$ServiceNow(NOW)$ ServiceNow is still a buy. The AI workflow automation space is only getting bigger, and ServiceNow sits right at the centre of it — enterprises aren't ripping out their NOW infrastructure, they're doubling down. The stock has been beaten up badly over the past year which is painful if you're already in, but it arguably makes the entry point now more attractive than it's been in years. The core business hasn't deteriorated; sentiment has. Competition from Microsoft is the main thing worth watching, but ServiceNow has the stickiness and enterprise relationships to hold its ground. Long-term, this is still a compounder.
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- teresatqe·43 minutes agookLikeReport
