2026-11-05 Product
ServiceNow CPQ helps Keysight accelerate sales, generating quotes 40% faster Customer case validates CPQ efficiency, demonstrating AI value in sales workflows
D1 -5.9% · since +0.5%
2026-10-29 → 11-04 Earnings Bear
ServiceNow Stock Down 27% Post-Earnings; AI Costs Erode Margins AI contract value target raised to $1.7B, but rising delivery costs pressure margins
D1 -26.9% · +5d -6.7%
› 6 waves of this story2026-10-29 Q3 revenue $4.1B in line, adj EPS $1.00 vs $1.02 est, cRPO beat, Q4 sub rev guide $4.26B, stock down 10%+ after hours.2026-10-29 Revenue up 20.5% but EPS misses; subscription growth slows; AI ACV raised to $1.7B2026-10-30 Stock drops 26%-31% in a day on weak cRPO guidance and AI monetization concerns2026-11-01 Earnings miss triggers single-day crash; RSI oversold; market weighs AI's impact on enterprise software2026-11-03 Morningstar slashes PT from $165 to $100, deepening fears of AI-driven software disruption2026-11-04 AI contract value target raised to $1.7B, but rising delivery costs pressure margins2026-11-04 Company
ServiceNow, LTM expand partnership to scale agentic AI, accelerate joint go-to-market Partnership targets scaling agentic AI deployment, strengthening enterprise AI commercialization
D1 -0.3% · +5d -5.4%
2026-11-04 Company Bull
NBA Extends ServiceNow as Official Employee Workflow Partner NBA to deploy ServiceNow EmployeeWorks, expanding partnership scope
D1 -0.3% · +5d -5.4%
2026-11-02 Company Bear
ServiceNow Loses a Third of Value in a Week, Seen as Canary for AI Software Media says plunge not tied to earnings, signals threat to seat-based software pricing models
D1 +0.8% · +5d -3.1%
2026-10-30 → 10-31 Company Bear
ServiceNow Falls 4.1% as Citi Cuts PT to $157 Citi lowers PT to $157 from $170, keeps Buy, adding to post-earnings selloff
D1 -4.1% · +5d -3.0%
› 2 waves of this story2026-10-30 Worst single-day drop since IPO, coinciding with tech selloff led by Alphabet2026-10-31 Citi lowers PT to $157 from $170, keeps Buy, adding to post-earnings selloff2026-10-29 8-K filing
8-K: Item 2.02, Item 9.01 D1 -26.9% · +5d -6.7%
2026-10-28 Earnings
Earnings report Q3订阅收入同比增长20.5%（按固定汇率），超出指引上限50个基点；cRPO同比增长21%，超出指引100个基点。
D1 -3.0% · +5d -27.5%
2026-10-21 → 10-28 Product Bull
ServiceNow Expands Google Cloud Partnership, Integrates AI Agents with Gemini Enterprise Partnership extends to IT, retail ops, and sales workflows, bolstering AI narrative ahead of earnings
D1 +2.4% · +5d -2.0%
› 6 waves of this story2026-10-21 Extends AI governance across software and silicon; Arc agent GA2026-10-23 BofA raises PT to $180, Guggenheim to $175, both keep Buy2026-10-24 Three banks raised PTs in three days, bullish sentiment ahead of earnings2026-10-26 Q3 earnings due Oct 28 after close; focus on AI monetization and cloud demand2026-10-26 Q3 revenue expected +20% YoY; high attention in earnings week2026-10-28 Partnership extends to IT, retail ops, and sales workflows, bolstering AI narrative ahead of earnings2026-10-07 → 10-19 Earnings
ServiceNow to Report Q3 2026 Earnings on Oct 28 After Market Close Earnings approaching, market attention rising
D1 -0.1% · +5d +1.5%
› 2 waves of this story2026-10-07 Official date set; focus on AI demand and post-Armis acquisition performance2026-10-19 Earnings approaching, market attention rising2026-10-16 → 10-17 Product Bear
ServiceNow Shares Drop Sharply Amid Post-Launch Market Weakness Multiple sources confirm the decline, but no new fundamental facts, reflecting market sentiment.
D1 -4.4% · +5d +12.0%
› 2 waves of this story2026-10-16 AI Passport gives businesses more control over AI agent access; Nvidia partnership strengthens product offering2026-10-17 Multiple sources confirm the decline, but no new fundamental facts, reflecting market sentiment.2026-10-06 → 10-16 Analyst Bull
Piper Sandler raises ServiceNow PT to $175, keeps Overweight Analyst cites multiple 2H26 catalysts, resilient demand, and ramping consumption
D1 +1.4% · +5d +0.5%
› 6 waves of this story2026-10-06 UBS, Stifel raise PTs, citing improving enterprise AI spending2026-10-07 Argus PT hike to $170 extends recent bullish analyst sentiment on AI demand2026-10-12 RBC, Wells Fargo, Barclays raise PTs same day, citing enterprise AI and federal strength2026-10-13 Wells Fargo, RBC, Barclays raise targets, reflecting optimism on AI and growth2026-10-14 Citi raises PT to $170 from $154, Oppenheimer to $165 from $140, both maintain Buy/Outperform2026-10-16 Analyst cites multiple 2H26 catalysts, resilient demand, and ramping consumption2026-10-14 → 10-15 Capital Bull
ServiceNow Denies Decagon Acquisition, Shares Rise Against Tech Selloff Multiple analysts raise PTs as rotation into enterprise software; company flatly denies acquisition interest
D1 +1.0% · +5d +9.4%
› 3 waves of this story2026-10-14 Decagon hires bank to evaluate M&A interest, may impact ServiceNow's AI landscape2026-10-14 Company explicitly denies interest in acquiring AI startup Decagon, emphasizing organic growth, easing M&A speculation2026-10-15 Multiple analysts raise PTs as rotation into enterprise software; company flatly denies acquisition interest2026-10-08 Company Bull
ServiceNow AI agents help Raleigh cut IT service desk costs by 66% First municipal deployment validates AI agent commercial traction
D1 +1.4% · +5d +6.3%
2026-10-01 Product Bull
ServiceNow Launches Flow, AI-Native Service Desk Integrated with Slack and Teams New product expands AI workflow ecosystem, strengthening enterprise service management footprint
D1 +2.8% · +5d +1.4%
2026-09-23 Company Bull
INRY Deploys ServiceNow EmployeeWorks in Six Weeks, Replacing Legacy Portal INRY, a ServiceNow partner, quickly deploys its AI employee portal solution, showcasing product adoption and ecosystem growth.
D1 +2.8% · +5d -4.8%
2026-09-11 → 09-22 Analyst Bull
Cantor Fitzgerald Raises ServiceNow PT to $174 Analyst cites AI and security demand supporting renewals and growth goals
D1 +1.0% · +5d +2.2%
› 3 waves of this story2026-09-11 Analyst cites AI Governance positioning and constructive client tone; shares up 37% since 2Q beat2026-09-12 Zacks notes outperformance; another firm reiterates Buy, reinforcing sentiment2026-09-22 Analyst cites AI and security demand supporting renewals and growth goals2026-09-10 → 09-11 Company Bull
ServiceNow Launches MCP Servers for Enterprise AI Integration Out-of-the-box MCP servers for ITSM, ITOM, CMDB and SPM, enabling direct AI client interactions
D1 +0.0% · +5d +5.6%
› 2 waves of this story2026-09-10 50+ customers pay $1M+ for AI bundles, 20 internal AI agents deployed, AI ACV surpasses $1B2026-09-11 Out-of-the-box MCP servers for ITSM, ITOM, CMDB and SPM, enabling direct AI client interactions2026-09-09 Analyst Bull
Bernstein Reiterates Outperform on ServiceNow, PT $248 Sees AI bundles driving $9B+ AI revenue by 2030, but questions customer friction
D1 -2.3% · +5d +6.6%
2026-09-08 Analyst Bull
BTIG Raises ServiceNow PT to $170, Maintains Buy Analyst bullish on AI monetization, PT up $20, reflecting AI business surpassing $1B ACV
D1 -5.0% · +5d +5.7%
2026-09-04 Earnings Bull
Snowflake Strong Results Lift NOW on AI Growth Read-Through SNOW product revenue +37%, AI ~half of growth; positive read-through for NOW
D1 -3.0% · +5d +0.8%
2026-08-28 → 09-03 Product Bull
ServiceNow-Aramco Digital AI Deal Expands to 50+ Countries AI ACV exceeds $1B in Q2; competition intensifies
D1 +4.5% · +5d -2.4%
› 4 waves of this story2026-08-28 New AI-native pricing drives net new AI ACV up >40% QoQ, boosting growth outlook2026-08-28 ACV exceeds $1B with net new AI ACV up over 40% QoQ, showing accelerating AI monetization2026-09-03 AI ACV exceeded $1B in Q2; competition intensifying2026-09-03 AI ACV exceeds $1B in Q2; competition intensifies2026-09-01 Other
ServiceNow shares 26% below 52-week high; bulls and bears diverge Some traders take profits, others see valuation as still cheap
D1 -3.4% · +5d -8.3%
2026-08-28 Analyst Bull
ServiceNow Jumps 9% on Salesforce Earnings, AI Narrative Boosted Strong CRM results ease SaaS-pocalypse fears, lift NOW's enterprise AI prospects
D1 +4.5% · +5d -2.4%
2026-08-27 Product Bull
Pricefx Integrates with ServiceNow for AI-Powered Deal Optimization Integration brings AI pricing and recommendations into ServiceNow sales workflows, expanding platform capabilities
D1 +10.0% · +5d +5.2%
2026-08-18 → 08-24 Capital Bull
Ally Financial New Stake, Trump Portfolio Adds NOW Institutional buying continues, showing long-term confidence
D1 +1.5% · +5d +6.3%
› 3 waves of this story2026-08-18 Institutional investors like BTG Pactual and Buckland Partners disclosed new stakes, indicating institutional interest2026-08-21 B. Metzler and Bowie Capital among new institutional buyers in Q2, showing continued interest2026-08-24 Institutional buying continues, showing long-term confidence2026-08-21 Company Bull
ServiceNow Expands Tech Mahindra Partnership to Scale Enterprise AI Partnership aims to move AI from pilots to production; Tech Mahindra handles 100k+ cases
D1 -1.0% · +5d +12.6%
2026-08-19 → 08-20 Analyst Bull
ServiceNow PT Raised by BofA, AI Software Stocks Rally BofA PT hike plus Tech Mahindra partnership reinforce AI beneficiary status
D1 +6.5% · +5d -1.1%
› 2 waves of this story2026-08-19 BofA and Capital One raise targets to $150, signaling institutional optimism2026-08-20 BofA PT hike plus Tech Mahindra partnership reinforce AI beneficiary status
