ServiceNow (NOW)
Automates enterprise workflows across IT, customer operations, business functions, security, and low-code development.
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Sells cloud subscriptions to an AI-enabled platform that automates IT, customer, employee, security, and custom application workflows across existing enterprise systems. A shared data layer and workflow engine support cross-department deployments, while subscriptions supply nearly all revenue and large implementations increasingly depend on partners.
Runs the cloud-based ServiceNow AI Platform, linking data, systems, and people so large organizations can automate cross-functional work without replacing existing software. Technology products cover IT service and operations management, assets, security, and risk; CRM and Industry connects customer service, field service, sales, and sector-specific workflows. Core Business spans HR, legal, finance, procurement, and facilities, while Creator and Other provides low-code development and a shared data fabric.
Now Assist and AI agents analyze requests and execute governed tasks across those workflows. Moveworks added enterprise search and a conversational front end, while Armis and Veza expanded cyber-asset exposure and identity security.
Serves customers worldwide, with most revenue from North America. Subscriptions generate nearly all revenue and are recognized over contract terms. Data and AI regulation constrain deployment choices, and complex implementations increasingly depend on trained partners.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $130 | Target: $174 |
| Sep 11, 2026 | Needham | Reiterate | Rating: —Target: $115 | Target: $155 |
| Sep 8, 2026 | BTIG | Reiterate | Rating: —Target: $1,000 | Target: $170 |
| Aug 12, 2026 | Wells Fargo | Reiterate | Rating: —Target: $225 | Target: $175 |
| Jul 23, 2026 | BMO Capital | Reiterate | Rating: —Target: $115 | Target: $118 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $4.66B · Total debt $8.45B · Total assets $31.67B · Shareholders' equity $12.52B
- Revenue
- $3.99B
- Operating income
- $162.0M
- Net income
- $298.0M
No dividends on record.
| Institutions | 81.33% | 850.71M shares | |
|---|---|---|---|
| 2,425 holders · as of Jun 30, 2026 | |||
| Insiders | 0.15% | 1.55M shares | |
| 22 holders · as of Sep 1, 2026 | |||
| Other | 18.52% | 193.73M shares | |
| remainder | |||
1.05B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.18% | 96.06M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.44% | 67.35M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.69% | 49.04M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 2.55% | 26.63M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 2.41% | 25.18M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2026 | Jacqueline P. Canney | officer: Chief People & AI Enblmt. Off. | −7,847 | $138.00 |
| Aug 31, 2026 | Paul Fipps | officer: President, Global Customer Ops | −2,034 | $147.87 |
| Aug 27, 2026 | Paul Edward Chamberlain | director | −2,700 | $135.50 |
| Aug 13, 2026 | Paul Edward Chamberlain | director | −1,500 | $125.60 |
| May 28, 2026 | Teresa Briggs | director | −1,595 | $108.70 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ServiceNow | $137.35 | −0.24% | $142.34B | 86.0 | 30.3 | 9.7 | +24.0% |
| Microsoft | $499.28 | −0.47% | $3.72T | 27.9 | 25.5 | 11.2 | +17.8% |
| Salesforce | $237.82 | +0.59% | $193.63B | 21.6 | 16.2 | 4.4 | +10.8% |
| Atlassian | $194.41 | −0.64% | $51.40B | — | 35.6 | 7.8 | +27.6% |
| SAP (ADR) | $210.65 | +0.68% | $243.79B | 26.8 | 23.1 | 5.6 | +5.8% |
| Oracle | $153.36 | +3.23% | $427.95B | 23.3 | 18.0 | 6.0 | +29.6% |
| Workday | $192.15 | +0.12% | $50.27B | 38.9 | 15.9 | 4.9 | +12.8% |
| IBM | $233.96 | +0.87% | $218.51B | 20.5 | 18.3 | 3.2 | +1.1% |
| Median | 25.0 | 18.3 | 5.6 | +12.8% |