Inside the research
ServiceNow, Inc.
NOW Research profile · latest available data
Price overview
$135.62
▼ -2.16 (-1.6%)
| 52w hi | $189.26 |
|---|---|
| 52w lo | $83.00 |
| Vol | 7.98M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.38
| Short | +0.29 |
|---|---|
| Medium | +0.58 |
| Long | +0.16 |
computed 2026-09-27
Key fundamentals
ServiceNow, Inc.
Technology · Software - Application
| Market cap | $140.21B |
|---|---|
| Enterprise value | $144.00B |
| Trailing P/E | 84.76x |
| Forward P/E | 27.09x |
| EV / EBITDA | 49.71x |
| P / S (ttm) | 9.52x |
| Profit margin | 11.3% |
| Return on equity | 14.2% |
| Revenue growth | +24.0% |
| Earnings growth | -21.9% |
| Debt / equity | 67.54 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.08 | |
| Sector | +0.15 | |
| Technical | +0.26 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Brazil, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products; customer service management product; field service management applications; and sales and order management services. It also offers human resources delivery; legal and contract operations; workplace service delivery products; app engine product; automation engine; platform privacy and security product; and source-to-pay operations. In addition, the company provides RaptorDB, a database built to manage workloads at scale; ServiceNow Impact that provides customers with software tools, guided plans, and AI-driven recommendations; customer support; and workflow data fabric. It serves government, financial services, healthcare and life science, manufacturing, Public Sector, retail, technology, and Telecom sectors through service providers and resale partners. The company has a strategic collaboration with Cohesity, Inc. to develop, operate, and safeguard autonomous AI agents and data with enterprise-grade reliability; and with ServiceNow to Advance Ai-Powered Solution for Mission-Critical Infrastructure Monitoring. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. ServiceNow, Inc. has a strategic alliance with Accenture for integrated risk management and third-party risk management solutions, and with Tech Mahindra to validate and deliver production-ready, industry-specific enterprise AI and automation solutions at scale. ServiceNow, Inc. was founded in 2004 and is headquartered in Santa Clara, California.
Risk Metrics
| Beta vs SPX | 1.17 |
|---|---|
| Corr SPX | 0.38 |
| Annual vol | 49.2% |
| Annual ret | -4.1% |
| Sharpe | -0.08 |
| Max DD | -64.5% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $145.27 |
|---|---|
| High / Low | $240.00 / $85.00 |
| Median | $140.00 |
| Analysts | 44 |
| Strong Buy | 9 | |
|---|---|---|
| Buy | 34 | |
| Hold | 4 | |
| Sell | 1 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-06 | Bernstein | → Market Perform |
| 2026-05-05 | RBC Capital | → Outperform |
| 2026-05-05 | Needham | → Buy |
| 2026-05-05 | Macquarie | → Neutral |
| 2026-05-05 | Evercore ISI Group | → Outperform |
| 2026-05-05 | DA Davidson | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-22 | Earnings Release, Exhibits | read |
| 2026-05-22 | Officer / Director Change, Shareholder Vote… | read |
| 2026-05-15 | Material Agreement, Material Obligation… | read |
| 2026-04-22 | Material Agreement, Earnings Release… | read |
| 2026-04-01 | Material Agreement, Material Obligation… | read |
| 2026-02-17 | Reg FD Disclosure | read |
| 2026-02-11 | Officer / Director Change | read |
| 2026-01-28 | Earnings Release, Other Material Event… | read |
| 2025-12-23 | Officer / Director Change, Exhibits | read |
| 2025-12-15 | Other Material Event, Exhibits | read |
| 2025-12-05 | Bylaws Amendment, Shareholder Vote… | read |
| 2025-10-29 | Earnings Release, Other Material Event… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | Mastantuono Gina | President and CFO | Option exercise | 3.94K | — |
| 2026-08-07 | Fipps Paul | President, Global Custome | Withheld for tax | 30 | $3.75K |
| 2026-08-07 | Fipps Paul | President, Global Custome | Option exercise | 75 | — |
| 2026-08-07 | Fipps Paul | President, Global Custome | Withheld for tax | 132 | $16.48K |
| 2026-08-07 | Fipps Paul | President, Global Custome | Withheld for tax | 364 | $45.46K |
| 2026-08-07 | Fipps Paul | President, Global Custome | Option exercise | 910 | — |
| 2026-08-07 | Fipps Paul | President, Global Custome | Option exercise | 330 | — |
| 2026-08-07 | Fipps Paul | President, Global Custome | Withheld for tax | 1.65K | $205.55K |
| 2026-08-07 | Fipps Paul | President, Global Custome | Option exercise | 4.12K | — |
| 2026-08-07 | Mastantuono Gina | President and CFO | Withheld for tax | 2.12K | $264.87K |
Flow & Concentration
| Insider 180d net | -$973.24K |
|---|---|
| Insider buys / sells | 0 / 2 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 93.5% |
| HHI | 3,191 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $4.87B | 49.04M |
| Citadel Advisors | $1.82B | 18.30M |
| Fidelity / FMR LLC | $1.13B | 11.40M |
| Capital Research / Capital World | $621.17M | 6.26M |
| Millennium Management | $493.18M | 4.97M |
| AQR Capital Management | $474.15M | 4.82M |
| Tiger Global Management | $86.72M | 873.49K |
| Bridgewater Associates | $63.08M | 635.38K |
| T. Rowe Price Group | $1.60M | 16.07M |
As of 2026-06-30
Connections
Subsidiarys: servicenow.com
Federal Contracts
| Amount | Agency | Description |
|---|---|---|
| $2.25M | Smithsonian Institution | SOFTWARE LICENSE RENEWAL |
SEC Filings
The Long Run
FY 2012–2025 · 14 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $13.28B | +36.0% | |
| Gross profit | $7.05B | +35.2% | |
| Operating income | $762.00M | +104.0% | |
| Net income | $1.75B | +132.2% | |
| Cash from ops | $5.44B | +43.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $137.25 | $139.83 | $135.60 | $135.62 | 7.98M |
| Sep 24 | $139.90 | $141.04 | $137.53 | $137.78 | 9.58M |
| Sep 23 | $137.22 | $141.54 | $136.15 | $140.78 | 11.37M |
| Sep 22 | $141.83 | $142.10 | $135.23 | $137.00 | 12.58M |
| Sep 21 | $136.82 | $140.16 | $135.62 | $137.68 | 10.89M |
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