2026-10-14 → 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% · since +2.8%
› 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%
2026-10-07 Earnings
ServiceNow to Report Q3 2026 Results After Market Close on Oct 28 Official date set; focus on AI demand and post-Armis acquisition performance
D1 -0.1% · +5d +1.5%
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 status2026-08-11 → 08-19 Other Bull
ServiceNow Reclaims 200EMA, Software Rotation Gains Attention Analysts see oversold bounce, stock reclaims uptrend
D1 +0.1% · +5d -6.3%
› 5 waves of this story2026-08-11 Technical breakout plus SaaS rotation draws renewed market attention2026-08-11 Multiple market participants cite SaaS rotation and AI commoditization as potential tailwinds for platform value2026-08-11 Multiple X users cite SaaS rotation and AI commoditization benefiting platforms, with NOW among beneficiaries2026-08-11 Multiple SaaS names cross 200-day EMA; sector no longer seen as disruption target2026-08-19 Analysts see oversold bounce, stock reclaims uptrend2026-08-09 → 08-16 Analyst
ServiceNow Highlighted as Core SaaS-AI Narrative Amid Multi-Source Coverage Article argues SaaS alive citing potential WDAY deal; Zeta comparison extends enterprise AI positioning
D1 +2.0% · +5d -7.6%
› 3 waves of this story2026-08-09 Two Motley Fool articles compare ServiceNow with Palantir and Salesforce, highlighting its AI workflow software position2026-08-09 Two Motley Fool pieces compare with Palantir and Salesforce, citing evidence of enterprise AI workflow spending2026-08-16 Article argues SaaS alive citing potential WDAY deal; Zeta comparison extends enterprise AI positioning2026-07-28 → 08-12 Company Bull
Wells Fargo Raises ServiceNow PT to $175 Wells Fargo keeps Overweight, raises PT from $160 to $175
D1 +4.8% · +5d +6.8%
› 3 waves of this story2026-07-28 Job cuts reflect software sector challenges, company models efficiency2026-07-31 Company refutes reports of 3,000-5,000 layoffs, citing strong AI demand and raised guidance; aims to end 2026 near starting headcount2026-08-12 Wells Fargo keeps Overweight, raises PT from $160 to $1752026-08-04 Product Bull
ServiceNow Launches Six AI-Native Security Solutions Partners with Armis and Veza to turn workflow platform into unified cyber-defense layer, boosting security business.
D1 +3.5% · +5d +8.0%
2026-08-03 Company
ServiceNow Appoints Simon Mouyal as CMO New CMO to strengthen AI control tower branding and drive growth
D1 +2.7% · +5d +11.6%
2026-07-30 → 08-01 Analyst Bull
ServiceNow Gets Bullish Calls, Target Raised to $160 Arkadios raised stake 17%, earnings beat guidance and raised full-year revenue, reinforcing bullish institutional view
D1 -4.9% · +5d +6.6%
› 2 waves of this story2026-07-30 Zacks and SeekingAlpha cite accelerating AI adoption and user retention, analyst raises PT2026-08-01 Arkadios raised stake 17%, earnings beat guidance and raised full-year revenue, reinforcing bullish institutional view2026-07-24 → 08-01 Capital Bull
Multiple Institutions Boost ServiceNow Holdings Institutional buying continues, showing long-term confidence
D1 +7.4% · +5d +12.6%
› 2 waves of this story2026-07-24 Bank of Nova Scotia and Arrowstreet raise stakes, signaling institutional confidence2026-08-01 Institutional buying continues, showing long-term confidence2026-07-26 → 07-28 Capital Bear
Multiple Institutions Trim ServiceNow Holdings Institutional buying record, retail calls selloff overblown or takes profits
D1 +6.9% · +5d +8.2%
› 4 waves of this story2026-07-26 Dimensional Fund Advisors and Archon Partners reduced their NOW stakes in the latest quarter, indicating institutional repositioning.2026-07-27 Three more institutions disclose stake reductions, extending the trend2026-07-27 Bradley Foster & Sargent reduced holdings by 43.2% in Q1, owning 29,897 shares2026-07-28 Institutional buying record, retail calls selloff overblown or takes profits2026-07-15 → 07-24 Earnings
Mixed signals ahead of NOW earnings on July 22 DA Davidson reiterates Buy, AI ACV exceeds $1B, stock up 6%
D1 -0.1% · +5d -8.9%
› 9 waves of this story2026-07-15 Multiple outlets debate earnings setup, some constructive, others see lack of beat ingredients2026-07-18 Multiple sources confirm NOW reports Q2 earnings next week (July 22); analysts reiterate Buy with raised PT, market eyes AI growth vs. costs.2026-07-19 Benchmark calls NOW top value pick, misunderstood; analyst says guidance matters more than quarter, needs raise2026-07-18 Market eyes Jul 22 report; NOW pressured by AI, reports same day as GOOGL, TSLA2026-07-19 Multiple independent sources confirm NOW reports Q2 on Wed July 22, seen as first big software name; focus on AI demand and capex guide.2026-07-21 Multiple analyst previews, DA Davidson maintains $170 PT, Q2 expectations in focus2026-07-22 Institutional position changes and divergent analyst views as earnings approach2026-07-23 Revenue $3.99B beat, EPS $0.90 beat, cRPO $13.2B beat, but Q3 subscription revenue guide slightly below2026-07-24 DA Davidson reiterates Buy, AI ACV exceeds $1B, stock up 6%2026-07-23 Capital Bull
ServiceNow invests $40M in Indian banking software firm for financial push Strategic investment to deepen push into financial services
D1 -3.7% · +5d +19.7%
2026-07-22 Earnings
Earnings report AI ACV超过10亿美元，净新增ACV环比增长超40%，有望达成2026年底15亿美元目标。
D1 -6.5% · +5d +21.3%
