$NOW
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How Parkev Tatevosian, CFA’s view on $NOW changed

Channel profile →2 entries
2026-09-25Bullish
“Is ServiceNow the Ultimate Enterprise Software Stock?”
ServiceNow remains a buy with ~14% upside over 12-18 months; conviction lower at current price vs earlier lows.

ServiceNow expects its total revenue to double by 2030, exceeding $30 billion . Do these optimistic forecasts make the company's stock a buying opportunity right now? Let's answer this question together by evaluating the company's current and past performance, and comparing it to its valuation to determine whether it represents an attractive buying opportunity for long-term investors.

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2026-08-31Bullish
“Is it Too Late to Buy ServiceNow Stock? | NOW Stock Analysis”
ServiceNow is a buy with lowered conviction; current price of $145 is fairly valued vs. previous dip below $80.

ServiceNow's management team has done incredible work in recent months in reducing investor fears that artificial intelligence will kill its business. For the full year in 2026, the company's guiding to revenue growth of 21% with operating profit margins approaching 32%.

This doesn't look like a business that's being killed by artificial intelligence. But is the stock a buy? Let's answer that question together by reviewing the company's longer term results, comparing it against its valuation, and determining an answer.

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KOL Says