The Nightview Fund Q1 2026 - The Software Opportunity [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
Company Research
Source: Seeking Alpha
We added ServiceNow to the portfolio in mid-March after the stock had sold off more than 20% from its highs on fears that AI would enable customers to build their own workflow tools. We added Shopify to the portfolio in mid-March and see it as a long-term compounder. We initiated our Autodesk position in late February when the stock was trading at a meaningful discount to our estimate of intrinsic value, driven by broader software sector weakness. hirun/iStock via Getty Images The following segment was excerpted from The Nightview Fund Q1 2026 Investor Letter The Software Opportunity: Too Much Fear, Not Enough Thinking Over the past several months, a legitimate debate has emerged about AI business models. This article was written by Quick Insights AI enhances AXON and NOW's platforms, deepening customer reliance and expanding addressable markets, making disruption less likely and reinforcing their competitive moats. Each was added after significant selloffs driven
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NOW
News
- Software makers' best may not be good enough as AI fears mount [Yahoo! Finance]Yahoo! Finance
- Deutsche Bank Maintains Buy Rating on ServiceNow (NOW) [Yahoo! Finance]Yahoo! Finance
- 5 Top Earnings Charts to Watch This Week [Yahoo! Finance]Yahoo! Finance
- ServiceNow (NOW) Stock Trades Up, Here Is Why [Yahoo! Finance]Yahoo! Finance
- Why ServiceNow Stock Topped the Market Today [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
NOW
Earnings
- 1/28/26 - Beat
NOW
Sec Filings
- 4/20/26 - Form S-8
- 4/6/26 - Form ARS
- 4/6/26 - Form DEFA14A
- NOW's page on the SEC website