SERVICENOW STOCK FALLS 11% FOLLOWING Q4 EARNINGS REPORT
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy NOW?
Source: moomoo
- ServiceNow Shares Down: ServiceNow's shares have decreased by 11% following the release of their Q4 results.
- Impact of Q4 Results: The decline in share value reflects investor reactions to the company's financial performance in the fourth quarter.
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Analyst Views on NOW
Wall Street analysts forecast NOW stock price to rise
32 Analyst Rating
30 Buy
2 Hold
0 Sell
Strong Buy
Current: 105.910
Low
172.00
Averages
222.81
High
263.00
Current: 105.910
Low
172.00
Averages
222.81
High
263.00
About NOW
ServiceNow, Inc. provides an artificial intelligence (AI) platform for business transformation. The Company’s AI platform connects people, processes, data, and devices to increase productivity and maximize business outcomes. Its intelligent platform, the Now Platform, is a cloud-based solution that helps enterprises and organizations across public and private sectors digitize workflows. The workflow applications built on the Now Platform are organized into four primary areas: Technology, CRM and Industry, Core Business and Creator. Its products include IT Service Management, IT Operations Management, HR Service Delivery, ServiceNow AI Agents, AI Experience, Build Agent, ServiceNow AI Control Tower, AI Agent Fabric, RaptorDB, Workflow Data Fabric, Workplace Service Delivery, ServiceNow Platform Encryption, Telecommunications Service Operations Management, and others. The Company also offers identity security, helping organizations secure access across the enterprise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Shift in SaaS Spending: Mensch predicts that more than half of SaaS spending in IT procurement will shift to AI, indicating a qualitative leap in software development speed, which could put traditional software companies under greater pressure.
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- Expansion into India: Mistral AI plans to open its first office in India and collaborate with local companies, aligning with the Indian government's push for AI localization, which is expected to provide strong growth momentum for the company in the region.
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- Airline Stocks Rally: Airline stocks showed strong performance on Tuesday, led by a 6% increase in Southwest Airlines after UBS upgraded its rating from neutral to buy with a price target of $73, which not only enhanced the overall performance of airline stocks but also contributed to a more optimistic market outlook.
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- Food Stocks Market Reaction: Despite significant declines in food stocks due to fears surrounding GLP-1, analysts note that while dividends may be attractive, the lack of growth potential limits rebound opportunities, as seen with Conagra Brands.
- AI Market Influence: Comments from Anthropic CEO Dario Amodei have sparked widespread discussions about the future of AI, although the justification for the company's $350 billion valuation is questioned, and the impact on companies like Adobe, Workday, and Salesforce may lead to declining valuations.
- Challenges in Data Center Construction: Analysts emphasize that the cost of building data centers must decrease and power supply must be reliable to achieve profitability in the coming years, although they remain optimistic about the long-term prospects for companies like Amazon, Microsoft, and Alphabet.
See More
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- Financial Stocks Recovery: Wells Fargo shares increased by 1.3%, supported by strong performance in the financial sector, recovering from a more than 7% drop last week, indicating a gradual return of market confidence in financial stocks.
- Cybersecurity Stock Pressure: Shares of Palo Alto and CrowdStrike fell approximately 2% and 5%, respectively, despite strong long-term demand for their cybersecurity solutions; however, concerns about AI's impact on cybersecurity persist, with Palo Alto set to report earnings after the bell on Tuesday, needing strong results to counter negative narratives.
See More
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- ServiceNow's Leadership: ServiceNow is demonstrating resilience and adaptability in the face of challenges faced by the software industry.
- Industry Impact: The company's strategies may serve as a model for other software firms struggling to navigate difficult market conditions.
See More
