What top creators are saying about ServiceNow, Inc.(NOW)

The speaker viewed its customers, sales team, partners, and leadership as supporting its strategy, and characterized sharp stock declines as potentially temporary air pockets. The thesis depends on retaining customer value and adapting to AI.

Compared unfavorably with Palantir in the speakers' assessment of growth and AI customer value, though the discussion did not establish that ServiceNow is a poor investment.

Faces concerns that AI agents could reduce demand for conventional software subscriptions, while its AI offerings and OpenAI marketplace partnership may support adaptation; shares gained 4% two days after OpenAI's agent launch.

ServiceNow fell roughly 25%–30% over the week after earnings and guidance characterized as weak.

Despite possible benefits from AI agents, the speaker considers ServiceNow too expensive on their valuation measure and is not interested in the stock amid SaaS-related concerns.

Slowing expected backlog growth and a slight EPS miss raised concerns about future revenue deceleration and AI-related risks to software companies.

Fell further after a weak market reaction to earnings; the discussion weighed company-specific concerns and the broader shift away from growth stocks.

Shares fell sharply despite results the host described as good or not clearly poor, reflecting concerns about growth durability and whether AI products will translate into profits.

ServiceNow was mentioned among stocks experiencing a steep decline, but no company-specific explanation or investment thesis was provided.

Serval was described as a potential competitor in enterprise automation, and ServiceNow shares were noted as down about 26%, with no explanation or assessment of the decline.

Mentioned without substantive company-specific analysis or an investment view.

Shares fell 24.47% to $113.40, a decline of $36.73, following a steep drop.

Shares fell sharply on slower growth, an EPS and guidance miss, and operating-margin compression. Views differed on whether acquisitions explain the weakness and whether the selloff was excessive.

Shares fell about 22%. The discussion cited declining billing, reduced forward-deployed engineering staff, and customer resistance to higher renewal quotes that bundled AI features they had not requested.

Mentioned as an upcoming earnings reporter; no earnings expectations or investment view were provided.

Shares fell about 14%–20% despite 21% revenue growth and higher AI-contract and free-cash-flow-margin guidance. The reason for the selloff was unclear, so the decline could not be confidently characterized as an opportunity or deterioration.

Cited as an example of a software stock that fell during an AI-related reassessment and later recovered; no specific recommendation or company-level analysis was provided.

Cited as a software stock that rebounded after a sharp decline, with no new company-specific results or endorsement provided.

Mentioned as an upcoming earnings report; no company-specific forecast or investment recommendation was provided.

Cited favorably as a software stock that had performed well and as an example of the sector's recovery; no specific valuation or recommendation was provided.

ServiceNow was up on the day and was included in a discussion of software stocks holding up relatively well. Speakers suggested cash-generative software businesses with lower capital-spending needs could benefit from a rotation away from AI hardware.

ServiceNow shares were described as receiving a positive after-hours read-through from IBM and SAP results, but no company-specific results were discussed.

Mentioned in market commentary without detailed new investment analysis.

Received an upgrade, and fears that AI tools would quickly displace its products had eased. Its valuation remains a consideration, as does its ability to defend its products as AI evolves.

Described itself as a “superintelligence control tower.” The transcript treats the statement as a branding and policy signal rather than evidence of a new product or improved financial outlook.

Discussed as a possible June momentum and short-squeeze trade after a sharp rise, despite concerns that Claude could cannibalize its business. The speakers highlighted the risk of crowded AI-driven recommendations.

ServiceNow recovered during the session, but no detailed investment thesis was provided.

Shares rose during part of the session; recurring revenue and cash generation may reduce direct exposure to data-center construction, though AI competitive risks remain.

The stock was described as holding after a large move, with a possible pullback area around $127.

Shares were initially higher but gave back some gains; no specific investment recommendation was provided.

ServiceNow benefited from investor interest in software as semiconductor stocks fell, but no specific new business development or price target was provided.

An advertisement promotes its AI control tower; no adoption, revenue, valuation, or investment details are provided.

Mentioned in passing without specific investment analysis or a price target.

A past trade was based on the view that ServiceNow could connect applications to AI tools through an authentication layer and reportedly gained roughly 40–50% over a couple of months. The guest also cautioned that high software valuations may limit opportunities.

Its products are deeply embedded in enterprise operations, which Eisman suggested may make the company more resilient to AI disruption.

Could benefit as businesses adopt AI and established software companies incorporate AI into their products.

Used as an example in a comparison of business models where additional capital may not directly improve the product; this is not presented as a negative view of its prospects.

Reported more than $1 billion in AI annual contract value and a ninefold increase in agentic deployments, signaling AI-related commercial traction.

Enterprise software shares faced pressure from concerns that AI tools could disrupt existing products, while broader AI use could also increase software and transaction demand.

The stock was among software shares described as weak after Meta announced a new enterprise platform, raising a possible competitive concern.

Discussed as potentially exposed to AI agents automating software workflows, though displacement was framed as a market concern rather than a proven outcome.

The stock was described as consolidating, with technical support and a potential longer-term level noted.

Core SaaS revenue growing at ~20% with its newly acquired cybersecurity offering growing near 100%, supporting a price target range of $175 to $200.

Accumulated as a high-quality enterprise software leader during broad narrative-driven selloffs and software sector dislocations.

Trading up 2-5% premarket amid rotational buying into software.

Ranked among top retail sells as investors reduced software holdings in August

Broke out above $139–$140 resistance, establishing a path toward targets of $160 and potentially $180.

Staging a strong recovery as market fears over AI-driven seat compression subside, with AI acting as a growth catalyst rather than a replacement.

Well-positioned as a core enterprise software holding to compound at 10% to 15% annually toward $175–$200 by embedding AI LLMs into proprietary enterprise workflow data.

Rebounding as generative AI proves additive to enterprise platforms with high switching costs and sticky enterprise data.