NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.
ServiceNow, Inc. remains a top AI-native software pick, delivering robust Q1 2026 results and raising its full-year outlook. NOW's pivot to AI is driving tangible growth: a 22% YoY revenue increase, 23.5% RPO growth, and strong demand for AI products like Now Assist. Valuation is no longer extreme but remains at a premium; a PEG ratio of 1x reflects a 25% EPS CAGR, justifying selective accumulation.
ServiceNow (NOW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 27,199 | $3.96M | $2.88M | -$1.08M | -27.29% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 236 | $24,794.76 | $24,999.22 | $204.46 | 0.82% |
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 420,200 | $58.29M | $44.5M | -$13.79M | -23.65% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,185 | $325,179.45 | $231,454.65 | -$93,724.8 | -28.82% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 9,921 | $913,656.43 | $1.05M | $137,264.19 | 15.02% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kash Rangan Goldman Sachs | 918.78 | $100,000 | $97,000.18 | -$2,999.82 | -3% |
Tyler Radke Citigroup | 954.84 | $100,000 | $100,000 | - | - |
Allan Verkhovski BTIG | 264.69 | $26,440.75 | $27,554.35 | $1,113.6 | 4.21% |
| Software Industry | Information Technology Sector | William R. McDermott CEO | NYSE Exchange | 81762P102 CUSIP |
| US Country | 29,187 Employees | - Last Dividend | 18 Dec 2025 Last Split | 29 Jun 2012 IPO Date |
ServiceNow, Inc., founded in 2004 and headquartered in Santa Clara, California, is a leader in providing end-to-end intelligent workflow automation platform solutions for digital businesses around the globe. Initially known as Service-now.com, the company rebranded itself to ServiceNow, Inc. in May 2012. It has established a robust presence across North America, Europe, the Middle East and Africa, Asia Pacific, and beyond. ServiceNow operates the Now platform, a comprehensive suite for digital transformation through artificial intelligence, machine learning, robotic process automation, process mining, performance analytics, and a range of collaboration and development tools. The company caters to various sectors including government, financial services, healthcare, telecommunications, manufacturing, IT services, technology, oil and gas, education, and consumer products, distributing its solutions via service providers and resale partners.
These offerings facilitate comprehensive oversight and management of corporate assets, cloud-based environments, and associated risks, respectively. They ensure that businesses have full visibility and control over their physical and digital resources, along with the ability to anticipate and mitigate potential risks.
This suite of products provides enterprises with the tools necessary for effective IT service management, catering to the needs of employees, customers, and partners alike.
A set of products designed to assist enterprises in managing their strategic portfolios, ensuring that organizational initiatives are aligned with business objectives.
This product connects a customer’s physical and cloud-based IT infrastructure, facilitating seamless IT operations management across diverse environments.
ServiceNow offers solutions for managing IT assets effectively and for enhancing security operations by integrating internal and third-party security data and systems.
These products are geared toward managing various risks and resilience, and for governing environmental, social, and governance (ESG) criteria within organizations.
These offerings are designed to streamline HR, legal processes, and workplace services, enhancing efficiency and employee satisfaction.
ServiceNow provides solutions to improve customer service and field service operations, aiming to boost customer satisfaction and operational efficiency.
The App Engine enables custom application development on the Now platform, while the Automation Engine offers advanced workflow and process automation capabilities.
These products ensure the privacy and security of the Now platform and streamline the source-to-pay process, respectively.