$NOWr/ValueInvestingStock Analysisbullish u/AceStrikeer · 16d ago2 prior · awaiting results NOW: Double digit growth with strong MOAT at a discount.
NOW has double-digit revenue growth (+21% YoY), strong free cash flow generation (+35% YoY), and a defensible moat via land-and-expand business model with high switching costs. Trading at historically low valuations across PS, PB, and price-to-cashflow multiples, the stock offers upside as market recognizes the quality of the IT Service Management market leader.
At post $128.05·Now $134.21+4.8% since postedas of Sep 8, 4:30 PM ET
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$NOWr/ValueInvestingStock Analysisbullish 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 $117.70·Now $134.21+14.0% since postedas of Sep 8, 4:30 PM ET
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“Got caught at $105 with half, put the rest down at $95 and waited a couple of weeks. Sold out 2 days ago”
All in $NOW a few weeks ago.
Author bought ServiceNow shares in two tranches at $105 and $95, sold out near recent top within a couple of weeks, capturing a gain.
At post $124.94·Now $134.21+7.4% since postedas of Sep 8, 4:30 PM ET
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the time is $NOW!!! (regard edition)
ServiceNow benefits from AI research rather than being disrupted by it, insider CEO buying at $104 signals confidence, and government procurement is a stable revenue driver. Author opened positions right before earnings.
At post $95.46·Now $134.21+40.6% since postedas of Sep 8, 4:30 PM ET
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Service NOW, now is its time. With earnings coming up, buying under 100$ is litterally almost at the very bottom, its all up from here.
ServiceNow stock trading under $100 ahead of earnings is near a bottom, with substantial upside expected. Author sees upcoming earnings as a catalyst for recovery and price appreciation.
At post $95.94·Now $134.21+39.9% since postedas of Sep 8, 4:30 PM ET
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30k in $NOW is the time for 23k $ZS to get it's shit together
Author is bullish on ServiceNow (NOW) and buying 300 shares, setting a floor to buy every dip under $99. Positioned for upside with DCA strategy.
At post $104.15·Now $134.21+28.9% since postedas of Sep 8, 4:30 PM ET
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$NOW is the time to go up biggly.
ServiceNow is oversold below $100 following Friday's sell-off, which the author views as a capitulation event. The author is using dip-buying as a contrarian strategy.
At post $104.15·Now $134.21+28.9% since postedas of Sep 8, 4:30 PM ET
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“full porting $now at these low levels”
the time is $NOW pt.2
Author is going all-in on ServiceNow at depressed prices, betting on recovery. Position driven by conviction and market timing intuition rather than detailed fundamental analysis.
At post $106.97·Now $134.21+25.5% since postedas of Sep 8, 4:30 PM ET
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$NOWr/wallstreetbetsYOLObullish u/Riskcuit · 97d ago1 prior · 50% at 3mo Spinning the wheel with $250K. 1/2 BB 1/2 NOW
Author is long 1,000 shares of ServiceNow at $120.58 per share as part of a $250K YOLO bet, betting on upside with significant conviction.
At post $119.36·Now $134.21+12.4% since postedas of Sep 8, 4:30 PM ET
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SAP is a coherent complement to SoftwareNow in my portfolio; yet stock price is still lagging behind
ServiceNow is held as a core long-term position and represents a mature "elite compounder" that has already received market rerating. It serves as a comparable benchmark for SAP's potential valuation upside.
At post $135.86·Now $134.21-1.2% since postedas of Sep 8, 4:30 PM ET
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$NOW YOLO
ServiceNow is set to outperform despite broader SaaS concerns. The author is bullish on the company's prospects and dismisses SaaS apocalypse narratives.
At post $103.42·Now $134.21+29.8% since postedas of Sep 8, 4:30 PM ET
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$5000 worth of $NOW
ServiceNow is a quality tech stock with strong long-term growth potential. The author is building a multi-year position, committing to $200 weekly purchases, signaling confidence in the company's future performance and fit within a tech-heavy portfolio.
At post $90.50·Now $134.21+48.3% since postedas of Sep 8, 4:30 PM ET
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$NOWr/wallstreetbetsDiscussionbullish u/Tornagh · 131d ago1 prior · 100% at 3mo AI usage revenue is valued at lower multiples than subscription revenue
ServiceNow's stock has been unfairly depressed due to market misunderstanding of usage-based AI licensing economics. While usage-based models deserve lower multiples than subscription revenue, the market has over-corrected, and ServiceNow is likely to recover as investors reassess the company's fundamentals.
At post $91.16·Now $134.21+47.2% since postedas of Sep 8, 4:30 PM ET
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Invested $2m into SaaS today. This is the portfolio.
ServiceNow beat earnings on revenue, profits, and guidance but the stock declined anyway, suggesting the market mispriced the results and the thesis is that most investors didn't read the earnings call or understand the positive fundamentals.
At post $90.17·Now $134.21+48.8% since postedas of Sep 8, 4:30 PM ET
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“Leaps”
$NOW YOLO
Author is bullish on ServiceNow long-dated calls (leaps), expecting the stock to reach $200 by 2028.
At post $84.78·Now $134.21+58.3% since postedas of Sep 8, 4:30 PM ET
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