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NOW

ServiceNow Inc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 100.66 Technology - Software - ApplicationIN BUY ZONE
ACTIONABLEMethodology gates passed
50

Position levels

Currenttoday
USD 100.66
Buy <=wait / entry
USD 103.33
Trim >=take some off
USD 150.00
Thesis breakA cut to fiscal 2026 subscription revenue guidance, a sustained deceleration in ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case15%100 / 10015.0
Base case50%62 / 10031.0
Bear case35%10 / 1003.5
Weighted conviction50 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q2 2026 EPS beat of $0.04 and revenue beat with full-year subscription revenue guidance raised
  • ServiceNow AI reaching $1 billion annual contract value
  • 24.5% YoY subscription revenue growth to $3,877 million
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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