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NOW

ServiceNow Inc

OPPORTUNISTIC BUY 2026-08-09 Data 34 days old USD 124.88 Technology - Software - ApplicationAWAIT ENTRY
ACTIONABLEMethodology gates passed
50

Position levels

Currenttoday
USD 124.88
Buy <=wait / entry
USD 101.67
Trim >=take some off
USD 135.00
Thesis breakA confirmed multi-quarter deceleration in subscription net new ACV below mid-tee...
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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 $0.90 vs $0.86 consensus and revenue beat of $3.99B vs $3.93B with 24% YoY growth
  • Moderate Buy consensus from 42 analysts with average price target of $143.39 representing 14.79% upside
  • AI-first enterprise platform leadership with 42% ITSM market share and over 80% Fortune 500 penetration
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.