$NOW

12 theses

bullish 92%neutral 0%bearish 8%

Avg return (3d)

-1.5%

Win rate (3d)

36% (11 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jul 24, 4:59 PM ET

$NOWYOLObullish

u/miniscule_rycegrain · 3d agono track record yet

Long NOW

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 $95.46Now $98.78+3.5% since postedas of Jul 24, 4:59 PM ET

1d-3.7%

3d—

1w—

1m—

3m—

6m—

1y—

original post →

$NOWYOLObullish

u/Middle-Paramedic-396 · 32d agono track record yet

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 $95.94Now $98.78+3.0% since postedas of Jul 24, 4:59 PM ET

1d-2.2%

3d+2.5%

1w+3.5%

1m-4.2%

3m—

6m—

1y—

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$NOWYOLObullish

u/Riskismyapellido · 41d ago2 prior · awaiting results

Long 300 shares of NOW

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 $104.15Now $98.78-5.2% since postedas of Jul 24, 4:59 PM ET

1d—

3d-2.8%

1w-8.7%

1m+0.7%

3m—

6m—

1y—

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$NOWYOLObullish

u/Riskismyapellido · 41d ago2 prior · awaiting results

$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 $104.15Now $98.78-5.2% since postedas of Jul 24, 4:59 PM ET

1d—

3d-2.8%

1w-8.7%

1m+0.7%

3m—

6m—

1y—

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$NOWYOLObullish

u/SomebodyToldMe2 · 46d ago1 prior · awaiting results

“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 $106.97Now $98.78-7.7% since postedas of Jul 24, 4:59 PM ET

1d-0.9%

3d-4.5%

1w-5.3%

1m+1.7%

3m—

6m—

1y—

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$NOWYOLObullish

u/Riskcuit · 51d ago1 prior · awaiting results

Long 1000 shares of NOW

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 $119.36Now $98.78-17.2% since postedas of Jul 24, 4:59 PM ET

1d-5.8%

3d-5.8%

1w-13.6%

1m-10.9%

3m—

6m—

1y—

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$NOWDDbullish

u/Beautiful-Low-3932 · 55d ago3 prior · awaiting results

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 $135.86Now $98.78-27.3% since postedas of Jul 24, 4:59 PM ET

1d-6.0%

3d-12.1%

1w-16.0%

1m-22.1%

3m—

6m—

1y—

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$NOWYOLObullish

u/WritesTrueStatements · 68d agono track record yet

$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 $103.42Now $98.78-4.5% since postedas of Jul 24, 4:59 PM ET

1d-1.5%

3d-3.6%

1w-1.2%

1m-2.1%

3m—

6m—

1y—

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$NOWDDbullish

u/Hypednino · 72d agono track record yet

Long 57 shares of NOW

$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 $90.50Now $98.78+9.2% since postedas of Jul 24, 4:59 PM ET

1d+5.0%

3d+5.0%

1w+10.2%

1m+12.9%

3m—

6m—

1y—

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$NOWDiscussionbullish

u/Tornagh · 85d ago1 prior · awaiting results

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 $91.16Now $98.78+8.4% since postedas of Jul 24, 4:59 PM ET

1d—

3d+0.9%

1w+0.0%

1m+36.4%

3m—

6m—

1y—

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$NOWYOLObearish

u/armadillo_stocks · 92d agono track record yet

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 $90.17Now $98.78+9.6% since postedas of Jul 24, 4:59 PM ET

1d—

3d+0.3%

1w+1.1%

1m+13.3%

3m+2.0%

6m—

1y—

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$NOWYOLObullish

u/WallStreetBetsCALLSS · 93d agono track record yet

“Leaps”

$NOW YOLO

Author is bullish on ServiceNow long-dated calls (leaps), expecting the stock to reach $200 by 2028.

At post $84.78Now $98.78+16.5% since postedas of Jul 24, 4:59 PM ET

1d+6.4%

3d+6.4%

1w+4.2%

1m+20.5%

3m+12.6%

6m—

1y—

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End of results.