What podcasters are saying about ServiceNow (NOW)

Summary

In the past 30 days, 7 speakers on 4 finance podcasts discussed ServiceNow (NOW) in 8 views. Going by each speaker's latest call, 5 are bullish and 2 are bearish. Chorus has followed ServiceNow since October 19, 2026.

Who talks about it most

• Jason Snipe · 2
• Rob Sechan · 1
• Guy Adami · 1
• Tim Seymour · 1
• Jim Cramer · 1
• Stephanie Link · 1
• Andreas Steno · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Rob Sechan · NewEdge WealthBullish

  ServiceNow's selloff is a multiple reset, not fundamental damage from AI; a good time to buy.

  Sechen says ServiceNow is still a wonderful business, up about 60% since the last print. The multiple moved from 20 to 30 and has been rerated back to about 25. He calls this a story of good not being good enough, not fundamental deterioration. The company is still a strong grower with strong free cash flow and is investing in its AI business before seeing monetization. He says it is not being destroyed by AI and it is probably a time to buy.

  “It is still a wonderful business. ... This is a story of good not being good enough, not fundamental deterioration. It's still a strong grower. It's still a strong free cash flow.”at 30:15

  CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 · October 29, 2026

• Tim Seymour · Seymour Asset ManagementBearish

  ServiceNow's valuation is demanding and its growth does not support it.

  ServiceNow missed its next-quarter guide, with growth expected at 18% versus 19%. The software trade's valuation is the troubling part. Security names like CrowdStrike, Palo Alto and Palantir can sustain high multiples because of their customer base. ServiceNow's growth does not support its multiple, and the stock is demanding.

  “But bring it back to the valuation. And this is what to me is the troubling part of the software trade... But a ServiceNow with that kind of growth, how do you support that? ... But this one is demanding.”at 30:13

  CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 · October 29, 2026

• Guy Adami · CNBCBearish

  ServiceNow's growth does not support its valuation, and it has no real valuation moat.

  The growth does not support ServiceNow's valuation, and the services side is weak. The stock has rallied about 55% off its lows and is now approaching levels seen earlier this year. There is no real valuation moat, especially given investors' concerns about the software trade.

  “and I just don't think that growth supports it... Rallied 55% off the lows. And now we're going to start to approach levels that we saw earlier this year. And there's no real valuation moat either.”at 30:43

  CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 · October 29, 2026

• Jim Cramer · CNBCBullish

  ServiceNow's 2-cent miss is not a real problem; revenue, RPO and new customers matter more.

  ServiceNow's results were strong though not perfect. Revenue and bookings looked good, and the company's remaining performance obligations (RPO) were terrific. The company missed by 2 cents on earnings, but the CEO attributed that to interest on the companies it recently acquired. Cramer thinks investors are fixating on the miss and not on revenue growth and RPO, and he agrees with the CEO's explanation. He sees the stock as a comeback candidate along with other software names, so he wants investors to focus on what matters.

  “I thought you explained the 2¢ very well. They should be looking at the at the things that you and I know what really matter, is RPO revenue growth, new customers, all those going your way.”at 30:51

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/28/26 · October 29, 2026

• Jason Snipe · Odyssey Capital AdvisorsBullish

  ServiceNow is an AI beneficiary, not a casualty, and cannot be disrupted by AI in software.

  He calls it the air traffic controller of the corporate IT stack, a platform of platforms giving companies a single point of control over technology. It is an AI beneficiary, not an AI casualty, and one of the places that cannot be disrupted by the AI-driven software selloff.

  “It's an AI beneficiary. It's not an AI casualty. ... I think it's one of the places that cannot be disrupted by all the stuff we're seeing in software.”at 36:16

  CNBC Halftime Report: Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 · October 23, 2026

• Jason Snipe · Odyssey Capital AdvisorsBullish

  ServiceNow is the conductor for AI agents, not a plug-in; its growth and margins are underappreciated.

  Snipe argues ServiceNow owns proprietary enterprise data used by about 90% of the Fortune 500, which lets it monitor and govern AI agents as agentic AI spreads. He calls it the 'conductor' that choreographs new technologies, unlike plug-ins such as Salesforce. He points to 20-25% revenue growth and expanding margins, and says leaning into AI is lifting average selling prices, a big driver of margin expansion. Stephanie Link adds that the shift from seat-based to consumption-based pricing gives more visibility and ARR. Snipe owns the stock, his team likes it, and he made it his final trade the prior day as upgrades start to spread.

  “ServiceNow owns a proprietary data for a lot of enterprise companies. And for them to be able to monitor and govern those agents is... it's very important for that company.”at 37:12

  CNBC Halftime Report: Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 · October 23, 2026

• Stephanie Link · Hightower AdvisorsBullish

  ServiceNow is not expensive for its 20-25% growth; the market misunderstands the story.

  Link argues ServiceNow's valuation is reasonable for its growth. She cites 20-25% revenue growth, a roughly 25x multiple and margin expansion, and calls the stock's story 'totally misunderstood'. The valuation case rests on growth outpacing the multiple, and she has no stated position in the stock.

  “Right. For the growth that you're getting. I mean, 20 to 25% growth, 25x times multiple margin expansion.”at 37:37

  CNBC Halftime Report: Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 · October 23, 2026

• Andreas Steno · Steno ResearchBullish

  ServiceNow faces an obvious AI cannibalization threat, yet its short squeeze could make a fun June play.

  Steno sees an obvious cannibalization case in ServiceNow from the launch of [Claude], which he finds ironic since the model now recommends buying it. Many people have asked Claude for running portfolio tips, and it has been recommending ServiceNow, which has since rallied hard. There is a huge short squeeze ongoing, so ServiceNow could be a fun play for June. The bullish case is trading-driven rather than fundamental.

  “I don't think there's a more obvious cannibalization case than exactly ServiceNow from the launch of [Claude]... there's a huge short squeeze ongoing in ServiceNow, so that could also be another fun play for June.”at 27:52

  Real Vision: Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026 · October 19, 2026