NOW · NYSE · STOCK
ServiceNow (NOW) Stock Analysis
$128.03
52W $81.24 – $194.73
58/100
$132.39B
79.5
0.93
Is NOW Bullish or Bearish?
Mixed.
Innellis AI committee rates ServiceNow Inc. (NOW) Watch with a composite score of 58/100
, based on 6 analysts with 50% agreement.
Last updated August 25, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +2.42 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -17.58 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.40 across 75 articles, 14d). Value Analyst remains cautious — p/e of 78.8 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock — Risk
- News sentiment is positive (+0.40 across 75 articles, 14d) — News
Bear Case
- P/E of 78.8 is expensive by classic value standards — Value
- Price-to-book of 12.3x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 24.1% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 25, 2026
Overall Committee Score
58/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 54%
of 287 Technology peers
Value Analyst
bearish
40
/ 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 78.8 is expensive by classic value standards
Growth Analyst
neutral
50
/ 100 · Moderate confidence
Moderate growth -- present but not remarkable
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst
bullish
62
/ 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock
− Bollinger bandwidth of 24.1% signals elevated volatility
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
70
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 75 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
Investment Thesis Evolution
Committee score moved marginally from 57.6 to 57.6.
Comparing 2026-08-24 to 2026-08-25 (1 day apart).
Technical Analysis
RSI (14)
62.6
Neutral
MACD Histogram
0.282
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$98.08
Resistance
$139.16
Bollinger %B
0.76
Inside Bands
Price vs Moving Averages
EMA 9
$125.40
Above
EMA 21
$120.46
Above
EMA 50
$113.60
Above
EMA 200
$122.77
Above
Fundamental Analysis
Valuation
0
Growth
51
Profitability
73
Financial Health
46
Cash Flow
70
Valuation
P/E Ratio
79.5×
P/B Ratio
10.57×
PEG Ratio
—
Dividend Yield
0.00%
52W High
$194.73
52W Low
$81.24
Quality & Growth
ROE
1348.3%
ROA
671.3%
Gross Margin
7476.9%
Operating Margin
1140.4%
Revenue Growth YoY
—
Debt / Equity
0.68
AI Fundamental Assessment
P/E ratio of 79.5 (rich relative to a 15-40x range); Price-to-book of 10.6x; PEG ratio of 127.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 13.5%; Return on assets of 6.7%; Net margin of 11.3%; Gross margin of 74.8%; Current ratio of 0.70 (tight short-term liquidity); Debt-to-equity of 0.68; Free cash flow per share is positive (4.43); Most recent quarter beat estimates by 4.3%; EPS growth decelerating (+5.4% -> -7.2% QoQ); Average YoY EPS growth of 10.0%; Analyst estimates falling over recent quarters
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