NOW
ServiceNowBNYSE / Software & Services
Last Price
At close
2026-06-02
Current thesis
Q1 revenue grew to $3.77B and RPO reached $27.7B, suggesting durable enterprise demand. The company is also still buying back stock aggressively, which can support per-share value if growth holds.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -16.6.
What can break
A single U.S. federal channel partner and systems integrator represented 12% of Q1 FY2026 revenue and 19% of accounts receivable, leaving some customer concentration risk. [#10-Q-2026-04-23]
Momentum
44
Value
51
Sentiment
90
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $188.00 · Bull $220.00 · Bear $98.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-30 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $187.69
Why
Momentum44 · Δ7d +36.4
Value51 · Δ7d -1.6
Sentiment90 · Δ7d -16.6
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Sentiment · See AI snapshot
Momentum
44
34% active weight
Current posture
7d trendImproving
Δ7d
+36.4
Δ21d
+45.1
Value
51
32% active weight
Current posture
7d trendSoftening
Δ7d
-1.6
Δ21d
-2.5
Sentiment
90
33% active weight
Current posture
7d trendSoftening
Δ7d
-16.6
Δ21d
-16.6
Why this grade
Composite grade B. Momentum 44.5 / Value 51.4 / Sentiment 90.2
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$140.11B
Beta
0.98
Shares Out
1.05B
P/E (TTM)
89.3
P/S (TTM)
12.19
P/FCF (TTM)
39.54
Rev YoY
+21.8%
EPS YoY
+15.7%
Gross Margin
+78.1%
Op Margin
+13.9%
Net Debt
-$4.27B
Current Ratio
1.06
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

