Parkev Tatevosian, CFA 对 $NOW 的判断变化

2026-08-31看涨
Is it Too Late to Buy ServiceNow Stock? | NOW Stock Analysis
ServiceNow 值得买入,但信心有所降低;当前 145 美元的价格相对于此前低于 80 美元的下跌而言估值合理。

ServiceNow的管理团队近几个月在消除投资者对人工智能将扼杀其业务的担忧方面做了出色的工作。对于2026年全年,公司预计收入增长21%,营业利润率接近32%。

ServiceNow's management team has done incredible work in recent months in reducing investor fears that artificial intelligence will kill its business. For the full year in 2026, the company's guiding to revenue growth of 21% with operating profit margins approaching 32%.

这看起来不像是一个被人工智能扼杀的业务。但该股值得买入吗?让我们通过回顾公司的长期业绩、将其与估值进行比较并确定答案来共同回答这个问题。

This doesn't look like a business that's being killed by artificial intelligence. But is the stock a buy? Let's answer that question together by reviewing the company's longer term results, comparing it against its valuation, and determining an answer.