MOAT: Great Concept With Subpar Execution [Seeking Alpha]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
Check Earnings Report
US:NYSE Investor Relations:
servicenow.com/company/investor-relations.html
Company Research
Source: Seeking Alpha
MOAT's sector concentration and lack of exposure to Energy, Basic Materials, and Utilities create significant blind spots, amid current macro risks. Questionable wide-moat designations for holdings, like Adobe, ServiceNow, and Nike, raise concerns about MOAT's selection methodology and risk to AI disruption. MOAT's higher expense ratio (0.47%) and turnover (55%) further diminish its appeal compared to VOO's lower costs and broader diversification. Pixelbizz/iStock via Getty Images As artificial intelligence continues to disrupt the markets as well as technology, I find it's getting harder to determine what businesses actually have a discernible moat. Companies that many once viewed as undisruptable or anti-fragile are now
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NOW
News
- Why Stifel Turned More Cautious on ServiceNow (NOW) Despite Keeping a Buy Rating [Yahoo! Finance]Yahoo! Finance
- Got $5,000? 5 Agentic AI Growth Stocks to Buy Before Wall Street Catches On. [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Benchmark Starts ServiceNow (NOW) at $125 Target on Workflow AI Strength [Yahoo! Finance]Yahoo! Finance
- ServiceNow Partnerships Deepen AI Workflow Role Across Supply Chain And HR [Yahoo! Finance]Yahoo! Finance
- Tech Sell-Off: Wall Street Sees 60% or More Upside for These S&P 500 Stocks [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