NOWServiceNow, Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.51Missed
- vs $0.56 expected on Oct 28
- Stock move on it
- −26.95%
- one session
- Typical move
- ±15.3%
- average over 2 reports
- Price
- $100.64
- −2.06% today · $120B cap
Past and upcoming reports
2
| Oct 28, 2026 | Sep 30, 2026 | Time not given | $0.56 | Missed$0.51 | −26.95% |
| Jul 22, 2026 | Jun 30, 2026 | Time not given | $0.86 | Missed$0.31 | −3.69% |
After the report
Jul 22, 2026 report
This covers the Jul 22, 2026 report. The Oct 28, 2026 numbers are in the table above.
ServiceNow EPS Misses by 22.5%, Stock Rebounds as Dip Buyers Emerge
ServiceNow reported Q2 2026 EPS of $0.31, missing the $0.40 consensus by 22.5%. The stock initially fell ~6.5% but rebounded 7.44% two days later to $98.78, as the market viewed the miss as temporary. With a forward P/E of 19.4 (25% below sector) and a PEG of 0.93, the stock appears cheap on a growth-adjusted basis. Analyst consensus remains Buy with a $139.8 target, implying 43% upside.
Reported against expected
MissedEPS of $0.31 missed the $0.40 estimate by $0.09 (-22.5%), a clear miss.
Guidance
No explicit guidance provided in the payload. the stock's 7.44% rebound two days post-report suggests the market views the miss as non-structural and expects management's forward outlook to remain intact.
How the stock reacted
The stock fell sharply on earnings day (approx -6.5% based on price history) but recovered +7.44% on 2026-07-24, closing at $98.78. The stock remains below all key moving averages (SMA20: $103.66, SMA50: $104.23, SMA200: $127.12).
What changed
EPS missed by 22.5%, but stock rebounded 7.44% as dip buyers emerged.
What the price now assumes
Market prices a transitory miss, supported by $139.8 analyst target implying 43% upside.
What it means for the business
Upgrade bias: miss creates entry. watch Q3 subscription revenue growth for confirmation.
The next one to three months, as we saw it then
Better case40%
The miss is fully discounted, and the stock re-rates toward the analyst target of $139.8 as Q3 subscription revenue growth accelerates above 20% YoY.
Base case40%
The stock trades in a $90-$105 range as the market digests the miss and awaits clearer growth signals from Q3 results.
Worse case20%
The miss signals slowing momentum, and a larger-than-expected license non-renewal in 2027 (known overhang) accelerates, driving the stock below $90.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.