Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$137.0B
1,034M shares
52-week range
$81.24 – $194.73
51% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
P/S (TTM)
9.8
EV / FCF (TTM)
32.7
ServiceNow Inc provides software solutions to structure and automate various business processes via a SaaS delivery model. The company primarily focuses on the IT function for enterprise customers. ServiceNow began with IT service management, expanded within the IT function, and more recently directed its workflow automation logic to functional areas beyond IT, notably customer service, HR service delivery, and security operations. ServiceNow also offers an application development platform as a service.
www.servicenow.comNo one on the platform currently holds NOW.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-12-31 | 1,338,885 | $205.1M |
| Renaissance Technologiesas of 2026-03-31 | 1,206,018 | $126.1M |
| Execution date | Ratio |
|---|---|
| 2025-12-18 | 5-for-1 |
No one on the platform has traded NOW yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 12.1% | 10.2% | — | — | — | |
| Rev. Growth % | 20.9% | 24.1% | ||||
| Profit Margin % | 13.2% | 10.8% | 3.3% | |||
| Free Cash Flow Margin % | 34.5% | 31.2% | 26.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +10.5% on the P/E track.
At today's price, your expected annual return is +15.9% on the P/E track.
At today's price, your expected annual return is +21.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $16.2B | +22.4% | $4.07 | $3.85–$4.20 | 34.1× | 31 |
| 2027 | $19.2B | +18.7% | $5.02 | $4.38–$5.24 | 27.7× | 26 |
| 2028 | $22.8B | +18.4% | $6.09 | $3.65–$8.80 | 22.8× | 13 |
| 2029 | $26.7B | +17.3% | $7.10 | $6.97–$7.46 | 19.5× | 10 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-22 | $0.86 | $0.90 | +4.7% |
| 2026-04-22 | $0.95 | $0.97 | +2.1% |
| 2026-01-28 | $0.89 | $0.92 | +4.0% |
| 2025-10-29 | $0.85 | $0.96 | +13.3% |
| 2025-07-23 | $0.71 | $0.82 | +14.7% |
| 2025-04-23 | $0.77 | $0.81 | +5.5% |
| 2025-01-29 | $0.73 | $0.73 | +0.5% |
| 2024-10-23 | $0.69 |
| $0.42 |
| -39.1% |
| $211.7B |
| — |
| INTUIntuit Inc. | $337.36 | -0.53% | $92.3B | — |
| LRCXLam Research Corporation | $273.46 | -0.01% | $342.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$NOW I guess staying above $140 is asking for too much
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$NOW semis are up , this will be down.. 120s coming
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$NOW Wake up!! You’re beloved stock is losing those 3% gains you had on the month! 😂 🖕🏽…. 👰🏼♂️
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$NOW 🙄The price action since you sold NOW and bought ORCL is the only argument needed-
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Why Calls To Slow AI May Actually Be Good News For ServiceNow Stock $NOW https://talkmarkets.com/article/why-calls-to-slow-ai-may-actually-be-good-news-for-servicenow-stock-1789455389
View on StockTwits ↗$NOW Just leave then. Why posting so hard about your poor timing?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.