Why analysts are watching it
Analysts are watching ServiceNow (NOW) as it has experienced a significant decline, with Jeremy Lefebvre stating on May 5, 2026, in his video "4 Stocks to Buy Now‼️ May 2026" that the stock was "down 52 flipping flapjack in percent" over the past year. He reiterated this decline on May 11, 2026, in his video "This Stock is the Next AMD or Micron‼️", noting it was "down 55% in the past year." Despite this downturn, Lefebvre remains bullish, stating in his May 5th video that even under a bear-case scenario, he would "still outperform the S&P 500" and believes it will be a "$200 plus stock again here in the next few years." Daniel Pronk, in his April 23, 2026 video "ServiceNow Stock is Crashing - What You Need to Know", added to the discussion of the decline by reporting that the stock was down "almost 18% on the day," but ultimately found the significant price drop to be "completely unjustified" given its 20% top-line revenue growth and projected 35% free cash flow margin. Couch Investor, in his May 18, 2026 video "The Stocks Billionaire Investors Are Quietly Buying," also mentioned ServiceNow as a new addition, representing "around 2% of the portfolio," for billionaire investors. The stock is experiencing volatility, which could lead to further price fluctuations.
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"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?"
— 4 Stocks to Buy Now‼️ May 2026
"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?"
— 4 Stocks to Buy Now‼️ May 2026
"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."
— 4 Stocks to Buy Now‼️ May 2026
"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."
— ServiceNow Stock is Crashing - What You Need to Know
"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%."
— This Stock is the Next AMD or Micron‼️
"especially the software stocks, which a lot of retail investors own like Adobe, ServiceNow"
— This Stock Could Be The Next Palantir
"a ServiceNow that's up"
— The Biggest Opportunity Hiding in the Most Hated Stocks Right Now
"The new additions, Salesforce, [484s] ServiceNow, around 2% of the portfolio."
— The Stocks Billionaire Investors Are Quietly Buying
"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."
— ServiceNow Stock is Crashing - What You Need to Know
"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."
— ServiceNow Stock is Crashing - What You Need to Know
"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."
— 6 stocks YOU MUST BUY NOW‼️or regret it forever…
"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?"
— 4 Stocks to Buy Now‼️ May 2026
"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."
— This Stock is the Next AMD or Micron‼️