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Get what investors say about NOW next
8 new calls on NOW this week are not on this page yet. Follow NOW free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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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.
Who’s talking about NOW
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Unknown | Bullish | CNBC (uncut) | ServiceNow acts as the orchestration layer ('conductor of the train') for enterprise agentic AI deployments… |
| 2026-10-16 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | CNBC (uncut) | ServiceNow leaning into agentic AI governance with new AI passport tool positions it as enterprise AI… |
| 2026-10-16 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | ServiceNow remains down year-to-date despite a recent rally, presenting a recovery opportunity in enterprise… |
| 2026-10-14 | Steve ChiavaroneCIO global equities, Federated Hermes | Bullish | Fox Business (uncut) | ServiceNow is the enterprise deployment layer for AI agents automating workflows, and the market's… |
| 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… |
| 2026-04-23 | Bill McdermottChairman & CEO, ServiceNow | Bullish | Bloomberg Open Interest | ServiceNow delivered a beat-and-raise quarter with 22% subscription growth, raised its AI-additive ACV target… |
| 2026-01-06 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bloomberg Open Interest | ServiceNow was indiscriminately painted with the 'enterprise software is dead' narrative, but it still grows… |
Show all 12 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-07-04 | Shay BoloorChief Market Strategist, Futurum Equities Research | Bullish | The Compound | ServiceNow is the dominant IT management platform led by a CEO with strong AI vision, positioning it as a… |
| 2025-01-31 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | ServiceNow is one of the three software companies demonstrably seeing real AI enterprise use-case revenue… |
Next report: 26 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | after the close | 1.00 vs 1.03 | -12.2% |
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× — 9 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
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| 2026-08-27 | ||||||
| 2026-07-23 | ||||||
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| 2026-06-01 | ||||||
| 2026-05-29 | ||||||
| 2026-05-19 | ||||||
| 2026-05-18 |
NOW on the Wheel
NOW passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2017–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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