u/NinjAsger · 25d agono track record yet
Service Now [NOW]
ServiceNow dominates enterprise workflows with strong competitive moats, 120% net revenue retention, and a massive TAM in agentic AI. Despite a premium PE of 80 and near-term margin pressure from acquisitions, the author's DCF model supports a 27% upside to $158, assuming successful integration and margin expansion to 27% as the company scales its AI platform across its Fortune 500 customer base.
At post $117.70Now $134.21+14.0% since postedas of Sep 8, 4:30 PM ET
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3d+1.5%
1w+9.2%
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