ServiceNow, Inc.
Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth$147.99+2.3%YTD-22.8%1Y-18.8%
Mentions · last 7 days
1,469+5%
Price updated 3h ago·X counts updated 9d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $NOW, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
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
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.1.3×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.56%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.+29.1%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.+21.3%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 today2.8% 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.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
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
8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary
8-KMaterial agreementMay 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary
8-KMaterial agreementApr 228-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation
AI summary
8-KMaterial agreementApr 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary
+ 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.
I Agree, 'Saaspocalypse Is Nonsense'- 3 Stocks I'm BuyingServiceNow Has Quietly Shaken Off The AI Apocalyptic FearsBeacon Pointe Advisors LLC Makes New $24.23 Million Investment in ServiceNow, Inc. $NOWIs it a golden opportunity to buy ServiceNow stock as a rare pattern nears?Is It Worth Investing in ServiceNow (NOW) Based on Wall Street's Bullish Views?
In themes
Explore the broader themes this ticker is being talked about under.
More in Software - Application
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · top 15 · last 7 days