Seeking Alpha
25 Jun 2026, 00:19 UTC · 3h ago
ServiceNow: The Great Opportunity In Software
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
25 Jun 2026, 00:19 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
ServiceNow's security unit has surpassed a $1B run-rate and is experiencing a 100% growth inflection. — Rapid scaling of a high-growth security vertical represents a significant new revenue stream and business diversification.
+0.80Acquisitions in security and identity have tripled the company's Total Addressable Market (TAM). — A tripling of TAM suggests substantial long-term growth potential beyond the core product suite.
+0.70AI-driven demand and backlog growth are accelerating. — Accelerating backlog indicates strong future revenue visibility and successful monetization of AI features.
+0.60ServiceNow is expanding its integration moat through major partnerships with IBM, Cognizant, and HPE. — Strategic partnerships increase switching costs and solidify the company's position as a central platform layer.
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Which stocks this story touches
Rated as a Strong Buy with accelerating AI demand, expanding moat, and significant growth in its security unit.
Mentioned as a major partner contributing to ServiceNow's integration moat.
Mentioned as a major partner contributing to ServiceNow's integration moat.
[mutual] ServiceNow has a major partnership with HPE to expand its integration moat.
[mutual] ServiceNow has a major partnership with IBM to expand its integration moat.
[mutual] ServiceNow has a major partnership with Cognizant to expand its integration moat.
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