US · Technology · Software - Application
EPS came in at 0.51 against a street estimate of 0.56 — a miss of 8.9%.
Analysts rate ServiceNow Inc a strong buy (44 buy, 3 hold, 2 sell out of 49) with an average price target of $154.69.
CONFIDENT ServiceNow beat Q3 targets, accelerated AI monetization, raised its AI ACV target to $1.7 billion plus, and lifted full-year free-cash-flow margin guidance. Q3 FY26 Management highlighted strong Business and Consumer Services, Technology and U.S. federal demand; no broader regional breakdown was discussed. Analysts pressed management on AI monetization, pricing, cRPO deceleration, deployment investments and AI’s effect on software demand. Management emphasized strong underlying demand, hybrid monetization and accounting timing effects. AI monetization accelerated, cash flow outlook lifted CEO: AI net new ACV was 65% year-over-year growth in Q3 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.25% |
| Vanguard Capital Management, LLC | 6.49% |
| State Street Corp | 4.72% |
| Morgan Stanley - Brokerage Accounts | 2.57% |
| Vanguard Portfolio Management, LLC | 2.43% |
| Geode Capital Management, LLC | 2.34% |
| UBS Asset Mgmt Americas Inc | 1.60% |
| T. Rowe Price Associates, Inc. | 1.55% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $4,106 million, up from $3,407 million in Q3 2025. Subscription revenue was $3,988 million, up from $3,299 mil | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 subscription revenue was $3,988 million, up 21% year over year, or 20.5% in constant currency. • Total revenue was $4,106 | 2026-10-28 |
| Quarterly report · Q2 2026 SERVICENOW, INC. – FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Total revenues (6M 2026): $7,757 million vs. $6,303 million (6M 2025) – up 23% • S | 2026-07-23 |
| Results announced · Q3 2026 SERVICENOW Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Subscription revenues: $3,877 million in Q2 2026, up 24.5% year-over-year (23% const | 2026-07-22 |
| Board / officer change · Q2 2026 SERVICENOW, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Shareholders Meeting held May 21, 2026 • 38,000,000 additional shares approved for equ | 2026-05-22 |
| Material agreement · Q2 2026 SERVICENOW, INC. – 8-K SUMMARY HEADLINE NUMBERS • ServiceNow completed a $4,000,000,000 debt offering on May 15, 2026 • Offering comprised five sepa | 2026-05-15 |
| Quarterly report · Q1 2026 SERVICENOW, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 Total Revenues: $3,770 million (up 22% from $3,088 million in Q1 2025) • Subscrip | 2026-04-23 |
| Results announced · Q2 2026 SERVICENOW Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Subscription revenues: $3,671 million in Q1 2026, up 22% year-over-year (19% in cons | 2026-04-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 5 : 1 effective Dec 18, 2025 | 2025-12-18 |
| Announcement | Date |
|---|---|
| Raised full-year subscription revenue and free cash flow margin outlook ServiceNow reported a strong third quarter ended September 30, 2026, beating the high end of its guidance across revenue and profitability measures and raising parts of its full-year outlook | 2026-10-28 |
| Raises full year subscription revenues outlook after beating Q2 guidance ServiceNow exceeded all Q2 2026 guidance targets across revenue and profitability metrics. Key results: subscription revenues hit $3.877 billion (24.5% year-over-year growth), total revenues | 2026-07-22 |
| Beats Q1 guidance, raises full year subscription revenue outlook ServiceNow delivered strong Q1 2026 results, beating guidance across all metrics. Subscription revenue reached $3.671 billion (22% YoY growth, 19% constant currency), with total revenue at $ | 2026-04-22 |
| Board authorizes $5B share repurchase program; $2B accelerated repurchase planned ServiceNow reported strong fourth quarter 2025 results, beating guidance across all metrics. Subscription revenue reached $3.466 billion, up 21% year-over-year (19.5% constant currency). Tot | 2026-01-28 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for ServiceNow Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.