NOW
ServiceNow Inc
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
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 6% | 100 / 100 | 6.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 46% | 10 / 100 | 4.6 |
| Weighted conviction | 40 / 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