Held · Bookmarked
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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$102.4B
1,031M shares
52-week range
$81.24 – $211.48
19% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
Borrow rate
0.27%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.61B | $3.46B | $4.52B | $5.90B | $7.25B | $8.97B | $10.98B | $13.28B |
| Cost of revenue | $622.7M | $796.6M | $987.1M | $1.35B | $1.57B | $1.92B | $2.29B | $2.98B |
| Gross profit | $1.99B | $2.66B | $3.53B | $4.54B | $5.67B | $7.05B | $8.70B | $10.29B |
| Gross margin | 76.1% | 77.0% | 78.2% | 77.1% | 78.3% | 78.6% | 79.2% | 77.5% |
| R&D | $529.5M | $748.4M | $1.02B | $1.40B | $1.77B | $2.12B | $2.54B | $2.96B |
| Operating income | −$42.4M | $42.0M | $198.9M | $257.0M | $355.0M | $762.0M | $1.36B | $1.82B |
| EBITDA | $161.9M | $303.0M | $452.9M | $749.0M | $768.0M | $1.59B | $2.23B | $3.00B |
| Net income | −$26.7M | $626.7M | $119.0M | $230.0M | $325.0M | $1.73B | $1.43B | $1.75B |
| Net margin | -1.0% | 18.1% | 2.6% | 3.9% | 4.5% | 19.3% | 13.0% | 13.2% |
| EPS (diluted) | -0.03 | 0.64 | 0.12 | 0.23 | 0.32 | 1.68 | 1.37 | 1.67 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $16.2B | $4.15 | $3.27–$4.40 | 29 |
| 2027 | $19.2B | $5.06 | $3.71–$5.35 | 25 |
| 2028 | $22.8B | $6.20 | $3.93–$8.05 | 11 |
| 2029 | $26.4B | $7.22 | $7.13–$7.42 | 4 |
Forward consensus · source: Financial Modeling Prep
ServiceNow Inc provides software solutions to structure and automate various business processes via a SaaS delivery model. The company primarily focuses on the IT function for enterprise customers. ServiceNow began with IT service management, expanded within the IT function, and more recently directed its workflow automation logic to functional areas beyond IT, notably customer service, HR service delivery, and security operations. ServiceNow also offers an application development platform as a service.
www.servicenow.comNo one on the platform currently holds NOW.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-12-31 | 1,338,885 | $205.1M |
| Renaissance Technologiesas of 2026-03-31 | 1,206,018 | $126.1M |
| Execution date | Ratio |
|---|---|
| 2025-12-18 | 5-for-1 |
No one on the platform has traded NOW yet.
| $133.7B |
| — |
| INTUIntuit Inc. | $267.08 | +2.33% | $73.1B | — |
| LRCXLam Research Corporation | $391.26 | -9.71% | $489.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
$NOW Semis are really annoying. 1 red day, then they just come back to new ATH. Makes no sense, and SaaS is literally inversing them. Weird market
View on StockTwits ↗$NOW looks like Cramer was right. Sell software into that pop and buy the dips on chips
View on StockTwits ↗$NOW things were looking good PM. Then they buy dogshit ai company haha 😆
View on StockTwits ↗$AUID also partnered wish $NOW software rotation is back baby!
View on StockTwits ↗$NOW asinine that software dumps when chips go up. Has to end at some point.
View on StockTwits ↗$NOW no software selling off chips being bought. Jesus they keep shifting every 2 hours.
View on StockTwits ↗$NOW Jul 1, 2026 ai.work entered into an agreement to be acquired by ServiceNow
View on StockTwits ↗$CRM $SPY $NOW $TLT $BTC.X 50 (FIFTY) BILLION in BUYBACKS: Salesforce CRM: Buybacks ON No Brainer buy: SALESFORCE: forward PE 11 (Eleven) 🤯 Easy Double from here by end of summer…just to get to some reasonable valuation; $400-600 stock by next summer…MASSIVE buybacks Acquisition of FIN allows for seamless AI integration: SIMPLY GENERATIONAL BUY
View on StockTwits ↗$NOW $MSFT phew, for a second there I thought chips weren’t gonna keep going up in a straight line, and software down on a straight line
View on StockTwits ↗$NOW ...... ServiceNow's acquisition of ai. work is a major step forward for their agentic AI strategy. --- ServiceNow is shifting its focus heavily toward autonomous workflows — systems where AI doesn't just suggest answers to a human but securely performs the task itself . ai. work tech fits perfectly into this evolution. ...........
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 71.9× earnings vs its 121.6× historical median P/E.
Fair value ≈ $178.96 · price $105.80 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.