Is Service now still hyped or worth considering?

miningstock · 2026-05-23T21:50:43+00:00

=== SUMMARY === - The author asks whether ServiceNow (NOW) is overhyped or worth considering for value investing, comparing it to Adobe (ADBE). - No definitive thesis is presented; the author is skeptical of CEO cheerleading but acknowledges NOW's solid fundamentals, and holds no position. - Quality assessment: **Noise** – This is a speculative question with little data or analysis, more of a discussion starter than a researched DD. === SENTIMENT === NEUTRAL === TRADE IDEAS === No actionable trade ideas in this post.

u/miningstock · Reddit — r/ValueInvesting · May 23, 2026 at 21:50 · ⬆ 15 pts · 💬 24 comments | View on Reddit ↗

AI Summary

Summary

The author asks whether ServiceNow (NOW) is overhyped or worth considering for value investing, comparing it to Adobe (ADBE).
No definitive thesis is presented; the author is skeptical of CEO cheerleading but acknowledges NOW's solid fundamentals, and holds no position.
Quality assessment: Noise – This is a speculative question with little data or analysis, more of a discussion starter than a researched DD.

Score 15

Comments 24

Upvote % 90%

More from Reddit — r/ValueInvesting

Hilton Foods - my first attempt to contribute here

May 23, 20:35

Sell S&P 500 Index Funds or Submit to Forced Purchase of SpaceX?

May 23, 20:25

T1 Energy (TE): Aschenbrenner went long $44M right before the short report dropped, and the setup is looking asymmetric

May 23, 18:24

is saaspocalypse just cyber 2.0?

May 23, 16:36

SpaceX ipo valuation just proves that amazon is ultimate value play with disciplined growth and profit metrics

May 23, 13:57