I rate ServiceNow a Buy, driven by strong AI monetization and vertical expansion supporting a sustained 20% revenue CAGR and premium valuation. AI momentum is accelerating, with management guiding for ...
Many CEOs have used their quarterly earnings calls to warn that the Trump administration’s tariff policy, and the ensuing economic uncertainty, is going to be bad for business. But not ServiceNow CEO ...
ServiceNow's valuation is extremely stretched, trading at 15.2x EV/FY25 revenue and ~60x P/E, far above peers with similar growth rates. Growth is slowing, with only a slight boost to the FY25 outlook ...