Latest analyst takes
Financial EducationBULLNOW is a buy despite an awkward post-acquisition/AI integration cost phase, since revenue growth (about +22%) should translate into stronger profit growth again and the stock is priced cheaply versus that normalization.6d ago
Ricky GutierrezBEARNOW's near-term direction is not favorable since uncertainty around AI competitive replacement risk has impaired its ability to participate in the “shared marketplace,” making a full recovery harder to trust.11d ago
Everything MoneyBULLNOW’s selloff looks overdone for an enterprise workflow platform because revenue continues to grow and customers remain sticky with high switching costs, even as AI-driven replacement fears and competition from Microsoft/Oracle/Salesforce pressure the valuation.13d ago"NOW is a buy despite an awkward post-acquisition/AI integration cost phase, since revenue growth (about +22%) should translate into stronger profit growth again and the stock is priced cheaply versus that normalization."
"NOW's near-term direction is not favorable since uncertainty around AI competitive replacement risk has impaired its ability to participate in the “shared marketplace,” making a full recovery harder to trust."
"NOW’s selloff looks overdone for an enterprise workflow platform because revenue continues to grow and customers remain sticky with high switching costs, even as AI-driven replacement fears and competition from Microsoft/Oracle/Salesforce pressure the valuation."