“The Big 3: NET, NOW, NVDA”
ServiceNow fundamentals are improving and business growth is projected through 2027; a bull case exists if the recent price reversal sustains.
But let's talk about "Service Now". You have another name in the software sector among the top three companies today. What do you see in "Service Now", Dan? There's another feature there too, Marley, but it's pretty much an "NNN" feature today, isn't it?
Yes , "ServiceNow" is definitely another name in software as you pointed out, and I think it's regaining its balance as well. And again, in the long run, this is a situation where I think you will continue to see their business line continue to grow until 2027.
So, I think there is an opportunity here to capture more gains if we see this reversal continue.