Stock Detail
$NOW
Technology · 141 tracked mentions in the last 90 days across 33 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
23 creators lean undervalued while 3 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on NOW.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: fair value gap
I calculated a fair value of this business at $159. The market cap is a little over $110 billion, and I can see this company rising to a market capitalization of over $330 billion over these next 3 years.
Explicit claim • strong conviction • basis: multiple relative
The first and biggest reason is valuation. Its priced like a growth and with AI potentially disrupting SAAS any slowdown in growth from AI or competition will hit the stock hard.
Explicit claim • strong conviction • basis: multiple relative
And the other factor is valuation. We have seen their forward PE ratio fall to a 22.68. That is extremely low. We can see that over the course of the last year and a half or so, they've traded anywhere from a 60 to around a 22 where they're currently sitting at. So, they're sitting at a very low valuation.
Explicit claim • strong conviction • basis: multiple relative
But if you look at it, even with how much it has dropped very quickly, Service Now was trading at $240 per share. It has lost 61% of its value. 61. Let me ask you, what do you think the P ratio is? ... When you look at the Service Now P ratio, it's still at 53.
Mention History
Latest mentions across all history
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