Should You Be Bullish on ServiceNow (NOW)? [Yahoo! Finance]
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: Yahoo! Finance
A copy of the letter can be downloaded here . In the first quarter of 2026, the market dynamics were driven by geopolitical and structural factors. Some concerns about market fear are valid; however, the market's response has been overly broad instead of precise. Collectively, these two forces created an unpredictable economic backdrop and compelling buying opportunities. The Nightview Fund holds a concentrated portfolio of the highest-quality stocks. The Fund thrived in the first quarter actively by identifying opportunities. As the AI disruption challenged the software sector, the Fund aggressively rotated towards promising enterprise and platform software investments. The firm believes that the disruption is likely to happen at the margins, but AI is less a threat and more an opportunity for truly embedded software companies. In addition, please check the Fund's top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Nightview Capital highligh
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News
- ServiceNow (NOW) Q3 2024 Earnings Transcript [Yahoo! Finance]Yahoo! Finance
- What Makes ServiceNow (NOW) One of the Best Businesses In the World? [Yahoo! Finance]Yahoo! Finance
- ServiceNow draws hedge fund shorts as AI concerns dent sentiment, J.P. Morgan says [Yahoo! Finance]Yahoo! Finance
- Software makers' best may not be good enough as AI fears mount [Yahoo! Finance]Yahoo! Finance
- The Nightview Fund Q1 2026 - The Software Opportunity [Seeking Alpha]Seeking Alpha
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