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Posted by
Two Blokes Jul 3 -
Filed in
Stock
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5 views
I rate ServiceNow a Buy, driven by strong AI monetization and vertical expansion supporting a sustained 20% revenue CAGR and premium valuation. AI momentum is accelerating, with management guiding for $1B in AI ACV by FY26 and significant price uplifts from Pro Plus adoption. The hybrid pricing model de-risks AI adoption, accelerates monetization, and is evidenced by rapid growth in Now Assist consumption.
