NOW ServiceNow, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
22:53
01 сен
01 сен
AI beneficiaries named in top niches
Listed under AI beneficiaries in a top-five investment niche list; no explicit directional position or individual catalyst disclosed.
Низ.
02:39
01 сен
01 сен
Agent workflow governance watch
Watch ServiceNow as a beneficiary of Agent workflow approval and audit record integration; research read-through.
Сред.
02:39
01 сен
01 сен
ServiceNow positioned for agentic AI economics
Watch ServiceNow as an enterprise workflow owner better positioned than model providers to capture agentic AI economics.
Сред.
23:59
31 авг
31 авг
ServiceNow AI integration can drive stock.
ServiceNow was supposed to be crushed by AI, but it has successfully integrated AI into its daily business; with the short-selling hedge fund gone, the stock can roar without artificial pressure.
Выс.
20:00
31 авг
31 авг
ServiceNow (NOW) is exhibiting massive upward momentum. In a market where many stocks dump intraday, NOW is standing out as a consistent "rocket" with strong relative strength. Ride the clear momentum in a market that is otherwise choppy and unpredictable. The broader market could drag it down if macro conditions (oil/war) worsen.
Низ.
18:53
31 авг
31 авг
Watch NOW; bullish comment but no position
Watch NOW; the author expresses bullish affection after the parent’s regret about selling, but gives no explicit position, entry, or buy call.
Сред.
17:49
29 авг
29 авг
NOW remains in long-term portfolio.
Author says his long-term portfolio is still filled with NOW, making it an explicit current AI-enabler holding.
Низ.
19:47
28 авг
28 авг
Author praises software and cybersecurity strength but admits he didn't rotate.
Author praises software and cybersecurity strength but admits he didn't rotate, holding tech names with no explicit position or forward call.
Низ.
14:45
28 авг
28 авг
The author observes a year-long sector rotation pair trade between AI and SaaS names.
The author observes a year-long sector rotation pair trade between AI and SaaS names, questioning the narrative that one sector's gain must hurt the other, without taking a directional position.
Низ.
09:04
28 авг
28 авг
SaaS giants strengthened by AI adoption
Author expresses conviction that large SaaS platforms like NOW benefit structurally from AI adoption, citing workflow optimization and error detection, supporting continued strength despite recent rebound.
Сред.
08:45
28 авг
28 авг
AI strengthens SaaS giants; own NOW/CRM
Buy/overweight ServiceNow and Salesforce because AI is saving time, optimizing workflows, improving user experience, and finding errors faster, strengthening incumbent SaaS platforms.
Сред.
02:45
28 авг
28 авг
"Long NOW, stop below $130"
"Long ServiceNow for a 3-4 month bullish swing setup, with a stop on a close below $130."
Сред.
22:00
27 авг
27 авг
Software earnings prove AI monetization now
The speaker argues AI has moved from an infrastructure spending story to a monetization story. Nvidia's conference call said software companies are beginning to earn money from AI, and the market responded to blowout results from Salesforce, Oracle, Palantir, ServiceNow and Adobe. Supply rotated out of crowded semiconductors into software, giving software a clear win over hardware.
Выс.
15:59
27 авг
27 авг
Author celebrates software sector gains, attributing the rally to AI not replacing enterprise.
Author celebrates software sector gains, attributing the rally to AI not replacing enterprise software, but offers no personal position or forward call.
Низ.
14:48
27 авг
27 авг
Author explicitly predicts NOW will be one of the next SaaS stocks to recover after the AI-driven selloff. If SaaS sentiment continues to rotate back into beaten-down quality names, NOW could see a similar rebound to PAYC/MSFT. A speculative long-side watch based on mean-reversion and sector sentiment, not a proven fundamental thesis. AI substitution fears could deepen; weak earnings or guidance would invalidate the recovery thesis.
Сред.
07:25
27 авг
27 авг
CRM/NOW/MSFT/AMZN remain AI-era frontends.
Predicts enterprise software providers CRM, NOW, MSFT, AMZN remain the customer-facing workflow frontend as AI models commoditize; no explicit trade recommendation.
Сред.
11:59
26 авг
26 авг
Macro and earnings brief covering Treasury pressure, Hormuz risk, and Nvidia options mispricing.
Macro and earnings brief covering Treasury pressure, Hormuz risk, and Nvidia options mispricing, but all views are analytical observations without explicit author positions or forward calls.
02:23
26 авг
26 авг
Avoid legacy software companies in AI era.
Legacy software companies like ServiceNow and Salesforce are struggling in the AI era, suffering from a phenomenon dubbed the 'SaaS-pocalypse.' Investors should avoid these legacy names and instead focus on cybersecurity or AI-native software companies that are actively benefiting from new AI trends.
Сред.
23:46
25 авг
25 авг
Sell half of ServiceNow and hold the rest.
For an investor who bought ServiceNow at 98 and saw it rise, Cramer advises selling half of the position to lock in profits and letting the remaining shares run.
Сред.
06:25
25 авг
25 авг
The author lists upcoming earnings and conference appearances for multiple tech names but asks.
The author lists upcoming earnings and conference appearances for multiple tech names but asks for additional ideas, making this a factual calendar watchlist rather than any directional position.
Низ.
17:43
24 авг
24 авг
AI beneficiaries flagged for pullback risk
Lists AI beneficiary names and flags possible short-term pullback risk; no directional commitment stated.
Сред.
16:35
24 авг
24 авг
Software use cases drive Microsoft, Palantir, ServiceNow
The thesis that Anthropic or AI models would eat software companies was fictional; as AI use cases are deployed, software is playing a bigger role, and Microsoft, Palantir and ServiceNow show that software's high-margin recurring revenue and free cash flow remain attractive after the software selloff.
Выс.
13:40
24 авг
24 авг
ServiceNow has 21% YoY revenue growth, 35% FCF growth, strong margins, and a market-leading position in IT Service Management. FCF/PS/PB multiples are at historic lows while growth remains robust, creating a potential mispricing opportunity in a beaten-down SaaS environment. High-quality compounder with a durable moat is available at a discount; long-term investors may be rewarded as growth continues and sentiment normalizes. Debt increased from acquisitions; net margin is not spectacular; further SaaS de-rating or macro weakness could push valuation lower.
Выс.
18:33
23 авг
23 авг
Author lists 40 tickers across sectors to watch on Monday.
Author lists 40 tickers across sectors to watch on Monday, expecting some to rally and others to pull back, but frames it as monitoring rather than taking positions.
Низ.
14:26
22 авг
22 авг
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics.
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics, AI enablers/beneficiaries, and fintech, framing them as high-conviction forecasts but without explicit position language, so all tickers are indexed as watch.
19:28
21 авг
21 авг
DCA basket named, no explicit position
Author frames these nine names as DCA candidates during short-term FUD-driven selloffs using a 9-5 paycheck for liquidity; no explicit personal position stated.
Сред.
17:43
21 авг
21 авг
High valuation and decelerating EPS reduce appeal.
NOW looks worse fundamentally than CRM, with a high EV/EBITDA valuation and EPS deceleration. While technically it shows a flat correction, the fundamentals do not justify holding it over better alternatives like CRM.
Сред.
17:15
21 авг
21 авг
Author outlines 10 controversial bullish predictions for 2025.
Author outlines 10 controversial bullish predictions for 2025, explicitly stating positions in both MSTR and MU, with all listed tickers framed as high-conviction forward calls.
15:18
21 авг
21 авг
Sells AI beneficiaries hitting resistance.
Expects a short-term rotation away from AI beneficiaries hitting resistance, recommending to sell these names.
Сред.
15:38
20 авг
20 авг
Names top long-term portfolio convictions.
Author lists the stock in response to a follower asking for their biggest convictions and largest long-term positions.
Сред.
Об аналитическом покрытии NOW
Buzzberg отслеживает NOW (ServiceNow, Inc.) в 76 источниках. Бычьих сигналов: 186, медвежьих: 5, от 141 аналитиков. Сентимент преимущественно бычий (38%). Всего отслеживается 478 торговых идей. За последние 7 дней: бычьих: 8, наблюдение: 8. Последние спикеры: __con_, TheValueist, Jim Cramer.