Bernstein·2026-10-29CompanyOutperform$266ServiceNow Inc (NOW.US) Q3'26: Strong result, but nuanced math
Goldman Sachs·2026-10-28CompanyBuy$152 → $154▲ServiceNow Inc. (NOW.US) 3Q26: Model noise continues to raise questions on core vs. AI growth
Morgan Stanley·2026-10-26CompanyOverweight$180ServiceNow Inc 3Q26 Preview – Executing On The Path to Reacceleration
Bernstein·2026-10-20CompanyOutperform$248 → $266▲ServiceNow Inc (NOW.US) ServiceNow (NOW): AI Native SKUs -20% organic CAGR to FY28
J.P. Morgan·2026-10-20CompanyOverweight$150ServiceNow (NOW.US) 3Q26 Preview: Remain Favorable Into the Print on Strong Partner Checks with Momentum from Upsell;Consumption Monetization Remains More of a 2027 Driver
Morgan Stanley·2026-10-26ThematicSoftware Token Thoughts – How Will Rising Open-Weight Model Adoption Impact Software
Morgan Stanley·2026-10-12SectorUS Tech 3Q26 CIO Survey — Better Budgets, Still Waiting for a Broader Inflection
J.P. Morgan·2026-09-29SectorSoftware OpenAI DevDay: Marketplace Positive for Partners, with Agent and Workspace Push Raising Competitive Intensity
Bernstein·2026-09-28SectorOutperform$248U.S. SMID-Cap and Global Software Quick Take: META hires MDB CEO... not worried for Software