$NOW
这只股票

Parkev Tatevosian, CFA 对 $NOW 的判断变化

频道资料 →共 2 条
2026-09-25看涨
《Is ServiceNow the Ultimate Enterprise Software Stock?》
ServiceNow 仍属买入标的，预计未来 12-18 个月约有 14% 的上行空间；但相较此前的低位，当前价位下的信心有所减弱。

ServiceNow 预计到 2030 年其总营收将翻倍，超过 300 亿美元。这些乐观的预测是否意味着该公司的股票现在是买入机会？让我们通过评估公司当前和过去的业绩，并将其与估值进行比较，来判断它对长期投资者而言是否是一个有吸引力的买入机会，从而一起回答这个问题。

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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2026-08-31看涨
《Is it Too Late to Buy ServiceNow Stock? | NOW Stock Analysis》
ServiceNow 值得买入，但信心有所降低；当前 145 美元的价格相对于此前低于 80 美元的下跌而言估值合理。

ServiceNow的管理团队近几个月在消除投资者对人工智能将扼杀其业务的担忧方面做了出色的工作。对于2026年全年，公司预计收入增长21%，营业利润率接近32%。

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%.

这看起来不像是一个被人工智能扼杀的业务。但该股值得买入吗？让我们通过回顾公司的长期业绩、将其与估值进行比较并确定答案来共同回答这个问题。

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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