ServiceNow Inc (NOW) is projected to see an acceleration in its subscription sales in 2026, following strong Q4 2025 results where revenue and EPS surpassed expectations. The company’s subscription business, which accounts for the majority of its revenue, grew 21% year-over-year, and this growth is expected to increase further due to strategic initiatives and the acquisition of Moveworks. Truist and Oppenheimer, while having different price targets, both acknowledge ServiceNow’s potential, emphasizing the importance of AI adoption and a shift away from seat-based models in the software industry.
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ServiceNow Inc (NOW) Sees Subscription Sales Accelerating in 2026
ServiceNow Inc (NOW) is projected to see an acceleration in its subscription sales in 2026, following strong Q4 2025 results where revenue and EPS surpassed expectations. The company’s subscription business, which accounts for the majority of its revenue, grew 21% year-over-year, and this growth is expected to increase further due to strategic initiatives and the acquisition of Moveworks. Truist and Oppenheimer, while having different price targets, both acknowledge ServiceNow’s potential, emphasizing the importance of AI adoption and a shift away from seat-based models in the software industry.