NOW ServiceNow, Inc.

bullish · high conviction 2/4 shifts correct ↓ $124.37 +15.64 (+14.4%)
Mkt Cap $105B P/E 61.2 fwd 20.3 52wk $81.24 - $211.48 16h ago
r/
Reddit bullish 9 mentions, 7d
6 bullish · 0 bearish · 3 neutral
Insider selling: $1,730,146 sold by 13 insiders (30d)
Est. revisions: +0.0%
Factor Model (net -2.4)

Factor Model

net -2.4 5.7 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
-0.9
Analyst Rev.
-1.0
Narrative Gap
-0.5

ServiceNow subscription growth bulls target $145

Watch: Q2 earnings will reveal AI integration progress and subscription revenue momentum amid ongoing tech rotation.

ServiceNow trades at $108 after a sector-wide multiple reset, with subscription revenue up 21% and free cash flow margins at 44%. Claude AI ranks NOW #3 in top AI buy stocks despite a 20% risk of AI disruption to core software. Investors note accelerating revenue growth (22%) and CEO's $30 billion subscription revenue target by 2030. Reddit sentiment is bullish amid recent tech rotation favoring software over hardware, though volatility prompts some margin-driven caution.

Strong fundamentals and broad institutional interest suggest ServiceNow can extend subscription revenue growth and capitalize on AI-cloud spending trends despite sector skepticism and insider selling.

Evidence

5h ago SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT reddit-wsb
13h ago Forget SaaS: Why AI Agents Could Make ServiceNow and Palantir Technologies the Next Trillion-Dollar Platforms yahoo-finance
13h ago When is the Best timing to Sell warants? reddit-investing
21h ago Buy, Hold, or Sell: Is This Cloud Automation Juggernaut a Steal Following Its Massive Valuation Reset? yahoo-finance
Updated Saturday the time is $NOW reddit-wsb
Updated Saturday Anthropic’s Claude Says ServiceNow (NOW) Among The Best AI Stocks to Buy yahoo-finance
Updated Saturday I want my gains $NOW reddit-wsb
Updated Friday Tech Rotation into Software and Finance reddit-stocks
7 older signals
Updated Friday Am I losing my mind or did Snowflake just telegraph the next massive DDOG and NOW pump?
Updated Thursday The FOMO got to me and I bought more stocks
4d ago Institutional Order Flows Expand As Technology And Aerospace Drive Market Activity
5d ago ServiceNow Vs Salesforce: BofA Reveals Why AI Is 'Growth Engine' For One And 'Major Risk' For The Other
6d ago NOW might actually be a decent Ai play
6d ago SaaSpocalypse Reversal
6d ago Jim Cramer Discusses ServiceNow’s (NOW) Share Price Performance
Fundamentals & Data ▾
ServiceNow, Inc. Technology · Software - Application
Mkt Cap
$105B
P/E
61.2 fwd 20.3
Beta
0.82
52w Range
$81.24 - $211.48
Short Interest
49.2M 4.78%
Days to Cover
1.8 +65%
Technicals mixed
vs 20d MA
+27.7%
from 52w Hi
0.0%
Vol (20d)
71%
1w return
+24.8%
1m return
+39.9%
Vol ratio
1.2x
Insiders
selling 0B / 4S
Analysts
mixed
EPS Estimate
$0.86 +0.0% 30d 0up / 34dn
Est. Dispersion
21% 38 analysts
Analyst Target
$142 $85 - $236
Options P/C
0.32 5C / 4P unusual
Insider Cluster
strong sell 0B / 3S
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Tiger Global, Bridgewater
Financials
Revenue
$3.8B +22% YoY
FCF
$1.5B
Gross Margin
75%
Op Margin
13%
Momentum: accelerating
Top Holders
D.E. Shaw $1.3B
Citadel $1.1B
Two Sigma $460M
Tiger Global $326M
Bridgewater $205M
Recent Filings & Data
insider trade 22
net selling · $1,730,146 sold
13 insiders · 22 transactions (30d)
Recent transactions
LUDDY FREDERIC B · award
NOWBAR HOSSEIN · other
MASTANTUONO GINA · other
CANNEY JACQUELINE P · other
CHAMBERLAIN PAUL EDWARD · sell · $130,845
SANDS ANITA M · award
CHAMBERLAIN PAUL EDWARD · award
BRIGGS TERESA · award
JACKSON LAWRENCE · award
QUINLAN LARRY · award
BOSTROM SUSAN L · award
FIPPS PAUL · sell · $13,661
MCDERMOTT WILLIAM R · other
MASTANTUONO GINA · other
CANNEY JACQUELINE P · other
FIPPS PAUL · other
ZAVERY AMIT · other
FIPPS PAUL · sell · $103,238
FIPPS PAUL · other
SANDS ANITA M · sell · $1,482,402
MCDERMOTT WILLIAM R · other
ZAVERY AMIT · other
Track Record (2/4 correct) ▾

Direction History

2/4 correct at 5 days
2026-05-20 bullish +5.3% ✓
2026-05-13 bullish +18.7% ✓
2026-04-25 bearish +1.1% ✗
2026-04-22 bullish -13.8% ✗
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