Service Now is screaming Buy to me but I am afraid the fear around the SaaSpocalypse will keep it down moving forward. Am I overthinking this?
Total Revenue (Q1 2026) | $3.770B | +22% |
| Subscription Revenue (Q1 2026) | $3.671B | +22%
| RPO (Q4 2025) | $28.2B | +26.5% |
| cRPO (Q4 2025) | $12.85B | +25% |
| Free Cash Flow (FY 2025) | $4.58B | +34% |
| Deals > $1M ACV (Q4 2025) | 244 | +40% |
Consistent revenue growth, elite gross margins and an expanding cash flow, massive backlog, deep moat...
Checks all the boxes for a potential long term compounder, and A.I. should HELP it grow NOT hinder it!
So, am I overthinking by hesitating to buy right now? What are Your thoughts? Thanks.