The one stock I’m buying HAND OVER FIST before their earnings report

u/Tallwhitedude123 · Reddit — r/ValueInvesting · January 27, 2026 at 22:14 · 💬 20 comments  | View on Reddit ↗
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Original Reddit post

Bullish on ServiceNow (NOW) as a value stock trading at an unusually low forward PE due to AI disruption fears, expecting an earnings beat and new all-time high.

NOW — LONG The author argues ServiceNow is a quintessential value stock at a forward PE of 32, unusually cheap for the name, because Wall Street sold it off on AI disruption fears. The author claims ServiceNow's business actually benefits from AI, so the selloff is absurd. The catalyst is the earnings report the next afternoon, which the author expects to smash expectations and drive the stock to an all-time high within a few months.

The company smashes expectations across the board and within a few months the stock is at an ATH!

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u/Tallwhitedude123 Reddit r/ValueInvesting
ServiceNow cheap on AI fears, earnings beat coming
The author argues ServiceNow is a quintessential value stock at a forward PE of 32, unusually cheap for the name, because Wall Street sold it off on AI disruption fears. The author claims ServiceNow's business actually benefits from AI, so the selloff is absurd. The catalyst is the earnings report the next afternoon, which the author expects to smash expectations and drive the stock to an all-time high within a few months.
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This Reddit post, published January 27, 2026, features u/Tallwhitedude123 discussing NOW. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Tallwhitedude123  · Tickers: NOW