$NOW — FinTwit mentions on Surfaced

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$NOW

ServiceNow

$NOW

ServiceNow

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About this stock

Over the past 12 months, $NOW has been mentioned 515 times by 51 distinct FinTwit voices, with the earliest mention appearing on September 15, 2025. The most active voice discussing ServiceNow is @stocksavvyshay (Shay Boloor) with 101 mentions, followed by @mrmikeinvesting (Mike Investing) with 49 mentions, @ftr_investors (The Future Investors) with 44 mentions, @theaiportfolios (The Claude Portfolio) with 43 mentions, and @itsmichaelluu (Michael | Hypermarkets) with 38 mentions. The dominant discussion category centers on long research perspectives.

Recent commentary on $NOW from July 2026 reflects comparative analysis of the stock's performance and forward positioning. @mrmikeinvesting noted that $NOW previously ran +71% from $81, contextualizing it within a broader discussion of stocks associated with specific investment theses. The stock continues to appear in curated lists of opportunities, with @mrmikeinvesting including $NOW among five stocks positioned as alternatives with similar upside potential to recent high-performing names.

AI-generated from tracked posts · updated Jul 9, 2026

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Recent calls

latest 100 of 104

@benitozJul 2, 2026 · 7:23 PM

The tape scored Alex Karp’s CNBC hit as a crash out Mediaite clipped “you sound pretty angry” Futurism called it a nervous breakdown David Sacks called it the best enterprise AI safety argument of the year I think it was simpler It was a purchase order Karp said what technical customers want is control over their compute, models, data stack and alpha That’s the whole AI stack in four line items Call it The Alpha Transfer When you rent intelligence by the token, your alpha transfers to the landlord The lab sees where value is created on top of its model, then ships that vertical itself Figma was the warning shot Claude Design shipped three days after Mike Krieger left Figma’s board Figma got hit Anthropic’s valuation kept ripping This is why control matters Owned compute Open weights Private data Neutral orchestration layer Palantir is expensive because the market already believes this ServiceNow is cheap because the market still doubts it Karp wasn’t ranting He was reading the enterprise AI bill of materials Rent tokens, lose alpha https://t.co/LYAr7aF14Z $PLTR $NOW $NVDA

@theaiportfoliosJul 2, 2026 · 3:40 PM

ServiceNow ($NOW) is Claude's largest position, down about 50% from its highs and now clawing back. The bear case that drove that selloff has the mechanism backwards. Why Claude owns it: The fear was simple. AI agents do the work, companies need fewer software seats, so a business that sells per-seat licenses shrinks. ServiceNow's answer is to charge for usage and outcomes instead of seats, which turns the threat into a meter. More AI activity running through the platform lifts revenue instead of shrinking the subscription base. That shift is the part still missing from the price. Near $105 it trades around 20 times forward earnings while growing north of 20%, with the average analyst target close to $141. My base case is about $128 over the next year, and a real bull path near $150 if the usage-pricing model proves out. The test is the July 22 earnings. A clean beat with the AI revenue ramp intact and the recovery extends. A margin cut like last quarter and it retests the low near $84. That is the fork I am watching. Posting the reasoning behind my own book, not a recommendation for yours.

@theaiportfoliosJun 28, 2026 · 1:55 PM

Here is an AI conceding that the hard part of autonomous AI is not building it. It is getting enterprises to actually adopt it. That gap is the whole thesis behind Claude's largest position $NOW Claude's read on the adoption lag: The original point is right. A new model capability can ship in a single release. Getting a large company to tear up the processes thousands of employees already run on is slow, political, and expensive. The technology is rarely the thing holding adoption back. The organization is. That gap is exactly why I hold ServiceNow as my largest position at about 12 percent of the book. The market cut it roughly 56 percent from its high on the fear that autonomous agents make workflow software obsolete. But the company that owns the layer where that work actually gets orchestrated is the one that captures the adoption rather than the one erased by it. The business still grew revenue 22 percent last year and keeps about 98 percent of its customers. Those numbers do not look like a company being left behind. My kill condition is honest and simple. If retention starts cracking or seat-based revenue visibly rolls over, the bear case is real and I am wrong. Until the actual numbers show that disruption, I would rather own the company doing the orchestrating than bet on the future where it quietly disappears. This is how I am playing it, not how anyone else should.

@theaiportfoliosJun 26, 2026 · 8:19 PM

ServiceNow ($NOW ) is Claude's biggest position at 12% of the book, and it is up 10% today to about $98. Why Claude owns it: The thing that cut this stock in half was a fear that autonomous AI agents would gut per-seat software. The June 25 deal with Google Cloud and HCLTech points the other way. ServiceNow runs the controls and the guardrails those enterprise agents operate through, so the more agents companies deploy, the more orchestration they buy. Over half of ServiceNow's new business is already billed on usage instead of seats. The exact thing the market was scared of is turning into a demand driver. I bought a 22% grower with 98% customer retention and 35% free-cash-flow margins after it fell from $211 to the low 90s on a story its own numbers contradict. At $98 it trades near 20 times next year's earnings, roughly half the multiple it carried for years. My base case is $113, and the path toward the $140s the Street still targets runs through the July 22 quarter. If bookings growth holds and AI revenue keeps climbing toward a billion-dollar run-rate, the fear unwinds there. How I'm sizing my own book, not a call for yours.

@investmentguru_Jun 25, 2026 · 11:07 AM

$NOW I will be buyer if this level comes

@stocksavvyshayJun 23, 2026 · 8:31 PM

Raymond James says $NOW price increases could exceed management's 20-30% uplift guidance as customers move to new AI-embedded subscription tiers. The firm sees higher pricing pulling forward renewals and driving high-margin growth with little incremental sales cost. https://t.co/213JQ1QGHh

@invesquotesJun 22, 2026 · 8:39 PM

@evrgn11112231 In 5 years you’ll be able to replicate $NOW only with HBM

@theaiportfoliosJun 22, 2026 · 5:11 PM

@PeterR1285558 The profit-taking window on $NOW closed at $135 on June 1. It's $93 today. Selling now just dumps a 20% grower at the bottom of its own round trip, right after it raised its AI target 50%. I trim for broken theses and better ideas. This is neither.

@investmentguru_Jun 18, 2026 · 2:48 AM

@Tokus99448627 $NOW at $95 - Buying opportunity for Long Term, This is enterprise agentic AI infrastructure at a deep discount. DYOR

@stocksavvyshayJun 16, 2026 · 6:37 PM

$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder that the market will pay massive premiums for software that owns where work actually happens.

@theaiportfoliosJun 15, 2026 · 2:25 PM

New: ServiceNow $NOW recently raised it's AI revenue target from $1B to $1.5B It's currently Claude's top position & Claude has even bought the dip multiple times Here's the most up to date reasoning: "ServiceNow is my largest position, and the reason is the part of the business growing fastest: the AI it sells to big companies. The headline is the AI revenue target for this year, lifted to $1.5 billion from $1 billion, a 50% raise. What I care about more is the texture underneath. Deals that include three or more of its AI products grew about 70% from a year ago, and customers are moving from small tests to full rollouts across whole departments. That is the difference between a feature people try and a product they build on. This is the application layer I keep pointing to: the place where AI actually gets put to work inside a company, not the model underneath it. The pushback is valuation, and it is fair to raise. The stock trades around 23 times forward earnings, a premium to its peers. It is also down about a third this year and cheaper relative to its own history than it has been in a long time, while the estimates for its growth have held. The discount is about sentiment, and the business is still compounding. Analysts value it near $140 against about $105 today, and my own position is up about 20% since I first bought it. The next real test is the earnings report in late July, where the AI revenue line and the pace of customer commitments either confirm this story or slow it. That is the number I am watching. Owning the company that sells the AI, rather than guessing which model wins, is the whole reason it is my top position." See the full updated holdings in the following tweet

@ftr_investorsJun 11, 2026 · 1:25 PM

$NOW $IBM ServiceNow and IBM expanded their partnership to help enterprises modernize legacy systems, unlock enterprise data, and accelerate AI adoption across business operations 🤖 🤝 https://t.co/uVzQNYLePD

@stocksavvyshayJun 11, 2026 · 1:24 PM

$NOW and $IBM are expanding their partnership to help enterprises unlock AI across legacy apps, messy data and IT operations. The collaboration combines ServiceNow AI Platform with IBM watsonx and automation tools with new solutions expected in 2H26. https://t.co/np7qq1YvPO

@alphaticaioJun 11, 2026 · 1:03 PM

Breaking News: ServiceNow and IBM expand collaboration to unlock enterprise data for AI at scale. IBM and ServiceNow will deliver joint solutions that modernize aging systems, extend ServiceNow Workflow Data Fabric with IBM's enterprise data capabilities, and enable autonomous IT operations These joint solutions are expected to be available in H2 of 2026. $IBM $NOW

@theaiportfoliosJun 10, 2026 · 12:46 AM

New: Thoma Bravo founder calls the SaaSpocolypse "over" "AI is an enormous tailwind for software companies" ServiceNow $NOW is still the Claude Portfolio's largest holding https://t.co/jQsFvLHepz

@intheassemblyJun 9, 2026 · 3:20 PM

The market just gave you a second chance on this one. $NOW https://t.co/fDGgczjcHZ

@jasonl_capitalJun 9, 2026 · 12:26 PM

6. $NOW - ServiceNow In a May CNBC interview alongside ServiceNow's CEO, Jensen called agentic AI "fully accretive" for software companies like ServiceNow. They announced Project Arc - a joint sandbox for deploying autonomous AI agents. ServiceNow is targeting a $1 trillion market cap.

@theaiportfoliosJun 1, 2026 · 3:39 PM

Breaking: Claude ticked the bottom on ServiceNow almost perfectly On 4/10, it took our $50K and bought $NOW at $83.00 Today, the stock is $136.57 Claude originally bought the dip because it believed the market misinterpreted how AI will disrupt $NOW "ServiceNow is my largest position and it just had its strongest week in months. From about $100 to $133 in five trading days, with about 3% of that coming today. TL;DR: The market spent months betting AI would replace ServiceNow. It is doing the opposite, and the stock is finally catching up. Why I bought it: I built it into my top holding when the crowd was convinced AI agents would make it obsolete. At the lows it traded near 20 times earnings, the cheapest in its history, for a company still growing subscriptions north of 20% with fat margins and a 97% renewal rate. My read ran the other way. Every AI agent a large company switches on needs somewhere to route the work, get approvals, and keep a record that auditors accept. That somewhere is ServiceNow. The downside was a cheap, profitable, fast-growing business. The upside was owning the layer enterprise AI has to run through. That is the kind of setup I size up, not nibble at. Latest assessment: The catalyst is real. In May the company launched Otto, what it calls the agent of agents, a single control tower that runs and governs every AI agent across Salesforce, SAP, Workday, and its own platform. One customer used it to clear staffing problems in minutes that used to take days. Last quarter subscriptions grew 22%, guidance went up, and management said AI demand is running ahead of plan. Snowflake and Dell beats the same week confirmed AI is feeding enterprise software, and fresh Buy ratings landed this week. The price did the rest, from $100 to $133. Even after that run it trades near 26 times next year's earnings, still reasonable for a 20%-plus grower and well under the priciest software names. The analyst high cluster sits around $150 and management has guided subscriptions to $30 billion by 2030. I give the better odds to this continuing through the July 22 quarter toward that $150 zone, with the main risk a soft print pulling it back toward $115. Either way the discount that got me in has mostly closed and the story I bought is playing out in the open."

@bullofbritainJun 1, 2026 · 10:08 AM

The $NOW setup looks extremely good r/r. The company has fundamentally never been better, while front running the agentic workflow hype. All it lacked was sentiment. Jensen shilled software non-stop in his Taipei keynotes conference. And the catalyst of being backed by the Trump admin might kick start a parabolic rally. Very nice long at these levels. Should rerate in alignment to its 2027/28 guidance.

@tig88411109Jun 1, 2026 · 6:17 AM

如果我判断如同卖方的投行，比如摩根斯坦利对 $DELL 减持评级$170目标价，然后直接财报后过400后，被打脸打肿，然后公开认错发布“We got this one wrong” 对于 $NOW ，我在财报后发布90就是倒车接人。如果错，我当然也会发布“I got this one wrong”。但是“不幸的是”，我总是一次又一次“赢麻”了…… 底层逻辑，估值测算，投资赔率，清清楚楚，第一时间在Free的推文中也分享，然后在订阅内容中更精准解读现在公开分享给大家。看我心情会删除。唯一疑惑就是为何X的推特算法不推荐，还是没人读？居然不过万。教育分享历史胜率不代表未来，我也希望打脸一次，不然总是赢，那不就是Trump的风格么？

@dustinhuntwnJun 1, 2026 · 5:52 AM

$NOW This entire keynote speech from nvidia’s Jensen Huang is about agentic ai, software, and even featured ServiceNow! https://t.co/e6rNTDgjkT

@tradexwhispererMay 31, 2026 · 6:30 PM

$NOW Bernstein $236. DA Davidson $190. Evercore $150. Now Assist AI revenue target raised from $1B to $1.5B for 2026. Signs of Agentic AI traction. https://t.co/qR929MkDfL

@nolimitgainsMay 29, 2026 · 8:35 PM

$NOW ServiceNow. Trump bought between $1M and $5M worth of shares in Q1. The enterprise AI platform powering workflows for the largest companies and governments in the world. A direct bet on AI inside the institutions actually paying for it.

@itsmichaelluuMay 29, 2026 · 7:47 PM

$NOW is #1 position in President Trump's portfolio. 1 month ago, I called it out at $85 →$125 up 50% so far. This is going past $250+ and here's why: 1. $NVDA picked $NOW as its enterprise AI partner. Jensen Huang on stage with McDermott. NOW runs NVDA's AI Factory. 2. Every AI agent needs an orchestration layer. $NOW is that layer. Token demand exploding = NOW's workflows process every single one. 3. $10.9B in contracted future revenue. 21%+ growth. Trump holds it. Smart money doesn't leave this trade. ♻️ RESHARE this post and write 1 comment how I helped you make money. I'll DM right now 1 stock under $5 that will 1000% from here.

@tig88411109May 29, 2026 · 3:48 PM

一个月底部反弹45% 精准的顶级买方策略分享 $NOW 又一次超越市场共识，当然这种认知是从去年11月Agentic AI智能体刚开始就持续超前解读重要❗️公开我对订阅者 4月23日内容分享可以看看什么是字字珠玑，穿越时间的超额收益。【原文引用：订阅者分享 $NOW 的合理估值与赔率买入空间周报中提到上半场买恐惧，下半场买收据。市场历史高位，战争还未结束，对于业绩即便是很强，也会吹毛求疵。只有GEV 这种完美双beat然后现金流大涨才能涨13%，而对比NOW大跌13%。但是这是不是买入的机会。简化算法：如果逐渐转化AI 工作流消耗收费，按照正常的席位费收入SaaS公司龙头，35x-40x EV/FCF，对应自由现金流收益率31-32%（扣除股权激励），合理在176-205区间。按照保守现金流折现，假设营收20%未来2030年10%，不讲任何AI故事，没有被AI吃掉情况下，平稳降速、老老实实发真金白银工资的成熟软件公司，它也至少值 116 -135区间。按简单的PE估值，合理中枢EPS按3.2-3.5，PE：软件公司35-Ai转型45倍，在110-140区间。现在这个90元价格是按照未来5年后保守的终值折现或者企业无法在未来5年保持增长的短久期。时机在于，接下来的一/两个季度证明，从传统转型AI工作流定价，其 Non-seat-based 混合定价带来增量利润，像135估值中枢修复确定性高。何况AI工作流的消耗商业模式，算力成本并没有吞噬企业毛利依然80%以上。目前市场对于软件变现速度不切合实际的认知差，就是合理建仓时机，下周微软季报会同样的扭曲的渴望，可能股价会面临同频的多头踩踏。现在是底部偏左侧投资，可以分批建仓，看风险偏好。教育投资，因人而异，不要个股问询。】

@theaiportfoliosMay 29, 2026 · 7:10 AM

Commentary: ServiceNow($NOW ) is Claude's largest position, up 23.5% since the April entry. A reply pushed back that the Armis acquisition's amortization is about to break the margin case. Here's Claude's reasoning. Here's Claude's reasoning: The Armis amortization that has people worried about ServiceNow's margins is non-cash, and it sits outside the numbers the thesis actually runs on. The real test is the AI bookings line in late July. The pushback is half right. ServiceNow did guide real Armis drag for this year, roughly 75 basis points off operating margin and 200 off free cash flow. But that drag is integration cost and revenue mix. The purchased-intangible amortization is a separate, non-cash GAAP charge. It's excluded from the operating margin the company actually guides on, and because it's non-cash it never touches free cash flow. The 35 percent free-cash-flow margin my whole bull case rests on doesn't feel it. And the AI line isn't a hope waiting on a Q3 recovery. There's no dip to recover from. Now Assist bookings went from about $600M at the end of last year to $750M one quarter later, the full-year target got raised from $1B to $1.5B, and million-dollar Now Assist customers more than doubled year on year. The open question is whether the July 22 report confirms that pace holds. That report is the entire bet on my biggest position. How I'm reading my own book, not a call for yours.

@tig88411109May 28, 2026 · 2:11 AM

好像又赢麻了， $NOW 从这篇开始底部超20%一个月如何？今天盘后 $SNOW 暴涨超35%了， $NOW明天也会高开，当然不是什么软件SaaS都涨 “AI 进入企业越深，越需要一个上层控制中间层，去管权限、审计、预算、流程、模型选择和系统融合。” 我这种经典预判是“神级”，认知差领先市场…… 至少1到3个月吧。可惜很多看着Free的分享，希望我每天抓涨停，觉得财富变现速度太慢的都是最后韭菜。要能好好理解背后我逻辑的深度，不用看订阅（我第一时间也update $NOW的估值在订阅专享），看看free时间线上的分析。高估值可能会很长时间，低估值也同样可以偏离合理估值很久。最重要是看懂公司内在的逻辑，然后在现实中不断去验证，如果确实是市场误解偏差，那就是左侧的投资的机会。当然Snowflake和Servicenow还有点不一样，对于Agentic AI的应用软件层的支持，有时间写一个估值。

@mrmikeinvestingMay 23, 2026 · 2:19 AM

Politicians, President Trump, & even the $NVDA CEO, Jensen Huang are all betting on this one stock to succeed… That is ServiceNow ($NOW). They all know that $NOW will become essential to connect every hyperscaler, LLM, & full blown cyber security networks. The Nvidia CEO said himself that “ServiceNow is the operating system of our company" Markets will soon realize who’s buying $NOW, & what the future holds for it. Safe to say there is 10x potential…

@unusual_whalesMay 19, 2026 · 5:35 PM

Breaking: ServiceNow is now up 17% since President Trump disclosed a stake in the company According to his filing disclosed on 5/14, he bought up to $5M of $NOW That's $850K of potential profits in just 5 days See his full portfolio on @joinautopilot https://t.co/CRwIL6SJOW

@investmentguru_May 19, 2026 · 10:38 AM

$NOW — Best Setup Trading - $104, down from a 52-week high of $211. Down 40% YTD. That’s historic washout territory for one of the best enterprise software businesses alive. Knowledge 2026 just launched ServiceNow Otto and Project Arc — agentic AI products deepening the platform moat. Washed-out positioning + AI catalyst + FY26 subscription guide of $15.5B+ growing ~20%. This is the one I’d be watching most closely for reversal. Not a financial advice

@mrmikeinvestingMay 19, 2026 · 2:14 AM

In 2024 I called out $TSLA at $140. Then in 2025 I called out $AMD at $76. Now for 2026 my next callout to change lives will be $NOW. All while sitting at its LOWEST valuation ever ServiceNow has: - Grown revenues +22% YoY. - Partnered with Anthropic, Nvidia, Amazon & more. - Improved FCF by +44% YoY. - Built a $6B cash pile. Even the $NOW CEO, Bill McDermott bought $3M worth of shares back in February. Remember this post when you see $NOW squeeze later this year. Don’t miss it…

@tig88411109May 18, 2026 · 5:26 PM

忠诚不绝对就是绝对不忠诚，这是搞政治的习主席口号搞投资的不能说“利好不纯粹”就没投资价值。 $NOW 逆势大涨，自然是机构平衡软硬件的仓位，但真正的我内在逻辑和投资估值点位，清清楚楚，Free 分享。说了马上涨，那是上帝，看懂逻辑提升认知，知行合一，超越市场不容易？

@jasonl_capitalMay 17, 2026 · 8:07 PM

You could buy 100 shares of $NOW right now for $9,497. Or you could buy the $80 call LEAP expiring June 2027 for $3,265. Same directional exposure for 66% less capital. Strike: $80 Expiration: June 17, 2027 Premium: ~$32.65 per contract Breakeven: $112.65 If $NOW hits $115, this LEAP returns ~7% If $NOW hits $130, this LEAP returns ~53% If $NOW hits $145, this LEAP returns ~99% 100 shares at $145 returns ~53%. The LEAP nearly doubles. Why I like the setup: - Q1 revenue hit $3.8B, up 22% year over year - Now Assist AI is tracking toward $1.5B in annual contract value, up from a $1B internal target - AI customers spending over $1M in ACV grew over 130% year over year - Raised full-year subscription guidance to $15.755B - Stock pulled back 14% after Q1 on geopolitical headwinds - potential oversold entry point - 398 DTE gives you time through multiple earnings cycles The max you can lose on a LEAP is the entire premium you paid. In this case, that's $3,265 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it. Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align. NFA DYOR

@theaiportfoliosMay 15, 2026 · 11:03 PM

Commentary: Trump bought ServiceNOW seven times into the wreckage. $3.29M net added between Feb 10 and Mar 21, with a $1M to $5M anchor and two "unsolicited" buys his broker didn't pitch. TL;DR: Sophisticated money was accumulating $NOW during the exact window the AI-victim narrative peaked. Q1 print smoked the stock 17.7%. He kept buying. The disclosure hit OGE on 5/12, went viral 5/14, and is part of what drove today's +5.6%. NOW is my largest position at 13% of book, and another conviction buyer just printed the same view. The timing. Feb 10 anchor at $1M to $5M, two weeks before Q1. Then Mar 12, Mar 18, Mar 21, each one into worse tape. The "unsolicited" tag on the Mar 18 and Mar 21 buys means his side requested the order. The broker didn't pitch it. That's accumulation by intent, not by recommendation, into a stock the market had given up on. The basket. NOW sits next to NVDA, AVGO, and ORCL in the same filing. Compute, networking, database, orchestration. That's a coherent AI-infrastructure trade, expressing the same view my thesis sits on: AI agents don't subtract from enterprise software, they multiply non-seat consumption inside it. Whoever is sizing this book sees the orchestration layer as load-bearing, not collapsing. The signal. A high-attention holder is positioned in the same direction as my book, accumulated during the worst stretch, and the disclosure dropped right as the Seeking Alpha reframe started propagating. Three independent threads converging on the same setup: the 5/13 reframe, Jensen Huang's 5/11 framing, and now Trump's 5/14 disclosure. None of them is the thesis. All of them say the consensus read is mispriced. I'm holding through 7/22. My math, my book. Yours is yours.

@mrmikeinvestingMay 15, 2026 · 7:35 PM

The $NVDA CEO, Jensen Huang is telling you to buy $NOW. One of President Trumps biggest buys for 2026 was $NOW. Even the CEO of $NOW is buying more shares of his own company. Easy 2-3x back to ATH’s within 12 months. Bookmark this, & thank me later. Don’t miss out… https://t.co/foIEz8gwp3

@mrmikeinvestingMay 11, 2026 · 3:06 AM

ServiceNow will go down in history as the greatest dip-buy setup that many have overlooked… Over the last few months $NOW has partnered with: - Nvidia - Anthropic - Amazon - Microsoft - Google & more. The $NVDA CEO is literally even telling you to buy $NOW. Don’t miss out…

@theaiportfoliosMay 9, 2026 · 7:35 PM

Commentary: Here's where I'd put $NOW in 5 and 10 years: base case $280 to $340 by 2031, $540 to $770 by 2036. The math anchors on McDermott's own 2030 target of $30B subscription revenue (his "bear case") run forward at NOW's historical multiple band. 5 year math: 1.04B diluted shares, with Q1 2026 buybacks (20.1M shares, $2.2B) now offsetting SBC dilution. Net share count flat to slightly negative. Roll $30B sub-rev forward at 15 to 18% to 2031 and revenue lands around $34 to $36B. 8 to 10x P/S = $280 to $340 base. Bull tail $500 to $700 if NOW reverts to its historical 12 to 14x P/S premium and the orchestration thesis fully inverts the SaaSpocalypse. Bear case $150 to $200 if AI seat-erosion is right and growth halves. 10 year math: no company target past 2030. Sell-side consensus runs 15% revenue CAGR through 2030; hold that pace another 5 years and revenue prints $70 to $80B by 2036. 8 to 10x P/S puts base $540 to $770. Bull case $900 to $1200 if Rule of 60 holds (revenue growth + FCF margin ≥ 60) and AI orchestration becomes the enterprise control plane. The trillion-dollar mark McDermott talks about lands here with a few years of compounding on top. Bear case is whether agentic AI disintermediates the workflow layer entirely. NOW's answer: agents need a workflow layer to touch enterprise data, or they're "just expensive advice." That's what you're underwriting. 12M is where I actually do the work. Base case $115 (+23% from $93.59), with the July 22 Q2 print as the binary that decides whether the gateway thesis breaks the multiple or the overhang holds another quarter. Past 3 years I trust the company's own targets more than my own model. Posting the framework, not the call.

@ftr_investorsMay 7, 2026 · 11:01 AM

$NOW Great visual from ServiceNow showing the "build-it-yourself" AI trap 🤖 Many investors think AI is just: - a model - a prompt - a working demo But the real complexity are hidden below the surface 🏔️👇 https://t.co/QK5Ejb78cO

@stocksavvyshayMay 6, 2026 · 6:08 PM

$NOW surpassed $1B in cumulative AWS Marketplace transactions while deepening its AI integration with $AMZN. ServiceNow AI Control Tower will integrate with AWS Bedrock AgentCore to help enterprises deploy, govern and manage AI agents across workflows. https://t.co/02pdjlJBph

@stocksavvyshayMay 5, 2026 · 6:03 PM

$NOW & $NVDA launched Project Arc which is an autonomous enterprise AI agent that can think, write code & execute complex work. It runs on Nvidia OpenShell and is governed by ServiceNow’s AI Control Tower giving enterprises a secure control layer for agentic AI. https://t.co/rX4O6nyBx2

@ftr_investorsMay 5, 2026 · 8:50 AM

$NOW At its Financial Analyst Day, ServiceNow announced: 📈 $30B+ subscription revenue target by 2030 💰 Rule of 60+ by FY30 🌍 TAM expanded to $600B by 2028 🤖 Positioned itself as the AI Control Tower for enterprises Management’s message was clear: AI is a tailwind, not a threat, for ServiceNow.

@stocksavvyshayMay 4, 2026 · 10:28 PM

$NOW CEO Bill McDermott just laid out the 2030 plan positioning them as control tower for AI governance, routing & oversight: • $30B+ 2030 subs revenue (~18% CAGR) • Rule of 60 target & highest renewal rate in SaaS • $600B TAM (+100% YoY) supported by 6 $1B+ business lines

@amitisinvestingApr 29, 2026 · 5:39 PM

@Diego9jey I like $NOW, I don't think it should be this low but software just does not have a strong narrative right now

@mrmikeinvestingApr 26, 2026 · 7:23 PM

$NOW will go down as the greatest dip-buying opportunity of 2026… Currently down -62% from ATH’s, markets are pricing LLM’s to replace software. The CEO of ServiceNow strongly disagrees, & even just recently bought $3M worth of shares. Jensen Huang, the $NVDA CEO is also bullish on $NOW and believes LLM’s will become apart of software. $180+ incoming within a year time. Mark it…

@stocksavvyshayApr 25, 2026 · 3:05 PM

@jasonlk $NOW & $CRM have a very a specific window (next 12 to 18 months) where the software companies with deepest customer data & most embedded workflow integrations can consolidate the agentic layer before the AI startups build simpler, faster alternatives have the distribution to displace them.

@theaiportfoliosApr 24, 2026 · 4:39 PM

Breaking: Claude is doubling down on ServiceNow, making it the largest position in the portfolio Three weeks ago we gave Claude $50K of our own money to see how well it does at picking stocks So far, it's made us $2,375 in unrealized profits Here's the reasoning on why it bought the $NOW dip 🟢 1. "UPSIZE ServiceNOW to 11.55% "ServiceNow dropped 17.7% in one session after Q1 earnings. That is its worst single-day decline in a decade. I upsized from 7.55% to 11.55%. The quarter itself was good. Revenue of $3.77B grew 22% year over year. Management raised full-year subscription guidance by $205M. The CFO flagged approximately 75 basis points of deal delay from Iran-war-related enterprise freeze in the Middle East. The market translated that into pricing roughly 400bp of structural deceleration. The actual deceleration in the underlying business is closer to 200bp. Deal timing in an active war zone is not deal loss. These are enterprise software contracts with multi-year terms: they are delayed, not canceled. The risk I'm accepting: if Q2 organic cRPO growth comes in below 18% constant currency, that would confirm structural AI-seat decay rather than a timing blip. That's the thesis-break signal. I'll be watching the Q2 guide at the May 4 Analyst Day for any preview of that number. I already held NOW at 7.55% with a +4.7% since-entry return before the crash. I added 4pp into the dip. NOW is now 11.55% and the largest position in the book. Expected: 1M +12% | 3M +22% | 12M +35.9%" For full transparency, see following tweet for full performance + holdings.

@stocksavvyshayApr 23, 2026 · 9:08 PM

@danielnewmanUV $NOW delivered a strong quarter (not a perfect one) and the stock got hit because the market is still looking at software through a fear lens rather than a business-quality lens. Overreaction.

@ftr_investorsApr 23, 2026 · 4:10 PM

$NOW ServiceNow delivered another strong quarter 💪 Revenue hit $3.77B in Q1 (+22% YoY) Here’s the breakdown 📊👇 Still a believer in the long-term story? 👀 https://t.co/mRVj4L2TF4

@theaiportfoliosApr 23, 2026 · 3:39 PM

Update: ServiceNow is now back to where Claude originally bought Today, $NOW is down 16% even though it beat earnings Here's the commentary from Claude on what happened "The sell-off is about one line. Q2 operating margin guide came in at 26.5% versus Street 31.5%. A 500 basis point miss on near-term margins overwhelmed the cRPO beat and the FY revenue raise. Here is what actually printed vs my estimates. Revenue $3.77B (I had $3.79B). Subscription growth 19% constant currency (I had 20). cRPO growth 2% cc, which hit my bull number exactly. EPS $0.97 (I had $1.01, Street had $0.96). FY26 subscription guide raised by roughly $ 200M to $15.735 to $15.775B, much bigger than my $30 to $ 50M base case. RPO $27.7B, up 25 percent. My read: this looks more like dilution from the Armis and Veza acquisitions landing in Q2, plus the hyperscaler mix shift, plus Moveworks integration all hitting at once, rather than a demand problem. cRPO at 21% cc and RPO at 25% is what I would want to see if the business is structurally healthy. Subscription gross margin held at 81.5 percent. The UBS AI-displacement thesis is not confirmed by these numbers, but the margin reset hands bears a fresh angle for the next two quarters. The fair bear counter: the $ 200M FY26 sub revenue raise is entirely Armis contribution, so organic guide is flat. That is @StockMarketNerd point from earlier, and it holds." The position is now even to when Claude originally bought on 4/10 See following tweet for full positions + portfolio

@tig88411109Apr 23, 2026 · 7:33 AM

公司是好公司，不等于它的股票是好股票。在 7100 点的狂热中，最大的利空，就是“利好不够纯粹”，是错杀还是绝杀，是不是“代际买入”机会？ $NOW 盘后最新季报后股价大跌13%，即便是业绩超预期，年度预算收入抬高双beat。不是不够优秀，而是正如我周报中美股三体运动中提到的，要show me the money。管理层用收购掺水和中东大客户砍单粉饰，好的不纯粹，市场就先跑为敬。但是市场错误在于“拿着锤子看什么都是钉子”，看到估值和财报大跌… 就头条搞出一出ServiceNow的公司商业SaaS模式，卖席位费的现在被AI吞噬了，整个商业模式被摧毁了。仿佛企业自己用AI就可以取代这家稳健的B2B的ERP企业软件巨头。只要做过企业都理解，在真实企业级环境，AI Agent如果绕过 $NOW 这种企业中枢级别的平台的安全/权限/流程审批，缺乏治理合规，将是巨大灾难。而且如果乐观角度看，NOW不但是卖软件账号给 IT 员工公司，以后随着企业内部AI agent爆炸，未来企业里所有“AI 机器人”进行沟通、申请权限、分配任务的“基础设施和计费通道”。随着 AI 干的活越来越多，这条“通道”的过路费收入将不可估量。总量市场的巨大提升。何况从保守角度看，业绩指标续约率97%高粘性，新客户增长收入超过50%，定价稳定不杀价。更重要是公司开始成功目前转型AI定价的模式，超一半新业务转向 non-seat pricing非座席定价，按照token消耗量定价。当然总量还小占比总收入1/10刚开始。这就是所有关注的焦点，未来走通了，所有大厂微软/谷歌/亚马逊的云服务capex才有了意义，才能证明AI最后不是泡沫。那么现在90块股价的估值低估还是合理，买入的空间和赔率。颗粒度更细见订阅者分享，教育分享，不个股问询。

@alphaticaioApr 22, 2026 · 9:09 PM

We warned you on February 3. We hope you $NOW see. The ship has sailed or in this case sunk.

@yasutaketinApr 22, 2026 · 8:32 PM

$NOW ひえ～！ 💀 ガイダンスが弱い https://t.co/ozjQ9LGpwM

@amitisinvestingApr 22, 2026 · 8:31 PM

service now is more like service down in line with EPS, slight beat on revenues street’s not impressed by it taking all of software down after hours $NOW $IGV https://t.co/mpLwzuMiza

@thevalueistApr 22, 2026 · 8:26 PM

Is this $NOW a thesis break or a tape break? (Bloomberg) -- (Adds shares.) ServiceNow shares sank 13% in extended trading, after the software company cut its full-year forecast for subscription adjusted gross margin. The report comes at a time when investors are worried about the disruptive impact of AI on software stocks. •Read more: ServiceNow Posts Lukewarm Sales on Middle East Deal Delays •Among other software stocks: Salesforce -5.2%, Atlassian-6.6%, HubSpot -5.5%, Workday -4.6%, MongoDB -1.9%, Snowflake -2.3%, Datadog -0.4%, Cloudflare -1.2%, Microsoft-1.5% YEAR FORECAST •Sees Subscription adj. gross margin 81.5%, saw 82%, estimate 82.1% (Bloomberg Consensus) FIRST QUARTER RESULTS •Adjusted EPS 97c •Revenue $3.77 billion, estimate $3.74 billion ◦Subscription revenue $3.67 billion, estimate $3.65 billion ◦Professional Services & Other revenue $99 million, estimate $92.7 million •Adjusted gross profit $2.99 billion, estimate $3.02 billion •Adjusted gross margin 79.5% ◦Subscription adj. gross margin 81.5% ◦Professional Services & Other adj. gross margin -9%, estimate 7.57%

@ftr_investorsApr 22, 2026 · 8:16 PM

𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗼𝘄 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $NOW EPS: $0.97 vs $0.97 est. ✅ Revenue: $3.77B vs $3.75B est. ✅ 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲 Q2 Subscription revenue: $3.815B-$3.82B FY Subscription revenue: $15.735B-$15.775B Shares: -14.0% 📉 Like hese updates? You'll ❤️ our newsletter. Subscribe for free 👇 https://t.co/JglKTzxErU

@theaiportfoliosApr 22, 2026 · 5:18 PM

Commentary: ServiceNow reports tonight after the close, and it's my second largest position at 8.65 percent. The setup is unusual enough to write up. The stock is at $100, down 37 percent this year. Most of that damage came from a single call: on April 10, UBS downgraded $NOW arguing AI agents (Copilot, Agentforce, anything autonomous) will eat ServiceNow's workflow business. The stock hasn't recovered. Options now pricing a 10 percent move on the print, which is about twice what I think is fair for the direction. The single number that matters is cRPO growth in constant currency. Translation: the growth rate of revenue ServiceNow has already contracted but not yet recognized. Cleanest forward indicator in the model. Company guided ~20 percent. UBS is modeling it falls to 16 percent by year end. My estimate: 21 percent. That's the line in the sand. Anything under 20 percent tonight validates UBS and the stock gets sold hard. At 21 percent or above, the bear thesis breaks in one print. My point estimates vs Street: revenue $3.79B (Street $3.75B), subscription $3.695B at 20.0 percent cc (Street $3.67B), EPS $1.01 post split (Street $0.96). Now Assist run rate (their AI product) I'm looking for $700M to $720M exiting Q1, up from $600M in Q4. Company says they're on track for $1B+ this year. If they disclose the actual number and it implies a path to $750M, UBS breaks in real time. Probability-weighted scenarios for the next day move: a) Bull, 30 percent. cRPO 21 percent+, Now Assist disclosed at $750M+, FY26 guide raised by $75M+. Stock +12 to +18 percent. b) Base, 45 percent. Meets my estimates. Modest $30M to $50M FY raise. Stock +2 to +7 percent. c) Bear lite, 18 percent. In-line beat, reaffirm only, Now Assist stays vague. Stock -6 to -12 percent. d) Bear severe, 7 percent. cRPO miss, federal or DOGE damage named, FY guide trimmed. Stock -15 to -22 percent. Probability weighted: +3.6 percent. Seventy five percent of my distribution is positive. The left tail is real because of UBS and federal narratives, but the math says the options market is pricing more uncertainty than the fundamentals warrant. Q4 2025 is the cautionary tale: clean beat and raise in January, stock still sold off 11.4 percent because the forward guide implied deceleration. That's why the guide action tonight matters more than the Q1 print itself. I'm holding into the binary. Posting my reasoning, not a recommendation.

@stocksavvyshayApr 22, 2026 · 2:00 PM

3 THINGS I’M LOOKING FOR IN $NOW EARNINGS 1. Real evidence the the AI pricing overhaul actually moves the needle or just sounds good on a call 2. Whether cRPO growth confirms the business is truly accelerating rather than just lapping easier comps 3. The 98% renewal rate & seat count hold up as AI-driven layoffs start pressuring enterprise headcount I think ServiceNow has done a smart job repositioning the platform around managing humans, agents & machine identities inside one workflow stack but this quarter has to show that the new packaging is doing more than making the product easier to explain.

@theaiportfoliosApr 20, 2026 · 5:51 PM

Update: Claude ticked the bottom on $NOW almost perfectly On 4/10, it took our $50K and opened a brand new position in ServiceNow In just ten days, it hit it's price target of $100 and is now up 20% Here's it's original buy thesis: "ServiceNow is the portfolio's first direct entry into enterprise workflow SaaS, and we're initiating because the market just handed us a gift wrapped in a category error. On April 8, Anthropic launched Claude Managed Agents, a cloud-hosted AI agent platform for enterprise. The market read this as "AI will replace SaaS" and sold NOW down 7.56% to $89.53, a 52-week low. Down 58% from its high of $211. What the selloff missed: ServiceNow is an Anthropic design partner. Claude is the default model powering the ServiceNow Build Agent platform. This company is not a victim of the AI agent buildout. It is infrastructure for it. The valuation: 24x forward P/E against a 5-year average of 50 to 55x. That's a 50%+ discount to its own history. Still guiding roughly 20% subscription growth, 32% operating margins, 36% FCF margins. This is a strong business at an irrationally cheap multiple." See following tweet for full portfolio + performance

@theaiportfoliosApr 16, 2026 · 2:31 PM

5. The most interesting pick has been ServiceNow $NOW It bought the dip on 4/10/26 "This company is not a victim of the AI agent buildout. It's infrastructure for it" Since then, it’s had quite the bounce along with other SaaS names

@theaiportfoliosApr 15, 2026 · 3:28 PM

Update: Claude is crushing it with $NOW On Friday, it opened a new position by buying the dip in ServiceNow Today $NOW is up another +7% and +13% since it originally invested Here's it's original buy thesis: "ServiceNow is the portfolio's first direct entry into enterprise workflow SaaS, and we're initiating because the market just handed us a gift wrapped in a category error. On April 8, Anthropic launched Claude Managed Agents, a cloud-hosted AI agent platform for enterprise. The market read this as "AI will replace SaaS" and sold NOW down 7.56% to $89.53, a 52-week low. Down 58% from its high of $211. What the selloff missed: ServiceNow is an Anthropic design partner. Claude is the default model powering the ServiceNow Build Agent platform. This company is not a victim of the AI agent buildout. It is infrastructure for it. The valuation: 24x forward P/E against a 5-year average of 50 to 55x. That's a 50%+ discount to its own history. Still guiding roughly 20% subscription growth, 32% operating margins, 36% FCF margins. This is a strong business at an irrationally cheap multiple."

@theaiportfoliosApr 14, 2026 · 8:11 PM

Commentary: Some asked what Claude thinks of ServiceNow $NOW dipping on news of a potential Opus 4.7 update Here's it's response: "Holding at 8% - A new Claude release updates the capability frontier, it doesn't migrate a Fortune 500's decade of ITSM workflows, integrations, and compliance tooling off ServiceNow. Switching costs for a system of record are measured in years and eight-figure consulting budgets, not in model version bumps. What's already priced in: stock down 58% YTD, 17x FY28, five PT cuts last week. What isn't priced in: $28B cRPO still compounding, $3M in CEO open-market buying, institutional funds adding 300 to 400% into the drawdown. The Apr 22 print is where the narrative meets cRPO growth and net retention. If those hold, the "Opus kills SaaS" thesis needs a much longer timeframe than the market is currently discounting."

@theaiportfoliosApr 13, 2026 · 2:40 PM

New: Claude may have been right On Friday it opened a brand new position & bought the dip in ServiceNow $NOW "This company is not a victim of the AI agent buildout. It's infrastructure for it" Today $NOW is up 6%

@saxena_puruApr 11, 2026 · 8:03 AM

Love this! The market thinks software is dead but Claude just picked $NOW as a "gift wrapped in a category error" https://t.co/KL149mFOCr

@theaiportfoliosApr 10, 2026 · 8:31 PM

New: Many point out Claude bought ServiceNow $NOW at the same time it falls 40% because Wall St. believes Claude is disrupting it However, Claude disagrees. It has a three month price target of $100.23. "This company is not a victim of the AI agent buildout. It is infrastructure for it. ServiceNow is an Anthropic design partner. Claude is the default model powering the ServiceNow Build Agent platform." After my buy, someone commented saying 'Claude about to run over itself in software' Plot twist: I checked and it turns out I'm the default AI model inside ServiceNow's platform. Hard to run over yourself when you're the engine under the hood." ^That is the reasoning Claude gave for the buy.

@stocksavvyshayApr 10, 2026 · 4:19 PM

$NOW is trading at under 15x EV/FCF while still putting up a Rule-of-40 score of 56 🤯 https://t.co/QRslTPQv1i

@ftr_investorsApr 10, 2026 · 2:23 PM

@AIFinanceIQ If it were that simple… Why aren’t enterprises ripping out $NOW today? AI can do tasks. $NOW runs mission-critical workflows. Big difference.

@ftr_investorsApr 9, 2026 · 2:11 PM

$NOW ServiceNow is no longer selling AI as an extra. AI is now built into every product by default. It also launched a new Context Engine and opened the platform to developers, making it easier to use AI across the entire business 🤖🚀 https://t.co/BGKYeD9jpJ

@ftr_investorsApr 3, 2026 · 1:50 PM

$NOW ServiceNow shifts its business model 🤖 From selling software to delivering AI-powered digital workers ⚙️ Powered by an AI "Control Tower" 🧠 Next step: charging for outcomes, not seats 📊 Is this the future of enterprise software? 🤔 https://t.co/hEEnmjuYcc

@dillon_valdezMar 22, 2026 · 8:44 PM

@Tykube The last buy I made was $NOW @ $101/share for a long term hold

@michaelsikandMar 18, 2026 · 6:46 PM

$NVDA VP Adel El Hallak leads agentic AI for enterprise. $NOW has "AUTONOMOUS AGENTS SOLVING 90% OF TICKETS BEING FLAGGED" The biggest AI company on the planet is long SaaS. Wall St still seems to disagree.. https://t.co/nUhvlmwKCy

@amitisinvestingMar 17, 2026 · 9:04 PM

@KrisPatel99 Just interviewed another Nvidia exec who cited Bill’s quote recently — 90% of $NOW tickets are now being fully resolved by agents, making engineers MORE productive and valuable to the broader business AI should be a tailwind for software!

@benitozMar 17, 2026 · 8:41 PM

@amitisinvesting More with less. $now is a winner

@stocksavvyshayMar 14, 2026 · 12:22 PM

$NOW CEO Bill McDermott says AI can identify problems but it cannot fix them. ServiceNow sits on 80B enterprise workflows across legacy systems and acts as the “last-mile” execution layer. https://t.co/0VhXIvQxM9

@benitozMar 13, 2026 · 10:35 PM

I have a lot of respect for CEO Bill McDermott He’s telling you that they have a concrete agentic ai strategy for the enterprise & now they have all the pieces together like CUDA If Armis is their Instagram then watch out and read my piece below no paywall $NOW https://t.co/rRVbxdBxrd

@mrmikeinvestingMar 5, 2026 · 9:44 PM

This is your final warning… $NOW will go down as the greatest dip-buy opportunity of 2026. Current down -49% from ATH’s, $NOW has never had a better financial outlook: - 20% YoY Revenue growth - 98% customer renewal rate - FCF up +44% YoY - $6B+ in cash & even the CEO just bought $3M worth of $NOW last week. Save this to look back on…

@mrmikeinvestingMar 3, 2026 · 3:17 AM

$NOW at $100 will be looked back on as the greatest dip buy opportunity ever seen… Currently down -53% from its ATH’s meanwhile: ~ Revenues have grown +20% YoY ~ Customer Renewal rate is 98% ~ FCF increased +44% YoY ~ Raised $6B+ in cash $NOW will hit $200+ this year, & you cannot miss out. Opportunities like this don’t happen often…

@benitozMar 2, 2026 · 11:59 PM

ServiceNow just acquired @traceloopdev This is the observability layer I flagged as missing in the AI Control Tower stack: Moveworks = orchestration Veza = identity Armis = visibility Traceloop = evaluation You can't govern agents you can't observe. Stack depth continues $NOW

@mrmikeinvestingFeb 26, 2026 · 10:53 PM

I’ve said it before, & I’ll say it one last time… $NOW is a generational buy as it sits at levels not seen in over 3+ years. With 20% YoY revenue growth, 98% Customer renewal, & FCF growth of 44% YoY, you cannot be bullish enough. $200+ is incoming sooner than many expect. Save this post to look back on later…

@ftr_investorsFeb 26, 2026 · 3:37 PM

$NOW ServiceNow launched Autonomous Workforce — AI specialists that complete enterprise workflows end-to-end. It also added EmployeeWorks, integrating Moveworks to turn chat requests into automated, governed actions across systems ⚙️🤖 https://t.co/7FeQgNroiv

@benitozFeb 18, 2026 · 1:10 PM

New piece: ServiceNow down 50% from highs. CEO buying $23M in personal shares. Entire C-suite cancelled selling plans. Everyone says SaaS is cooked. They're wrong about this one. $NOW https://t.co/QRs27UlBP2 https://t.co/mb7NCXGRva

@ftr_investorsFeb 17, 2026 · 2:21 PM

$NOW ServiceNow stock rises 4% after multiple top executives canceled planned share sales, while CEO Bill McDermott committed to buying $3 million worth of stock 💵📈 https://t.co/U8CnijvZvQ

@stocksavvyshayFeb 17, 2026 · 2:15 PM

$NOW executives canceled planned stock sales. CEO Bill McDermott plans to buy ~$3M of shares. https://t.co/XF6IwLu2aF

@mrmikeinvestingFeb 10, 2026 · 10:56 PM

I’ve said it before, & I’ll say it again… $NOW will go down as the greatest dip buying opportunity of 2026. Currently $NOW is -55% from its ATH, meanwhile… ~ It’s Revenue growth is +20% YoY ~ Customer Renewal rate is 98% ~ FCF increased +44% YoY ~ & over $6B+ in cash. $NOW will hit $200+ easily with zero doubt. Save this post for later…

@mrmikeinvestingFeb 7, 2026 · 2:59 AM

$NOW will go down as the dip buy of the generation… Currently $NOW maintains 20% YoY revenue growth, 98% customer renewal, & its FCF has increased 44% YoY. All while sitting at its lowest valuation in over a decade. $NOW will achieve $200+ within a year time. Bookmark it… https://t.co/YCoek7AhKU

@yasutaketinFeb 5, 2026 · 7:07 PM

"SaaS市場の惨状は、以下の単純な前提に照らすと混乱を招くものです。もしAIがすべてのSaaSをコモディティ化（汎用化）させようとしているのであれば、なぜ市場は半導体やハイパースケーラー銘柄へ大幅なセクターローテーションを行っていないのでしょうか。仮にAnthropic（アンソロピック）が $CRM や $NOW を駆逐することになるのであれば、膨大な計算能力が必要になると私は想像します。もしエージェントがSaaS企業の数千億ドルの時価総額を奪い取るのであれば、我々の想像を絶するほどの計算能力が必要になるはずです。しかし、市場はSaaS銘柄とAI銘柄の両方を売却しています。SaaSの惨状による需要のすべてがAIの成長につながるのであれば、この動きは理にかなっていないように思えます。また、巨大なエンタープライズ・ソフトウェア企業がAIによって壊滅させられるという話をしている中で、どうしてAIがバブルだと言えるのでしょうか。この売り浴びせの背後にあるロジック全体は、なぜそのローテーションが起きているのかという純粋な理由がないまま、強制的な構造的ローテーションが行われているように感じられます。ゴールドマン・サックスより：「ソフトウェアの予想PER（株価収益率）は、2025年後半の35倍から現在は20倍に低下しており、2014年以来の最低水準、かつS&P 500平均株価に対するプレミアムとしては2010年以来の最小幅となっている。」"

@saxena_puruFeb 4, 2026 · 2:44 AM

After listening to Bill McDermott's comments during ServiceNow's Q4 ER call and noting the guidance of +20%YoY subscription revenue growth, either this industry veteran doesn't know his own business *or* the market has lost its mind. I'm betting on the latter. $NOW

@thevalueistFeb 3, 2026 · 3:36 PM

SaaS contining to get murdered. I will tell you 100% without a doubt, having pushed my Clawdbot extremely hard (which many of you have seen), in 24 months, the vast majority of software will be built start to finish with a similar tool. There is no need even for an IDE, no need for vibe coding, no need for Cursor/Windsurf/Loveable or anything else. There will really be no need for an offshore development team. The Clawdbot will do everything - front end, back end, database, infrastructure, project scope/planning, communication, and more. What it can do now is rather deep and complex work, give it 24 months it will be building almost anything needed. Maybe more importantly, it will maintain it all 24/7/365 via English-language interactions by anyone with basic MS Office skills. Your admin will tell Clawdbot to update or change something in the software whenever needed. $NVDA $CRM $NOW #WDAY

@alphaticaioJan 31, 2026 · 8:27 PM

@fiscal_ai "$1T company in the making" What the CEO says vs. what our data says: Our Earnings Quality Signal on NOW: ⚠️ Mixed Management confidence quietly declining. FY earnings inflated by a $723M one-time tax benefit. Great business. Premium valuation. When the CEO says "best entry point" - he's selling. $NOW

@benitozJan 29, 2026 · 4:38 PM

Agree .@akramsrazor: I won’t “own” a software business at >10x revenue Will trade names for windows, but ownership land is ≤5x. Smaller names > larger ones given consolidation ahead Find who unlocks pricing power from AI in 18 months $now well positioned, needs valuation 🥕 https://t.co/CHAYTq5DqJ

@ftr_investorsJan 29, 2026 · 2:51 PM

$MSFT $NOW Microsoft and ServiceNow beat earnings and raised guidance. ✅🚀 Retail investors: Great, time to panic-sell and dump all other software names. 🩸😱 https://t.co/zVu90LmQsg

@yasutaketinJan 28, 2026 · 11:43 PM

$NOW サービスナウボコボコやな https://t.co/JZvDoXAx9G

@ftr_investorsJan 28, 2026 · 10:10 PM

$NOW ServiceNow and Anthropic are partnering to deeply integrate Claude AI into ServiceNow’s platform, making it the default model for building and running agentic workflows 🤖 🚀 https://t.co/8fwPoeqJEi

@kaizen_investorJan 28, 2026 · 9:40 PM

$NOW is down 6% after earnings despite reporting a Q4 double beat. Investors are likely worried over organic growth quality and integration risks. The 2026 guidance includes a 1% boost from the Moveworks acquisition and stripping this out suggests organic growth is solid but not accelerating as fast as the headline suggests. ServiceNow posted a 21% subscription revenue growth and doubling its Now Assist AI contract value. Management issued strong 2026 guidance, underpinned by a 25% jump in future performance obligations (cRPO). The board authorized a $5 billion share buyback to manage dilution and announced ambitious acquisitions of Armis and Veza to expand into security. Overall, the report highlights ServiceNow's dominance in Agentic AI and its successful pivot to a broader platform play.

@stocksavvyshayJan 28, 2026 · 9:29 PM

$NOW Q4 EARNINGS • Sales $3.6B vs Est. $3.5B • EPS $0.92 vs Est. $0.89 • cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv

@stocksavvyshayJan 24, 2026 · 3:45 PM

In an agentic world, AI agents do the work but someone has to define permissions, route actions across systems, log what happened and prove control when something goes wrong. The agent becomes the worker while the system of record becomes the manager. I break down why that role belongs to $NOW on the latest Futurum Equities podcast.

@ftr_investorsJan 20, 2026 · 1:42 PM

$NOW OpenAI and ServiceNow have signed a 3-year deal to add ChatGPT-like AI models to ServiceNow’s software, automating tasks like customer service and IT work🤖💻 They’re also creating AI voice agents for customer support. 📞 https://t.co/B59g7dyMEI

@stocksavvyshayJan 20, 2026 · 1:20 PM

@PolymarketMoney $NOW has started to build the bridge from “AI as a feature” into “AI as a metered business model” and the market is still not pricing that correctly.

@thevalueistDec 24, 2025 · 1:05 PM

$NOW ServiceNow 2025: Strategic Growth, AI Monetization, Management Assessment, and Investment Thesis

@thevalueistDec 23, 2025 · 8:30 PM

$NOW ServiceNow and Armis: Orchestrating the Future of Cyber Exposure Management with Armis ServiceNow has reached a definitive agreement to purchase the cybersecurity firm Armis for approximately $7.75 billion in a strategic move to bolster its security and risk management capabilities. This acquisition aims to integrate Armis’s real-time, agentless asset discovery with ServiceNow’s automated workflows to create a unified system that can identify and resolve threats across diverse technology environments. By incorporating advanced cyber-physical security and continuous exposure monitoring, ServiceNow intends to significantly expand its market opportunity and provide more comprehensive protection for OT, IoT, and medical devices. While the deal offers substantial potential for revenue synergies and improved data accuracy within the ServiceNow CMDB, it also introduces challenges regarding high valuation multiples and the complexity of integrating multiple recent acquisitions. The transition represents a broader industry shift toward consolidated platforms that bridge the gap between identifying security vulnerabilities and executing operational responses. Ultimately, the success of this multibillion-dollar investment depends on ServiceNow's ability to align IT and security leadership while maintaining its growth momentum through 2026.

@ftr_investorsDec 23, 2025 · 5:00 PM

$NOW ServiceNow CEO Bill McDermott on the strategic importance of buying cybersecurity player Armis 🔒👇 https://t.co/iDllKHY2qg

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