IBM's recent plunge after warning of delayed customer deals due to redirection of capital expenditure to AI hardware is mentioned as a parallel to concerns affecting ServiceNow.
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ServiceNow Stock: What the Market Isn't Telling You
Jul 22, 2026
The creator discusses ServiceNow's stock performance following earnings, noting a post-earnings rise after an intraday dip. Concerns about AI delaying customer purchases, similar to Pegasystems and IBM, are highlighted. Despite positive subscription revenue and customer growth, a deceleration in future revenue growth is a concern. The creator personally would not buy the stock due to these factors and the impact of a recent acquisition.
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Pegasystems reported disappointing results, missing estimates due to AI market changes causing clients to delay purchasing decisions, which is a concern for other software stocks like ServiceNow.
The creator would not buy ServiceNow stock due to concerns about AI delaying customer purchases and the impact of a recent acquisition, despite positive revenue growth.
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