Stocks / Software
NOWSoftware
SERVICENOW, INC.
$138.801d -0.8%5d +6.4%settled close · 2026-09-17
Mkt cap $107B (4/10)β 0.4252w $83–961Shares 1.05BInd. Services-Prepackaged SoftwareNYSE since 2012Emp. 29,187HQ Santa Clara, CAservicenow.com
The tape, with the calls on it
Who said what, and what NOW did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about NOW
4 longlatest 2026-08-18
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-18 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Service Now is growing subscriptions 24%, revenue 20%, and RPOs 20% while trading at only 25x forward, and… |
| 2026-07-27 | Jason SnipeCIO, Odyssey Capital Advisors | Bullish | CNBC Halftime Final Trades | ServiceNow delivered 24.5% subscription revenue growth and is still down ~30% for the year, creating a solid… |
| 2026-07-03 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | ServiceNow has derated to 23x forward estimates versus its 5-year average of 54x while still growing revenues… |
| 2026-04-23 | Marcelo LimaPM, Heller House Capital | Bullish | Yet Another Value Podcast | ServiceNow has very high customer retention, deeply entrenched mission-critical workflows, and a management… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 27 Oct 2026 after the close
Confirmed date · consensus EPS 1.04. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where NOW’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-27 | ||||||
| 2026-07-23 | ||||||
| 2026-07-22 | ||||||
| 2026-06-01 | ||||||
| 2026-05-29 | ||||||
| 2026-05-19 | ||||||
| 2026-05-18 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 | ||||||
| 2026-04-16 | ||||||
| 2026-04-10 | ||||||
| 2026-04-09 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
NOW is in this morning’s Brief.
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