Core Viewpoint - ServiceNow, Inc. (NYSE:NOW) is considered one of the best stocks for high returns as it approaches 2026, with mixed opinions from Wall Street ahead of its Q3 2025 earnings release scheduled for October 29, 2025 [1] Group 1: Analyst Ratings - Derrick Wood from TD Cowen reiterated a Buy rating on ServiceNow with a price target of $1,200, citing strong performance and growth potential, particularly driven by US federal bookings and a positive outlook on AI adoption [2] - John Difucci from Guggenheim reiterated a Sell rating with a price target of $734, indicating a 25.5% upside from current levels, while acknowledging the company's cloud-based AI platform that automates workflows [4] Group 2: Growth Drivers - Strong results in Q3 2025 are anticipated to alleviate market concerns regarding government spending uncertainty, with notable growth in the enterprise segment driven by increased AI demand and larger deal sizes [3]

Core Insights - xtype has launched the 2026 State of ServiceNow Operations Survey at the ServiceNow World Forum in New York, inviting customers to share insights on governance, AI adoption, and platform ROI [1][2] - The survey aims to benchmark the current state of ServiceNow delivery, focusing on managing complexity, enforcing technical governance, and preparing for GenAI [2][3] Survey Objectives - The 2026 survey will help ServiceNow teams benchmark their maturity, identify gaps in technical governance, and learn from peers on scaling safely and delivering faster [3][4] - The previous report highlighted critical technical governance challenges, emphasizing that ServiceNow is an ecosystem of interconnected instances, which requires proper governance to avoid risks and productivity losses [3][4] Operational Focus - The survey will examine operational realities such as environment sprawl, change control, upgrade strategies, and audit readiness [2][4] - Key findings from the previous report indicated that 70% of organizations reported negative impacts on development workflows due to clone-down processes, and only 57% of mature users utilized commercial tools for deployment automation [5] AI Adoption and Governance - 70% of respondents plan to adopt Gen AI within 12 months, indicating significant investment in AI capabilities [5] - Effective technical governance is essential for accelerating delivery while maintaining compliance and security as companies expand their ServiceNow usage [4][5] Participation and Insights - ServiceNow customers are encouraged to participate in the survey, which takes approximately 5 minutes to complete, and participants will receive early access to the report [6] - The insights gained from the survey will assist organizations in navigating operational challenges and building a foundation for AI and beyond [6]

Welcome back to another episode of Earnings Allstars. And this week is huge. We're getting the Mag Sevens.I've already covered those last week. Go see the video on the Mag Seven charts. I think that's what it's called.Five or six Mag Seven charts, something like that. Go check that one out. But there's a lot going on other than the Mag Seven this week.And I'm bringing you two videos this week to try to cover at least 10 of those stocks. And I'll have many more on my Twitterx feed, on Stock Twits, on Blue Sk ...

Core Insights - ServiceNow (NOW) and Figma (FIG) utilize SaaS and PaaS technologies to assist enterprises in business transformation, with ServiceNow focusing on AI-powered workflow solutions and Figma on collaborative design-prototyping [1] Group 1: ServiceNow (NOW) Overview - ServiceNow's Workflow Data Fabric is gaining traction, included in 17 of the top 20 largest deals, combining data, analytics, and AI for improved enterprise outcomes [2] - The Zurich platform enhances AI adoption with multi-agentic AI, enterprise-grade security, and autonomous workflows, featuring tools like Build Agent and Developer Sandbox for application development [3] - ServiceNow's partnerships with companies like NVIDIA and Amazon Web Services are enhancing its AI capabilities and data integration solutions [4] - For Q3 2025, ServiceNow anticipates subscription revenues between $3.26 billion and $3.265 billion, reflecting a year-over-year growth of 19.5% at constant currency [5] Group 2: Figma (FIG) Overview - Figma launched four new products at its annual conference, expanding its portfolio and enhancing developer workflows with the Dev Mode MCP server [6] - New features have been introduced to improve user engagement, including integration with ChatGPT for AI-generated diagrams [7] - Figma expects Q3 2025 revenues between $263 million and $265 million, indicating a 33% year-over-year growth, but slower than the 41% growth in Q2 2025 [9] Group 3: Performance and Valuation Comparison - In the last three months, NOW shares decreased by 4.7%, while FIG shares fell by 56.4% [10] - Both NOW and FIG shares are currently considered overvalued, with a Value Score of F [13] - The Zacks Consensus Estimate for NOW's 2025 earnings is $16.82 per share, indicating a 20.8% rise year-over-year, while FIG's estimate is 30 cents per share, reflecting a 108% increase year-over-year [14][15] Group 4: Competitive Landscape - ServiceNow's strong AI portfolio and partner ecosystem are expected to drive its growth, while Figma faces competition from established players like Adobe and Microsoft, which have more advanced AI initiatives [16][17]

Core Viewpoint - ServiceNow has expanded its partnership with NVIDIA to enhance the integration of intelligent workflows and open models, aiming to scale trusted AI across various industries, with the introduction of the Apriel 2.0 model designed for efficiency and cost-effectiveness [1][2][9]. Group 1: Partnership and Collaboration - The collaboration between ServiceNow and NVIDIA focuses on delivering enterprise-grade AI solutions, including next-gen open models and secure AI agents, to address service-related challenges across different business sectors, particularly in regulated industries [2][3]. - The partnership aims to make high-performance, proven, and trusted AI accessible to every enterprise, emphasizing the importance of execution in deploying advanced intelligence [3]. Group 2: Apriel 2.0 Model - Apriel 2.0 is positioned as a frontier-level intelligence model that offers reasoning and accuracy comparable to larger models while being significantly smaller in size, expected to be in production by Q1 2026 [4][9]. - The model supports enhanced reasoning and multimodal input, allowing for better interpretation of various data formats, which is crucial for enterprise workflows [5][6]. - Apriel 2.0 is designed to facilitate autonomous and semi-autonomous agents, providing low-latency, multi-step reasoning capabilities across different systems and datasets [6][8]. Group 3: Operational Enhancements - The integration of ServiceNow workflows with NVIDIA's AI Factory reference designs is set to improve operational efficiency and customer experiences by accelerating the deployment of intelligent enterprise AI solutions [8][9]. - The collaboration will also enhance data center operations, leveraging ServiceNow's Data Center and Network Asset Management capabilities to optimize critical environmental assets [12].

Group 1 - ServiceNow, Inc. (NYSE:NOW) is recognized as one of the most promising AI stocks, with a "Buy" rating and a price target of $1,200.00 from TD Cowen analyst Derrick Wood [1][2] - The company is expected to report strong Q3 2025 results, driven by robust US federal bookings and a positive outlook on AI adoption, which may mitigate concerns over government spending uncertainties [1] - ServiceNow has shown strength in the enterprise segment, with increased demand for AI-related workloads and larger average deal sizes due to product bundling and successful upgrades [2] Group 2 - Innovations such as Workflow Data Fabric and AI Experience, along with strategic acquisitions, position ServiceNow well for future opportunities in CRM and AI monetization [2] - ClearBridge Investments highlighted ServiceNow as a leader in the monetization of generative AI, targeting $1 billion in annual contract value from AI-related products by 2026 [3] - While ServiceNow is acknowledged for its potential, some analysts believe other AI stocks may offer greater upside potential with less downside risk [3]

Core Viewpoint - ServiceNow's stock price has been stable recently, with investors concentrating on its revenue growth, but this may change with the upcoming third-quarter financial report [1] Group 1 - The stock price of ServiceNow has remained in a tight range over the past few weeks [1] - Investors are currently focused on the company's revenue growth [1] - Anticipation is building for the release of the third-quarter financial results, which could impact stock performance [1]

Core Insights - TestGrid has launched CoTester for ServiceNow, the first testing agent specifically designed for the ServiceNow ecosystem, enabling end-to-end testing with adaptive AI and zero-maintenance execution [1][5] Group 1: Product Features - CoTester for ServiceNow automates the testing process, generating test cases from workflows and healing broken scripts in real time, ensuring continuous quality and faster release cycles [2][3] - The solution utilizes a multi-modal AI engine that analyzes screens, text, and layout to detect subtle UI changes, while its self-healing module, AgentRx, updates scripts automatically [4] - Key capabilities include AI-powered test generation, automatic self-healing during upgrades, prebuilt test libraries, and seamless integration with popular DevOps tools [6] Group 2: Performance Metrics - Early adopters report significant improvements, including a 45% faster upgrade validation and a 60% reduction in maintenance effort, with zero workflow disruption during platform updates [7] - The solution offers up to a 70% reduction in test maintenance effort, 50% faster upgrade validation cycles, and 40% lower overall testing costs [6] Group 3: Market Impact - CoTester for ServiceNow is already deployed across Fortune 100 enterprises in sectors such as banking, telecom, healthcare, and eCommerce, expanding its reach in critical automation spaces [5][7] - The product is compatible with both standard and heavily customized ServiceNow instances, making it versatile for various enterprise needs [7]

Core Insights - Tandym Group has announced a strategic partnership with ServiceNow to address talent gaps in the digital workforce, focusing on the development and deployment of ServiceNow-certified professionals [1][4] - The collaboration aims to create accessible pathways for professionals to gain in-demand skills and certifications, thereby enhancing career opportunities in digital transformation [3][4] Group 1: Partnership Details - Tandym Group is now part of a select group of organizations authorized to train and deploy ServiceNow-certified professionals [2] - The partnership will provide accelerated pathways to certification, hands-on project experience, and career placement opportunities for candidates [3] Group 2: Workforce Development - The initiative includes specialized programs for job seekers to reskill and gain certification in ServiceNow technologies, combining technical training with career readiness support [4] - This effort is designed to prepare participants for placements with ServiceNow partners and enterprise clients across the nation [4] Group 3: Industry Impact - The demand for certified ServiceNow professionals is outpacing supply, highlighting the importance of this partnership in closing the skills gap [4] - The collaboration is expected to help organizations access the certified talent necessary for innovation and growth, while also creating new career pathways for professionals [5] Group 4: Future Directions - This partnership represents an expansion of Tandym Group's technology practice and its commitment to workforce innovation, following its work in AI-enabled talent platforms [5]

Core Insights - ServiceNow (NOW) is set to release its Q3 2025 results on October 29, with expected revenues of $3.35 billion, reflecting a 19.8% year-over-year growth [1] - The consensus estimate for earnings per share is $4.21, indicating a 13.2% increase from the previous year [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Q3 2025 subscription revenues is $3.03 billion, suggesting a 20.2% year-over-year growth [6] - ServiceNow anticipates Q3 subscription revenues between $3.26 billion and $3.265 billion, indicating a GAAP growth of 20%-20.5% [6] Customer and Deal Activity - In Q2 2025, ServiceNow secured 40 deals worth over $1 million, with significant contributions from ITSM, ITOM, ITAM, security, and risk [7] - The company ended the reported quarter with 528 customers generating over $5 million in annual contract value (ACV), with a 30% year-over-year increase in customers contributing $20 million or more [8] Market Position and Performance - ServiceNow shares have declined 12.2% year-to-date, underperforming the Zacks Computer & Technology sector, which has returned 25.9% [11] - The company's value score of F indicates a stretched valuation, trading at a forward price/sales ratio of 12.79X compared to the sector's 7.05X [14] Strategic Initiatives - ServiceNow is leveraging AI and machine learning to enhance its solutions, with new collaborations with Microsoft, NVIDIA, and Amazon [17][19] - Recent acquisitions, including Logik.ai and Moveworks, are aimed at expanding CRM and automation capabilities [20] Conclusion - ServiceNow's strong portfolio and partnerships are expected to drive long-term subscription revenue growth, although macroeconomic challenges and valuation concerns persist [21]