ServiceNow Inc

ServiceNow Inc

NOW

Get informed when a big investor buys or sells

+ Follow
Market Cap$128.26B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
ServiceNow IncServiceNow Inc73.3-15%9.10.9

Earnings Call Q1 2026

April 22, 2026 - AI Summary

Strong Q1 Results and Revenue Growth: ServiceNow reported Q1 subscription revenues of $3.671 billion, reflecting a 19% year-over-year growth in constant currency, exceeding guidance. Remaining Performance Obligations (RPO) reached approximately $27.7 billion, showing a robust 23.5% growth in constant currency.
AI Integration and Demand: The company highlighted significant traction in AI-driven products, specifically with Now Assist, which is on track to exceed the $1 billion target for 2026. They project AI contributions to subscription revenue could reach $1.5 billion, showcasing unexpected strong demand for AI capabilities within the enterprise sector.
Acquisition of Armis: The early acquisition of Armis is expected to expand ServiceNow's Total Addressable Market (TAM) and accelerate subscription revenue growth, despite recognizing potential near-term headwinds on margins due to integration costs.

Exclusive for Stockcircle Pro members

Sign upSign Up
$135.36

Target Price by Analysts

14.8% upsideServiceNow Target Price DetailsTarget Price
$241.00

Current Fair Value

104.4% upside

Undervalued by 104.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$128.26 Billion
Enterprise Value$136.02 Billion
Dividend Yield$- (-)
Earnings per Share$1.69
Beta0.82
Outstanding Shares1,035,138,000

Return

Return on Equity14.98%ROE
Return on Assets7.21%
Return on Invested Capital15.35%

Valuation & Multiples

P/E Ratio73.27P/E Ratio
PEG3745.05PEG
Price to Sales9.07Price to Sales
Price to Book Ratio10.72Price to Book Ratio
Enterprise Value to Revenue9.74
Enterprise Value to EBIT61.41
Enterprise Value to Net Income77
Total Debt to Enterprise0.08
Debt to Equity0.89Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$0.97
Average shareholder expectation
Revenue Estimate
$3.74 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$0.86
Average shareholder expectation
Revenue Estimate
$3.93 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0290 1.12%
Total Calls26,974,614 49.47%
Total Puts27,757,836 51.11%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %82.93% 4.24%
Total Invested$90.20B 34.79%
Investors Holding2,316 88.00%

ESG Score

No data

About ServiceNow Inc

CEO: John Donahoe

Relevant Senate Committees

Joint Committee on Taxation

This committee's non-partisan analysis and 'revenue estimates' are crucial for all tax legislation. Its influence directly shapes corporate tax structures and credits, which are vital for ServiceNow's financial planning and profitability.

Finance

This committee controls taxation and trade policy, which directly impacts ServiceNow's corporate tax burden, global operations, and overall profitability, significantly influencing its valuation.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise budgets for government agencies, directly influencing the funding available for IT contracts and order books for companies like ServiceNow.

Select Committee on Intelligence

Members receive classified briefings on global cybersecurity threats and intelligence community priorities. This could provide non-public material information relevant to government cybersecurity spending and demand for security operations software, an area ServiceNow operates in.

Commerce, Science, and Transportation

This committee has broad jurisdiction over interstate commerce, data privacy, and technology regulation (FCC, FTC), directly impacting 'Big Tech' companies like ServiceNow regarding data handling, market competition, and digital services.

Homeland Security and Governmental Affairs

This committee directly influences federal IT procurement and efficiency, which are key markets for ServiceNow's government-focused enterprise workflow solutions. Potential regulation of AI, a component of ServiceNow's offerings, also falls under its purview.