Calls
1
u/Don236518
Reddit r/ValueInvesting
Win Rate
100.0%
return
+29.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 13
$108.71
+29.9%
Reverse DCF yields 11.2% implied FCFF growth; historical growth is 26-41%, suggesting market is overly pessimistic. If NOW grows FCFF anywhere near its historical rate, the current price offers significant upside; the market has already discounted a severe slowdown. Buy NOW at ~$107, betting that the company can sustain growth above the implied 11.2% over the next decade. AI disrupts ServiceNow’s platform; macro slowdown pressures enterprise spending; SBC dilution is higher than modeled; terminal growth assumption may be too high.
Reverse DCF yields 11.2% implied FCFF growth; historical growth is 26-41%, suggesting market is overly pessimistic. If NOW grows FCFF anywhere near its historical rate, the current price offers significant upside; the market has already discounted a severe slowdown. Buy NOW at ~$107, betting that the company can sustain growth above the implied 11.2% over the next decade. AI disrupts ServiceNow’s platform; macro slowdown pressures enterprise spending; SBC dilution is higher than modeled; terminal growth assumption may be too high.
AI Software
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u/Don236518 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: NOW.
