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Price · 1Y
$98.78
Thesis
ServiceNow is the leading enterprise workflow platform, with deep penetration across IT, HR, customer service, and increasingly custom operational workflows. Now Assist embeds generative AI into those workflows and is priced as a premium SKU, lifting net revenue retention as customers upgrade.
The platform is sticky and broad, and the AI attach is one of the cleanest examples of incumbent enterprise software monetizing GenAI features at scale.
Catalysts
- Now Assist Pro Plus attach rates and pricing power
- Federal and regulated-industry wins
- Workflow expansion beyond IT into front-office and operations
- Continued NRR strength against an enterprise spending backdrop
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.