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 moderate signals.
🇺🇸United States67NEUTRALView United States risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | ↓8% | EARLY |
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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Sell | $15k–$50k | Mar 27, 26 | ||
| Josh GottheimerNJ | D | Buy | $1k–$15k | Apr 24, 26 | +22.1% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Apr 14, 26 | +36.4% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Mar 6, 26 | +27.6% |
| Byron DonaldsFL | R | Buy | $1k–$15k | Feb 10, 26 | +0.0% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Jan 30, 26 | +13.8% |
| Markwayne Mullin | Buy | $15k–$50k | Dec 29, 25 | -2.3% | |
| Julie JohnsonTX | D | Buy | Unknown amount | Jan 15, 26 | -5.2% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Dec 17, 25 | -7.6% |
| Markwayne Mullin | Buy | $1k–$15k | Sep 24, 25 | -31.8% | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Dec 24, 24 | -42.5% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Nov 7, 24 | -38.3% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Oct 4, 24 | -37.5% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Oct 8, 24 | -37.5% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Sep 23, 24 | -30.2% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Aug 5, 24 | -29.0% |
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DELIVERING FOR VETERANS AND CAREGIVERS: YEAR ONE OF THE DOLE ACT ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON OVERSIGHT AND INVESTIGATIONS OF THE …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] LEGISLATIVE HEARING ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON DISABILITY ASSISTANCE AND MEMORIAL AFFAIRS OF THE COMMITTEE ON VETERANS' AFFAIRS U…
[Senate Hearing 119-68] [From the U.S. Government Publishing Office] S. Hrg. 119-68 Senate Hearings Before the Committee on Appropriations _______________________________________________________________________ Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations …