What top creators are saying about ServiceNow, Inc.(NOW)— Page 2

209 AI-extracted insights from 32 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about ServiceNow, Inc. (NOW) — Page 2 of 5

Showing insights 51–100 of 209.

Friday, May 29, 2026

Bullish

Benefiting from market rotation into previously lagging software stocks.

Very Bullish

Highlighting upward movement following industry-wide earnings strength.

Thursday, May 28, 2026

Very Bullish

Rising alongside positive momentum in the AI software sector.

Very Bullish

Up 8% and considered a platform moat winner as enterprises avoid building complex internal systems from scratch.

Very Bullish

Showing bullish strength with a +7.68% gain.

Very Bullish

Gained 6.5% amid a broader software recovery, challenging the thesis that AI is harming the industry.

Monday, May 25, 2026

Very Bullish

Included in a list of growth names that are currently underappreciated by the market.

Bearish

Faces challenges in proving AI monetization capabilities to investors.

Friday, May 22, 2026

Very Bearish

Stock remains down approximately 50% over the last year amid a structural reset in the software sector.

Tuesday, May 19, 2026

Bullish
Target: $240

Stock is showing signs of finding support and breaking a downward trend line after a significant decline, showing recent upward momentum of +5.64%.

Bullish
Target: $110

Used as a defensive hedge against semiconductor volatility, though sensitive to bond yields.

Monday, May 18, 2026

Very Bullish
Target: $103

Contrarian value play with strong 20% top-line growth and a robust AI integration strategy.

Bullish
Target: N/A

Price is showing signs of stabilization and attempting to break above local resistance after a significant downtrend.

Very Bullish
Target: $160

Up significantly following an analyst price target; seen as a safe haven software rotation play.

Sunday, May 17, 2026

Very Bullish

Surprise leader acting as a safe haven; strong relative strength and attractive valuation at 10-11x free cash flow.

Very Bearish

Viewed unfavorably due to egregious stock-based compensation (SBC) and shareholder dilution.

Thursday, May 14, 2026

Bullish

Sector tailwinds from strong software earnings suggest a recovery for established platforms.

Bearish

Struggling to attract investment as capital rotates into hardware and infrastructure.

Wednesday, May 13, 2026

Bearish

Struggling as market rotates out of software; viewed as an AI laggard compared to hardware names.

Thursday, May 7, 2026

Very Bullish
Target: N/A

Showed positive movement with gains of 5.7%.

Wednesday, May 6, 2026

Very Bearish
Target: None

Market currently rotating capital out of software into hard AI infrastructure.

Monday, May 4, 2026

Very Bearish

Criticized for regurgitating AI rhetoric while delivering significantly lower growth (20%) compared to Palantir.

Thursday, April 30, 2026

Bearish

Identified as a legacy SaaS incumbent at risk if it cannot prove AI-driven operating leverage against new AI-native replatforming threats.

Wednesday, April 29, 2026

Bearish

Impacted by the general market pivot away from software toward AI infrastructure.

Tuesday, April 28, 2026

Very Bullish

Beneficiary of a rotation from semiconductors into undervalued software names.

Friday, April 24, 2026

Bullish
Target: $109

High customer retention makes recent sell-off look attractive; needs to hold $85 to maintain recovery.

Very Bearish
Target: N/A

Legacy SaaS model threatened by AI agents that can build custom internal tools at lower costs.

Bearish

Stock dropped 13% after hours despite 22% growth due to minor regional headwinds and precarious software sentiment.

Thursday, April 23, 2026

Bullish
Target: N/A

Positioned as a legacy SaaS company that owns the data schemas required for AI agents to function.

Bullish
Target: $150

Stock suffered an overreaction to margin compression; analyst sees a 'buy the dip' opportunity based on free cash flow and revenue re-acceleration.

Very Bearish
Target: None mentioned

Currently undergoing a meaningful decline and dragging down the broader software sector; requires significant earnings beats to maintain valuation premiums.

Bullish
Target: $15.7B revenue guidance

Despite a 12-15% price drop on guidance sandbagging, the dip is viewed as a buying opportunity due to strong fundamentals and AI integration.

Wednesday, April 22, 2026

Bearish

Stock plummeted as investors punished steady growth that lacked perceived AI-driven acceleration.

Very Bearish
Target: None

Stock fell over 14% after-hours as the market reacted negatively to earnings results despite meeting EPS expectations and a slight revenue beat.

Very Bullish

Viewed as a strategic 'Mount Rushmore' play with high gross margins and strong leadership.

Tuesday, April 21, 2026

Bullish

The bellwether for the software sector; earnings will determine broader industry direction.

Friday, April 17, 2026

Bullish

Monitor for recovery potential alongside other major SaaS providers.

Thursday, April 16, 2026

Very Bullish
Target: none

Viewed as a bottomed stock that is AI-augmented rather than disrupted.

Bullish
Target: None

Identified as a destination for capital rotating out of overextended semiconductors.

Wednesday, April 15, 2026

Very Bullish
Target: n/a

Reclaimed key moving averages, signaling a potential bottom and recovery in the software sector.

Tuesday, April 14, 2026

Bullish

Recent dips viewed as potentially unjustified as AI design tools don't compete with enterprise workflows.

Very Bullish

ServiceNow is positioned as an essential infrastructure provider for businesses managing fragmented AI tools and seeking operational visibility amidst labor shortages.

Monday, April 13, 2026

Very Bullish

Identified as a top 'buy the dip' candidate in the software sector.

Very Bullish

Positioned as a potential infrastructure play for AI agents; stock rose 7%.

Bullish

Despite 21% revenue growth, the stock is suffering from AI-related fears; seen as an innovator defending its position through AI talent acquisition.

Sunday, April 12, 2026

Bearish

Facing significant drawdowns and 52-week lows, though some see it as a partner to AI providers rather than a victim.

Friday, April 10, 2026

Very Bearish

Significant price decline as AI threatens to replace human seats in the traditional SaaS model.

Bullish

Identified as a dip-buy opportunity because it is an AI infrastructure partner rather than a victim.