ServiceNow shares plunge 24% after earnings revive AI disruption fears

ServiceNow's stock is headed for its worst day ever. The company posted underwhelming third-quarter results, reigniting AI disruption concerns.

CNBC • 7 hours ago

ServiceNow stock is on track for its largest drop on record. But JPMorgan sees a bright spot.

Shares in ServiceNow plunged after the software platform reported a set of mixed third-quarter results, with revenue beating expectations while earnings fell short. But analysts still see the stock rising over time.

Market Watch • 13 hours ago

ServiceNow Posts Downbeat Q3 Earnings, Joins Sprouts Farmers Market, Alphabet And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

U.S. stock futures were mixed this morning, with the Nasdaq 100 futures falling around 1% on Thursday.

Benzinga • 10 hours ago

ServiceNow Guides to Slower Backlog Growth: Rapid Earnings Reaction

ServiceNow's backlog ran slightly ahead of revenue growth in Q3 (21% vs. 20.5%, both in constant currency), but the Q4 guide flips that, with backlog growth of 18.5% against a 21.5% revenue guide.

The Motley Fool • 5 hours ago

ServiceNow Remains Down 20% Over 1 Year: This Prominent Wall Street Firm Expects 75% Gains Ahead

One Wall Street firm sees ServiceNow surging far beyond what any other analyst projects, even as the stock sits in a deep hole and fresh earnings raised new doubts about the AI revenue story management keeps promising.

24/7 Wall Street • 10 hours ago

ServiceNow: 3 Key Takeaways for Long-Term Investors

ServiceNow raised its 2026 artificial intelligence contract target to $1.7 billion. Subscription revenue grew 20.5% year over year to $3.99 billion.

The Motley Fool • 4 hours ago

ServiceNow stock is plunging amid SaaSpocalypse fears: is this an overreaction?

ServiceNow stock plunged by double digits in the extended hours after the software giant published its financial results. NOW dropped by nearly 20% to $121, its lowest level since August 21, and 24% below its highest point this year.

Invezz • 9 hours ago

Analysts revise ServiceNow stock price target after Q3 earnings

As has become relatively common in 2026, analyst reactions to ServiceNow's (NYSE: NOW) third-quarter (Q3) earnings proved to be in stark contrast to those of investors.

Finbold • 9 hours ago

ServiceNow's Earnings: Why 20% Growth Fuels A 17% Selloff

ServiceNow's post-earnings selloff has investors questioning whether AI can justify premium software valuations. The answer may depend on where value ultimately settles in the AI stack. The company is executing, revenue is still growing above 20%, and AI adoption is accelerating. Yet the market erased months of gains in a single session. ServiceNow wants to become the 'AI control tower' for the enterprise. After digging into the earnings report and recent acquisitions, I assess whether that vision is enough.

Seeking Alpha • 10 hours ago

NOW Q3 Earnings Lag Estimates, Revenues Rise on Subscription Growth

ServiceNow's Q3'26 earnings miss estimates despite 20.5% revenue growth, fueled by strong subscriptions and AI demand, prompting a higher 2026 outlook.

Zacks Investment Research • 3 hours ago