NOW ServiceNow Inc

The 4 stocks I’m looking to start aggressively adding to my portfolio: $NOW — ServiceNow $NFLX — Netflix $UBER — Uber $BN — Brookfield I already own all four, but I’m looking to build much larger positions at these prices. Really like the long-term opportunities here.

$NOW at $102, down ~32% in a week, on a quarter that BEAT on every line. Subs above the high end of guidance. cRPO +20.5% vs 19.5% guided. Operating margin 32.5%. FCF margin guide raised to 36%. AI ACV target raised to $1.7B. 19 deals over $5M, up 135%. At ~$102, you're paying about 20x 2027 consensus EPS ($5.00) for a 20% grower with 98% renewals. That's legacy-software pricing for an AI platform. We've seen this movie. Q1: beat, crushed to $88, then +70%. Panic is not a thesis. Holding. 🐂

$NOW Inverted hammer at $105 after the worst day in company history. RSI and stochastics completely washed out. 👀 This was a sentiment flush, not a broken story: 21% subscription growth, $29.7B RPO (+22%), FY guide raised. The EPS miss was 2 cents of acquisition interest. Market is pricing in a SaaSpocalypse that isn't showing up in the numbers. Need a green close above the hammer high to confirm. Watching $98.92 as the gap-fill floor and $114.88 (200 DMA) as first reclaim. Longer term, the $148 gap is still open. Holding my core and adding on confirmation. 🎯 #ServiceNow #AI

$NOW $PLTR $AMD PLTR has their best earnings ever and they drop 16% AMD has good earnings and they go up 10% interesting

$NOW This should go reversal/raise if AI is falling. Still holding at this levels is positive sign. Hoping it will rebound back to 120-125 soon🤞

$NOW This company hasn’t suffered any losses from the wider market sell off. It’s essentially holding around the same levels it was trading at following earnings. Remarkable relative strength. Almost suspicious, actually. Why are they so determined to keep the MMs out?

$NOW selling ai agents to companies cutting headcount means the customer base shrinks with every success story. seems like a product that works by removing its own users has a math problem built in

$NOW NOV20 100P · still actionable Zone: $101.64 to $103.08 Invalidation: close over $108 Objectives: $96, then $90 The math: down 6.2% to the first objective and 12.1% to the second, against 5.5% risk on the invalidation, better than 2 to 1 to the second. I like this swing put because you are following the break, not guessing a bottom. NOW fell about 27% after the October 28 report, bounced to $112 and failed there, then lost 5.9% Thursday on heavy volume to close at $102.36. The $108 level is your line in the sand, so you know exactly where you are wrong before the move starts.

$NOW they will create these moves all day long to fear you out of your position, meanwhile they accumulate shares and next week the price goes up

$NOW AI slow down should ultimately return value to these companies, correct? They went down for this very purpose.

$NOW patience my young Jedi’s….after a 45-50% drop tgus is primed for a big bounce back..$120+ will happen..Q4 WILL SMASH…this ceo is not messing around the er was very strong. Play the game better than the rats and you will!

$NOW thank goodness I bought that dip on $NVDA and $SNDK last night. Jesus Christ this stock seems cursed

$NOW ohh you sold shares cheap yesterday because "big boys" told you AI, computers bad, and looks at it, AI, computers good again! Retail investor life cycle buy high, sell, low, rebuy high, sell low again.

$NOW for those who clearly DIDNT read the ER. It was a solid ER. The only “issue” was that esp was $1.00 instead of $1.02. WHY? As bill advised the acquisition of the company they purchased fell to those 2 basis Pennie’s. This will be a trillion dollar company. Buying more myself

$NOW when an ai project fails to save real money, the workflow bill gets audited next. seems like the vendor who logged the work gets blamed for the savings that never showed up, and renewals carry that blame

Anyone notice $NOW the amount of money Japan gained in the green from America's 3 trillion red?

$NOW every dollar poured into concrete and chips is a dollar not left for software seats. seems like budgets are finite, and a capex war at the top quietly starves the layer meant to monetize it

$NOW what dummies, which dumb retailers sold under 100. That was about the dumbest price action I’ve seen in a bit, just plain dumb.

$NOW Tomorrow tech will pump and SaaS will dump, and somehow $NOW will still tank because suddenly it remembers it’s a SaaS stock 😂😂

$NOW if this rallied 30% on earnings and then surged another 6ish% on a 5%+ market rally based on the hypothetical (not reality), traders might be wise to sell calls or trim and reposition on a pullback. The opposite holds true as well. If you can’t take advantage of extreme fear based on hypothetical, maybe trading isn’t for you. All of this noise today is driven by “what-if” scenarios based on midterm results. Lots of stuff on a fire sale today, not just Servicenow. $SPCX and others $QQQ