ServiceNow's Now Assist generative AI offering is the highest-priced add-on in enterprise software at 60% premium, with 60%+ attach rates in renewals. Federal vertical accelerating on AI-for-government mandate. Workflow automation moat deepens as the platform absorbs more enterprise data flows. Margin expansion accompanies revenue durability above 20%. Premium valuation justified by execution consistency and TAM expansion.
Thesis reviewed May 29, 2026
ServiceNow Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ»Technology24WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | β8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | β8% | EARLY |
| SAP | SAP SE | 29 | +8% | β8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | β8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | β8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 29 | +11% | β8% | EARLY |
| WIT | Wipro Ltd | 29 | +6% | β8% | NEUTRAL |
Investors who hold NOW may also have indirect exposure through these country funds.
Now Assist Pro Plus attach rate hits 60% in Q1 renewals
ServiceNow wins $500M federal AI workflow contract
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Apr 24, 26 | +22.1% |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Apr 14, 26 | +36.4% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Mar 6, 26 | +27.6% |
| Byron DonaldsFL | R | Buy | $1kβ$15k | Feb 10, 26 | +0.0% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Jan 30, 26 | +13.8% |
| Markwayne Mullin | Buy | $15kβ$50k | Dec 29, 25 | -2.3% | |
| Julie JohnsonTX | D | Buy | Unknown amount | Jan 15, 26 | -5.2% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Dec 17, 25 | -7.6% |
| Markwayne Mullin | Buy | $1kβ$15k | Sep 24, 25 | -31.8% | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Dec 24, 24 | -42.5% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Nov 7, 24 | -38.3% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Oct 4, 24 | -37.5% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Oct 8, 24 | -37.5% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Sep 23, 24 | -30.2% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Aug 5, 24 | -29.0% |