NOW

"Look at Service Now. Service Now up 21% the past 3 months."

"Uh service now up 3,200 bucks."

"Service Now is rolling now up to almost $34,000 of gains on Service Now. Stock up 27 plus%."

"Service Now remains hot. We're now up 25% in the public account on Service Now stock, up $30,000."

"Number four of these 10, Service Now. I think Service Now is a great stock. It's a growth stock, right? But it's a growth stock with a value component in it."

"Service Now continues to run and see momentum. That one's now up $17,000 for us in the public count."

"Take ServiceNow, the software platform that big companies run their operations on. It had tumbled about 27% on those AI fears. Yet, its actual numbers were fantastic. Subscription revenue growing 25% and over $1 billion of AI-related business already signed up. The stock has been climbing back up rough roughly 18% off its lows."

"ServiceNow up 33%"

"Look at service now. I mean almost everybody that's bought the stock in the last 3 to 6 months is now green on the stock and many people are now like big time green."

"Snowflake, we have here Adobe, Service Now, Reddit reports later today."

"Serve is now up almost 8% today."

"The easiest one to call a bottom in in that we've already bottomed and we're heading up from here is Service Now by a mile."

"I mean, Service Now's up 9%."

"The Salesforce, the Service Nows, Palantir, all those stocks have been, you know, um, destroyed, uh, especially over the past, I would say, nine months."

"And even on these conservative metrics, it looks like Service Now's business is quite undervalued. So then the question is, am I buying Service Now? And the answer is no."

"As promised, this is going to be my Service Now earnings analysis video."

"The first one, Service Now, their ticker is NW. You may have never seen it, but giant companies run on it."

"Next up here, Service Now. Uh, is this [1119s] stock ready to go beast now? What does [1120s] it mean for Palunteer? What does it mean [1122s] for C, uh, CRM and other various [1125s] companies? Okay. Here we go. Service Now [1129s] stock is up after hours up about 5%."

"Service Now, we're [107s] going to talk about Service Now and the [108s] Insanity going on there. We're going to [109s] talk about a Service Now is ready for a [111s] beast run from now on."

"listen this was a D report for Service [1160s] Now income statement wise a D report [1163s] revenues look great up 24% [1164s] year-over-year but look at the cost of [1167s] revenue ladies and gentlemen subscri [1169s] Subscription grew 65%."

"But the cost of revenues have grown a lot from about $724 million to $1.1 billion. So they grew revenues by about you say 700 million and they grew their expenses on the or the cost of revenues about 400 million. This is a lot for a company or a capital light software company like service now which has led the company's gross profit margins to massively decelerate from about 77 76% this quarter it went to about 70%. This is very very low for a company like Service Now."

"Renewal rate which is very important is still very strong at about 98%"

"Service Now here I mean is not bad the company beat on earnings great report great CEO he's very enthusiastic about the company but in my opinion today's price you could say is is okay is reasonable but it doesn't present any kind of a generational buying opportunity or any major bargain for me and I don't own service now I own other software stocks but if I had to buy Service Now I wouldn't pay much more than $85 $90 per share I think this is a sweet spot for the company which is about 13% from"

"The company beat on revenues. They beat earnings per share and they also raised guidance. So the company is clearly not dead."

"Service Now just reported earnings. The stock is up 6 and a half% in the after hours."

"I really don't like about Service Now and most of the software stocks is the stock-based compensation. The company generated 298 million in net income. Their stockbased compensation is $658 million. Th this is absolutely crazy guys."

"my valuation model I put in 17% growth for 2026 which is what's guided and what's expected after that I put in 20% from 2027 to 2030 this is what the analysts are expecting 21 you know 20% % I think 20% is is highly achievable. The current trading PE is about 28 times. I put in 28 times also for 2030. Uh all in all I get about $238 per share. 143% on the upside or almost a 20% annual return from today's price. And this is not bad at all for me as you can say the base to best case scenario."

"The RPO, which is something that I pay attention to, the you could say backlog or future revenues, it was up 22% yearon year."

"So, in my opinion, I do think that Service Now stock is looking undervalued in the market."

"Service Now's revenue grew 19% year-over-year."

"the obvious question is am I buying service now before earnings? And the answer is no."

"Service Now's free cash flow is not growing as consistently, but it still hit $4.6 billion in the trailing 12 months."

"So, these numbers right here are strong in my opinion."

"Service Now is expecting its revenue to double by 2030 to $30 billion."

"customers are spending more and more with Service Now over time. And I believe that this is an indicator that the business does have a moat and it also shows that the business is not being disrupted by artificial intelligence."

"So, I do believe that Service Now stock is looking undervalued and pretty dang attractive here."

"Next one up here, Service Now. Listen, I'm confident that Service Now can come in with a double beat. I'm not as confident about the triple beat. I don't know where the guidance is going to be."

"Next one up here, Service Now. Listen, I'm confident that Service Now can come in with a double beat."

"They are Google McDougall, Service Now, American Express. Okay. So, two are on Wednesday. Uh Google McDougall and Service Now, and then uh American Express is on Friday."

"They are Google McDougall, Service Now, American Express"

"Service Now 27%"

"Alphabet, we have Tesla, we have Service Now, IBM, Intel, Nokia. So, it's going to be one hell of a week. We're going to have a look at what the market is expecting to see from these companies."

"Which leads me to, of course, the upcoming earnings week, because, one, there are some players here, and well, an IBM, we already know, but a Service Now, right, in the, in the software team. Service Now reporting, I do think is a very important one to start off this earnings season."

"The same day, the Microsofts, the Salesforces, the ServiceNows all got dragged down in sympathy."

"So, when it comes to Now, I rate this an 8.5. I like Now a lot, right?"

"Big respected names like ServiceNow, Adobe, and even Microsoft got hit really hard."

"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."