The Feed / NOW / #012553
SELL · NOW

Sell NOW by Nov 23, 2026.

R
RoryAtDMIreddit
via r/ValueInvesting
· Published Aug 25, 2026 19:51 · Valid until Nov 23, 2026 · ACTIVE
Entry
$132.28
Now
$137.99 +4.3%
Target
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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