NOW
ServiceNowDNYSE / Software & Services
Last Price
At close
2026-07-17
Current thesis
Primary-source evidence still supports a constructive operating view: Q1 beat-and-raise metrics were strong, large-customer ACV growth remained healthy, and the May AWS expansion added a dated AI-governance distribution milestone. The Accenture forward deployed engineering launch also supports the idea that ServiceNow is trying to move agentic AI from pilots into production inside customer environments.
Posture
Defensive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-07-22 · AMC.
What can break
AI Control Tower, AWS integrations, and forward deployed engineering launches still need proof of material revenue conversion and durable customer production deployment.
Momentum
16
Value
54
Sentiment
54
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $114.00 · Bull $126.00 · Bear $96.00
Earnings
2026-07-22 · AMC
Data freshness
Prices
As of 2026-07-17
Fundamentals
As of 2026-07-15 • Vendor: Data Vendor v1
Scores
As of 2026-07-17 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-11 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-17
Investment thesis
As of 2026-07-17
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $140.95
Why
Momentum16 · Δ7d -2.3
Value54 · Δ7d +0.2
Sentiment54 · Δ7d -0.2
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
16
26% active weight
Current posture
7d trendSoftening
Δ7d
-2.3
Δ21d
-22.4
Value
54
39% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
-0.1
Sentiment
54
34% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-17.2
Why this grade
Composite grade D. Momentum 16.1 / Value 53.9 / Sentiment 54.3
Fundamentals (TTM)As of 2026-07-15
Fundamentals (TTM)
As of 2026-07-15
Market Cap
$108.01B
Beta
0.98
Shares Out
1.03B
P/E (TTM)
89.3
P/S (TTM)
12.19
P/FCF (TTM)
39.54
Rev YoY
+22.1%
EPS YoY
+2.6%
Gross Margin
+76.6%
Op Margin
+13.9%
Net Debt
-$3.89B
Current Ratio
0.79
As of 2026-07-17 • Updated nightlySource: Internal modelMethodology