ServiceNow: The Shares Are Down; The Business Is Flying
ServiceNow shares are attractively valued after a 30% pullback, despite continued strong revenue and free cash flow growth. NOW's growth drivers are Pro Plus licensing enabling AI functionality, consumption-based revenue, ITSM/CRM market share gains, and a strategic cybersecurity expansion via the Armis acquisition. Fears that AI will negatively impact seat-based SaaS growth are unfounded; NOW's AI monetization and seat growth remain robust, with AI-related revenues exceeding projections.
NOW Expands Portfolio on Acquisitions: What's Ahead for the Stock?
ServiceNow expands its AI-driven security footprint with Veza and a $7.75B Armis deal, targeting rising enterprise risks.
ServiceNow $12 billion deal spree is 'deja vu' of CEO's SAP says
After years of eschewing big mergers, ServiceNow Inc. is on a deal spree. It has spent at least $12 billion this year on acquisitions or strategic investments.
ServiceNow (NOW) Stock Drops Despite Market Gains: Important Facts to Note
ServiceNow (NOW) closed the most recent trading day at $152.59, moving 1.15% from the previous trading session.
ServiceNow to acquire cybersecurity startup Armis for $7.75B
Enterprise software company ServiceNow agreed to acquire a nine-year-old cybersecurity startup, Armis, for $7.75 billion in cash.
ServiceNow acquiring cybersecurity startup Armis for nearly $8 billion
ServiceNow will acquire cybersecurity startup Armis in a $7.75 billion deal expected to close next year. The enterprise software company said the deal will bolster its cybersecurity capabilities in the age of artificial intelligence.
ServiceNow to buy cybersecurity startup Armis for $7.75 billion
ServiceNow has agreed to buy cybersecurity startup Armis for $7.75 billion in cash, the companies said on Tuesday, as the enterprise software maker looks to attract new customers amid growing risks of cyberattacks.
ServiceNow acquires Armis for $7.75 billion as it bets big on cybersecurity for AI
The deal expands ServiceNow's reach into cybersecurity as it aims to create an ‘AI control tower.'
ServiceNow's Dip Creates A Rare Entry Opportunity
ServiceNow is a mission-critical software provider with robust recurring revenue, high retention, and accelerating profitability. NOW trades at 41x free cash flow, near the low end of its historical range, following a tech sector selloff. Revenue growth remains strong at ~20% year-over-year, with free cash flow margins near 30% and minimal debt.
ServiceNow (NOW) Stock Falls Amid Market Uptick: What Investors Need to Know
In the closing of the recent trading day, ServiceNow (NOW) stood at $153.38, denoting a -80.4% move from the preceding trading day.
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: This Selloff Is A Gift
ServiceNow remains a high-conviction buy for 2026, with a reiterated price target of $1,183, representing 55% upside from current levels. NOW's Q3 FY25 results exceeded expectations, with strong enterprise customer momentum and cRPO growth, supporting robust forward revenue and margin projections. Concerns over the potential $7B Armis acquisition center on steep valuation, financing risks, and possible margin compression, but strategic fit is compelling for AI platform ambitions.
