Headquartered in Santa Clara, CA Fiscal year ends December NYSE: NOW servicenow.com
ServiceNow is an enterprise software company that sells subscription access to the ServiceNow AI Platform. The platform integrates with any model, cloud or data source to orchestrate, govern and secure work across the 'agentic enterprise'.
Its offerings span:
- IT service management
- CRM, including Technology Provider Service Management
- Security, including the new Autonomous Security suite built with Armis and Veza capabilities
- Employee experience (EmployeeWorks)
- Low-code and AI agent development (AI Workflow Factory, ToolSmith)
- AI governance through its Super Intelligence Control Tower and AI Passport
The company also offers Flow, a standalone AI-native service desk, and Arc, a personal enterprise AI agent.
Subscription revenues make up the vast majority of sales, with a small professional services business. More than 100 billion workflows run on the platform each year.
ServiceNow partners with OpenAI, Google Cloud, NVIDIA, AWS and Anthropic, among others, through its Control Tower Alliance. It serves large enterprises and government customers globally, with 680 customers paying more than $5 million in annual contract value. Updated
GOOGsouring fast
Big Tech's selloff has Reddit arguing with itself: traders are split on Reddit's own stock, which drew 2,030 comments today, and on Alphabet, where the mood is souring fast. ServiceNow is the one name the crowd has turned outright bearish on, while Apple still has fans.
Source: RedditServiceNow closed down 26.53%, the deepest drop across 382 priority names and more than a quarter of its value gone in one session.
A 9.04% slide to $110.03, the day after Q3 results hit EDGAR, wipes roughly a tenth off a $113.8 billion software leader in one session. Moves this size are rare here, so keep an eye on where it settles.
A 5.8% slide to $113.96 is the first full session since Q3 results were filed with the SEC, and it erases roughly $7 billion from a $117.8 billion enterprise software leader. How it holds near this level sets the tone for the rest of the group.
A 32-point gap separates the best and worst names in a 381-stock universe today: ServiceNow and Fortinet both shed roughly 24% while Eli Lilly leads the upside at 7.72%. Positioning set for a quiet session is already wrong.
The first adjusted EPS miss in six quarters came as acquisition costs compressed GAAP operating margin to 9.5% from 17%. Revenue still edged past consensus and management raised its 2026 AI net new ACV target to $1.70 billion.
A 3.76% slide to $148.96 takes roughly $6 billion off a $154 billion enterprise-software heavyweight in a single session. Moves this size are rare for a megacap on no confirmed trigger, so keep an eye on whether it holds into the close.
A 20% target hike five days before ServiceNow's October 28 third quarter report raises the bar the company now has to clear.
ServiceNow $NOW Price target raised to $180 from $150 at BofA BofA raised the firm's price target on ServiceNow to $180 from $150 and keeps a Buy rating on the shares ahead of the company's Q3 report due on October 28. The firm, which expects results to be at or above https://t.co/AHHsQSYuuj
A 7.56% intraday drop to $140.28 strips roughly $11 billion off a $145 billion enterprise-software name in a single session. Moves this size are rare for a stock of this heft, so keep an eye on whether it holds the low into the close.
A 6.9% run to $149.15 adds roughly $10 billion to a $154 billion software name, an outsized single-session move for a mega-cap. Keep an eye on whether it holds the gain into tomorrow's open.
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ServiceNow is an enterprise software company that sells subscription access to the ServiceNow AI Platform. The platform integrates with any model, cloud or data source to orchestrate, govern and secure work across the 'agentic enterprise'.
24/7 Wall St.'s 12-month price target for NOW is $157.20, rated Buy. The Wall Street consensus target is $154.69. NOW price prediction →
