Seeking Alpha
19 Jun 2026, 08:49 UTC · 1h ago
ServiceNow: The AI Threat Is Overstated
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
19 Jun 2026, 08:49 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Over 50% of ServiceNow's net new Annual Contract Value (ACV) is now driven by non-seat consumption pricing. — This provides concrete evidence that the company is successfully pivoting its business model away from seat-based licensing, mitigating the primary bear thesis regarding agentic AI.
+0.80ServiceNow is currently trading at its lowest public multiple, approximately 21x FY26 adjusted EPS. — Low valuation multiples relative to historical norms typically signal an attractive entry point for investors if fundamentals remain strong.
+0.50ServiceNow's growth is continuing to accelerate despite market concerns over AI disruption. — Accelerating growth in a perceived disruption period suggests strong product-market fit and resilience.
+0.40Which stocks this story touches
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The author argues the company is undervalued, its business model pivot is working, and it represents a clear long opportunity.
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