- Entry
- $132.28
- Now
- $137.99 +4.3%
- Target
- —
- Score
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Did tonnes of research into $NOW , found loads of reasons to be bullish Especially after interviewing customers and employees: massive switching costs, AI monetisation going really well etc. The seat based contract thing is a non issue for me too, they're an AI winner imo. But when I saw that MSFT were pushing for CoPilot to have general users just ask it what task they want via Teams, and then the AI agent triggers the action, I realised half …
— ORIGINAL POST ·
ServiceNow : Why aren't people taking about the main bear case?
· r/ValueInvesting
· Aug 25, 2026