US · 8 entries · 8 publications
Servicenow
No entry states a stance.
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Sign up freeSubstack · The Aimery Investment Letter
From Software Disruption to AI Orchestration — and Why ServiceNow Matters. A Special Update on Salesforce, ServiceNow and the Next Enterprise Software Cycle
Since publication NOW +9.3% α +9.8 pp vs S&P 500 · USD
Substack · Bullseye Research · Bullseye Investing
$NOW, $GOOGL, $GEV
Since publication NOW +49.9% α +46.3 pp vs S&P 500 · USD
Substack · FDW Capital
A clean beat-and-raise from the most contested large cap in enterprise software
Since publication +72.1% α +68.4 pp vs S&P 500 · USD
Substack · Hundal Earnings
Workflow automation attracts customers. Standardizing enterprise workflows drives durable earnings, while organizational transformation increasingly constrains future expansion.
Since publication +51.9% α +50.3 pp vs S&P 500 · USD
Institutional · eToro
The Daily Breakdown dives into ServiceNow, which despite beating on earnings, tumbled after its report and weighed on software stocks. Interested in more Deep Dive content? Check out our latest research. Deep Dive Just…
Since publication +75.4% α +68.3 pp vs S&P 500 · USD
Substack · CapexAndChill
How $NOW is leveraging the AI era
Since publication +48.6% α +38.0 pp vs S&P 500 · USD
Substack · Highbury Capital · Portfolio PRs
In this $NOW Deep Dive I uncover how AI agents, workflow dominance and enterprise stickiness position ServiceNow for the next decade and if the current 47% drawdown presents an asymmetric bet.
Since publication +16.0% α +5.6 pp vs S&P 500 · USD
Substack · I/O Fund · Beth Kindig
Last month, after ServiceNow reported second quarter results that exceeded expectations on multiple fronts, shares of NOW rose by 6%. The company is attempting to reposition itself beyond a provider of cloud-based…
Since publication −11.3% α −30.4 pp vs S&P 500 · USD
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Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.