ServiceNow, Inc. (NOW)
The Zacks Analyst Blog ServiceNow, Microsoft, Oracle and Salesforce
ServiceNow (NOW) heads into Q1 earnings with strong growth forecasts, but AI headwinds, rising competition and a stretched valuation cloud the outlook.
ServiceNow Before Q1 Earnings: Should You Hold or Fold the Stock?
NOW reports Q1'26 earnings on April 22 as revenues are expected to be up 21%, but an AI shift, fierce rivals and a stretched valuation loom.
This Is When ServiceNow Proves It Can Survive the SaaS-Pocalypse
ServiceNow (NYSE:NOW | NOW Price Prediction) reports Q1 2026 results this week, and the timing could not be more charged.
ServiceNow Q1 Preview: The Earnings Growth It Needs Is Too High To Justify A Buy
ServiceNow faces AI-driven disruption risks but is adapting with hybrid pricing and strong AI product adoption. Key indicators such as remaining performance obligations indicate a healthy mid-20s% growth outlook, supported by the rapid uptake of Now Assist packs. Despite trading at a historical discount, a reverse-DCF style analysis reveals a challenging implied 30% 5-year earnings CAGR needed to justify its current market price.
Countdown to ServiceNow (NOW) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for ServiceNow (NOW), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.
ServiceNow Is The Main Victim Of The SaaSpocalypse
ServiceNow acts as a manager for other software by integrating various enterprise systems. The new focus on agentic AI could create a strong moat by automating complex internal workflows. Despite the SaaSpocalypse selloff, ServiceNow remains a high-risk play. Widespread corporate layoffs pose a direct threat to the seat-based revenue model. While AI disruption is a long-term risk, reduced headcount at major firms will impact organic growth sooner.
ServiceNow, Inc. (NOW) Is a Trending Stock: Facts to Know Before Betting on It
ServiceNow (NOW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
ServiceNow vs Shopify: Which Is the Better Short Candidate Right Now?
ServiceNow (NYSE: NOW | NOW Price Prediction) and Shopify (NASDAQ: SHOP) are both high-multiple technology names, but which one carries the more compelling short thesis right now?
Citi Slashes ServiceNow's Target to $177: Is the AI Workflow Giant Losing Its Edge?
ServiceNow (NYSE:NOW | NOW Price Prediction) is drawing fresh scrutiny from Wall Street as two analyst firms trimmed their price targets on the same day, even while maintaining positive ratings.
ServiceNow (NOW) Stock Falls Amid Market Uptick: What Investors Need to Know
ServiceNow (NOW) closed at $87.79 in the latest trading session, marking a -1.43% move from the prior day.
ServiceNow faces more cautious outlook as UBS cites AI-driven budget pressures
UBS has lowered its rating on ServiceNow Inc (NYSE:NOW, XETRA:4S0) to Neutral from Buy, saying its earlier conviction that the company was best positioned among application software firms in the AI era has weakened amid emerging signs of budget pressure in non-AI software spending. The bank noted that while customers continue to view ServiceNow as a core “system of record” for IT assets, there is growing interest in using AI to build lighter workflow tools on top of existing systems.
AI disruption fears may be overblown, but not for ServiceNow stock
ServiceNow (NYSE: NOW) plunged 6% on April 10 after senior UBS analyst Karl Keirstead issued a bearish note on the Santa Clara-headquartered software giant. Citing a material shift in enterprise spending priorities, Keirstead downgraded NOW this morning to “neutral” and slashed his price target sharply to $100.
