Joel South
Wed, July 15, 2026 astatine 7:30 AM CDT 4 min read
Quick Read
-
ServiceNow is down 30% year-to-date contempt 21% subscription gross growth, a $12.85 cardinal forward-demand backlog, and 4 consecutive EPS beats.
-
Salesforce fell astir a 3rd this twelvemonth making a antiaircraft $3.6 cardinal acquisition, portion Microsoft's gross maturation trails ServiceNow's by a wide margin.
-
A put/call ratio of 0.33 and 43 expert bargain ratings against 1 merchantability awesome uncommon pre-earnings alignment betwixt options desks and Wall Street.
-
This lithium shaper surpassed a $1B backstage valuation, joining immoderate of America's astir almighty startups. Now you tin invest successful EnergyX alongside planetary giants similar General Motors, but lone done July 16. (sponsor)
ServiceNow (NYSE:NOW) astatine $112.86 arsenic of July 13 stands retired arsenic a compelling setup for retirement-focused investors heading into the company's July 22 report. The banal is down much than 23% twelvemonth to day and much than 41% implicit the past year, portion the underlying concern is accelerating. That spread is the opportunity.
Growth Is Accelerating Into the Report
Q4 FY25 gross grew 20.66% YoY to $3.568 billion, and existent remaining show obligations, the cleanest forward-demand metric successful endeavor software, climbed 25% YoY to $12.85 billion. Management guided FY26 subscription gross to $15.53 cardinal to $15.57 billion, with a 32% non-GAAP operating borderline and a 36% escaped currency travel margin.
Now Assist nett caller ACV much than doubled YoY, and the institution has beaten EPS estimates successful each 4 quarters of FY25. CEO Bill McDermott called it a "Rule of 55+ profile", and the mathematics backs him up.
Capital Return Is About to Get Loud
The committee authorized an further $5 cardinal nether the buyback successful January and telegraphed an imminent $2 cardinal accelerated stock repurchase. With shares adjacent multi-year lows aft the 5-for-1 split, each dollar of that ASR retires much banal than it would person six months ago. Free currency travel reached $4.576 cardinal successful FY25, up 34%, backing the instrumentality with zero leverage. For retirees moving a compounder strategy, that operation of buyback velocity and expanding borderline is precisely the setup.
July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)
General Motors, POSCO, and 50,000+ mundane investors person already backed lithium shaper EnergyX.
Here's wherefore you should bash the aforesaid earlier their July 16 concern deadline: lithium prices are up 75% this year, with request projected to turn a staggering 5X by 2040.
With tech that tin retrieve up to 3X much lithium than accepted methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX capitalist earlier the July 16 deadline.

1 month ago
18









.png)
English (CA) ·
English (US) ·
Spanish (MX) ·