2025 vs FY2024
Gross Margin
+74.8%
Trailing twelve months
Operating Margin
+11.4%
Trailing twelve months
Free Cash Flow Yield
+3.2%
Distance from 200DMA
+17.0%
Next Earnings
2026-10-28
P/E
84.8x
EV / EBITDA
51.8x
EV / Sales
9.7x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; intrinsic is the dissenting view.
ServiceNow, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of what comparable businesses command. It trades at a 3.2% free-cash-flow yield and 51.8x EBITDA, which require sustained delivery to be justified.

What changed

  • AI Alliances And Raised Targets Could Be A Game Changer For ServiceNow (NOW)
    Dated 2026-09-22.
    2026-09-22 · source
  • Adobe Pulls Back, Then Recovers as CEO Handoff Meets Soft Q4 Outlook; Intuit and ServiceNow Hold Steady
    Dated 2026-09-11.
    2026-09-11 · source
  • NOW rose 10.0% in one session
    NOW closed +10.0% while the broad market was close to flat (+0.7%).
    2026-08-27
  • Intuit Sinks 12% as AI Disruption Fears Spread From TurboTax to QuickBooks, Adobe and ServiceNow Drop 3%
    Dated 2026-08-26.
    2026-08-26 · source

Company Research

Thesis
ServiceNow is an enterprise workflow-platform enabler that is embedding AI assistants and autonomous agents into IT, employee, customer, security, risk, and operations workflows. NOW has a real, direct exposure to the emerging enterprise-agentic-AI spend cycle, rather than merely generic AI adjacency.
Opportunity
Moderate opportunity
Enterprise adoption of AI agents that can execute multi-step business work across systems, with workflow controls, identity permissions, data context, auditability, and human oversight.
Key risk
Intense competition from other enterprise software providers.

Narrative & Theme

Enterprise Agentic AI Adoption
Part of Governed AI Workflow Orchestration, with moderate fit.
NOW has a real, direct exposure to the emerging enterprise-agentic-AI spend cycle, rather than merely generic AI adjacency.
Narrative HeatHeating up7.8 / 10
Theme HeatHeating up7.4 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application
What they do

ServiceNow provides cloud-based digital workflow solutions that help organizations automate and manage IT, customer service, security, and other enterprise operations globally.

How it earns

The company primarily generates revenue through subscription-based licensing of its cloud software products.

Products & services
IT service management
Security operations
Customer service management
Field service management
Asset management
Integrated risk management
Human resources delivery
Legal and contract operations
Strategic portfolio management
Customers & end markets
Large enterprises including Fortune 2000 companies
Organizations across North America, EMEA, Asia Pacific, Brazil, and internationally
Market position

ServiceNow is a market leader in cloud-based enterprise workflow software.

Demand drivers
Low cyclicality

Demand for digital workflow automation is relatively stable and driven by ongoing enterprise IT modernization.