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NOW

ServiceNow Inc

SPECULATIVE BUY 2026-08-01 Updated today USD 111.23 Technology - Software - ApplicationAWAIT ENTRY
40

Position levels

Currenttoday
USD 111.23
Buy <=wait / entry
USD 93.33
Trim >=take some off
USD 120.00
Thesis breakThe thesis would be invalidated by a material disclosed cybersecurity incident a...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case6%100 / 1006.0
Base case48%62 / 10029.8
Bear case46%10 / 1004.6
Weighted conviction40 / 100 - SPECULATIVE BUY

Top risks

  • Q2 2026 earnings miss of $0.31 vs $0.40 estimate on 2026-07-22
  • Q2 2026 earnings beat of $0.90 vs $0.76 estimate reported in separate source
  • Average analyst price target of $142.28 implying upside from $111.23
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