$NOW

ServiceNow, Inc.

29 analysts · 2 active debates
SENTIMENT
86% BULL
STANCE FLIPS · 7d
0
LAST VERDICT
EXTREME BULL
NEXT EARNINGS
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AS OF JUN 9

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WHERE ANALYSTS DISAGREE ON NOW
updated 1D AGO
$NOW
8d

NOW’s AI Competition Replacement Risk

BULL CASE
NarrativeLong-term

NOW’s mission-critical workflow software remains hard to displace, so AI should expand demand rather than replace it.

Analyst's reasoning:The CEO argues companies won’t rebuild NOW-like software with a language model because they would still pay 10 times more to operate it. The bull case leans on high gross profit (76%) and strong free-cash-flow focus, with valuation risk from high price-to-cash-flow.

Everything MoneyANALYST
“I Can’t Believe How Cheap These 3 Stocks Are Right Now!”
Jun 2, 2026
BEAR CASE

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.

Analyst's reasoning:Uncertainty around AI competitive replacement has damaged NOW's ability to participate in the shared marketplace opportunity, making a full valuation recovery harder to trust. The analyst cites competitive threat and multiple headwinds as structural barriers to near-term upside.

Ricky GutierrezANALYST
“LIVE: MSFT, META, AMZN, AND GOOGL EARNINGS REPORT 2026”
Apr 29, 2026
ANALYST SENTIMENT · 2 TAKES
1 BULL · 50%50% · 1 BEAR
$NOW
13d

96 Support, 105 Breakout

BULL CASE
TechnicalSwing

NOW is showing a solid consolidation pattern, making it a potential candidate for a move toward $110.

Analyst's reasoning:The stock is trading well in a sideways pattern, which suggests it could continue to build strength. A move toward $110 is a reasonable expectation given the current technical setup.

T3 LiveANALYST
“Scott Redler’s #630club - LIVE Premarket Stock Market Update”
May 28, 2026
BEAR CASE
FundamentalSwing

Service Now looks weak because the chart is breaking down and near-term downside may outweigh upside until conditions improve.

Analyst's reasoning:Service Now has dropped over 50%, and the technical setup shows strong lower highs and lower lows while AI and broader markets hit highs. The core risk is that even if markets correct, the stock may still lack enough business momentum to stabilize quickly.

Ricky GutierrezANALYST
“(LIVE NOW) NVIDIA EARNINGS REPORT 2026”
May 20, 2026
ANALYST SENTIMENT · 6 TAKES
5 BULL · 83%17% · 1 BEAR
STANCE FLASH · NOW
— NO STANCE CHANGES THIS WEEK · ANALYSTS STEADY —
ANALYST COVERAGE
Financial Education — YouTube finance analystStockCharts TV — YouTube finance analyst
— Covered by Financial Education · StockCharts TV

What is the latest research on NOW?

LATEST RESEARCH · 3 TAKES
FEFinancial Education — YouTube finance analystFinancial Education1d ago
BULL$NOWLong-termNarrative

agentic opportunity drives upward-cycle momentum long-term.

Service Now is in an upward cycle as momentum builds around agentic opportunity, supporting long-term growth for the next 5–20 years.

The thesis is that the stock has already bottomed and is shifting into an accumulation phase as more investors recognize its agentic positioning. The time horizon emphasized is long duration (5–20 years), implying fundamentals and platform growth matter more than near-term tape.

Publish-day $114.19 · 06/06
"This stock is ready to EXPLODE‼️"
FEFinancial Education — YouTube finance analystFinancial Education6d ago
BULL$NOWMid-termFundamental

agentic opportunity recognition can drive further upside.

Service Now should benefit once the agentic opportunity is widely understood, with more upside than Salesforce.

Service Now is expected to “move huge” once the market fully appreciates the agentic upside, and it’s given the edge versus Salesforce on relative upside. The risk is that priced-for-perfection expectations could be harder to satisfy if the broader market weakens.

Publish-day $119.36 · 11/23
"The Market is preparing for UNBELIEVABLE MOVE‼️"
STStockCharts TV — YouTube finance analystStockCharts TV6d ago
BULL$NOWSwingFundamental

software weakness is easing with the first signs of life.

ServiceNow is starting to show signs of life, making it a first real contender in the software rotation.

ServiceNow is singled out as showing signs of life in the software area, which the speaker contrasts with prior underperformance. Rising participation within tech implies improved odds for broader rotation if the market corrects.

Publish-day $117.90 · 01/31
"These Sectors Could Be Next in the Rotation"