ServiceNow (NOW) Stock Downgraded on Structural AI Concerns, KeyBanc Says [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
disruption risks around artificial intelligence, valuation and growth momentum as the enterprise software sector heads into 2026. While near-term strengths do exist for NOW, they are being outweighed by structural and competitive headwinds. The firm holds a $775 price target on the stock. Analyst Jackson Ader noted in the firm's Enterprise Software 2026 stock outlook that the “biggest change and the stock for which we expect to receive the most pushback is our downgrade of ServiceNow to Underweight,” which is “more than a narrative call.” Ader highlighted “worrying trends in IT back-office employment data,” increasing the risk that the company becomes “at-risk-from-AI” in the coming quarters. While the company does offer AI products that could mitigate some of the headwinds, the firm is not much hopeful. “ServiceNow's own AI products include a hybrid monetization structure that should mitigate some of the headwinds that would come from seat-count pressure, but this has not kep
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- BTIG Initiates ServiceNow (NOW) with Buy Rating on Expanding AI Platform [Yahoo! Finance]Yahoo! Finance
- ServiceNow shares were rocked this week. Now Bernstein says it's the cheapest stock in software [CNBC]CNBC
NOW
Earnings
- 10/29/25 - Beat
NOW
Sec Filings
- 12/15/25 - Form 8-K
- 12/15/25 - Form 424B7
- 12/15/25 - Form S-8
- NOW's page on the SEC website