文章核心观点 - ServiceNow股票价格已经很高,但Jefferies预计未来还有20%的上涨空间 [1][2][3] - ServiceNow的订阅业务模式和高利润率使其估值较高 [2][3] - ServiceNow在工作流管理软件领域处于领先地位,尤其是其Now Assist产品与微软Copilot的合作 [3] - 即使估值较高,ServiceNow也可能继续保持较高的增长并超越整体市场 [3] 公司相关 - ServiceNow第二季度订阅收入同比增长23% [2] - 公司预计全年收入和自由现金流将分别增长22%和31% [2] - 公司第三季度业绩预计会再次强劲,有望推动股价达到1100美元的目标价位 [3] 行业相关 - 企业对提高员工生产力的需求推动了ServiceNow软件的高需求 [1] - ServiceNow的软件被视为工作流管理领域的佼佼者,企业难以离开 [3]

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Wall Street analysts expect ServiceNow (NOW) to post quarterly earnings of $3.46 per share in its upcoming report, which indicates a year-over-year increase of 18.5%. Revenues are expected to be $2.74 billion, up 19.8% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Before a company reveals its earnings, it is vital ...

文章核心观点 - ServiceNow公司的股价在最新的市场收盘中达到917.12美元,较前一交易日下跌0.19%,表现落后于标普500指数的0.02%跌幅[1] - ServiceNow公司作为一家软件制造商,在过去一个月内股价上涨3.2%,低于计算机和技术板块4.44%的涨幅以及标普500指数3.77%的涨幅[1] - 投资者将密切关注ServiceNow公司即将发布的财报业绩,预计公司将于2024年10月23日公布其第三季度财报,分析师预计其每股收益将达3.46美元,同比增长18.49%,营收预计为27.4亿美元,同比增长19.78%[1] 公司财务表现 - 就全年财务表现而言,分析师预计ServiceNow公司全年每股收益将达13.75美元,同比增长27.55%;营收将达109亿美元,同比增长21.51%[2] - 投资者应密切关注分析师对ServiceNow公司的最新预测修正,这反映了短期业务趋势的变化,正面预测修正表明分析师对公司业绩和盈利潜力的信心[2] 公司估值 - ServiceNow公司目前的市盈率为66.83,高于其所属计算机-IT服务行业29.24的平均水平,表明其股价相对较高[3] - ServiceNow公司的PEG率为2.72,高于计算机-IT服务行业2.86的平均水平,也反映了其股价相对较高[3] 行业地位 - ServiceNow所属的计算机-IT服务行业目前在250多个行业中排名前20%,行业排名为50[4] - 研究显示,排名前50%的行业相比排名后50%的行业,其表现要好2倍[4]

文章核心观点 - 美国企业软件巨头ServiceNow宣布将在未来5年内向英国投资15亿美元 [1][2][3] - 这笔投资将用于扩大在英国的业务规模,包括新办公空间和员工人数增加 [1][2] - ServiceNow还将在英国本地化其大型语言模型(LLM)的数据处理,并引入英伟达GPU支持 [2] - 这有助于为英国客户和政府提供定制的LLM服务 [2] - ServiceNow还计划在英国提供新的技能培训项目,预计将覆盖24万名学习者 [2] 行业总结 - 欧洲监管机构越来越要求所谓的AI"主权",即先进AI系统的底层技术和数据应该存储在欧洲,更好地反映欧洲的文化和历史 [2] - 其他科技巨头如Salesforce也在英国大举投资AI创新,开设全球首个AI中心 [4] - ServiceNow的云计算技术旨在帮助其他企业管理数字工作流程,并积极布局AI相关业务 [3][4] - ServiceNow今年股价已上涨37%,部分得益于AI热潮带来的推动 [3]

ServiceNow (NOW) ended the recent trading session at $938.65, demonstrating a +1.81% swing from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily gain of 0.71%. On the other hand, the Dow registered a gain of 1.03%, and the technology-centric Nasdaq increased by 0.6%. Shares of the maker of software that automates companies' technology operations have appreciated by 7.19% over the course of the past month, underperforming the Computer and Technology sector's gai ...

A hot jobs report combined with still-dovish Fedspeak lifted the rate-sensitive software sector. Software leaders ServiceNow (NOW 3.04%), Snowflake (SNOW 3.85%), and UiPath (PATH 4.52%) rallied on Friday, up 3.1%, 3.7%, and 4.4%, respectively, in the day's trading. There wasn't any company-specific news today on these three enterprise software leaders. However, today's solid jobs report, in combination with still-dovish commentary from Federal Reserve officials, sent each stock soaring. Software stocks to b ...

ServiceNow (NOW) closed the latest trading day at $890.64, indicating a +1.16% change from the previous session's end. The stock outpaced the S&P 500's daily loss of 0.17%. On the other hand, the Dow registered a loss of 0.44%, and the technology-centric Nasdaq decreased by 0.04%. Heading into today, shares of the maker of software that automates companies' technology operations had gained 5.46% over the past month, outpacing the Computer and Technology sector's gain of 1.41% and the S&P 500's gain of 1.25% ...

ServiceNow (NOW) is enhancing its HR offerings and introducing Generative AI (GenAI) features to enhance employee communications. The new features will make it easier for employees to get support across different departments. NOW's Employee Center gives employees a single place to get help across departments. Its Content Engagement for Employee Center offers a better way to connect with employees. ServiceNow announced Guided Self-Service for Employee Center in the Now Platform Xanadu release earlier this mo ...

报告公司投资评级 - 维持"买入"评级 [2] 报告的核心观点 - 收入稳步增长,表现优于指引。2024Q2公司实现总收入26.27亿美元(YoY+22%);其中订阅收入为25.42亿美元(YoY+23%),高于业绩指引25.25-25.30亿美元。截至2024Q2末,当前剩余履约义务(cPRO)87.8亿美元(YoY+22%)。[2] - 重视客户运营,净新增ACV表现亮眼。平台仍然是客户运营的关键,2024Q2续约率达98%,客户粘性为其持续发展奠基。2024Q2公司完成了88笔净新增ACV超过100万美元的交易,同比增长26%。[2] - AI相关性持续提升,提供战略性人工智能平台。2024Q2 NowAssist净新增ACV环比增长100%,在Gen AI交易中贡献超过70%的收入。公司已完成对信息检索技术行业领导者Raizen的并购,这将加速其基于Gen AI的搜索与知识管理能力的发展。[3] 财务数据总结 - 2024/2025/2026年收入分别达到109.1/132.6/161.4亿美元,Non-GAAP净利润为27.4/33.3/41.0亿美元。[4] - 2024年营业收入增长21.6%,毛利率79.3%,Non-GAAP净利润率25.1%。[4]