SERVICENOW, INC. NOW

ServiceNow, Inc. es una empresa de flujo de trabajo digital. La empresa ayuda a empresas globales de diferentes industrias, universidades y gobiernos a digitalizar sus flujos de trabajo. Su plataforma tecnológica, Now Platform, le permite conectar sistemas, silos, departamentos y procesos con flujos de trabajo digitales. Categoriza los flujos de trabajo que proporciona en cuatro áreas principales, como tecnología de la información (TI), empleado, cliente y creador. Sus flujos de trabajo de TI brindan a los departamentos de TI la capacidad de planificar, construir, operar y prestar servicios en todo el ciclo de vida de TI. Sus flujos de trabajo de empleado ayudan a los clientes a simplificar cómo sus empleados obtienen los servicios que necesitan, creando una forma familiar y similar a la de un consumidor para realizar el trabajo desde donde sea que un empleado se encuentre, ya sea en casa, en el lugar de trabajo o en el campo. Sus flujos de trabajo de cliente ayudan a las organizaciones a reimaginar la experiencia del cliente y aumentar la fidelidad del cliente. Sus flujos de trabajo de creador permiten a sus clientes crear, probar e implementar sus propias aplicaciones en la plataforma Now.

NOW hizo una división de acciones (split) de 5:1 el 18 de diciembre de 2025: cada acción se convirtió en 5. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 2 oct

  Can CDW Corporation Restore Margin Momentum in the Second Half?

  CDW reported solid Q2 2026 results with 10% YoY sales growth but faced 70 bps gross margin decline due to higher-mix hardware infrastructure and enterprise orders. The company expects operating leverage improvements in H2 2026 through efficiency initiatives. Competitors ServiceNow, Accenture, and Avnet also face margin pressures from AI adoption and infrastructure costs, though some show stabilization efforts.

  

• Zacks Investment Research 1 oct

  ServiceNow (NOW) Outperforms Broader Market: What You Need to Know

  ServiceNow (NOW) rose 2.8% to $137.76 in the latest session, outperforming the S&P 500's 0.2% gain. However, the stock has depreciated 1.98% over the past month, underperforming its sector's 4.78% gain. The company is forecasted to report EPS of $1.03 (up 7.29% YoY) and revenue of $4.1 billion (up 20.27% YoY). ServiceNow holds a Zacks Rank of #3 (Hold) with a Forward P/E of 33, trading at a premium to its industry average of 12.53.

  

• The Motley Fool 30 sept

  This AI Stock May Be the Biggest Winner as Enterprise AI Takes Off

  ServiceNow is positioned as a major beneficiary of enterprise AI growth, with 90% of Fortune 500 companies as customers and partnerships with Nvidia, Microsoft, and Amazon. The company is experiencing accelerating growth driven by large customers upgrading subscriptions as AI costs rise, with Q2 showing 24% revenue growth and a 40% year-over-year increase in $1M+ contract values. Nvidia CEO Jensen Huang stated the market has undervalued ServiceNow, calling it 'destined to be the best platform' for enterprise AI.

  

• GlobeNewswire Inc. 30 sept

  Cribl Announces 2026 Customer Award Winners Leading the Way in Telemetry and AI

  Cribl announced the winners of its inaugural GOAT Customer Awards at CriblCon 2026, recognizing organizations excelling in telemetry data management and AI-driven workflows. Winners include Moody's (Data in Control), ServiceNow (Scale Without Limits), Prudential Financial and University of Nebraska (AI Acceleration), and Blackwood Associates (Partner Innovation).

  

• Zacks Investment Research 30 sept

  CDW's Buyback Pace Jumps: Can Stronger Cash Flow Sustain Returns?

  CDW returned $706 million to shareholders in H1 2026, including $545 million in buybacks, with net leverage at 2.5X and over $1.1 billion in remaining buyback capacity. However, adjusted free cash flow conversion remained below management's 80-90% target at 42% of non-GAAP net income, primarily due to working capital timing and inventory buildup. Management expects inventory rationalization to drive improved cash flow in H2 2026.