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NOW Platforms & Software

ServiceNow

Enterprise workflow AI

Detail page

ServiceNow can embed AI agents into workflows that already route critical enterprise work.

Price $91.67
1D change -2.05%
Market cap $94.54B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric NOW
Price $91.67
1D Change -2.05%
Market Cap $94.54B
Enterprise Value $93.77B
Trailing P/E 54.6
Forward P/E 18.3
Price / Sales 6.8
EV / Revenue 6.7
Revenue Growth 22.1%
Earnings Growth 2.3%
Gross Margin 76.6%
Operating Margin 13.3%
Net Margin 12.6%
ROE 16.1%
Free Cash Flow $5.11B
FCF Margin 36.6%
Debt / Equity 0.21x
Current Ratio 0.84x
Dividend Yield —
Next Earnings Jul 22, 2026
Quarterly Revenue $3.77B
Revenue QoQ +5.7%
Quarterly Net Income $469.0M
Net Income QoQ +17.0%

NOW thesis lens

Enterprise workflow AI

Why it could benefit

  • ServiceNow can embed AI agents into workflows that already route critical enterprise work.
  • Customers often adopt AI features inside an existing platform rather than buying a net-new point solution.
  • The company can expand wallet share as automation moves from ticket triage to real work execution.

Moat / edge

  • Mission-critical workflow position in large enterprises.
  • High switching costs tied to customized process automation.
  • Strong land-and-expand model.

What to watch

  • Now Assist monetization and renewal behavior.
  • Expansion into more departments beyond IT service management.
  • Proof that AI lifts deal sizes rather than just bundles into existing contracts.

Key risks

  • Premium valuation leaves less room for execution misses.
  • Platform consolidation by customers could slow seat or module expansion.