Seeking Alpha
28 Jul 2026, 17:41 UTC · 6h ago
ServiceNow Vs. Salesforce: The Valuation Gap Has Closed, But The Growth Gap Hasn't
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
28 Jul 2026, 17:41 UTC · 6h 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 AI-related bookings increased by 40% sequentially. — Strong sequential growth in AI bookings indicates rapid monetization of generative AI, a primary catalyst for current software valuations.
+0.80ServiceNow's agentic deployments grew 9x within a nine-month period. — Exponential growth in agentic AI deployments suggests a significant expansion in product utility and potential for increased ARPU.
+0.70ServiceNow's Q2 2026 revenue and subscription growth of approximately 24% outperformed guidance. — Beating guidance on core organic growth signals operational strength and revenue resilience.
+0.60ServiceNow's valuation has compressed to approximately 6.5x EV/forward revenue. — Lower multiples relative to growth rates create a more attractive entry point for investors, reducing downside risk.
Continue reading
6 related stories
Top 1 mover · tap to explore
Which stocks this story touches
Upgraded to Buy due to superior organic growth, outperforming guidance, and strong AI-related bookings.
Used as the negative leg of a pair trade due to lower organic growth relative to ServiceNow and AI disruption risks.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
WSJ
49m ago
