Software Following PayPal's Footsteps [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
NOW's Q1 showed solid 22% subscription revenue growth and margin beats, but guidance for cRPO and gross margins disappointed amid integration costs and EMEA headwinds. Software may be starting to look like PayPal, as AI headlines keep pressurizing the industry, while the long-expected AI inflection is yet to materialize. This could lead to the software sector never recovering to its all-time highs, just like PayPal, which too suffered a permanent derating from competitive moat erosion. I maintain an underweight allocation in NOW, favoring AI beneficiaries like PLTR, CRWD, NET, and RBRK, given persistent volatility and uncertain sector rerating. Looking for more investing ideas like this one? Get them exclusively at The REIT Forum. Learn More » estt/iStock via Getty Images Introduction & Investment Thesis The software sector ( IGV ) again came under fire yesterday, with ServiceNow ( NOW ) shares dropping 17% after its Q1 FY26 earnings , dragging the whole sector down wit
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NOW
News
- Stocks Set for Muted Open as Investors Await Big Tech Earnings and Fed Meeting; Middle East Developments in Focus [Yahoo! Finance]Yahoo! Finance
- Is ServiceNow Stock a Buy After Shares Sink? [Yahoo! Finance]Yahoo! Finance
- Bridgewater CIO says AI poses existential threat to software firms [Yahoo! Finance]Yahoo! Finance
- Have software stocks reached an extreme washout yet? [Yahoo! Finance Canada]Yahoo! Finance Canada
- Have software stocks reached an extreme washout yet? [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 4/22/26 - Beat
NOW
Sec Filings
- 4/24/26 - Form 144
- 4/23/26 - Form 10-Q
- 4/22/26 - Form 8-K
- NOW's page on the SEC website