ServiceNow
Automates enterprise workflows across IT, customer operations, business functions, security, and low-code development.
Something off on this page? Send us feedback.
Profile
Sells cloud subscriptions to an AI-enabled platform that automates IT, customer, employee, security, and custom application workflows across existing enterprise systems. A shared data layer and workflow engine support cross-department deployments, while subscriptions supply nearly all revenue and large implementations increasingly depend on partners.
Runs the cloud-based ServiceNow AI Platform, linking data, systems, and people so large organizations can automate cross-functional work without replacing existing software. Technology products cover IT service and operations management, assets, security, and risk; CRM and Industry connects customer service, field service, sales, and sector-specific workflows. Core Business spans HR, legal, finance, procurement, and facilities, while Creator and Other provides low-code development and a shared data fabric.
Now Assist and AI agents analyze requests and execute governed tasks across those workflows. Moveworks added enterprise search and a conversational front end, while Armis and Veza expanded cyber-asset exposure and identity security.
Serves customers worldwide, with most revenue from North America. Subscriptions generate nearly all revenue and are recognized over contract terms. Data and AI regulation constrain deployment choices, and complex implementations increasingly depend on trained partners.
Company facts
Key statistics
Year to date −1.9% · Average volume (30d) 22.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 12, 2026 | Wells Fargo | Reiterate | Overweight | $225 | $175 |
| Jul 23, 2026 | BMO Capital | Reiterate | Outperform | $115 | $118 |
| Jul 23, 2026 | Evercore ISI | Reiterate | Outperform | $150 | $160 |
| Jul 23, 2026 | UBS | Reiterate | Market Outperform | $248 | $110 |
| Jul 23, 2026 | Jefferies | Reiterate | Buy | $135 | $140 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $0.86 | $0.90 | +4.7% | $3.93B | $3.99B | +1.5% | −3.69% |
| Apr 22, 2026Q1 FY26 | $0.97 | $0.97 | 0.0% | $3.74B | $3.77B | +0.8% | −17.75% |
| Jan 28, 2026Q4 FY25 | $0.89 | $0.92 | +4.0% | $3.53B | $3.57B | +1.1% | −9.94% |
| Oct 29, 2025Q3 FY25 | $0.85 | $0.96 | +13.3% | $3.36B | $3.41B | +1.5% | +2.52% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.09B | $3.22B | $3.41B | $3.57B | $3.77B | $3.99B | |
| Gross profit | $2.44B | $2.49B | $2.63B | $2.73B | $2.83B | $2.82B | |
| Operating income | $451.0M | $358.0M | $572.0M | $443.0M | $503.0M | $162.0M | |
| Net income | $460.0M | $385.0M | $502.0M | $401.0M | $469.0M | $298.0M | |
| Diluted EPS | $0.44 | $0.37 | $0.48 | $0.38 | $0.45 | $0.29 | |
| Gross margin | 78.9% | 77.5% | 77.3% | 76.6% | 75.1% | 70.7% | |
| Operating margin | 14.6% | 11.1% | 16.8% | 12.4% | 13.3% | 4.1% |
Fiscal years (4-quarter sums)FY21 $5.90B · FY22 $7.25B · FY23 $8.97B · FY24 $10.98B · FY25 $13.28B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $4.66B · Total debt $8.45B · Total assets $31.67B · Shareholders' equity $12.52B
Dividends
No dividends on record.
Ownership
Shares outstanding 1.03B · Float 1.03B · 99.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 96.06M | 9.29% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 67.35M | 6.51% | 13F | Aug 13, 2026 |
| State Street Corp | 49.04M | 4.74% | 13F | Aug 7, 2026 |
| Morgan Stanley | 26.63M | 2.58% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 25.18M | 2.44% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Paul Edward Chamberlain | director | −1,500 | $125.60 |
| May 28, 2026 | Teresa Briggs | director | −1,595 | $108.70 |
| May 14, 2026 | Paul Edward Chamberlain | director | −1,500 | $87.23 |
| May 14, 2026 | Anita M. Sands | director | −16,445 | $90.14 |
| May 18, 2026 | Paul Fipps | officer: President, Global Customer Ops | −1,048 | $98.51 |
Peers
- Microsoft
Power Platform, Copilot Studio contest workflow and agentic AI.
- Salesforce
Service Cloud and Agentforce contest customer service and agentic AI.
- Atlassian
Jira Service Management challenges ITSM with lower TCO and DevOps fit.
- SAP (ADR)
SuccessFactors and SAP Build contest HR workflow and low-code.
- Oracle
Oracle Fusion HCM, ERP, and Service overlap in HR and customer workflows.
- Workday
Workday HCM contests HR service delivery and employee self-service.
- IBM
Maximo and watsonx Orchestrate compete in IT asset mgmt and enterprise AI.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ServiceNow | $143.28 | −0.97% | $149.61B | 90.4 | 31.9 | 10.2 | +24.0% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Salesforce | $256.48 | +0.16% | $209.66B | 23.4 | 17.6 | 4.8 | +10.8% |
| Atlassian | $189.61 | −0.47% | $50.02B | — | 34.8 | 7.6 | +27.6% |
| SAP (ADR) | $220.80 | −0.39% | $258.15B | 28.1 | 23.9 | 5.8 | +5.8% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| Workday | $204.25 | −0.23% | $53.62B | 41.8 | 17.7 | 5.3 | +13.2% |
| IBM | $235.80 | +0.10% | $221.96B | 20.8 | 18.4 | 3.2 | +1.1% |
| Median | 27.0 | 18.7 | 5.8 | +13.2% |