NOW

"and Service Now"

"Service Now up [42s] 8,000 plus."

"Service Now, you can't find a buyer anywhere. 50% down over the past year."

"Looking at Service Now down over 5%"

"And this is why great companies like a service now like a data dog like a Shopify for example, even an Axon, right? Why these great businesses have also seen a big decline despite the execution being there, despite the business doing what it should be doing. It's just trading at a high premium."

"Here I'm talking about strong SAS companies, right? The service nows, maybe the data dogs, maybe even a snowflake that has seen reaceleration or acceleration in growth."

"Service now up 3,000."

"Service Now jumped from the mid 80s to as high as $140 last week at one point after hours on similar news."

"Service Now with a 2% move."

"Acres firm bought Service Now"

"Service Now was down 6%."

"And guys, I have a low price of 87, high price of 240, middle price of 144. So guys, even though a lot of people like it, I'm not really excited about 10% return. I'm going to wait a little bit longer here to get the stock at a at a price that makes more sense to me."

"So let's go to stock number two and that is Service Now. In simple terms, Service Now makes the software that big companies use to keep everything running smoothly behind the scenes."

"Service Now stock. This is a stock we were down on very recently here. Now up 36% on that stock. Up $44,000."

"This is free cash flow and where we've gone on Service Now stock on the trailing 12-month basis. Look at this. This is Service Now's free cash flow per share. Look at that trend there. Ultimate setup."

"It includes Service Now and Salesforce stock. CRM and now, okay?"

"My price targets for Service Now and for Salesforce here they are Service Now I have the stock going to $300 to $500 stock longterm right now it's $135 so there's a long way of growth ahead for Service Now"

"Look at Service Now right now. Service Now, keep in mind this is much more exciting stock than Salesforce."

"The beautiful thing about Service Now and Salesforce stock is they trade way too cheap given their growth rates."

"Service Now bigger long-term opportunity in terms of making money in in the stock in my opinion."

"if you understand the the leaders in the space somebody like a Jensen who leads Nvidia right he's a huge believer in Service Now specifically and he talks about that company being you know an enterprise it's a AI enterprise operating system that's way Jensen over in Nvidia describes the company right"

"Service Now here same story."

"And in that cloth managed portfolio, they bought basically the Service Now bottom, it seems, at $88 per share."

"With regards to service now here, yes, we do see a little impact here on gross profit margin 76.6%, free cash margin 33.2%, operating margin 13.4, and then net profit margin 12.6%."

"A service now. Even if you didn't catch the $90 or $88 bottom or so, you bought 95, you bought at 100, you would still be in a good position right now."

"maybe there is a rotation happening right now cuz Service Now is up another 14%."

"Whether it's [503s] Salesforce, Adobe, Service Now, you name [506s] it. some cyber security names."

"I would say the stock that I would have picked which I believe is a popular stock is Service Now. I think Service Now has a massive edge in being an AI winner instead of being an AI loser. But my biggest problem with for Service Now and with software in general is stockbased compensation."

"ServiceNow."

"The new additions, Salesforce, [484s] ServiceNow, around 2% of the portfolio."

"a ServiceNow that's up"

"Revolve, SoFi, Celsius, Service Now. These stocks were up pretty nicely. Revolve was up $2,000. SoFi up $3,500. Celsius up $4,600. Service Now up almost $4,000."

"Service Now one of the best companies in the world, one of the best business models in the world down 55% in the past year. 55%."

"especially the software stocks, which a lot of retail investors own like Adobe, ServiceNow"

"I don't think that less than 5% probability is going to happen. It's always a possibility, and that's why I can't get over-leveraged in this position or something like that, right? I can't invest too much, but the end of the day, ServiceNow is a buy. And it's a buy, and it's a buy, okay?"

"Bear case for the stock. So, bear case only 12% revenue growth on average, only net income growth of 12% on average, right? SaaS company 12% top line, 12% bottom line, 25 to 30 PE would be fair, and I'm still getting a double-digit compound annual growth rate. I would still, even under my bear case assumption here, I would still outperform the S&P 500 over the next four or five years. That's why I'm buying ServiceNow right now, right?"

"Stock number two of these four is ServiceNow. Ticker symbol on this one, N O W. This stock has gotten obliterated the past year, down 52 flipping flapjack in percent."

"I'm investing in the stock cuz I believe it's going to be a $200 plus stock again here in the next few years. And so, you know, big big difference there, right?"

"ServiceNow stock is down [18s] almost 18% [20s] on the day. It is getting killed in the [23s] market and it is dragging down software [25s] stocks across the entire industry."

"And a 16 price to [881s] free cash flow for a business that is [883s] still seeing 20% top-line revenue growth [886s] and still projecting a 35% free cash [888s] flow margin [890s] is pretty dang wild."

"But overall, I think that [958s] ServiceNow stock price falling 18% today [961s] is completely unjustified and that's [963s] really what it comes down to."