$NOWBull claim
Mark Roussin, CPAANALYSTJul 26, 2026The claim
“NOW is a great buying opportunity — mission-critical AI, 25% revenue growth, 20%+ subscription growth guidance, and a valuation that doesn't reflect its growth.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTOn record
This is a company still growing at a solid clip and trading like its growth is in the single digits.
Why
they reported a double beat with EPS of 90 cents, revenues of nearly 4 billion, growing the top line by nearly 25%.
guidance is still calling for more than 20% subscription growth for the year, 31% operating margins, and in the near 20% growth in RPOs.
The structured call
Direction
Bullish
Catalyst
—
Target
—
The receipt
Publish-day price $$98.78 · the claim is anchored to the moment it was said.
