Service Now (NOW) beat earnings and raised guidance but sold off; creator is hesitant to buy despite a fair value estimate of $150.
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ServiceNow Stock. What's Happening & Why (Fair Value Estimate)
Dividend Compounders with CheeseApr 23, 2026
The creator discusses Service Now (NOW) following its earnings report, noting that despite beating expectations and raising guidance, the stock sold off significantly. Reasons cited include a postponed deal, acquisition-related margin impacts, and high valuation multiples. While the creator views NOW as a high-quality compounder with a fair value estimate of $150, they express hesitation to invest due to the stock's negative reaction to strong results, suggesting expectations may be too high.
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