ServiceNow, Inc. (NOW)
ServiceNow Just Plunged 18% on Earnings. Is This a Once-in-a-Cycle Buying Opportunity?
Shares of ServiceNow (NYSE:NOW | NOW Price Prediction) plunged roughly 18% on Thursday after the enterprise software giant's Q1 2026 earnings sparked a flurry of price target cuts across Wall Street.
ServiceNow Got Hammered by Wall Street After Earnings. Is the Selloff a Gift for Patient Buyers?
Shares of ServiceNow (NYSE:NOW | NOW Price Prediction) stock were hammered after the company's latest earnings print, with at least seven Wall Street firms trimming price targets overnight.
ServiceNow Leads Software Stocks Lower After Warning The Iran War Is Holding Back Growth
ServiceNow's latest results are sending a shockwave through the sector.
AI Is Central to ServiceNow Platform, CEO McDermott Says
"We are a growth company," ServiceNow Chair and CEO Bill McDermott says while discussing the company's first-quarter earnings on "Bloomberg Open Interest." -------- More on Bloomberg Television and Markets Like this video?
ServiceNow's Beat-and-Raise Quarter Didn't Impress Investors
ServiceNow (NYSE:NOW | NOW Price Prediction) delivered a textbook beat-and-raise quarter for Q1, yet the tape told a different story.
ServiceNow plunges 14% as Middle East conflict hits deals, margin concerns weigh
ServiceNow shares fell sharply after the company flagged geopolitical disruptions and a weaker margin outlook, dampening investor sentiment despite stronger-than-expected revenue and upbeat projections for its artificial intelligence business. The stock dropped more than 14% as the enterprise software firm said the ongoing conflict in the Middle East had delayed key deal closures, weighing on subscription revenue growth during the quarter.
ServiceNow shares fall as growth and margin concerns weigh on outlook
ServiceNow Inc (NYSE:NOW, XETRA:4S0) reported in-line to better-than-expected first quarter results, but concerns over growth trends and margins weighed on the stock, sending it about 14% lower at Thursday's open. The enterprise software company reported adjusted earnings per share of $0.97, in line with expectations.
ServiceNow: Punished For The Wrong Reasons
ServiceNow remains a leader in SaaS, with AI threats likely overstated and recent post-earnings sell-off appearing overdone. NOW's premium margins, strong capital structure, and robust RPO balance signal operational strength and client stickiness. Partnerships, notably with GOOGL, validate NOW's strategic relevance and potential for AI-driven growth.
ServiceNow: Strong Q1, But 52-Week Lows After Hours Offer A Good Entry Point
ServiceNow delivered a strong Q1, beating top-line estimates and raising 2026 subscription revenue guidance by $210 million at the midpoint. NOW's $27.7 billion RPO backlog, 22% YoY growth, and 130% increase in $1M+ Now Assist customers underscore robust enterprise demand despite AI disruption fears. NOW's AI revenue run rate hit $1.5 billion, up 50% YoY, with new AI products and deepening partnerships with NVDA, MSFT, and Google Cloud.
Wall Street Breakfast Podcast: ServiceNow Tanks On Margins
ServiceNow (NOW) fell 13% premarket after Q1 results and a lower-than-expected gross margin outlook tied to recent acquisitions. Tesla (TSLA) signaled heavy 2024 capex and future exponential growth in Cybercab and Semi production, while.
ServiceNow Q1: Why The 24x P/E Is A Mirage
ServiceNow delivered a solid Q1 with revenue and EPS in line and robust subscription growth guidance above consensus. NOW's operational health is evident in strong RPO growth, high renewal rates, and expanding customer contract values. Despite operational strength, valuation concerns persist with a GAAP P/E of 43–50x and high stock-based compensation.
ServiceNow Inc (NOW) Q1 2026 Earnings Call Highlights: Strong Growth Amid Geopolitical Challenges
Subscription Revenue: $3.671 billion, growing 19% year over year in constant currency.Remaining Performance Obligations (RPO): $27.7 billion, representing 23.5
