NOW

Earlier on NOW

• August 12, 2026, post-market (-2.04%)

  NOW closed at $124.94, down 2.04% on the session. Cybersecurity and software names broadly lifted after Black Hat 2026, where AI launches across the sector drove a surge in related stocks, a tailwind that has supported application software broadly over the past month. The conference's focus on AI risk integration underscores how platform vendors like ServiceNow are increasingly positioned at the intersection of enterprise automation and security workflow.

• August 10, 2026, post-market (+2.05%)

  NOW closed at $127.44, up 2.05% on the session. Today's gain extends a powerful three-month recovery that has taken ServiceNow well off its yearly lows, though the stock remains in the lower half of its 52-week range and is still meaningfully negative on the year, underscoring how much ground the spring selloff covered. The most notable development in the ecosystem today came from Brightfin, a ServiceNow-native IT Financial Management platform that appointed a new Chief Product and AI Officer to lead product strategy and artificial intelligence across its platform, a signal that the partner ecosystem continues to deepen its AI buildout on top of ServiceNow's infrastructure. No earnings or major company-level catalysts are scheduled in the provided data for the near term.

• August 6, 2026, post-market (+0.11%)

  NOW closed at $117.35, up 0.11% on the session. Today's quiet close consolidates a sharp multi-month recovery that has retraced much of the year's earlier losses, though the stock remains well shy of its 52-week peak. The session came alongside news that ServiceNow opened its first dedicated office in Brazil, unveiled at the ServiceNow AI Summit in São Paulo, pairing the physical footprint with new academic partnerships aimed at building an AI-ready regional workforce. The Brazil expansion signals a deliberate push into Latin America as the company positions its AI platform for enterprise adoption in an underpenetrated market. The one-month rebound has been meaningful even as the name sits roughly a third of the way through its 52-week range, reflecting how much ground the broader YTD drawdown still represents.

• August 5, 2026, post-market (-0.78%)

  NOW closed at $117.22, down 0.78% on the session. Today's session kept ServiceNow roughly a third of the way through its 52-week range, a sobering position for a name that traded near multi-year highs not long ago, yet the stock's sharp three-month recovery suggests the worst of the selloff may be behind it. The year-to-date drawdown has been framed largely by AI competition and valuation concerns, even as subscription growth and AI monetization have held up, leaving the market to debate whether the discount is warranted or overdone. Analyst Dan Ives has weighed in forcefully on the latter side, characterizing the broader software sector's decline as the most disconnected sell-off since the late 1990s and remaining bullish on ServiceNow alongside Microsoft and Salesforce given continued enterprise demand. A new partnership between CoreX and Alchemy Global Networks in the industrial security and OT management space adds a quiet ecosystem data point, illustrating that the platform's partner network continues to expand even during the share-price turbulence. The key watch items remain whether enterprise AI budget commitments translate into accelerating subscription revenue and whether the valuation multiple can find a floor as sentiment stabilizes across software more broadly.

• August 4, 2026, post-market (+3.46%)

  NOW closed at $118.14, up 3.46% on the session. Today's strength builds on a powerful three-month recovery that has brought NOW well off its year-to-date lows, though the stock remains roughly a third of the way through its fifty-two-week range, leaving meaningful ground to reclaim. The primary catalyst appears to be a broad software sector tailwind, as easing geopolitical tensions and fresh AI-driven M&A activity lifted enterprise names across the board. Separately, ServiceNow used today to announce Autonomous Security, framed as the industry's most complete security offering, a product launch timed to amplify the narrative around its rapidly scaling cybersecurity vertical. A counterweight worth watching is Goldman Sachs removing ServiceNow from its Conviction List today, even as it elevated Microsoft, a signal that the Street's highest-conviction AI spending thesis may be narrowing toward infrastructure and away from platform software. Forward holders should monitor whether the security expansion can sustain premium multiple support as the valuation re-rates off its lows.

• July 27, 2026, post-market (+6.86%)

  NOW closed at $105.56, up 6.86% on the session. Today's surge was driven by a broad rotation into enterprise software, with ServiceNow jumping alongside peers as Wall Street analysts raised price targets on renewed confidence in AI-driven demand, rather than any single company-specific catalyst. The move comes with added fundamental support, as management has raised full-year guidance even as the stock had been deeply in the red year-to-date, a disconnect that attracted renewed buyer interest. The session extends a recovery that has been quietly building over the past few months, though the stock remains well off its 52-week highs and sits only about a fifth of the way through its annual range, leaving meaningful ground to reclaim. The key watch items ahead are whether this AI rotation has staying power across the software sector, and whether ServiceNow's next earnings report confirms that the guidance raise is tracking toward delivery.

• July 24, 2026, post-market (+7.44%)

  NOW closed at $98.78, up 7.44% on the session. The rally extends a gradual recovery from deeply oversold territory, with the stock still sitting near the lower end of its fifty-two-week range despite the sharp one-day gain. The catalyst was a stronger-than-expected second quarter, where ServiceNow beat Wall Street on revenue, margin, and bookings even as peers like IBM and Pegasystems attributed softness to AI spending headwinds, making the outperformance more notable. Federal AI contracts are also playing a role, with government AI deals lifting the enterprise software sector broadly and reinforcing the narrative that ServiceNow is winning where competitors are losing ground. Bank of America reiterated its Buy rating after the print, citing contract growth and an overlooked AI advantage including the CEO's disclosure of AI agent governance tools like a "kill switch," which positions the platform favorably as enterprise caution around agentic AI grows. Watch whether the stock can sustain momentum and begin closing the gap toward analyst targets, or whether the still-heavy year-to-date loss creates continued overhead selling pressure as the quarter's enthusiasm fades.

• July 23, 2026, post-market (-3.69%)

  NOW closed at $91.94, down 3.69% on the session. The post-earnings slide is a classic "buy the rumor, sell the news" reaction despite what multiple analysts called a strong Q2 beat, with price target hikes arriving from Bernstein, UBS, Jefferies, BMO, and RBC after results topped negative investor expectations; the key fault line is that UBS flagged mixed demand signals while Jefferies noted some upside may have reflected favorable deal timing rather than durable acceleration. Today's session pulls the stock deeper into the lower end of its 52-week range, extending a punishing year-to-date drawdown that leaves it only a fraction of the way through that range, a remarkable compression for a name that spent much of the prior year near multi-year highs. The bear case that has weighed on the stock all year, that AI agents could commoditize workflow software, was the same thesis Wall Street panicked over even as Q2 results now appear to validate the counter-argument that deployment trust and platform scale remain durable moats. Watch whether the three-month recovery trend that built into earnings can reassert itself once near-term selling pressure clears, and whether UBS's demand-mix caution or the constructive guidance from RBC and BMO proves more predictive heading into the next quarter.