NOW
ServiceNow$137live · 9h agoTotal predictions
3
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Predictions (3)
Financial Education3 callsBullish
He bought ServiceNow shares around $85 in April when the stock was unloved, and believes it still has some room to move higher after already rallying to around $142.
Earlier theses (2)
The host sees ServiceNow as one of the best-positioned companies to benefit from AI-driven growth acceleration over the next year or two, and Wall Street is starting to recognize this.
ServiceNow owns complex enterprise workflows and is positioned to benefit massively from AI transformation through its Now Assist platform, which is tracking toward $1 billion target by end of 2026. The company has high switching costs and unified architecture advantages.