ServiceNow Stock: Buy After Earnings? | NOW Stock Analysis
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Parkev Tatevosian, CFA24 Jul 2026, 12:15 UTC
AI-generated source summary
ServiceNow reported strong Q2 2026 financial results, beating guidance and raising full-year outlook. Subscription revenues increased by 24.5% year-over-year, reaching $3.877 billion. Remaining performance obligations grew by 21% year-over-year to $13.20 billion. The company's AI business is a significant growth driver, with AI-related contract value increasing ninefold in nine months. Despite a stock price drop in regular trading hours, it recovered in after-hours trading. The stock is trading at a forward P/E ratio of approximately 19, which is considered cheap for a software company, especially given its strong revenue growth and AI integration. The intrinsic value per share, calculated using a discounted cash flow model, is estimated at $155.45, indicating that the stock is currently undervalued at its market price of $95.46. The company's long-term targets include $30 billion in subscription revenues by 2030 and 30% of ACV from AI, alongside a 'Rule of 60' target by 2030. These ambitious targets suggest significant growth potential. Operating cash flow decreased year-over-year, impacted by a large acquisition, but remains positive. The company's management is focused on efficiency and leveraging AI to drive future growth.
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Parkev Tatevosian, CFA
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