公司 * **公司名称**：ServiceNow, Inc. (NYSE:NOW) * **会议时间**：2024年12月3日 5:35 PM ET * **会议地点**：UBS全球科技和AI会议 * **参会人员**： * 公司代表：Gina Mastantuono - 首席财务官 * 会议参与者：Karl Keirstead - UBS * **股票表现**：股票价格突破1000美元[5] 行业 * **行业环境**：软件行业第三季度表现良好，没有出现重大波动，业绩超出预期[6] * **宏观环境**：第三季度宏观环境与之前相似，对价值、投资回报率（ROI）的关注持续存在[7] 其他重要内容 * **客户会议**：Gina Mastantuono表示与客户的一对一会议进展顺利[4] * **股票价格**：Karl Keirstead提到ServiceNow的股票价格突破1000美元，并表达了对UBS股票价格突破1000美元的期望[5]

ServiceNow TodayNOWServiceNow$1,050.62 +9.22 (+0.89%) 52-Week Range$637.99▼$1,072.84P/E Ratio163.39Price Target$989.07Add to WatchlistServiceNow NYSE: NOW  has seen its stock price make a remarkable recovery since its pandemic low, surging by over 280%. This upward trajectory has continued in 2024, with the company's shares gaining an impressive 57% over the past year. With ServiceNow’s stock price hovering around $1,050 per share, whispers of a potential stock split are circulating among investors and Ser ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has ServiceNow (NOW) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.ServiceNow is a member of the Computer and Technology sector. This group includes 619 individual stocks and currently holds a Zacks Sector Rank of ...

A month has gone by since the last earnings report for ServiceNow (NOW) . Shares have added about 9.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is ServiceNow due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. ServiceNow Q3 Earnings Beat Estimates, Revenues Up Y/Y ...

ServiceNow (NOW 0.09%) is one of the biggest software companies on the stock market, and it's also been a top performer for much of its history.The company's core Now platform is used for a wide range of IT management tasks, as it acts as a hub for managing, processing, and automating workflows. Among the applications that businesses use it for include inventory and supply chain operations, customer relationship management, and for cybersecurity.That flexibility has helped make the stock a winner, and it se ...

ServiceNow (NOW) has expanded its partnership with Microsoft (MSFT) to enhance front-office business processes using AI. The collaboration has integrated ServiceNow’s AI capabilities with Microsoft 365 Copilot, enabling streamlined workflows and self-service options within Microsoft apps like Teams.Employees can now use Copilot to access ServiceNow’s knowledge base, request services via chat, and raise issues to live agents when required. ServiceNow’s Now Assist further eases tasks by providing smart, conte ...

公司股价表现 - Five9公司股价在过去三个月上涨20.6% 表现优于大盘 包括Zacks互联网 - 软件行业和Technology Select Sector SPDR Fund (XLK) ETF的14%和6.5%回报率[1] 公司创新举措与合作 - Five9与ServiceNow合作提供AI驱动的员工和客户体验解决方案 整合双方能力可提升多种服务运营效果[2][3] - Five9积极扩展与知名公司合作 今年早些时候与Salesforce合作提供联合AI解决方案以改善联络中心客户体验[4] - Five9收购Acqueon 有助于其实现成为整个客户旅程中所有交互的适应引擎的目标[6] 公司AI相关发展 - Five9以AI为核心拥有强大产品组合 Five9 Genius AI套件扩展推出Five9 AI Agents[7] - Five9 AI Agents可创建融合人类对话技能与AI知识的聊天和语音机器人 Five9 Genius AI Suite可在客户旅程中提供可定制的AI增强客户体验[8] - Five9推出GenAI Studio 可定制现成的生成式AI模型[9] 公司营收预期 - 2024年第四季度Five9预计营收2.657亿美元 Zacks共识预估营收2.675亿美元 同比增长11.9%[10] - 2024年全年Five9预计营收在10.15 - 10.31亿美元之间 Zacks共识预估营收10.3亿美元 同比增长13.2%[11] 公司盈利预期 - 2024年第四季度Five9非GAAP每股盈利预计为0.7美元 Zacks共识预估每股盈利0.69美元 同比增长13.1%[11] - 2024年全年Five9非GAAP每股盈利预计在2.27 - 2.37美元之间 Zacks共识预估每股盈利2.35美元 同比增长14.6%[12] 公司投资评级 - 考虑到Five9广泛的产品组合 持续通过收购和合作扩展 前景光明 分析师预测使其股票成为较好投资选择[13] - Five9具有Zacks排名1(强力买入)和VGM分数B的有利组合 是较好投资机会[14] - Five9有良好的Zacks排名和估值 投资者应增持该股票[15]

公司ServiceNow在AI方面的举措 - 在Now平台增加生成式人工智能（GenAI）和治理创新以促进负责任的AI 包括150多项GenAI创新以及新的扩展的Now Assist功能和AI治理功能 [1] - 与Five9签署扩展合作关系以提供端到端的AI解决方案 [3] - 计划将Agentic AI集成到ServiceNow平台 11月将可用于客户服务管理和IT服务管理AI代理 [10] 公司ServiceNow的合作伙伴及市场表现 - 拥有强大的合作伙伴基础包括Five9 Visa等 合作伙伴加强了公司的AI能力 [2] - 股票今年迄今上涨48% 跑赢Zacks计算机与技术板块和Zacks计算机 - IT服务行业 [3] - 股票交易高于50日和200日移动平均线呈牛市趋势 [4] 公司ServiceNow的营收预期 - 2024年订阅收入预期为106.55 - 106.6亿美元（高于之前的105.75 - 105.85亿美元）按GAAP计算较2023年实际增长23% 按非GAAP计算增长22.5% [5] - 2024年第四季度订阅收入预计在28.75 - 28.8亿美元之间 按GAAP计算同比增长21.5 - 22% 按非GAAP计算增长20.5% [6] - 2024年非GAAP订阅毛利率预计为84.5% 非GAAP营业利润率预计为29.5% 自由现金流利润率预计为31% [6] - 当前剩余履约义务预计按GAAP和非GAAP计算同比增长21.5% [7] - 2024年收益的Zacks共识估计为每股13.87美元 较过去30天上涨0.4% 较上年同期增长28.66% 2024年营收共识标记为109.7亿美元 较2023年报告数字增长22.33% [7] 公司ServiceNow的其他优势 - 总可寻址市场预计在2026年达到2750亿美元 [8] - 最新的Xanadu更新为多个领域提供AI驱动的行业解决方案并扩展GenAI组合到企业功能 [8][9] - 截至2024年9月30日现金余额为52.95亿美元 2024年第三季度产生4.71亿美元自由现金流 强大的流动性有助于追求增长机会如收购和股票回购 [11] - 2024年第三季度回购约27.2万股 花费2.25亿美元 现有计划下还有5.62亿美元可用于未来股票回购 [12] 公司ServiceNow的估值情况 - 价值评分F表明目前估值过高 远期12个月市销率为16.7倍高于中位数13.72倍和行业的6.37倍 [13] - 强劲的增长前景证明公司的高估值是合理的 [15] 公司ServiceNow的投资建议 - 增长评分为B 对成长型投资者有吸引力 目前Zacks排名为2（买入） 投资者应开始积累股票 [16]

ServiceNow (NOW) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this maker of software that automates companies' technology operations have returned +13%, compared to the Zacks S&P 500 composite's +3% change. During this period, the Zacks Computers - IT Services industry, which ServiceNow falls in, has gained 4%. The key question now ...

Dublin, Nov. 11, 2024 (GLOBE NEWSWIRE) -- The "Behavior Analytics Market by Solutions (User and Entity Behavior, A/B Testing, Heatmap, Feedback & Voice of Customer), Application (Customer Engagement, Brand Promotion, Workforce Optimization, Threat Detection & Prevention) - Global Forecast to 2029" report has been added to ResearchAndMarkets.com's offering.The behavior analytics market is estimated at USD 5.5 billion in 2024 to USD 13.4 billion by 2029, at a Compound Annual Growth Rate (CAGR) of 19.5% The r ...