ServiceNow (NOW)
International Stocks
Buy
The speaker comments on the company's valuation at current price levels and management quality.
Jim Cramer33d
* Does not constitute investment advice
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How recommendation distribution changed over time
Covered by 5 analysts
Mixed views among analysts
Last evaluation 33+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker comments on the company's valuation at current price levels and management quality.
CNBC TelevisionThe speaker scrutinizes the ServiceNow CEO's approaches to business restructuring and AI integration.
CNBC TelevisionDan Niles evaluates the current price movements in the software sector and ServiceNow stock's position within the broader market.
CNBC TelevisionGeneral trends in the software sector and the company's operational performance are analyzed.
CNBC TelevisionThe speaker scrutinizes the leadership in the enterprise workflow automation market and the valuation, which has dropped to historically low multiples.
Financial EducationThe analyst evaluates the technological transformation in the enterprise software market and the company's resilience in this process.
CNBC TelevisionThe speaker addresses the valuation pressure on ServiceNow shares and AI-driven competition scenarios.
CNBC TelevisionThe speaker scrutinizes how the company is affected by general market sentiment despite its resilient performance in the last quarter.
CNBC TelevisionDeirdre Bosa evaluates the market reaction following ServiceNow's financial results and the sectoral transformation risks driven by AI.
CNBC TelevisionThe speaker evaluates the company as a net beneficiary of AI due to its extensive infrastructure and customer service integration, creating a strong moat against competitors.
Yahoo FinanceIts position among software companies that will net benefit from AI technologies and its competitive advantage are examined.
Yahoo FinanceThe speaker analyzes ServiceNow's strategic positioning within the evolving software landscape, asserting that AI will complement rather than disrupt its core business. The discussion highlights the company's partnerships as a testament to this symbiotic relationship.
CNBC TelevisionThe speaker analyzes ServiceNow's stock performance within the context of widespread concerns about AI's impact on software companies. The discussion examines the company's valuation pressures and the broader sector's challenges in adapting to rapid technological shifts.
Yahoo FinanceThe speaker analyzes ServiceNow, identifying it as one of the world's leading business models currently trading at substantial discounts. The evaluation focuses on the company's robust market position and attractive valuation, projecting considerable growth potential over the medium term. The discussion underscores the speaker's rationale for initiating a significant purchase, driven by strong fundamentals and current advantageous pricing.
Financial EducationThe speaker examines the company's current situation and market reaction in the context of AI's impact on the software sector, analyzing the reasons for the stock's underperformance.
CNBC TelevisionThe speaker assesses ServiceNow's stock performance, noting a 7% decline as part of a broader sell-off in the enterprise software sector, driven by market concerns about the impact of artificial intelligence.
CNBC TelevisionThe speaker evaluates the sharp decline in share price and multiple compression despite the company's strong balance sheet and positive CEO statements. He analyzes the AI-driven concerns in the market and valuation pressures.
CNBC TelevisionThe speaker examines market concerns regarding the company's AI strategy and price target cuts by institutions.
Yahoo FinanceThe speaker explains the company's AI integrations, share repurchase program, and why the market fear that "AI will kill software" is unfounded.
CNBC TelevisionBill McDermott evaluates ServiceNow's quarterly financial results and the stock's 45% decline over the past year. He examines the integration of the AI strategy into workflows, financial efficiency under the "Rule of 55," and the details of the $5 billion share repurchase program, with $2 billion starting immediately.
CNBC TelevisionThe speaker comments on the company's valuation at current price levels and management quality.
* Does not constitute investment advice
The speaker scrutinizes the ServiceNow CEO's approaches to business restructuring and AI integration.
* Does not constitute investment advice
Dan Niles evaluates the current price movements in the software sector and ServiceNow stock's position within the broader market.
* Does not constitute investment advice
General trends in the software sector and the company's operational performance are analyzed.
* Does not constitute investment advice
The speaker scrutinizes the leadership in the enterprise workflow automation market and the valuation, which has dropped to historically low multiples.
* Does not constitute investment advice
The analyst evaluates the technological transformation in the enterprise software market and the company's resilience in this process.
* Does not constitute investment advice
The speaker addresses the valuation pressure on ServiceNow shares and AI-driven competition scenarios.
* Does not constitute investment advice
The speaker scrutinizes how the company is affected by general market sentiment despite its resilient performance in the last quarter.
* Does not constitute investment advice
Deirdre Bosa evaluates the market reaction following ServiceNow's financial results and the sectoral transformation risks driven by AI.
* Does not constitute investment advice
The speaker evaluates the company as a net beneficiary of AI due to its extensive infrastructure and customer service integration, creating a strong moat against competitors.
* Does not constitute investment advice
Its position among software companies that will net benefit from AI technologies and its competitive advantage are examined.
* Does not constitute investment advice
The speaker analyzes ServiceNow's strategic positioning within the evolving software landscape, asserting that AI will complement rather than disrupt its core business. The discussion highlights the company's partnerships as a testament to this symbiotic relationship.
* Does not constitute investment advice
The speaker analyzes ServiceNow's stock performance within the context of widespread concerns about AI's impact on software companies. The discussion examines the company's valuation pressures and the broader sector's challenges in adapting to rapid technological shifts.
* Does not constitute investment advice
The speaker analyzes ServiceNow, identifying it as one of the world's leading business models currently trading at substantial discounts. The evaluation focuses on the company's robust market position and attractive valuation, projecting considerable growth potential over the medium term. The discussion underscores the speaker's rationale for initiating a significant purchase, driven by strong fundamentals and current advantageous pricing.
* Does not constitute investment advice
The speaker examines the company's current situation and market reaction in the context of AI's impact on the software sector, analyzing the reasons for the stock's underperformance.
* Does not constitute investment advice
The speaker assesses ServiceNow's stock performance, noting a 7% decline as part of a broader sell-off in the enterprise software sector, driven by market concerns about the impact of artificial intelligence.
* Does not constitute investment advice
The speaker evaluates the sharp decline in share price and multiple compression despite the company's strong balance sheet and positive CEO statements. He analyzes the AI-driven concerns in the market and valuation pressures.
* Does not constitute investment advice
The speaker examines market concerns regarding the company's AI strategy and price target cuts by institutions.
* Does not constitute investment advice
The speaker explains the company's AI integrations, share repurchase program, and why the market fear that "AI will kill software" is unfounded.
* Does not constitute investment advice
Bill McDermott evaluates ServiceNow's quarterly financial results and the stock's 45% decline over the past year. He examines the integration of the AI strategy into workflows, financial efficiency under the "Rule of 55," and the details of the $5 billion share repurchase program, with $2 billion starting immediately.
* Does not constitute investment advice