$NOW

NOW

ServiceNow Inc.

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10-01
Schwab Network发布 2026-10-01
《The Big 3: NET, NOW, NVDA》
$NOW看涨
ServiceNow 基本面正在改善,业务增长预计将持续至 2027 年;若近期价格反转得以延续,则看涨逻辑成立。

但我们来谈谈“Service Now”。你在今天排名前三的公司中还有另一个软件板块的名字。你在“Service Now”中看到了什么,Dan?那里还有另一个特征,Marley,但今天它基本上是一个“NNN”特征,不是吗?

是的,“ServiceNow”无疑是你指出的软件板块中的另一个名字,我认为它也在重新找回平衡。而且,从长期来看,我认为这是一种你将继续看到其业务线持续增长到2027年的情况。所以,我认为如果我们看到这种反转继续,这里有机会获取更多收益。

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.

他说在等
股价收于130以下
低于130
下个月市场价格
削弱短期上行逻辑,但按该分析师的交易示例,这构成一个买入点位
09-28
09-25
Parkev Tatevosian, CFA发布 2026-09-25
《Is ServiceNow the Ultimate Enterprise Software Stock?》
$NOW看涨
ServiceNow 仍属买入标的,预计未来 12-18 个月约有 14% 的上行空间;但相较此前的低位,当前价位下的信心有所减弱。

ServiceNow 预计到 2030 年其总营收将翻倍,超过 300 亿美元。这些乐观的预测是否意味着该公司的股票现在是买入机会?让我们通过评估公司当前和过去的业绩,并将其与估值进行比较,来判断它对长期投资者而言是否是一个有吸引力的买入机会,从而一起回答这个问题。

ServiceNow expects its total revenue to double by 2030, exceeding $30 billion . Do these optimistic forecasts make the company's stock a buying opportunity right now? Let's answer this question together by evaluating the company's current and past performance, and comparing it to its valuation to determine whether it represents an attractive buying opportunity for long-term investors.

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