NOW - ServiceNow Inc.

ServiceNow closed down ~5% as software sold off. It is flagged as a downside continuation play if price breaks below $1,324.00, so a breakdown would favor shorter positions.

Called one of the strongest businesses in the software group; down ~24% from highs and worth studying as AI contracts grow.

ServiceNow was accused of being dead despite being a top AI agent ecosystem, dropped sharply in 2026, and is now rebounding strongly. He lists it as one of the large-cap opportunities in software.

ServiceNow showed a massive bid at open, broke above $146, and the host believes it can keep going in the short term. Strong earnings from Salesforce are lifting the broader software market.

ServiceNow has had two breakout days and is showing strong momentum, breaking above recent high around 139. It is benefiting from positive enterprise software earnings and AI demand.

Mentioned as a software company to look at, expected to play on the software side.

ServiceNow is another software play; watch for upside breakout above $1,394.00.

ServiceNow is a top pick benefiting from AI adoption; reported strong subscription revenue growth of 24.5%, 658 customers spending >$5M annually (up 23% YoY), AI products crossed $1B ACV and deployments up 9x in 9 months. The 'SaaS apocalypse' fears are overblown.

Brad notes ServiceNow is 30-40% off its low, showing that quality software names are bouncing as the 'SaaS apocalypse' sentiment fades.

Host owns ServiceNow and expects it to eventually get back to $200 per share; sees it as a strong SaaS business with sustained profitability.