TickerTalks
Browse all tickers →
TickerTalks›$NOW
NONOW

ServiceNow, Inc.

Rising onWhy it's trendingMoving on elevated volumeBacked by solid revenue growth
$NOW·$146B·Software - Application·Technology
$141.97-4.4%YTD-9.5%1Y-20.6%
Price updated 2h ago·X counts updated 5d ago
NONOW
$NOWServiceNow, Inc.
$141.97-4.44%1.3k posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $NOW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,308X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NOW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data17 posts analyzed · as of 2026-10-02

X is bullish on ServiceNow's AI pivot — "agentification" annual contract value just crossed $1B heading to $1.5B by year-end, bulls are naming $200 (from the $86.50 call) and $239 as the next lines after a daily golden cross, and the stock sits in a weekly-breakout contraction setting up for Q3 earnings. The one audible bear is an Elliott-wave technician calling the whole rally corrective and saying "don't chase."

Read what X is saying about $NOW

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NOW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The agentic-AI pivot is now a billion-dollar line item — Q3 is the quarter it either compounds or stalls.

ServiceNow is the workflow-automation platform that most Fortune 500 companies run their IT and HR operations on. The AI story — rebranded internally as 'agentification' — just translated into a real metric: AI-related annual contract value crossing $1B, heading to $1.5B by year-end.

  • The core business is still growing above most SaaS peers: Q3 revenue grew 22% YoY to $3.77B at a 13% operating margin, with EPS beats of 5% and 2% on the last two prints — ServiceNow isn't a story stock waiting to earn its multiple, it's a profit-making platform adding a new revenue vector.
  • The AI ACV is the number that actually matters: $1B becoming $1.5B inside a single calendar year is a 50% acceleration on the fastest-growing part of the P&L, and the daily golden cross says the chart is finally agreeing.

Volume compressing at mid-range with earnings landing Oct 28 is a textbook coil. A reaffirmed AI ACV number plus a cRPO beat is what trips the breakout; an AI ACV below $1.5B or a soft cRPO guide is where the Elliott-wave correction call gets validated.

Agrees with X sentimentThe bull read on agentification ACV and the weekly-breakout setup matches the fundamentals. The Elliott-wave 'don't chase' voice is honest technical caution — valid as a sizing hint, not a thesis.

What to watch: Oct 28 Q3 earnings — AI ACV (needs to be at or above $1.5B pace), cRPO growth, operating margin direction. A $1.5B+ AI ACV with cRPO beat is the trigger; sub-$1.3B AI ACV or a cRPO miss is the invalidation.

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

event ahead 30dai monetization

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $NOW

Partial — Enterprise AI-powered workflow automation platform for IT service management, HR, and digital operations sold to large enterprises.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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+4.4%
Q1 2026Apr 22, 2026$0.97$0.970.0%
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 $1.02

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 35 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.2B$16.2B – $16.2B$4.07$3.85 – $4.2034
FY27$19.2B$19.1B – $19.4B$5.02$4.38 – $5.2435
FY28$22.8B$22.0B – $25.1B$6.09$3.65 – $8.7933
FY29$26.7B$26.4B – $27.8B$7.10$6.97 – $7.4625
FY30$31.0B$30.6B – $32.2B$8.51$8.36 – $8.9426

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.1.5×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.60%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.+10.6%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.+29.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.995-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellAug 31Paul FippsPresident2.0K sh$301KSellAug 28Jacqueline P CanneyChief People & AI Enblmt. Off.7.8K sh$1.1MSellAug 27Chamberlain Paul EdwardDirector2.7K sh$366KSellMay 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
Free, forever. No credit card.

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.

+ 10 other (4 S-8s · 2 10-Qs · 1 earnings 8-K · 1 305B2) in window

Recent news

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

ServiceNow stock rises 6% as investors rotate to enterprise software stocksinvezz.com·1d ago3 Reasons ServiceNow Stock Is Climbing When Tech Is Selling Offbarrons.com·1d agoServiceNow Climbs 5% After Denying Decagon Acquisition Interest; Salesforce Rises 4%, Palantir Dips247wallst.com·1d agoServiceNow Stock Surges as Investors Shift to Legacy Techbenzinga.com·1d agoBetter High-Growth Software Stock for 2026: Figma vs. ServiceNowfool.com·1d ago

In themes

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

Agentic AI & Enterprise SoftwareCybersecurity

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NBIS$AI$STRK$ZETA$MSTR$BULL$UBER$APP
Voices on X · top 15 · last 7 days

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.

PrivacyTermsSupport