SeekingAlpha · Aug 29, 2026
ServiceNow Has Quietly Shaken Off The AI Apocalyptic Fears
ServiceNow (NOW) stock is regaining momentum as AI monetization accelerates, ACV targets rise, and valuation improvesâsee key drivers and consider adding...

NYSE · NOW
Technology · Software - Application
$144.71
Up+$6.28 (+4.54%)
Updated Aug 31, 2026, 11:09 AM
SID Score
6.2/10
Composite research score
Smart Money
60/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
NOW closed at $144.71 after 20 trading sessions, up 26.73% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 28, 2026 | $138.48 | $145.72 | $137.80 | $144.71 | 29.03M |
| Aug 27, 2026 | $130.48 | $139.32 | $130.25 | $138.43 | 27.82M |
| Aug 26, 2026 | $122.33 | $126.56 | $121.88 | $125.80 | 13.38M |
| Aug 25, 2026 | $125.955 | $129.805 | $125.25 | $127.00 | 12.32M |
| Aug 24, 2026 | $128.055 | $130.15 | $127.59 | $128.05 | 8.95M |
| Aug 21, 2026 | $130.29 | $131.18 | $127.47 | $128.48 | 12.5M |
| Aug 20, 2026 | $128.145 | $131.15 | $127.10 | $129.75 | 16.95M |
| Aug 19, 2026 | $118.64 | $129.60 | $118.5113 | $127.20 | 22.5M |
| Aug 18, 2026 | $119.48 | $121.838 | $117.84 | $119.49 | 17.34M |
| Aug 17, 2026 | $122.43 | $123.36 | $117.585 | $117.70 | 20.2M |
| Aug 14, 2026 | $127.70 | $128.65 | $122.17 | $124.00 | 15.03M |
| Aug 13, 2026 | $125.595 | $129.75 | $121.65 | $127.25 | 23.12M |
| Aug 12, 2026 | $123.64 | $125.64 | $121.85 | $124.94 | 12.65M |
| Aug 11, 2026 | $126.26 | $128.9699 | $125.16 | $127.54 | 13.46M |
| Aug 10, 2026 | $124.72 | $127.89 | $123.28 | $127.44 | 17.22M |
| Aug 7, 2026 | $121.665 | $126.15 | $120.96 | $124.88 | 26.71M |
| Aug 6, 2026 | $113.00 | $117.42 | $111.80 | $117.35 | 16.28M |
| Aug 5, 2026 | $119.90 | $120.00 | $115.71 | $117.22 | 15.6M |
| Aug 4, 2026 | $112.59 | $118.33 | $112.00 | $118.14 | 19.4M |
| Aug 3, 2026 | $114.51 | $119.64 | $113.70 | $114.19 | 24.52M |
The latest Smart Investors Daily articles mentioning NOW.
NOW research
Company profile and research snapshot.
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.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 19, 2026 | B of A Securities | Buy | — |
| Aug 17, 2026 | TD Cowen | Buy | — |
| Aug 12, 2026 | Wells Fargo | Overweight | — |
| Jul 23, 2026 | Macquarie | Neutral | — |
| Jul 23, 2026 | RBC Capital | Outperform | — |
No generated briefing is available yet.
SeekingAlpha · Aug 29, 2026
ServiceNow (NOW) stock is regaining momentum as AI monetization accelerates, ACV targets rise, and valuation improvesâsee key drivers and consider adding...
SeekingAlpha · Aug 28, 2026
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SeekingAlpha · Aug 28, 2026
Nebius plans a rapid compute buildout to 1 GW in 2026, but huge CapEx and rising GPU costs may pressure equity. Click here to see why the stock is a Sell.
SeekingAlpha · Aug 27, 2026
ServiceNow, Inc. (NOW) Deutsche Bank 2026 Technology Conference August 27, 2026 2:40 PM EDTCompany ParticipantsGina Mastantuono - President &...
Interpretive context generated from the platform’s current data sources.
ServiceNow, Inc. shares have demonstrated strong near-term momentum, trading at $144.71 with a one-month gain of 31.47%, per SID market data. The stock sits well above its 50-day moving average of $112.08 and its 200-day moving average of $109.90, reflecting a sustained bullish technical posture. The 14-day RSI registers at 67.5, approaching overbought territory but remaining below the conventional 70 threshold. Over a three-month window, NOW has appreciated 16.35%, though the trailing twelve-month return remains negative at -13.13%, indicating the recent rally represents a recovery from prior declines. The stock carries a beta of 0.972, according to Massive/Polygon data, suggesting volatility roughly in line with the broader market. Average daily trading volume stands at approximately 1.41 million shares, supporting the current market capitalization of approximately $180 billion.
ServiceNow trades at a price-to-earnings ratio of 104.21, reflecting a significant premium relative to the broader Technology sector, per SID market data. The PEG ratio stands at 26.18, suggesting the current earnings multiple substantially exceeds the company's near-term growth rate. The price-to-book ratio registers at 15.96, consistent with a capital-light software business model where intangible assets and intellectual property drive value beyond reported book equity. ServiceNow pays no dividend, directing free cash flow toward reinvestment and growth initiatives, according to SEC filings. At a market capitalization of approximately $180 billion, the stock's valuation reflects investor expectations for sustained double-digit revenue expansion in enterprise workflow automation. The elevated multiples position NOW among the most richly valued large-cap software names, with the current pricing embedding considerable future earnings growth into the share price at present levels.
ServiceNow registers a composite smart money score of 60, signaling a neutral overall stance among sophisticated market participants, per SID market data. Institutional positioning scores a perfect 25 out of 25, indicating maximum conviction from large fund managers. Congressional trading activity also registers near the top at 23.6 out of 25, suggesting notable interest from lawmakers' disclosed portfolios, according to public congressional trading disclosures. In contrast, insider activity scores 0.0 out of 25, reflecting a bearish tilt from company executives. SEC Form 4 filings reveal 20 insider transactions over the past 90 days, comprising 6 purchases and 14 sales, a ratio indicating insiders have been net sellers during the recent price rally. Dark pool activity scores 11.7 out of 25, reflecting moderate off-exchange institutional volume. The divergence between strong institutional conviction and persistent insider selling presents a mixed signal for investors evaluating directional positioning at current price levels.
ServiceNow has delivered consecutive earnings beats across its most recent reported quarters, according to company earnings reports. In the most recently reported period, the company posted EPS of $0.90 versus analyst estimates of $0.76, representing an upside surprise of $0.14. The prior quarter produced EPS of $0.97 against estimates of $0.80, a $0.17 beat, while the quarter before that delivered EPS of $0.92 versus the $0.72 consensus, marking the largest surprise at $0.20. This pattern of outperformance reflects consistent execution above Wall Street expectations. Looking ahead, the upcoming quarter carries an analyst consensus estimate of $0.8915, per analyst estimates. The sustained cadence of beats — averaging approximately $0.17 per quarter across the last three reported periods — suggests the company has maintained a conservative guidance framework relative to its actual operational trajectory, though past performance does not guarantee future results.
Wall Street consensus on ServiceNow remains broadly constructive, with recent analyst actions reaffirming positive ratings, per Wall Street analyst reports. On August 19, 2026, B of A Securities maintained its Buy rating, while TD Cowen reiterated a Buy recommendation on August 17. Wells Fargo reaffirmed its Overweight stance on August 12, signaling continued confidence in the company's growth trajectory. RBC Capital maintained an Outperform rating on July 23, adding to the bullish consensus. The lone neutral voice comes from Macquarie, which reiterated its Neutral rating on July 23, representing the most cautious view among recent coverage updates. Notably, none of the five most recent analyst actions involved a downgrade, according to SID consensus data. The clustering of reaffirmations rather than initiations or upgrades suggests analysts view current fundamentals as consistent with their prior theses, with no material changes to their investment cases following the company's recent earnings performance.


The latest Smart Investors Daily articles mentioning NOW.