ServiceNow (NOW)
Coverage summary
Aardvark Labs Capital Research has covered ServiceNow (NOW) since July 24, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 30, 2026. The current rating is Outperform, the same in every report since coverage began.
Translations: 5 in Chinese.
All NOW reports
Recap: Q3 2026
Q3 2026 Recap: ServiceNow Raises Its AI Target Again, Guides cRPO to 18.5%, and Suffers the Worst Session in Its History. Maintaining Outperform on a Trimmed Framework
Recap: Q2 2026
Q2 2026 Recap: ServiceNow Beats Everything, Crosses $1B AI ACV, and the Tape Sells the Pop. Maintaining Outperform on a De-Rated Multiple
Recap: Q1 2026
Q1 2026 Recap: Subscription Beat + FY26 Raised + Armis Closed Early + $2B ASR — Maintaining Outperform with HIGH Conviction
Recap: Q4 2025
Q4 2025 + FY25 Wrap: Veza + Armis Acquisitions, Microsoft Agent 365 Partnership, McDermott Extends to 2030 — Maintaining Outperform
Recap: Q3 2025
Q3 2025 Recap: Op Margin 33.5% (+300bp Above Guide), 103 Deals >$1M, 5-for-1 Stock Split — Maintaining Outperform
Recap: Q2 2025
Q2 2025 Recap: Subscription +21.5% CC, Now Assist $20M+ Deal, FY25 Raised — Initiating at Outperform