Brown Advisory Large-Cap Growth Strategy Q1 2026 Commentary [Seeking Alpha]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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US:NYSE Investor Relations:
servicenow.com/company/investor-relations.html
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Source: Seeking Alpha
From a sector perspective, Industrials was the strongest relative contributor during the quarter. Information Technology was the largest relative detractor during the quarter, driven primarily by the weakness in software. laddawan punna/iStock via Getty Images The Brown Advisory Large-Cap Growth Strategy declined during the first quarter of 2026, modestly trailing the Russell 1000® Growth Index. While absolute returns were negative in a volatile environment, relative performance improved meaningfully as the quarter progressed. At its This article was written by Quick Insights We reduced exposure to names facing AI disruption risk, exited positions like Intuit and ServiceNow, and reallocated to businesses with more durable, mission-critical offerings such as Palo Alto Networks and Cadence Design. Industrials, led by Generac Holdings and Trane Technologies, were top contributors, while Information Technology, especially software, and Health Care detracted; Microsoft and I
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NOW
News
- Bandwidth (BAND) Stock Trades Up, Here Is Why [Yahoo! Finance]Yahoo! Finance
- Billionaire Chase Coleman Is Betting Big on These 4 Growth Stocks [Yahoo! Finance]Yahoo! Finance
- The 3 forces quietly dismantling the business model that made enterprise software fabulously profitable [Yahoo! Finance]Yahoo! Finance
- Countdown to ServiceNow (NOW) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS [Yahoo! Finance]Yahoo! Finance
- Software Stocks Are Cheaper Than Ever -- 2 to Buy Right Now [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
NOW
Earnings
- 1/28/26 - Beat
NOW
Sec Filings
- 4/6/26 - Form ARS
- 4/6/26 - Form DEFA14A
- 4/6/26 - Form DEF
- NOW's page on the SEC website