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NONOW

ServiceNow, Inc.

$NOW·$111B·Software - Application·Technology
$103.24-0.7%YTD-32.6%1Y-46.2%
Mentions · last 7 days
2026-07-11: 1,131 posts2026-07-12: 580 posts2026-07-13: 1,038 posts2026-07-14: 1,026 posts2026-07-15: 905 posts2026-07-16: 959 posts2026-07-17: 564 posts6,348+17%
Price updated 5h ago·X counts updated 5h ago
NONOW
$NOWServiceNow, Inc.
$103.24-0.74%6.3k posts+17%
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 numbersEvent coming upAI verdict · as of 2026-07-17

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The workflow-automation compounder is priced for a soft AI narrative — July 22 is where that has to change.

ServiceNow is the workflow-automation platform enterprises use to run IT and increasingly the non-IT side of the business. This year the AI-native positioning got questioned by the market, and the stock is going into July 22 earnings 32% off its year-to-date starting point.

Why the setup is coiled:

  • Fundamentals are still best-in-class: 77% gross margin, 13% operating margin, and 4% free cash flow yield — meaning even after the drawdown, this is a real cash-generating business, just trading with a de-rated multiple.
  • The valuation reset is meaningful: 66x TTM P/E is cheap for ServiceNow by its own history — the stock spent most of the last five years above 80x — and consensus already models a doubling of EPS over the next two years.
  • Technicals are basing: sitting at 17% of the 52-week range but flat with the 50-day for weeks, with volume 17% below average — that's a tightening range going into earnings, not a distribution setup.
  • The check is the Agentforce-adjacent risk: the same AI-workflow narrative that hit Salesforce hits ServiceNow — customers reprioritizing agent projects would land on the Now Assist number the same way.

July 22 earnings is the specific trigger. A number confirming Now Assist momentum plus subscription-revenue re-acceleration reopens the compounder trade; a soft AI-workflow read reads as another de-rating leg and the base breaks lower.

Agrees with X sentimentX is bullish into earnings on the valuation reset and the technical setup, and the fundamentals genuinely support a bounce — 66x P/E is cheap for ServiceNow by its own history. The specific risk the crowd isn't naming is that the CRM-style Agentforce hesitation would land the same way on Now Assist numbers.

What to watch: The July 22 print — Now Assist / AI subscription contribution, remaining performance obligations growth, and any commentary on enterprise-agent adoption pace. A number reads as a compounder re-rate; a soft AI print continues the de-rating.

On the calendar: 2026-07-22 — Q2 earnings

X sentiment

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

Bullish sentiment40 posts analyzed · as of 2026-07-17

ServiceNow is being framed as one of the highest-quality software businesses trading at a valuation the market has not seen in years, sitting near $100 and roughly 46% below its all-time high with July 22 earnings ahead. Bulls, including Oppenheimer with a raised $140 price target on Outperform, argue AI-disruption fears are overdone, that PEG is below 1, and that the platform, data moat and growing AI business support a re-rate. Posters actively add on the dip and rank the name among the top software beneficiaries alongside PLTR, DDOG and CRM. The bear thread is essentially a technical caution rather than a fundamental case.

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

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $NOW

Direct beneficiary — Enterprise AI-powered workflow automation platform for IT service management, HR, and digital operations sold to large enterprises; core operations sit in the path of the AI agent bifurcation — contract expansion vs. user substitution.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%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
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%
Q2 2025Jul 23, 2025$0.82$0.71+14.7%
Next earningsWed, Jul 22·consensus EPS $0.86

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$4.15$3.66 – $4.3034
FY27$19.2B$18.9B – $19.4B$5.06$4.26 – $5.2334
FY28$22.8B$22.8B – $22.9B$6.20$3.93 – $8.0527
FY29$26.4B$26.1B – $27.0B$7.22$7.11 – $7.4213
FY30$30.4B$30.1B – $31.1B$9.12$8.98 – $9.3713

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.0.7×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.17%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.-0.1%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.-19.8%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 today1.5% 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.β0.965-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

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$800KBuyFeb 27William R McdermottCEO28.7K sh$3.0MSellFeb 23Paul FippsPresident3.7K sh$376KSellFeb 18Paul FippsPresident9.6K sh$1.0M
+ 46 other (16 awards · 15 exempts · 15 inkinds) 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.

3New insider — initial holdingsFeb 193
8-KPress release / Reg FDFeb 178-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 123
+ 14 other (3 proxys · 3 S-8s · 2 13Gs · 2 8-Ks) in window

Recent news

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

UiPath Vs. ServiceNow: Which Agentic AI Stock Is the Better Buy?fool.com·9h agoServiceNow Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?zacks.com·14h agoMissing ServiceNow's AI Pivot Could Be Your Biggest Mistakeseekingalpha.com·2d agoServiceNow Gets Constructive Earnings Setupgurufocus.com·3d agoServiceNow (NOW) Earnings Expected to Grow: What to Know Ahead of Next Week's Releasezacks.com·3d ago

In themes

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

Agentic AI & Enterprise SoftwareCybersecurity

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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.

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