ServiceNow, Inc. (NOW)
ServiceNow: Victim Of Its Own Success
ServiceNow's AI-driven Pro Plus Now Assist is seeing accelerated adoption, driving strong enterprise momentum with $5M+ and $20M+ ACV customers growing 19.5% and 30% YoY, respectively. Despite short-term concerns over slowing cRPO and shrinking margins from headcount growth, I see these as temporary and not detracting from the long-term story. I expect ServiceNow to deliver high-teens revenue growth and expanding margins as AI adoption explodes across enterprise use cases over the next three years.
Could ServiceNow Be Headed to $1,300? Or is That a Pipe-Dream?
Maybe that $1,300 Street-high price target isn't so far-fetched for shares of ServiceNow (NASDAQ:NOW), after all.
NOW's Subscription Growth Picks Up: A Sign of More Upside?
ServiceNow eyes $12.785B in 2025 subscription sales as AI-fueled product demand lifts long-term growth outlook.
ServiceNow, Inc. (NOW) is Attracting Investor Attention: Here is What You Should Know
ServiceNow (NOW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
ServiceNow: The 2nd Wave of AI Spending Is Here
ServiceNow's NYSE: NOW Q2 results and guidance update are a wow moment for investors and an eye-opener for those waiting on AI's second wave. The second wave, the rise of agentic services and the application of AI, is expected to be a larger, faster-growing, and longer-sustained rally than infrastructure, which has been a rocket-ship of gains for technology investors.
Why Is ServiceNow Stock Surging?
ServiceNow (NYSE: NOW) is making headlines in the stock market—and for valid reasons. The cloud-based workflow automation firm has been experiencing significant growth recently, with its stock increasing by 25% over the last year.
ServiceNow Q2: Overcome Valuation Fears For Massive Growth (Upgrade)
ServiceNow reported strong Q2 results, and even though the stock's valuation is high, future growth prospects more than offset this. Sector-relative fundamentals and price factors look less than ideal, but in the reality of sentiment-driven markets, the investment case is good. I anticipate a 35% 18-month price return, or about 20% in 12 months.
NOW Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise
ServiceNow's Q2 earnings and revenues surpass estimates, driven by strong AI momentum, large deals and expanding enterprise demand.
AI Is Replacing 'Soul Crushing Jobs,' Says ServiceNow CEO
ServiceNow Inc. CEO Bill McDermott says artificial intelligence is helping save on labor costs and making the company faster. “We're slowing down the hiring in jobs that are — quite frankly — soul crushing jobs," McDermott said on Bloomberg Tech.
ServiceNow Stock Up 4% After Guidance Raise On Agentic AI Growth
Agentic AI drove up ServiceNow's guidance and the stock rose 4.8% in July 24 morning trade.
ServiceNow, Inc. (NOW) Q2 2025 Earnings Call Transcript
ServiceNow, Inc. (NYSE:NOW ) Q2 2025 Earnings Conference Call July 23, 2025 5:00 PM ET Company Participants Darren Yip - Head of Investor Relations William McDermott - Chairman & CEO Gina Mastantuono - President & CFO Amit Zavery - President, Chief Product Officer & COO Conference Call Participants Aleksandr Zukin - Wolfe Research, LLC Mark Murphy - JPMorgan Chase & Co, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Karl Keirstead - UBS Investment Bank, Research Division Matthew Hedberg - RBC Capital Markets, Research Division Keith Weiss - Morgan Stanley, Research Division James Wood - TD Cowen, Research Division Michael Cikos - Needham & Company, LLC, Research Division Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Bradley Sills - BofA Securities, Research Division Peter Weed - Sanford C. Bernstein & Co., LLC.
ServiceNow (NOW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for ServiceNow (NOW) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
