The company continues to build out its very valuable platform which aligns and simplifies a host of business processes for its customers. Demand for these “re-engineering” capabilities is likely to endure even during the pandemic-induced economic downturn. While the shares are fully valued at the moment, we would be dip buyers, as we’re pretty sure […]
Entries Tagged as 'NOW'
April 29th, 2020 · Comments Off on ServiceNow, The Glue That Puts It All Together
April 17th, 2018 · Comments Off on ServiceNow: Beautiful Business Model, But The Stock Has No Margin For Error
We were worried about high valuation half a year ago, and the shares have added almost 50% since. This gives the stock little margin for error. However, the company has one of the best business models we have seen, and it has multiple avenues for growth. Source: ServiceNow: Beautiful Business Model, But The Stock Has […]
November 29th, 2017 · Comments Off on ServiceNow: Growing In The Fast Lane
It looks like a combination of industry growth, new clients and up-sell opportunities to existing clients and new functionality will keep growth going for quite a while. Add to that operational leverage which is starting to kick in and the company should also do well on earnings and cash generation. However, there are some worries […]