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NONOW

ServiceNow, Inc.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$NOW·$129B·Software - Application·Technology
$147.99+2.3%YTD-22.8%1Y-18.8%
Mentions · last 7 days
2026-08-22: 76 posts1,469+5%
Price updated 10h ago·X counts updated 9d ago
NONOW
$NOWServiceNow, Inc.
$147.99+2.27%1.5k posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NOW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-01

The move is getting stronger, with heavier trading behind it.

Rallied off the SaaS-apocalypse lows on genuine numbers; the ServiceNow AI $1B ACV is doing real work.

ServiceNow sells the enterprise workflow platform used by IT, HR, and customer-service organizations, and its ServiceNow AI product has become the specific AI-cycle proof-point the market wanted to see from a legacy SaaS name.

Why the acceleration reads real:

  • The revenue engine is intact — last quarter revenue grew 22% YoY to $3.77B at a 75% gross margin, and subscription growth of 24.5% with a $29B RPO says the pipeline is not thinning.
  • AI monetization has crossed a real threshold — ServiceNow AI at $1B ACV and 98% gross renewal rates is what the SaaS-apocalypse skeptics said couldn't happen; the CEO's 'best entry point' call at $85 turned out well-timed.
  • The bounce has room — 59% of the 52-week range with 24% above the 200-day and volume 13% above average is confirming; this isn't the top of the move.
  • The multiple keeps this honest — 66x trailing earnings and 8x sales prices in continued execution, so any slip in subscription-growth cadence takes the multiple down with the estimate.
  • Insider tape is quiet — August prints are mostly small RSU vesting; no meaningful open-market disposals into the recovery.

Acceleration extends on an Oct 28 print with subscription growth staying at 24%+ and ServiceNow AI ACV crossing $1.5B; the invalidation is a slip below 20% subscription growth.

Agrees with X sentimentX is bullish and the mechanics fully back it — 24.5% subscription growth, $29B RPO, and $1B ACV on ServiceNow AI are exactly the numbers the recovery narrative needed; the 'overbought, wait for pullback' minority is timing, not thesis.

What to watch: Oct 28 earnings — subscription growth holding 24%+, ServiceNow AI ACV crossing $1.5B, and any RPO acceleration; a slip below 20% subscription growth invalidates the recovery narrative.

On the calendar: 2026-10-28 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment168 posts analyzed · as of 2026-08-31

Sentiment has flipped decisively bullish as ServiceNow rallies from the $85-95 "SaaS Apocalypse" lows to the $137-145 area, with posters gloating about the CEO's "best entry point that I could ever imagine" call, Trump/politician buys and BofA lifting the target to $150. Bulls anchor on Q2 subscription revenue up 24.5% YoY, RPO at $29B, ServiceNow AI crossing $1B ACV and 98% renewal rates. A vocal minority calls it overbought or "corrective," waiting for a pullback rather than shorting.

Read the AI verdict + X sentiment for $NOW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Enterprise AI-powered workflow automation platform for IT service management, HR, and digital operations sold to large enterprises.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $NOW.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $NOW

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Enterprise AI-powered workflow automation platform for IT service management, HR, and digital operations sold to large e.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
66.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$0.90$0.86+4.7%
Q1 2026Apr 22, 2026$0.97$0.95+2.1%
Q4 2025Jan 28, 2026$0.92$0.89+4.0%
Q3 2025Oct 29, 2025$0.96$0.85+13.3%
Next earningsWed, Oct 28·consensus EPS $1.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.8B+22.1%75.1%13.3%$0.45$1.5B
Q4 FY25$3.6B+20.7%76.6%12.4%$0.39$2.0B
Q3 FY25$3.4B+21.8%77.3%16.8%$0.48$578.0M
Q2 FY25$3.2B+22.4%77.5%11.1%$0.37$526.0M

Forward consensus

5-year forecast · up to 34 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.2B$16.2B – $16.2B$4.07$3.84 – $4.2532
FY27$19.2B$19.1B – $19.4B$5.02$4.39 – $5.2534
FY28$22.8B$21.9B – $25.0B$6.10$4.97 – $8.8432
FY29$26.7B$26.3B – $27.7B$7.16$7.03 – $7.5231
FY30$30.9B$30.5B – $32.1B$8.61$8.46 – $9.0516

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+30.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 28Teresa BriggsDirector1.6K sh$173KSellMay 18Paul FippsPresident1.0K sh$103KSellMay 14Anita M SandsDirector16.4K sh$1.5MSellMay 8Paul FippsPresident151 sh$14KSellApr 24Jacqueline P CanneyChief People & AI Enblmt. Off.8.9K sh$800K
+ 67 other (28 exempts · 28 inkinds · 11 awards) in window

See when $NOW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 283
AI summary

Eric S. Yuan filed an initial Form 3 for ServiceNow, Inc. (NOW) as of May 21, 2026, reporting his initial beneficial ownership as a new Section 16 insider. This is a routine compliance filing indicating Yuan joined ServiceNow's board or executive team.

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

ServiceNow, Inc. (NOW) filed an 8-K on May 21, 2026 reporting a personnel change (Item 5.02) and annual shareholder meeting vote results (Item 5.07). ServiceNow is a Santa Clara, California-based enterprise cloud software company listed on Nasdaq. The excerpt does not identify the departing or incoming executive or vote tallies; an executive change at a large software company can be material if it involves C-suite leadership.

8-KMaterial agreementMay 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

NOW entered into a material definitive agreement (8-K Item 1.01, dated 2026-05-15). Counterparty: Securities and Exchange Commission under the Securities. Size: approximately $4,000,000,000. Rate: 4.250%. Due 2028. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KMaterial agreementApr 228-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation
AI summary

NOW reported period ending 2026-04-22 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KMaterial agreementApr 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

NOW entered into a revolving credit facility (8-K Item 1.01, dated 2026-04-01). Term: five year. Size: approximately $3 billion. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 14 other (4 S-8s · 3 proxys · 2 10-Qs · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is it Too Late to Buy ServiceNow Stock?fool.com·11h agoServiceNow Stock Up Nearly 3% After Key Trading Signalbenzinga.com·16h agoServiceNow Vs. Salesforce: Who's Better Positioned to Capitalize on AI?247wallst.com·23h agoIntel, ServiceNow, Chevron, Strategy, and More Stocks That Explain Today's Marketbarrons.com·1d agoI Agree, 'Saaspocalypse Is Nonsense'- 3 Stocks I'm Buyingseekingalpha.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise SoftwareCybersecurity

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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