ServiceNow, Inc. provides end to-end intelligent workflow automation platform solutions for digital businesses in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company operates the Now platform for end-to-end digital transformation, artificial intelligence, machine learning, robotic process automation, process mining, performance analytics, and collaboration and development tools. It also provides asset management, cloud observability, integrated risk management; information technology (IT) service management applications; IT service management product suite for enterprise's employees, customers, and partners; strategic portfolio management product suite; IT operations management product that connects a customer's physical and cloud-based IT infrastructure; IT asset management; and security operations that connects with internal and third party. In addition, the company offers integrated risk management product to manage risk and resilience; environmental, social and governance management product; human resources, legal, and workplace service delivery products; customer service management product; and field service management applications. Further, the company provides app engine product; automation engine; platform privacy and security product; and source-to-pay operations. It serves to government, financial services, healthcare, telecommunications, manufacturing, IT services, technology, oil and gas, education, and consumer products through service providers and resale partners. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. ServiceNow, Inc. was founded in 2004 and is headquartered in Santa Clara, California.

ServiceNow, Inc.

(RTTNews) - ServiceNow Inc (NOW) will host a conference call at 5:00 PM ET on October 29, 2025, to discuss Q3 25 earnings results.
To access the live webcast, log on to https://www.servicenow.com
To listen to the call, dial (888) 330-2455 (US) or (240) 789-2717 (International), Passcode: 8135305
For a replay call, dial (800) 770-2030 (US) or (647) 362-9199(International). Passcode: 8135305
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ServiceNow Inc Q3 25 Earnings Conference Call AT 5:00 PM ET

The following companies are expected to report earnings after hours on 10/29/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
Microsoft Corporation (MSFT)is reporting for the quarter ending September 30, 2025. The computer software company's consensus earnings per share forecast from the 16 analysts that follow the stock is $3.65. This value represents a 10.61% increase compared to the same quarter last year. In the past year MSFT has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 8.96%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for MSFT is 35.20 vs. an industry ratio of 23.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Meta Platforms, Inc. (META)is reporting for the quarter ending September 30, 2025. The internet software company's consensus earnings per share forecast from the 16 analysts that follow the stock is $6.61. This value represents a 9.62% increase compared to the same quarter last year. In the past year META has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 22.47%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for META is 26.64 vs. an industry ratio of 19.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Alphabet Inc. (GOOGL)is reporting for the quarter ending September 30, 2025. The internet services company's consensus earnings per share forecast from the 16 analysts that follow the stock is $2.26. This value represents a 6.60% increase compared to the same quarter last year. In the past year GOOGL has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 7.44%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GOOGL is 26.96 vs. an industry ratio of 46.00.
Alphabet Inc. (GOOG)is reporting for the quarter ending September 30, 2025. The internet services company's consensus earnings per share forecast from the 16 analysts that follow the stock is $2.26. This value represents a 6.60% increase compared to the same quarter last year. In the past year GOOG has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 7.44%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GOOG is 27.06 vs. an industry ratio of 46.00.
ServiceNow, Inc. (NOW)is reporting for the quarter ending September 30, 2025. The information technology services company's consensus earnings per share forecast from the 12 analysts that follow the stock is $2.33. This value represents a 7.37% increase compared to the same quarter last year. In the past year NOW has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 29.41%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for NOW is 100.63 vs. an industry ratio of 14.80, implying that they will have a higher earnings growth than their competitors in the same industry.
KLA Corporation (KLAC)is reporting for the quarter ending September 30, 2025. The electrical instrument company's consensus earnings per share forecast from the 7 analysts that follow the stock is $8.55. This value represents a 16.64% increase compared to the same quarter last year. In the past year KLAC has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 9.96%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for KLAC is 34.63 vs. an industry ratio of 1.60, implying that they will have a higher earnings growth than their competitors in the same industry.
MercadoLibre, Inc. (MELI)is reporting for the quarter ending September 30, 2025. The internet company's consensus earnings per share forecast from the 3 analysts that follow the stock is $9.43. This value represents a 20.43% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MELI is 53.85 vs. an industry ratio of 20.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Starbucks Corporation (SBUX)is reporting for the quarter ending September 30, 2025. The restaurant company's consensus earnings per share forecast from the 9 analysts that follow the stock is $0.55. This value represents a 31.25% decrease compared to the same quarter last year. The last two quarters SBUX had negative earnings surprises; the latest report they missed by -23.08%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for SBUX is 39.55 vs. an industry ratio of 175.10.
Equinix, Inc. (EQIX)is reporting for the quarter ending September 30, 2025. The reit company's consensus earnings per share forecast from the 6 analysts that follow the stock is $8.20. This value represents a 9.39% decrease compared to the same quarter last year. In the past year EQIX has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 22.65%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for EQIX is 24.08 vs. an industry ratio of 13.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Agnico Eagle Mines Limited (AEM)is reporting for the quarter ending September 30, 2025. The gold mining company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.76. This value represents a 54.39% increase compared to the same quarter last year. In the past year AEM has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 6.01%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for AEM is 21.57 vs. an industry ratio of 1.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Deutsche Bank AG (DB)is reporting for the quarter ending September 30, 2025. The bank (foreign) company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.81. This value represents a 8.99% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for DB is 9.95 vs. an industry ratio of 12.20.
Canadian Pacific Kansas City Limited (CP)is reporting for the quarter ending September 30, 2025. The transportation (rail) company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.81. This value represents a 10.96% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CP is 21.94 vs. an industry ratio of 17.60, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for October 29, 2025 : MSFT, META, GOOGL, GOOG, NOW, KLAC, MELI, SBUX, EQIX, AEM, DB, CP

Key Points
Palantir stock has enjoyed abnormally high returns throughout the artificial intelligence (AI) revolution thanks to its impressive penetration across the public and private sectors.
Over the last few years, Palantir stock has risen following an earnings report.
While this would suggest the stock is poised for more near-term gains, a long-term view of historical trends indicates what could be in store for investors who chase Palantir's current momentum.
Earnings season has arrived, and as usual, growth investors have their eyes on all things related to artificial intelligence (AI). On Nov. 3, data analytics specialist Palantir Technologies (NASDAQ: PLTR) will publish financial and operating results for the third quarter.
It's been almost exactly three years since OpenAI commercially launched ChatGPT, igniting the AI revolution as we know it. In that time frame, shares of Palantir have gone absolutely parabolic -- soaring by nearly 2,400%, handily topping both the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ^IXIC).
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Let's dig into why Palantir has become a darling of the AI boom and assess what investors should be on the lookout for. Is Palantir stock a good buy right now?
Why is Palantir stock rising?
At its core, Palantir developed a host of AI-powered software suites -- dubbed Foundry, Gotham, and Apollo. Together, these tools comprise the company's Artificial Intelligence Platform (AIP), which has become one of the core pieces of software infrastructure deployed by both government agencies and large private enterprises.
Over the last three years, Palantir has proven that it can compete head-to-head with direct competitors like C3.ai, as well as larger incumbent software vendors such as Salesforce and SAP.
Just this year alone, Palantir has won a number of high-profile contracts in the public sector. Most notably, the company recently won a deal with the U.S. Army worth up to $10 billion over the next 10 years -- providing Palantir with an enviable degree of revenue visibility in a heated AI software landscape.
To drive home how strategically important Palantir is for the Department of Defense (DOD), consider that the U.S. military also expanded an existing contract by nearly $800 million -- bringing the total deal value to $1.3 billion.
Palantir is thriving beyond the public sector, too. Some of the company's more interesting collaborations in the private sector hail from electric vertical takeoff and landing (eVTOL) manufacturer Archer Aviation, as well as telecommunications company Lumen Technologies.
While Archer and Lumen are both considered relatively small in comparison to legacy providers in their respective industries, I am encouraged by Palantir's willingness to partner with next-generation companies working to bring much-needed technological innovation to antiquated sectors.
Palantir's strong traction and blistering pace of new customer acquisition has excited investors, particularly in the retail community. As such, Palantir's share price has climbed exponentially higher in tandem with AI euphoria.
How does Palantir stock typically move following an earnings report?
In the chart below, I've illustrated Palantir's stock price movement over the last three years. The purple circles with the letter "E" in the center represent earnings reports. As the trends below clearly show, Palantir stock generally experiences outsize momentum following an earnings report.
Considering the company is accelerating both revenue and profits -- combined with a track record of beating and raising financial guidance -- along with the overly optimistic, perhaps even hubristic, rhetoric of CEO Alex Karp, it's no wonder that Palantir stock has been on such a joyride.
Is Palantir stock a good buy?
If you bought Palantir stock over the last three years, congratulations. Yet while the stock has shown unrelenting resiliency throughout the AI revolution, does that make it a good buy?
Per the analysis above, Palantir's price-to-sales (P/S) ratio of 136 is multiples higher than any of its peers in the software landscape. The stock is undeniably trading at a premium, and that leads me to my next point.
During the peak of the dot-com bubble in the late 1990s, the P/S ratios of internet darlings such as Microsoft, Amazon, and Cisco Systems peaked in the range of 30 to 40. Per the graphic above, Palantir trades in a completely different universe compared to those levels.
The disparity between Palantir's current premium relative to prior bubble stocks makes me think the company's valuation is not only frothy, but unsustainable. Ultimately, I think Palantir stock is due for a correction sooner than many investors may be anticipating.
I'm not alone in this view, either. Among the 25 sell-side analysts on Wall Street who cover Palantir, 17 have a rating of hold on the stock.
The important nuance to understand here is that if you only look at history through Palantir's lens, the stock would appear as a no-brainer right now -- ripe for even more profits. But that doesn't mean you should buy the stock.
By taking into account a more thorough analytical download, history indicates that hot stocks and emerging themes eventually normalize. For this reason, prudent investors understand that they should wait for a more reasonable entry point in Palantir stock -- or risk experiencing unwanted volatility in their portfolios.
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Annie Dean, a Vice President at Atlassian, is a member of The Motley Fool's board of directors. Adam Spatacco has positions in Amazon, Microsoft, and Palantir Technologies. The Motley Fool has positions in and recommends Amazon, Atlassian, Cisco Systems, Cloudflare, CrowdStrike, Datadog, Microsoft, MongoDB, Palantir Technologies, Salesforce, ServiceNow, Snowflake, and Workday. The Motley Fool recommends C3.ai and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Should You Buy Palantir Stock Before Nov. 3? History Offers a Clear Answer.

Key Points
Moody Lynn & Lieberson reduced its ServiceNow holding by 2,954 shares, an estimated transaction value of $2.8 million.
After the sale, the fund held 30,135 shares of ServiceNow, valued at $28 million as of September 30, 2025.
The position now accounts for 1.49% of the fund’s reportable AUM, placing it outside the fund’s top five holdings.
On October 20, 2025, Moody Lynn & Lieberson, LLC disclosed the sale of 2,954 shares of ServiceNow (NYSE:NOW) in Q3 2025. This was an estimated $2.76 million trade based on the average price for the quarter.
What happened
According to a filing with the Securities and Exchange Commission dated October 20, 2025, Moody Lynn & Lieberson, LLC reported selling 2,954 shares of ServiceNow during the third quarter. The estimated trade size was $2.8 million based on the period’s average closing price. The fund’s post-trade position stood at 30,135 shares, valued at $27.7 million for the quarter ending September 30, 2025.
What else to know
This sale reduced the ServiceNow stake to 1.5% of 13F reportable Assets Under Management (AUM) as of September 30, 2025. Prior to this sale, ServiceNow represented just under 2% of AUM.
Top holdings after the filing (as of September 30, 2025):
AVGO – $127 million (6.8% of AUM)
NVDA – $120 million (6.5% of AUM)
MSFT – $100 million (5.4% of AUM)
GOOGL – $98 million (5.2% of AUM)
AAPL – $70 million (3.8% of AUM)
As of October 28, 2025, ServiceNow shares were priced at $938.14, reflecting a 1.3% decrease over the past year and lagging the S&P 500 by 20 percentage points over the past year.
Company Overview
Price (as of market close October 28)
$938.14
Market Capitalization
$195 billion
Revenue (TTM)
$12.1 billion
Net Income (TTM)
$1.7 billion
Company Snapshot
ServiceNow delivers enterprise cloud computing solutions, including workflow automation, IT service management, IT operations, asset management, security operations, and industry-specific applications.
Its main customers include large enterprises and organizations across government, financial services, healthcare, telecommunications, manufacturing, and technology sectors.
The company operates globally, offering its Now Platform to support digital transformation and process automation for a wide range of industries.
ServiceNow, Inc. leverages artificial intelligence and machine learning to streamline IT and business processes, delivering operational efficiency and improved service delivery.
Foolish take
Moody Lynn & Leiberson is an investment advisor that runs a large and diversified portfolio of stock holdings. While there is some concentration in its top ten holdings, which represent 44% of the portfolio, ServiceNow's shares represented under 2% of AUM before the Q3 sale. As a result, ServiceNow wasn't making a huge impact to the overall returns for the fund anyway. Looking at the transaction from that perspective, this sale is a non-story.
That said, ServiceNow has some tailwinds at its back that Moody Lynn & Lieberson may be overlooking in its decision to reduce its stake. In addition to ServiceNow's remarkably consistent results over the last several years, the company has jumped with both feet into the deep end of the AI pool and the results have been promising.
At a recent investor conference, CEO Bill McDermott said ServiceNow has provided an AI premium on its pricing method and its customers are comfortable with it as evidenced by the company's 50% quarter over quarter growth in the adoption of its AI premium products.
ServiceNow is also growing its large customers in an impressive manner. In Q2 of 2025, the company reported that its customers with an average contract value of greater than $5 million grew by 19% for the second consecutive quarter.
Moody Lynn & Lieberson's sale of ServiceNow stock won't make any meaningful impact on its overall portfolio performance, but it may have been shortsighted in trimming this consistently strong business at the forefront of the AI buildout.
Glossary
13F reportable assets under management (AUM): The portion of a fund’s assets required to be disclosed quarterly to the SEC.
Assets Under Management (AUM): The total market value of all investments managed by a fund or firm on behalf of clients.
Quarter (Q3 2025): Refers to the third three-month period of the calendar year, often used for financial reporting.
Top holdings: The largest individual investments within a fund’s portfolio, ranked by value or percentage of total assets.
Lagging the S&P 500: Underperforming the S&P 500 index over a specified period.
Market Capitalization: The total value of a company’s outstanding shares, calculated as share price times shares outstanding.
Workflow automation: Technology that automates business processes, reducing manual intervention and increasing efficiency.
IT service management: The process of designing, delivering, and managing IT services to meet organizational needs.
IT operations: The management and maintenance of an organization’s IT infrastructure and services.
Asset management (IT context): Tracking and managing an organization’s technology assets throughout their lifecycle.
Security operations: Activities and processes focused on protecting an organization’s information systems from threats.
TTM: The 12-month period ending with the most recent quarterly report.
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Jeff Santoro has positions in Apple, Broadcom, Microsoft, Nvidia, and ServiceNow. The Motley Fool has positions in and recommends Alphabet, Apple, Microsoft, Nvidia, and ServiceNow. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Moody Lynn & Lieberson Dumps 2,900 ServiceNow Shares Worth $2.8 Million

This is a big week for earnings. Five of the Magnificent 7 stocks are reporting earnings so they are taking up all of the oxygen. But investors should be watching dozens of other popular companies set to report this week across many industries.
These other companies will provide insights into the consumer and tariffs.
Some of the companies reporting this week are earnings all-stars. Many of them are breaking out to new all-time highs.
How to Be an Earnings All-Star
It’s not easy to beat every quarter, or nearly every quarter, for 5 years. That period still includes the pandemic quarters.
But a select few companies are able to do it. Why do they succeed but others do not? It takes skill at managing both the business side and managing the communications with the analysts, so everyone is on the same page.
Will an earnings beat be a catalyst for these stocks this week?
5 Must See Earnings Charts This Week
1. ServiceNow, Inc. (NOW)
ServiceNow has not missed on earnings in 5 years. It’s an earnings all-star.
Shares of ServiceNow are down 11.3% year-to-date. But earnings are expected to rise 20.8% in 2025 and another 17.9% in 2026.
Will ServiceNow beat again this quarter, and will it matter for the shares?
2. MercadoLibre, Inc. (MELI)
MercadoLibre has beat 2 out of the last 4 quarters but it’s coming off a miss last quarter.
Shares of MercadoLibre are up 34.4% year-to-date. It’s expected to grow earnings 12.8% in 2025 and another 49.5% in 2026.
Will MercadoLibre turn it around this quarter and beat?
3. Carvana Co. (CVNA)
Carvana has beat 5 quarters in a row. Shares of Carvana are breaking out to new highs, up 79.4% year-to-date.
Earnings are expected to be up 229% in 2025 and another 33.6% in 2026.
Should Carvana be on your short list?
4. Agnico Eagle Mines Ltd. (AEM)
Agnico Eagle Mines is one of the largest gold mining companies in the world. It has beat 14 quarters in a row. That’s an impressive earnings surprise track record, especially for a commodities company like Agnico.
Headquartered in Toronto, Canada, Agnico Eagle shares have soared this year as gold prices have hit a record over $4,000/oz. It is up 99.6% year-to-date.
Earnings of Agnico Eagle Mines are expected to rise 72% in 2025.
Should a gold miner like Agnico Eagle Mines still be on your watch list?
5. Starbucks Corp. (SBUX)
Starbucks has missed on earnings two quarters in a row. It is in the midst of a turnaround with new CEO Brian Niccol. Will it work?
Starbucks shares are down 5.6% year-to-date. Earnings are expected to fall 34.7% in 2025 but rebound by 21% in 2026.
Will Starbucks beat on earnings this quarter?
[In full disclosure, Tracey owns shares of SBUX in her own personal portfolio.]
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ServiceNow, Inc. (NOW) : Free Stock Analysis Report
Carvana Co. (CVNA) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

5 Must See Earnings Charts That Aren't Mag 7 Stocks

Travis Kelce's Six Flags Activist Role & the Rise of Celebrity Investors

ServiceNow NOW and Figma FIG leverage software-as-a-service (SaaS) and platform-as-a-service (PaaS) technologies to offer software that helps enterprises in transforming their businesses. ServiceNow, through its cloud-based platform, offers AI-powered workflow solutions, while Figma offers a collaborative and browser-based design-prototyping platform. However, NOW or FIG, which of these enterprise software stocks has the greater upside potential? Let’s find out.
The Case for NOW Stock
NOW’s workflows are gaining traction. ServiceNow is gaining a footprint among enterprises with Workflow Data Fabric included in 17 of the company’s top 20 largest deals. Through Workflow Data Fabric, ServiceNow offers a combination of data, analytics and AI, which, along with agentic AI, helps enterprises get faster and smarter outcomes. CRM workflow offers a massive growth opportunity for ServiceNow, driven by sales and order management solutions and acquisitions of Logik.ai, which helped NOW close 9 CPQ deals in June alone.
ServiceNow’s latest Zurich platform promises rapid AI adoption through the combination of multi-agentic AI development, enterprise-grade security and autonomous workflows. The Zurich release offers a Build Agent that brings vibe coding to enterprise scale. Vibe coding allows employees to create production-ready applications from natural language prompts. Developer Sandbox helps developers build better applications by providing isolated environments for building and testing. It supports collaboration by multiple teams, as well as building and testing without any conflict. ServiceNow Vault Console centralizes discovery, classification, and protection of sensitive data across workflows, while Machine Identity Console manages and secures API and bot identities.
ServiceNow is benefiting from a rich partner base that includes the likes of NVIDIA, Cisco Systems, Amazon, Aptiv, Vodafone Business, UKG, Zoom and others. The NVIDIA-NOW collaboration is redefining employee support as the semiconductor giant is using ServiceNow AI to resolve issues, deliver personalized help and provide answers in a short span of time. ServiceNow’s collaboration with Amazon Web Services helped in bi-directional data integration solutions to eliminate enterprise silos. ServiceNow and Cisco have collaborated to bring together the latter’s AI Defense with ServiceNow SecOps to provide more holistic AI risk management and governance.
These factors are expected to drive top-line growth. For third-quarter 2025, NOW expects subscription revenues between $3.26 billion and $3.265 billion, suggesting year-over-year growth of 19.5% at cc. The Zacks Consensus Estimate for third-quarter 2025 subscription revenues is pegged at $3.26 billion, indicating 20.2% growth from the year-ago quarter.
The Case for FIG Stock
Figma’s prospects are expected to benefit from an innovative portfolio. At its annual Config conference, the company launched four new products — Figma Make, Figma Draw, Figma Sites and Figma Buzz — doubling its product offerings. Figma also launched the Dev Mode MCP server, which speeds up developer workflows by bringing context from Figma Design into any surface that consumes MCP.
The company has been adding new features to boost user engagement. Figma has added improvements that make it easier and more reliable to navigate files with a keyboard or screen reader. The company made the Figma app available in ChatGPT, and it will be able to recommend and create AI-generated FigJam diagrams based on user conversations. A new feature now allows users to copy any design from a Figma Make preview to the design canvas.
The new set of features is expected to boost Figma’s clientele. The company had 11,906 paid customers with more than $10,000 in annual recurring revenues (ARR) as of June 30, 2025, and 1,119 paid customers with more than $100,000 in ARR as of June 30, 2025.
Figma now expects third-quarter 2025 revenues between $263 million and $265 million, which suggests 33% year-over-year growth at the midpoint, but slower than the 41% growth reported in the second quarter of 2025. The Zacks Consensus Estimate for third-quarter 2025 revenues is pegged at $263.9 million.
Price Performance and Valuation of NOW and FIG
In the past three months, NOW shares have lost 4.7% while Figma shares have dropped a whopping 56.4%.
NOW vs. FIG: Share Price Performance
Image Source: Zacks Investment Research
Valuation-wise, both NOW and FIG shares are currently overvalued, as suggested by a Value Score of F, respectively.
How Do Earnings Estimates Compare for NOW & FIG?
The Zacks Consensus Estimate for NOW’s 2025 earnings is pegged at $16.82 per share, which has been steady over the past 30 days, indicating a 20.8% rise year over year.
ServiceNow, Inc. Price and Consensus
The Zacks Consensus Estimate for FIG’s 2025 earnings is pegged at 30 cents per share, unchanged over the past 30 days, indicating an 108% increase year over year.
Figma, Inc. Price and Consensus
Here’s Why NOW Has an Edge Over FIG
ServiceNow’s robust AI portfolio and strong partner base are expected to drive its clientele. Investors currently holding the stock should continue to stay put despite a challenging macroeconomic environment and NOW’s slowing growth prospects in the U.S. public domain.
However, Figma is facing tough competition from well-established Adobe, Microsoft and Atlassian, as these companies boast of a growing AI-powered revenue base. Its AI initiatives are in a much nascent stage as compared with Adobe, Microsoft and Atlassian.
Currently, ServiceNow carries a Zacks Rank #3 (Hold), which makes it a better pick than Figma, which has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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ServiceNow, Inc. (NOW) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ServiceNow vs. Figma: Which Enterprise Software Stock Leads Now?

ServiceNow NOW is scheduled to release its third-quarter 2025 results on Oct. 29.
The Zacks Consensus Estimate for third-quarter revenues is currently pegged at $3.35 billion, indicating 19.8% growth from the figure reported in the year-ago quarter.
The consensus mark for earnings is pegged at $4.21 per share, unchanged over the past 30 days and indicates growth of 13.2% from the figure reported in the year-ago quarter.
Consensus Estimate Trend
Image Source: Zacks Investment Research
ServiceNow’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 8.04%.
ServiceNow, Inc. Price and EPS Surprise
Let’s see how things are shaping up prior to this announcement.
NOW’s Q3 to Aid From Strong Subscription Revenue Growth
ServiceNow expects third-quarter 2025 subscription revenues between $3.26 billion and $3.265 billion, suggesting year-over-year growth in the range of 20%-20.5% on a GAAP basis on 19.5% on a constant currency basis. The Zacks Consensus Estimate for third-quarter 2025 subscription revenues is pegged at $3.03 billion, indicating 20.2% year-over-year growth.
NOW’s workflows are gaining traction. In the second quarter of 2025, technology workflows won 40 deals worth over $1 million, including four over $5 million. ITSM, ITOM, ITAM, security and risk were all in at least 15 of the top 20 deals. CRM and industry workflows were in 17 of NOW’s top 20 deals, with 17 of those deals over $1 million. Core business workflows were in 16 of the top 20 deals, with seven deals over $1 million. The trend is expected to have continued in the to-be-reported quarter.
NOW ended the reported quarter with 528 customers generating more than $5 million in ACV. The number of customers contributing $20 million or more increased by more than 30% year over year. ServiceNow closed 89 deals greater than $1 million in net new ACV in the reported quarter, including 11 deals over $5 million. NOW’s have been benefiting from strong platform adoption, a trend that is expected to have continued in the fiscal third quarter.
However, NOW shares have suffered from a worsening macroeconomic environment due to higher tariffs and trade uncertainty. Slowing growth prospects in the U.S. public domain have been a headwind for ServiceNow.
NOW Shares Lag Sector, Beat Industry
NOW shares have dropped 12.2% year to date (YTD), outperforming the Zacks Computer & Technology sector’s return of 25.9%. However, ServiceNow shares have outperformed the Zacks Computers – IT Services industry, which has declined 13% YTD.
NOW Stock’s YTD Performance
Image Source: Zacks Investment Research
ServiceNow’s Value Score of F suggests a stretched valuation at this moment.
In terms of the forward 12-month price/sales (P/S), NOW is trading at 12.79X, higher than the sector’s 7.05X.
Valuation: NOW Shares Overvalued
Image Source: Zacks Investment Research
NOW Benefits From Strong Portfolio, Rich Partner Base
ServiceNow is extensively leveraging AI and machine learning technologies to boost the potency of its solutions. The latest Zurich platform promises rapid AI adoption through the combination of multi-agentic AI development, enterprise-grade security and autonomous workflows. The launch of AI agents in ServiceNow’s Security and Risk solutions transforms enterprise security by enabling self-defending systems, improving response times and enhancing risk management in collaboration with Microsoft MSFT and Cisco.
A rich partner base that includes the likes of Alphabet, Amazon AMZN, Microsoft and NVIDIA NVDA is noteworthy. NOW has partnered with Amazon’s cloud computing arm, Amazon Web Services, to launch a bi-directional data integration solution, enabling enterprises to unify data and trigger AI-powered workflows by connecting ServiceNow with Amazon Redshift.
NVIDIA and NOW collaborated to launch AI agents for the telecom industry. The AI agents were built with NVIDIA AI Enterprise software and the AI platform NVIDIA DGX Cloud. ServiceNow has expanded its partnership with NVIDIA to enhance agentic AI by integrating NVIDIA Llama Nemotron reasoning models and AI agent evaluation tools into the ServiceNow Platform for optimized business transformation.
Acquisitions have also played an important role in expanding NOW’s portfolio. In April 2025, ServiceNow announced the acquisition of Logik.ai, a company specializing in AI-powered and Configure, Price, Quote solutions. This move is set to bolster ServiceNow’s CRM offerings, particularly in sales and order management, by integrating advanced AI capabilities. The Moveworks acquisition combines ServiceNow’s agentic AI and automation strengths with Moveworks’ front-end AI assistant and enterprise search technology.
Conclusion
ServiceNow’s strong portfolio and rich partner base are expected to drive its subscription revenues in the long term. However, macroeconomic headwind is a major concern along with a stretched valuation.
ServiceNow currently has a Zacks Rank #3 (Hold), which implies investors should wait for a favorable point to accumulate the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ServiceNow Set to Report Q3 Earnings: Buy, Sell or Hold the Stock?

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the The Technology Select Sector SPDR Fund (Symbol: XLK) where we have detected an approximate $485.8 million dollar inflow -- that's a 0.5% increase week over week in outstanding units (from 319,805,897 to 321,460,000). Among the largest underlying components of XLK, in trading today International Business Machines Corp (Symbol: IBM) is off about 0.4%, Micron Technology Inc. (Symbol: MU) is off about 1.3%, and ServiceNow Inc (Symbol: NOW) is up by about 1.5%. For a complete list of holdings, visit the XLK Holdings page » The chart below shows the one year price performance of XLK, versus its 200 day moving average:
Looking at the chart above, XLK's low point in its 52 week range is $172.45 per share, with $298.17 as the 52 week high point — that compares with a last trade of $297.75. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
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Funds Holding PPLC
CNP RSI
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy ETF Inflows: XLK, IBM, MU, NOW

(RTTNews) - Dynatrace, Inc. (DT), a provider of an AI-powered observability platform, and ServiceNow Inc. (NOW), a cloud-based software company, on Monday announced a multi-year strategic collaboration to advance autonomous IT operations and scale intelligent automation for enterprise customers.
Dynatrace will provide its deterministic and agentic AI for proactive root cause analysis, prediction, and automated remediation, while ServiceNow will contribute its AI agents and AIOps capabilities to enhance IT service and operations management.
As part of the partnership, Dynatrace will deploy ServiceNow's platform for enterprise service management, HR service delivery, and asset management, while ServiceNow will use Dynatrace's observability platform to support its digital operations.
"Autonomous IT is the future, and our collaboration with Dynatrace is about accelerating Zero Outage outcomes for enterprises today," said Rahul Tripathi, group vice president and general manager, ITSM and ITOM at ServiceNow.
"Dynatrace and ServiceNow are partnering to turn real-time observability into trustworthy, autonomous action across the software delivery lifecycle," said Steve Tack, chief product officer at Dynatrace.
ServiceNow stock was up more than 1% in pre-market trading after Friday's close at $930.17. Dynatrace shares also gained over 1% pre-market, after closing at $50.31 on Friday.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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