Posts on NOW

Latest ideas and analyses related to ServiceNow Inc. Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
NOW , ZI , HUBS , FRSH , VERX , BIGC , AMPL , GDDY , LZ , MTTR , RAMP , SPT , USER , WIX , ZETA , XM

+38 pts



2Q22 SaaS Preview - Reducing Estimates With Signs Of A Slowdown

By mooreideas on Aug. 16, 2022, 11:37 a.m.
Tagged topics: earnings preview , analyst lowers estimates , analyst lowers target

Views: 20, Votes: 5, Responses: 0, Attachments: 1
NOW

+36 pts



$NOW Estimates largely derisked as waning macro backdrop incorporated in guide

By phenphen on July 28, 2022, 5:38 p.m.
Tagged topics: earnings results

Views: 12, Votes: 5, Responses: 0, Attachments: 1
NOW

+37 pts



$NOW Expect solid quarter with embedded conservatism: 2Q22 Preview

By ethonomics on July 25, 2022, 5:21 p.m.
Tagged topics: earnings preview

Views: 21, Votes: 4, Responses: 1, Attachments: 1
CRWD , INTU , MSFT , PANW , CRM , NOW , ZI , INST , VEEV , TEAM , DDOG , HUBS , MDB , SNOW , TWLO , NET , CFLT , HCP , SHOP

+46 pts



Software Gut Check – Entering Confession Season

By mooreideas on July 21, 2022, 3:18 p.m.
Tagged topics: analyst checks

Views: 60, Votes: 5, Responses: 1, Attachments: 1
NOW , ZI

+38 pts



2Q22 SaaS Preview - Reducing Estimates With Signs Of A Slowdown

By mooreideas on July 14, 2022, 10:17 a.m.
Tagged topics: analyst lowers estimates , SaaS

Views: 26, Votes: 5, Responses: 1, Attachments: 1
MSFT , INTU , NOW , ADBE , ZI , ZS , SNOW , CRWD

+44 pts



Looking for Quality in All the Right Places

By bbern3 on July 8, 2022, 10:47 a.m.
Tagged topics: analyst checks

Views: 50, Votes: 7, Responses: 0, Attachments: 1
ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+33 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 15, Votes: 3, Responses: 0, Attachments: 1
GTLB , TEAM , ORCL , ALTR , INFA , SNOW , MDB , CRM , DDOG , NOW , MSFT

+50 pts



Framework for navigating turbulence: $GTLB/$TEAM to Buy; Reinstate $ORCL at Sell, $ALTR to Sell

By ethonomics on June 27, 2022, 3:31 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 40, Votes: 9, Responses: 0, Attachments: 1
ORCL , WDAY , NOW

+34 pts



Easy voyages on the Enterprise Refreshing on Enterprise Software as we initiate on Workday and ServiceNow ahead of Oracle new issue

By rIsILAwr on June 6, 2022, 5 p.m.
Tagged topics: credit research

Views: 20, Votes: 3, Responses: 0, Attachments: 1
MSFT , CRM , DDOG , NOW , WDAY , INTU

+31 pts



Investors had the perception that software companies are secular growth companies (i.e., they are recession-proof stocks to own). This is correct to certain extent, however,...

By marschenntdeb729bd97b0413b on May 31, 2022, 7:57 p.m.
Tagged topics: buy the dip

Views: 46, Votes: 12, Responses: 0, Attachments: 0
MSFT , CRM , NOW , DDOG , INTU , WDAY

+55 pts



Software - Framework for navigating turbulence; in 2008-2009 recession, stocks started to bottom & outperform just as they delivered the first set of disappointing results

By ethonomics on May 31, 2022, 2:28 p.m.
Tagged topics: buy the dip

Views: 69, Votes: 12, Responses: 1, Attachments: 1
NOW

+31 pts



$NOW Solid execution in large and expanding TAM make LT targets achievable - Analyst Day Takeaways

By ethonomics on May 25, 2022, 4:55 p.m.
Tagged topics: analyst day

Views: 9, Votes: 1, Responses: 0, Attachments: 1
NOW

+37 pts



$NOW - Solid execution against $15 bn+ revenue opportunity in workflow platform by C26

By ethonomics on April 28, 2022, 1:46 p.m.
Tagged topics: earnings results

Views: 25, Votes: 5, Responses: 0, Attachments: 1
NOW

+37 pts



$NOW 1Q22 Results – Bringing the Solutions to a Growing Set of the World's Problems

By realmomobags on April 28, 2022, 4:14 a.m.
Tagged topics: earnings results , software , SaaS

Views: 25, Votes: 3, Responses: 1, Attachments: 1
COUP , VEEV , MDB , HUBS , DOCU , SMAR , PING , MSP , MSFT , NOW , TEAM , ZI , TWLO , PLTR , PATH , BOX , CRM , ZM

+43 pts



Software: Takeaways from Recent Investor Meetings

By mooreideas on April 18, 2022, 2:05 p.m.
Tagged topics: non deal roadshow

Views: 59, Votes: 4, Responses: 0, Attachments: 1
MSFT , CRM , NOW , ADBE , INTU , WDAY , SNOW , DDOG , MDB , MNDY , U

+59 pts



Americas Software: Framework for navigating turbulence: Cut estimates and PT but positive on intrinsic value and growth

By ethonomics on April 14, 2022, 11:57 a.m.
Tagged topics: deep dive , rate hike

Views: 686, Votes: 10, Responses: 1, Attachments: 1
PANW , CRWD , SPLK , DDOG , NOW , SMAR , DXC

+18 pts



As Gavin Baker said sometimes doing the obvious thing fast could be a great investment decision- in this case buying cyber security shares such as...

By yrc7777 on March 30, 2022, 12:58 a.m.
Tagged topics: analyst checks

Views: 27, Votes: 7, Responses: 0, Attachments: 0
SPLK , CRWD , DDOG , NOW , PANW , DXC , SMAR

+42 pts



Margins matter

By labjordan on March 28, 2022, 11:26 a.m.
Tagged topics: analyst checks

Views: 26, Votes: 3, Responses: 2, Attachments: 1
CRM , ADBE , WDAY , NOW , RNG , TENB , XM , RPD , HUBS

+22 pts



Not convinced yet software is cheap enough to buy, but this is some truly excellent data, so thanks for sharing. Maybe at some point soon....

By realmomobags on March 9, 2022, 6:48 p.m.
Tagged topics: analyst checks

Views: 50, Votes: 8, Responses: 0, Attachments: 0
ADBE , CRM , HUBS , NOW , RPD , TENB , RNG , WDAY , XM

+48 pts



Software focus shifts to profitable growth

By ethonomics on March 9, 2022, 4:20 p.m.
Tagged topics: analyst checks

Views: 69, Votes: 9, Responses: 1, Attachments: 1