ServiceNow maintains a Buy rating with a $158 fair value target, suggesting a 48% upside from the current $107 price despite a recent 27% share price decline. The company beat Q3 guidance on subscription revenue, current remaining performance obligations (cRPO), and operating margin. However, concerns remain about slowing organic growth and rising stock-based compensation costs. The outlook expects organic growth near 19% by fiscal year 2027, with margin expansion dependent on operating leverage and reducing stock-based compensation to below 10% of revenue. Risks include potential failure to reduce stock-based compensation, margin pressure from AI workloads, and goodwill impairments from acquisitions.
ServiceNow shares trade at USD 101.97 on Pluang as of Nov 08, 2026 15:21 WIB, close to their 52-week low of USD 83.00 and well below the 52-week high of USD 173.45. Despite the recent 27% drop noted in the article, the stock's 1-day change on Pluang is a modest decline of 0.38%. Investors on Pluang show full buying interest with 100% buy orders and a typical hold time of 56 days, reflecting steady engagement despite the stock's volatility.
Salesforce and ServiceNow both reported strong AI-driven growth but faced stock sell-offs, with ServiceNow dropping 27.58% and Salesforce 6.17%. Salesforce's Agentforce and Data 360 ARR surged over 210%, showing strong customer adoption, while Servic...
ServiceNow is heavily investing in AI adoption, causing rising delivery and partner costs that reduce gross margins from 86% in 2022 to an expected 81% in 2026. Although subscription revenue grows steadily at 21%, the increasing expenses pressure pro...
