🌟🌟🌟Can ServiceNow
$ServiceNow(NOW)$ recover from its poor stock performance? Bull Case: Strong fundamentals with double digit revenue growth, expanding margins and recurring subscription revenue.
Bear case: Sector wide derating may persist until investors regain confidence in software's long term moat. AI risks are real. If competitors leverage AI faster , ServiceNow's growth could slow down.
My View: ServiceNow has the financial strength , customer base and product stickiness to recover over time. The current sell off looks more like a sector fear than company specific weakness.
ServiceNow has announced a multi year partnership with Anthropic, making Claude the default AI powering ServiceNow's Build Agent and broader AI platform.
This could be a game changer for Service Now if the execution is well done.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
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