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Here's Why ServiceNow (NOW) Fell More Than Broader Market
ZACKS· 2024-12-26 23:55
In the latest market close, ServiceNow (NOW) reached $1,099.11, with a -0.58% movement compared to the previous day. The stock's change was less than the S&P 500's daily loss of 0.04%. Meanwhile, the Dow experienced a rise of 0.07%, and the technology-dominated Nasdaq saw a decrease of 0.05%.The maker of software that automates companies' technology operations's shares have seen an increase of 6.16% over the last month, surpassing the Computer and Technology sector's gain of 5.93% and the S&P 500's gain of ...
现在服务公司:深度绑定英伟达,多行业AI Agent持续导入
国信证券· 2024-12-25 12:32
专业服务:由公司独立提供或通过合作伙伴网络共同交付模式提供,包括流程设计、实施、配置、架构和 优化服务,2022-2024 年占公司总收入比重分别为 5%/5%/3%。目前公司下游客户积极布局 AI 技术,公司 与英伟达、埃森哲合作推出 AI 灯塔计划,基于各自专长为客户提供全面解决方案,有望打开公司专业服 务市场。我们预计 2024/2025/2026 年专业服务收入增速分别为 12%%/10%/10%,占公司总收入比重分别为 3%/3%/2%。 请务必阅读正文之后的免责声明及其项下所有内容 估值与投资建议 Cloudflare:提供全球范围的网络性能优化和安全服务,帮助企业提升网站速度、可靠性和安全性。其服 务通过全球分布的 CDN(内容分发网络)加速、DDoS 防护等功能,帮助企业将其网站内容缓存并分发到全 球的多个服务器节点,减少延迟并提高访问速度,广泛应用于中小型企业、大型公司以及各种在线平台。 请务必阅读正文之后的免责声明及其项下所有内容 估值的风险:我们选取了与公司业务相近的 SaaS 企业的相对估值指标进行比较,选取了可比公司 2025 年 平均 PS 做为相对估值的参考,同时考虑公司作为全球 ...
ServiceNow (NOW) is a Great Momentum Stock: Should You Buy?
ZACKS· 2024-12-13 18:01
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
ServiceNow Rises 60% in a Year: Will the Momentum Continue in 2025?
ZACKS· 2024-12-12 15:25
ServiceNow (NOW) shares have appreciated 60.3% in the trailing 12 months, outperforming the Zacks Computer & Technology sector and the Zacks Computers – IT Services industry’s returns of 34.7% and 20%, respectively.NOW’s expanding Generative AI (GenAI) portfolio, expanding clientele, and rich partner base have been driving top-line growth. A strong partner base, which includes Amazon (AMZN) , Microsoft (MSFT) and NVIDIA (NVDA) , is strengthening ServiceNow’s AI capabilities.ServiceNow shares are trading abo ...
Varonis Broadens Data Security Coverage to ServiceNow
GlobeNewswire News Room· 2024-12-12 14:00
NEW YORK, Dec. 12, 2024 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), today announced it extended its data security coverage to ServiceNow. The integration expands Varonis' coverage to continuously discover and classify critical data and resolve issues related to data risk and overexposure within ServiceNow. ServiceNow’s cloud IT Service Management platform handles business-critical data related to everything from IT operations to HR, making it a prime target for attackers. Additionally, the pla ...
Tech Mahindra Announces Integration with ServiceNow to Deliver GenAI-powered Enterprise Service Management Solutions
Prnewswire· 2024-12-12 09:30
PUNE, India and SEATTLE, Dec. 12, 2024 /PRNewswire/ -- Tech Mahindra (NSE: TECHM), a leading global provider of technology consulting and digital solutions to enterprises across industries, announced integration with ServiceNow to drive enterprises into the GenAI era with One E2E Platform, an end-to-end enterprise service management solution. The platform by Tech Mahindra will enable businesses to enhance operational efficiency and competitiveness by integrating GenAI capabilities into their business-critic ...
ServiceNow, Inc. (NOW) Barclays 22nd Annual Global Technology Conference (Transcript)
2024-12-11 22:18
ServiceNow, Inc. (NYSE:NOW) Barclays 22nd Annual Global Technology Conference Call December 11, 2024 3:10 PM ET Company Participants Gina Mastantuono - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Welcome to our next session. I see this year we do like more the buffet style, which basically means there's going to be more movement than in previous years, but I hope we still okay. Gina, thanks for joining me. Gina Mastantuono Thanks for having me. Question-and- ...
ServiceNow, Inc. (NOW) Wells Fargo 8th Annual TMT Summit Conference (Transcript)
2024-12-04 22:31
ServiceNow, Inc. (NYSE:NOW) Wells Fargo 8th Annual TMT Summit Conference December 4, 2024 3:00 PM ET Company Participants Gina Mastantuono - CFO Conference Call Participants Michael Turrin - Wells Fargo Securities Michael Turrin We are going to get started with. Let's become one of my favorite annual traditions post-Thanksgiving keynote with Gina Mastantuono, CFO, ServiceNow. Thank you for making time at the Wells Fargo TMT summit. I'm Michael Turrin the software analyst here, and looking forward to the con ...
ServiceNow, Inc. (NOW) UBS Global Technology and AI Conference
2024-12-04 01:18
ServiceNow, Inc. (NYSE:NOW) UBS Global Technology and AI Conference December 3, 2024 5:35 PM ET Corporate Participants Gina Mastantuono - Chief Financial Officer Conference Call Participants Karl Keirstead - UBS Karl Keirstead Okay, well thank you everybody. I joked when half an hour ago we had the CEO of Snowflake here that it was a packed room, that they must have done something right in their quarter. A little more packed now so you too must have done something well in your 3Q results. Gina? Gina Mastant ...
ServiceNow: Will the High-Flyer Finally Split in 2024?
MarketBeat· 2024-11-30 12:15
ServiceNow TodayNOWServiceNow$1,050.62 +9.22 (+0.89%) 52-Week Range$637.99▼$1,072.84P/E Ratio163.39Price Target$989.07Add to WatchlistServiceNow NYSE: NOW  has seen its stock price make a remarkable recovery since its pandemic low, surging by over 280%. This upward trajectory has continued in 2024, with the company's shares gaining an impressive 57% over the past year. With ServiceNow’s stock price hovering around $1,050 per share, whispers of a potential stock split are circulating among investors and Ser ...