DailyIQ
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Sector:TechnologyAll sectors
Last updated 2 minutes ago

NOW·ServiceNow, Inc.

$.
+. (+.%)
After Hours
High
$129.39
Open
$118.48
Market Cap
121.87B
52W High
$211.48
Low
$114.59
P. Close
$124.39
P/E
69.37
52W Low
$81.24
Fwd P/E
24.63
Mean Target
$142.77
Technical Score (1D)
73
BUY
News Sentiment
72
BULLISH
ServiceNow's stock saw a boost following Snowflake's strong first-quarter performance, as Snowflake's data fuels ServiceNow's AI workflows and indicates increased enterprise data utilization. This positive read-through for ServiceNow's platform comes as the company itself announced an expanded partnership with ServiceNow to scale AI adoption. This collaboration aims to integrate Wipro's AI platform with ServiceNow's to automate workflows across IT, HR, procurement, and cybersecurity. These developments highlight ServiceNow's strategic push to leverage AI and data integration for enterprise growth, emphasizing its strengths in governance, security, and integration to capture a larger share of AI spending. While the broader automation software sector reported satisfactory Q1 earnings with revenues beating expectations, the group's share prices have experienced a notable decline post-earnings. Investors will be watching how ServiceNow's platform continues to benefit from these partnerships and its ability to sustain growth amidst increasing AI competition.
Earnings Summary
ServiceNow, Inc. is a leading global provider of cloud-based digital workflow solutions, built on its AI-powered Now Platform, which facilitates digital transformation through machine learning, automation, and analytics. Operating within the Technology sector's Software - Application industry, ServiceNow offers a unified platform for managing processes across IT, customer service, HR, and security for a wide array of industries. The company's recent earnings have shown a generally positive trend, with EPS beating estimates in Q1 2025 ($0.808 vs $0.76693) and Q2 2025 ($0.818 vs $0.71357), and significantly exceeding expectations in Q3 2025 ($0.964 vs $0.85308). Q4 2025 also saw an EPS beat ($0.92 vs $0.8917), though Q1 2026 reported EPS of $0.97, slightly below the estimate of $0.9733. Revenue growth has been consistent, with Q1 2026 revenue at $3.77 billion, aligning with the estimate of $3.7799 billion, and Q4 2025 revenue at $3.568 billion, exceeding the estimate of $3.5616 billion. Historically, ServiceNow has demonstrated a strong track record of beating analyst estimates for both EPS and revenue, indicating a consistent ability to deliver on growth expectations. Recent news emphasizes ServiceNow's strategic focus on capturing enterprise AI spending by highlighting its governance, security, and integration capabilities. Partnerships with companies like Wipro aim to scale AI adoption and automate workflows, reinforcing its platform's value proposition. Executives have also presented at industry conferences, likely discussing AI integration strategies. Investors will be watching for continued strong revenue growth and the ability to sustain EPS beats, particularly in the context of increasing AI competition and the successful integration of AI-driven solutions into its core offerings.

EPS

EstBeatMiss
$0.67$0.76$0.84$0.93$1.01Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.86 - -
Q1'26$0.97$0.97-0.3%
Q4'25$0.89$0.92+3.2%
Q3'25$0.85$0.96+13.0%
Q2'25$0.71$0.82+14.6%
Q1'25$0.77$0.81+5.4%

Revenue

EstBeatMiss
$3.0B$3.2B$3.5B$3.8B$4.1BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$4.0B - -
Q1'26$3.8B$3.8B-0.3%
Q4'25$3.6B$3.6B+0.2%
Q3'25 - $3.4B -
Q2'25 - $3.2B -
Q1'25 - $3.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

NOW Stock Snapshot

NOW is currently trading at $128.81, giving ServiceNow, Inc. a market cap of 121.87B and a P/E ratio of 69.4. Today's range spans $114.59–$129.39, with shares opening at $118.48 and moving up $4.42 (3.6%) from the prior close. DailyIQ's technical score sits at 73/100 (BUY) with a news sentiment reading of 72/100.

Over the past year NOW has traded between $81.24 and $211.48 - the current price is +58.6% off the 52-week low and -39.1% from the high. 55 analysts cover the stock with a Buy consensus and a mean 12-month target of $142.77 (range $85.00–$236.00), implying upside of +10.8%.

Relative strength is the story for ServiceNow, Inc. (NOW) in Technology right now. Technical score 73/100 (BUY), sentiment bullish at 72/100, price $128.81 (in the lower half of its 52-week range). The current P/E ratio stands at 69.4. The 121.87B market cap keeps this name on institutional screens, and the bullish setup means sector rotation inflows from Technology have a natural landing spot here. Annual range: $81.24–$211.48.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (73/100) and news sentiment (72/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $128.81 (in the lower half of its 52-week range), NOW's position within the $81.24–$211.48 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.