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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
NOW Cloud, Data & AI Software

ServiceNow

Enterprise workflow AI

Detail page

ServiceNow can embed AI agents into workflows that already route critical enterprise work.

Price $138.47
1D change -1.47%
Market cap $143.16B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric NOW
Price $138.47
1D Change -1.47%
Market Cap $143.16B
Enterprise Value $146.95B
Trailing P/E 87.6
Forward P/E 27.7
PEG Ratio 1.01x
Price / Sales 9.7
EV / Revenue 10.0
Revenue Growth 24.0%
Earnings Growth -21.9%
Gross Margin 74.8%
Operating Margin 4.1%
Net Margin 11.3%
ROE 14.2%
Free Cash Flow $5.15B
FCF Margin 35.0%
Debt / Equity 0.68x
Current Ratio 0.70x
Dividend Yield 0.00%
Next Earnings Oct 28, 2026
Quarterly Revenue $3.99B
Revenue QoQ +5.8%
Quarterly Net Income $298.0M
Net Income QoQ -36.5%

NOW thesis lens

Enterprise workflow AI

Why it could benefit

  • ServiceNow can embed AI agents into workflows that already route critical enterprise work.
  • Customers often adopt AI features inside an existing platform rather than buying a net-new point solution.
  • The company can expand wallet share as automation moves from ticket triage to real work execution.

Moat / edge

  • Mission-critical workflow position in large enterprises.
  • High switching costs tied to customized process automation.
  • Strong land-and-expand model.

What to watch

  • Now Assist monetization and renewal behavior.
  • Expansion into more departments beyond IT service management.
  • Proof that AI lifts deal sizes rather than just bundles into existing contracts.

Key risks

  • Premium valuation leaves less room for execution misses.
  • Platform consolidation by customers could slow seat or module expansion.