ServiceNow 股价受益于分析师上调目标价，其驱动因素是需求稳定至改善以及客户大额交易增加，不过买入与中性评级之间的信心存在分歧。
逐段跳播
接下来，我们来看 ServiceNow，其目标价存在一定的杠杆效应。这是对的。但市场对这只股票的信心程度参差不齐。
Next, we look at ServiceNow with some leverage in the price targets. This is correct. But there are varying levels of conviction about this stock .
不过，这里的投资者非常欢迎目标价的上调。ServiceNow 股价上涨超过 2%。Stifel 将该股的目标价从 120 美元上调至 160 美元。
However, investors here are very much welcoming the increase in price targets . ServiceNow shares are up more than 2%. Stifel raised its price target for the stock to $160 from $120.
该机构维持“买入”评级。这是他们目标价的一次大幅上调，而且显然将较 ServiceNow 当前水平出现一次跃升，我们目前大约在 139，或略高于 139。
It maintains the " buy" rating. That's a significant increase in their target, and it's clearly going to be a jump from our current level for ServiceNow, where we stand at around 139, or slightly above 139.
UBS 将目标价从 110 上调至 150，但仍对该股维持中性立场。两家公司显然都认为从当前时点看还有更多上行空间。
UBS raised its target to 150 from 110 , but remains neutral on the stock. Both companies clearly see more room for upside from this point.
但就 UBS 而言，值得注意的是，他们提到需求趋势似乎稳定至略有改善，但对他们来说，这并不意味着有足够的信心转向“买入”评级。
But for UBS, it should be noted that they spoke of demand trends that appear to be stable to slightly improving, but this does not mean for them that there is sufficient conviction to move to a "buy" rating.
至于 Stifel，推动其乐观情绪的是他们所提到的渠道调研，当卖方分析师研究公司并权衡如何调整目标价时，我们经常会提到这一点。
As for Stifel, what fuels their optimism there is their talk of channel checks, which we often refer to when sell-side analysts look at companies and weigh up what to do about the target price.
他们说：“看，ServiceNow 与其客户之间似乎进展良好。”这里的公司支出较上一季度略有改善。有一些令人鼓舞的迹象，因为他们看到了更大的交易，以及现有客户在续约时扩大规模。
They said, " Look, ServiceNow seems to be doing well with its customers." Corporate spending is slightly better than in the previous quarter here. There are encouraging signs as they see bigger deals, and existing customers expanding upon renewal.
所以，这不仅仅是续约，而是他们用于续约的金额有所增加。
So, it's not just about renewal, but an increase in the amounts they use to renew.
此外，对先进产品的依赖程度也更高。”所以，很明显，即便对其 AI 产品存在一些担忧，客户仍愿意在 ServiceNow 上花更多钱。
Also, a greater reliance on advanced products.” So, it’s clear that customers are willing to spend more money on ServiceNow even with some concerns about its AI offerings.
我们知道，ServiceNow 是在“SaaS 大屠杀”期间受创严重的公司之一。当时有一种观点，尤其是来自 CEO 的观点，认为 ServiceNow 不值得过度追捧。但如今，它正看到需求上升。
We know that ServiceNow was one of the companies hit hard during the SaaS-pocalypse. There was a view, particularly from the CEO, that ServiceNow wasn’t worth getting carried away with . But today, it’s seeing increased demand.
这个频道对 $NOW 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。