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Jim Cramer on ServiceNow: “This Stock Has Become a Nightmare”
Yahoo Finance· 2026-02-02 20:18
ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer shared his thoughts on. Cramer praised the company and CEO, but added the stock has “become a nightmare,” as he commented: First, let me just say that ServiceNow is a tremendous company with a highly respected CEO… I know dozens of their clients. I’ve never heard anything but praise. However, this stock has become a nightmare, down more than 50% over the last 12 months, including a nearly 10% beating today in response to last night’s quarter. Eve ...
ServiceNow (NYSE:NOW) Sees Promising Future Despite Valuation Concerns
Financial Modeling Prep· 2026-02-02 17:03
Group 1 - ServiceNow is a significant player in the cloud computing industry, specializing in digital workflows to help businesses streamline operations [1] - The company competes with major tech firms like Salesforce and Microsoft in the enterprise software market [1] - Despite facing valuation concerns in 2025, ServiceNow is viewed as having a promising future [1] Group 2 - Goldman Sachs has set a price target of $216 for ServiceNow, indicating a potential price increase of approximately 84.6% from its current price of $117.01 [2][6] - The stock's addition to the US Conviction List by Goldman Sachs emphasizes its growth potential [2][6] Group 3 - ServiceNow's recent Q4 release confirmed its strengths, with a market capitalization of approximately $122.39 billion [3][6] - The stock price saw a slight increase of 0.28, or 0.24%, indicating potential for a rebound in 2026 [3] Group 4 - The stock has experienced fluctuations, with a daily low of $115.89 and a high of $118.83, and over the past year, it reached a high of $211.48 and a low of $113.13 [4] - This volatility presents a potential buying opportunity for investors, especially given the positive outlook from Goldman Sachs [4] Group 5 - Today's trading volume for ServiceNow is 28.05 million shares, reflecting strong investor interest [5] - The company is well-positioned for growth in the competitive cloud computing market as it addresses valuation concerns [5]
ServiceNow: Becoming The Go-To Platform For AI (NYSE:NOW)
Seeking Alpha· 2026-02-02 12:15
ServiceNow, Inc. ( NOW ) looks like a clear buy; the market is fundamentally misreading the "SaaS disruption" narrative by lumping ServiceNow with legacy software providers. The truth is that ServiceNow isn't just another app collection; I view it as the underlyingA curious investing mind focused on strong-moat companies across various industries. Admirer of Buffett and Munger's investing style. Long term horizon. I am also a Contributor in Yahoo Finance Community (beta stage). Featured contributor on Yahoo ...
ServiceNow: Becoming The Go-To Platform For AI
Seeking Alpha· 2026-02-02 12:15
Core Viewpoint - ServiceNow, Inc. (NOW) is positioned as a strong investment opportunity, as the market is misinterpreting its role in the SaaS disruption narrative by associating it with legacy software providers [1] Company Analysis - ServiceNow is not merely a collection of applications; it is viewed as a foundational platform that offers significant competitive advantages [1] - The company is recognized for its strong moat, which is essential for long-term investment strategies [1] Investment Philosophy - The investment approach emphasizes a long-term horizon, focusing on price and margin of safety while considering risks often overlooked by short-term analysts [1]
Why Piper Sandler Sees ServiceNow (NOW) as a Market-Leading AI Innovator
Yahoo Finance· 2026-02-01 18:19
Core Viewpoint - ServiceNow, Inc. is recognized as a leading AI innovator and CRM share gainer, with Piper Sandler maintaining an Overweight rating and a price target of $200.00 [1][3] Group 1: Financial Performance - ServiceNow's fourth quarter results marked a strong finish to FY25, with momentum building in its Now Assist and CRM products [2] - The initial 2026 organic outlook exceeded street expectations, although shares declined after-hours due to organic growth guidance not meeting some investor expectations [2] Group 2: Market Position - Piper Sandler continues to emphasize ServiceNow's position as a market leader in AI innovation and CRM, which supports its Buy rating [3] - The company provides a platform that integrates workflows, data, and AI to enhance operational efficiency across large organizations [3]
Bernstein Reiterates a Buy on ServiceNow (NOW)
Yahoo Finance· 2026-02-01 13:20
Core Viewpoint - ServiceNow, Inc. is recognized as one of the best software stocks to buy, with analysts providing mixed ratings following its fiscal Q4 2025 earnings release, which showed strong revenue and earnings performance [1][2]. Financial Performance - The company reported a revenue growth of 20.66% year-over-year, reaching $3.57 billion, which exceeded expectations by $38.91 million [2]. - Earnings per share (EPS) were $0.92, surpassing consensus estimates by $0.03 [2]. - ServiceNow achieved a "clean beat" on earnings, with a 20% organic constant currency current remaining performance obligation growth [3]. Future Outlook - Management provided a 2026 organic outlook projecting approximately 18.75% subscription revenue growth at the midpoint, which exceeds consensus estimates [3]. - Analysts at RBC Capital noted that the company exceeded guidance across all topline growth and profitability metrics [2][3]. Company Overview - ServiceNow provides a platform that integrates workflows, data, and AI to enhance operational efficiency across large organizations [4].
2 Unstoppable Stock-Split Growth Stocks That Could Soar 62% and 123% in 2026, According to Certain Wall Street Analysts
The Motley Fool· 2026-02-01 07:29
Core Viewpoint - Stock splits are gaining popularity again, historically indicating strong company performance and making shares more affordable for investors [1][2] Group 1: Stock Split Overview - Stock splits are often associated with companies that have demonstrated strong business and financial results, leading to increased stock prices that may become inaccessible to average investors [2] - Historically, stock-split stocks have generated average returns of 25% in the year following the announcement, compared to 12% for the S&P 500 [3] Group 2: Netflix Analysis - Netflix has experienced significant volatility but has gained 810% over the past decade, prompting a 10-for-1 stock split [5] - The stock has declined 38% from its peak due to concerns over a proposed acquisition, but Netflix has a history of avoiding overpriced deals [6] - In Q4, Netflix reported record revenue of $12 billion, a 17% year-over-year increase, with diluted EPS of $0.56, up 30% [7] - Analysts are optimistic about Netflix, with 68% rating it a buy or strong buy, and an average price target of $112, indicating a 34% upside [9] - BMO Capital's price target of $135 suggests a potential upside of 62%, supported by strong results and growing ad revenue [10][11] Group 3: ServiceNow Analysis - ServiceNow's stock has dropped 48% over the past year, leading to a 5-for-1 stock split, despite previously trading above $800 [12] - The company provides cloud-based software tools and has shown resilience against fears of disruption from AI, with Q4 revenue of $3.53 billion, up 21% [14] - ServiceNow's remaining performance obligation (RPO) increased 27% to $24.3 billion, indicating potential future growth [14] - Analysts remain bullish, with 91% rating it a buy or strong buy, and an average price target of $200, suggesting a 72% upside [16] - Citizens analyst's price target of $260 indicates a potential upside of 123%, citing the company's attractive financial profile [17][18]
Software Stocks Are in a Bear Market. Should You Buy the Dip in ServiceNow?
Yahoo Finance· 2026-01-31 20:58
With a market cap of about $121.5 billion and a broad global footprint, ServiceNow operates at true enterprise scale. The platform integrates with major cloud providers, large language models, and enterprise data, positioning the company as a “control tower” for modern businesses. A flexible pricing mix of subscription and consumption models, including the Pro Plus tier, supports growth while reinforcing its long-term relevance.Founded in 2004, ServiceNow has evolved into a central force in enterprise digit ...
ServiceNow, Inc. (NOW) Attracts Attention Following Mixed Analyst Actions
Yahoo Finance· 2026-01-31 20:51
ServiceNow, Inc. (NYSE:NOW) is one of the stocks with huge growth potential, according to the media. On January 23, Cantor Fitzgerald reiterated an Overweight rating on ServiceNow, Inc. (NYSE:NOW) but cut the price target to $200 from $240. ServiceNow, Inc. (NOW) Attracts Attention Following Mixed Analyst Actions The price target cut is in response to multiple compressions across the software sector. Despite the cut, Cantor Fitzgerald believes the company faces limited downside risk . In a worst-case sce ...
The Time to Buy ServiceNow Is Now: Oversold and Ready for a Rebound
Yahoo Finance· 2026-01-31 15:13
ServiceNow logo glows on a monitor amid flowing data lines in a modern office. Key Points ServiceNow looks set up for a 2026 rebound and may just need one clear catalyst to bring retail buyers back. Institutions are buying into the pullback in early 2026, treating it as a value-driven entry point. Cash flow and growth execution support the outlook, with recent equity gains reinforcing the longer-term case. Interested in ServiceNow, Inc.? Here are five stocks we like better. Valuation concerns cappe ...