Invested in Service Now ($NOW) for 105 shares at $113.00 per share. What are your general feelings about this Company and its ability to recover?

jefflove3 · 2026-06-23T17:42:39+00:00

=== SUMMARY === - The author bought 105 shares of ServiceNow (NOW) at $113, arguing the stock is oversold due to irrational fears that AI will replace SaaS, while in reality AI will enhance enterprise platforms like NOW. - The thesis rests on two pillars: AI is not a threat but an enabler for NOW, and the company’s core product (ITSM, workflows) remains indispensable regardless of AI. - The post is a speculative personal conviction piece with weeks of research mentioned, but lacks granular financial data or valuation analysis — leaning toward opinionated DD rather than rigorous quantitative analysis. === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - DIRECTION | confidence: 0.80 | sentiment: +0.70 Speaker: u/jefflove3 Thesis: 1. THE FACT: NOW is a highly profitable enterprise SaaS company; current price ($113) represents a deep dip amid market fear that AI will render such platforms obsolete. 2. THE BRIDGE: If the market realizes that AI actually increases demand for NOW (integrating AI into workflows, not replacing them), the stock could re-rate substantially upward, similar to Intel’s recovery from $30. 3. THE VERDICT: Long NOW based on a contrarian bet that the AI-driven sell-off is overdone and the company’s core value proposition remains intact. 4. RISKS: AI could genuinely commoditize parts of NOW’s product suite; macro slowdown reducing enterprise IT spend; competition from Microsoft, Salesforce, or new AI-native tools. Timeframe: long-term Key Points: - Author bought 105 shares at $113, high conviction - AI seen as tailwind, not headwind for NOW - Current price reflects fear, not fundamentals - Comments suggest software sector under pressure - Top comment agrees NOW likely safe, benefits AI === COMMENTS SUMMARY === The community is skeptical of the post’s timing (“ask before you invest” +3, “soft hands” +21), but the top analytical comment (+17) supports the author’s view, arguing that while software is in an “unknown investing land,” NOW is likely sa

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The author bought 105 shares of ServiceNow (NOW) at $113, arguing the stock is oversold due to irrational fears that AI will replace SaaS, while in reality AI will enhance enterprise platforms like NOW.
The thesis rests on two pillars: AI is not a threat but an enabler for NOW, and the company’s core product (ITSM, workflows) remains indispensable regardless of AI.
The post is a speculative personal conviction piece with weeks of research mentioned, but lacks granular financial data or valuation analysis — leaning toward opinionated DD rather than rigorous quantitative analysis.

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