Core Viewpoint - ServiceNow, Inc. (NYSE:NOW) is identified as a leading AI stock with strong growth potential, despite facing some challenges in 2025 [1][2]. Group 1: Company Performance and Growth - Jefferies analysts have recognized ServiceNow as a company that is effectively leveraging AI for business growth, highlighting its readiness to recover from potential slowdowns [2][3]. - The anticipated return to strong growth is expected to be driven by a mature set of AI tools, new product launches, stable spending from the US federal government, and effective management [2][3]. Group 2: Market Reactions and Analyst Opinions - Stifel has adjusted its price target for ServiceNow from $1,150 to $230, attributing this change to a technical adjustment related to a stock split, while maintaining their overall outlook for the company [4]. - The EPS estimates were updated to reflect the new share count post-split, indicating that the underlying fundamentals of the company remain unchanged [4]. Group 3: Company Overview - ServiceNow is a software company specializing in digital workflow and enterprise automation solutions, integrating generative AI to enhance productivity and improve user experiences [5].

ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer offered insights on. Highlighting its recent stock split, a caller asked if Cramer likes the stock at the current levels. He replied: “Well, the problem is that it is a software company and the software companies are being eaten by the hardware, some would say. It still has a high price-to-earnings multiple. I was surprised the stock gave up so many points on Friday. I thought it would bounce back today, and it really didn’t. I think that at 42 t ...

ServiceNow, Inc. (NYSE:NOW) is one of the best strong buy stocks to invest in right now. On December 30, Canaccord Genuity reaffirmed a bullish stance on ServiceNow, Inc. (NYSE:NOW), giving the stock a Buy rating with a price target of $224.00. ServiceNow, Inc. (NOW) Is Competing With The Rise Of AI, Says Jim Cramer In a separate development, ServiceNow, Inc. (NYSE:NOW) announced on December 23 that it entered into an agreement to acquire Armis, a leading company in cyber exposure management and cyber ph ...

Piper Sandler将ServiceNow的目标价从240美元下调至195美元，维持"跑赢大市"评级。(格隆汇) ...

Conference Call Details About ServiceNow ServiceNow (NYSE: NOW) is the AI control tower for business reinvention. The ServiceNow AI Platform integrates with any cloud, any model, and any data source to orchestrate how work flows across the enterprise. By unifying legacy systems, departmental tools, cloud applications, and AI agents, ServiceNow provides a single pane of glass that connects intelligence to execution across every corner of business. With more than 75 billion workflows running on the platform e ...

Founded in 2004, Santa Clara, California-based ServiceNow, Inc. (NOW) provides a cloud-based solution for digital workflows in North America and internationally. The company has a market capitalization of $153.1 billion and is expected to release its Q4 2025 earnings soon. Ahead of the event, analysts expect ServiceNow to report a profit of $0.48 per share on a diluted basis, up 23.1% from $0.39 per share in the year-ago quarter. The company beat the consensus estimates in each of the last four quarters. ...

ServiceNow ( NOW ) has been one of the most reliable growth companies in the SaaS software space. It is led by one ofBert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of the software ...

Core Insights - ServiceNow (NOW) is recognized as a reliable growth company within the SaaS software sector, indicating strong performance and market position [1] Company Overview - ServiceNow is led by Bert Hochfeld, who has a notable background in economics and an MBA from Harvard, contributing to his expertise in the tech industry [1] - Hochfeld has a long career history with major companies such as IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software, showcasing extensive experience in technology [1] - In the 1990s, Hochfeld transitioned to a sell-side analyst role, earning accolades from the Wall Street Journal for his insights into the software industry [1] Research and Investment Background - In 2001, Hochfeld established Hochfeld Independent Research Group, providing research services to significant institutions like Fidelity and Columbia Asset, indicating a strong reputation in the investment community [1] - He also managed the Hepplewhite Fund, which specialized in technology investments and was rated as the best performing small-cap fund for the five years ending in 2011 by Hedge Fund Research [1] - Hochfeld has authored over 500 articles on Seeking Alpha, focusing on information technology companies, reflecting his deep engagement with the sector [1] Recognition and Performance - Hochfeld is highly regarded for his investment acumen, ranking in the top 0.1% of Tip Ranks analysts for his successful selection of information technology stocks [1]

Core Insights - ServiceNow (NOW) shares have decreased by 29.9% over the past year, underperforming the Zacks Computer and Technology sector's growth of 25.1% and the Zacks Computers IT Services industry's decline of 19.1% [1][7] - The decline is attributed to a challenging macroeconomic environment and a slowdown in subscription revenue growth [1][7] - The company's fourth-quarter 2025 guidance indicates tightening budgets from U.S. federal agencies, which is expected to negatively impact subscription revenues [1] Subscription Revenue Guidance - ServiceNow has raised its 2025 subscription revenue guidance to between $12.835 billion and $12.845 billion, reflecting a 20% growth on a non-GAAP constant currency basis and 20.5% on a reported basis compared to 2024 [2] - This growth rate is slower than the 23% subscription revenue growth rate achieved in 2024 [2] Valuation and Performance - NOW shares are currently considered overvalued, with a Value Score of F, trading at a forward 12-month price/sales ratio of 9.77X compared to the broader sector's 7.42X [5] - The shares are trading below both the 50-day and 200-day moving averages, indicating a bearish trend [8] AI and Partnerships - ServiceNow's AI products are projected to exceed $0.5 billion in Annual Contract Value (ACV) by 2025, with a target of reaching $1 billion by 2026 [11] - The company has expanded its partner base, including collaborations with NVIDIA and Microsoft, to enhance its AI capabilities and enterprise traction [12][13] Acquisitions - ServiceNow has been actively expanding its portfolio through acquisitions, including Logik.io, data.world, and Moveworks, which enhance its AI and workflow capabilities [16] - The acquisition of Veza strengthens its security and risk management offerings, while the $7.75 billion acquisition of Armis aims to bolster its cyber exposure management capabilities [17] Earnings Estimates - The Zacks Consensus Estimate for NOW's fourth-quarter 2025 earnings is 87 cents per share, indicating a 19.2% growth compared to the previous year [18] - The consensus estimate for 2025 earnings is $3.46 per share, suggesting a 24.5% growth over 2024 [18] - For 2026, the earnings estimate is projected at $4.04, reflecting a 16.6% growth over the 2025 estimate [19] Conclusion - ServiceNow's acquisition-driven portfolio expansion, increasing workflow adoption, and strong partner relationships are expected to enhance top-line growth in 2026 [20] - However, the challenging macroeconomic environment and high valuation remain concerns [20]

RADNOR, Pa.--(BUSINESS WIRE)-- #AI--CoreX, a high-growth Elite Consulting and Implementation Partner of ServiceNow and NewSpring Holdings platform company, today announced the successful completion of its acquisition of InSource's ServiceNow business unit. InSource is a fellow Elite Partner recognized for deep delivery expertise and an unwavering commitment to client success. The transaction officially closed in late December 2025. This agreement unites two high-performing ServiceNow partners in the. ...