u/XSmackas ·
Reddit — r/ValueInvesting
· June 14, 2026 at 03:25
· ⬆ 16 pts
· 💬 48 comments
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AI Summary
Summary
The author believes ServiceNow (NOW) has been unfairly punished by the “SaaSpocalypse” narrative following the rise of LLMs, arguing that better LLMs will enhance the company’s business rather than disrupt it.
The post asks for the community’s opinion on NOW’s current valuation and whether the sell-off is a misunderstanding of LLM impact.
Quality assessment: Speculation with limited data – the author expresses a thesis but provides no quantitative analysis, earnings details, or competitive moat breakdown.
Score16
Comments48
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Can this group please let me know what they think of the valuation of this company right now?
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My understanding is that the stock has been unreasonably crushed by the SaaSpocalypse since the release of these powerful LLM's. Unreasonable because in my view better LLM's will only help their business progress in everyway. Service Now is simply not going to be replaced by some Vibe coded software due to security and trust reasons.
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Long story short I just want your opinion on the valuation right now on Service Now. If infact the collapse of the stock is a complete miss understanding of what the impact of LLM's will be for the company.
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Thanks.