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NOW

Growth

SERVICENOW INC.

Information Technology·Systems Software

ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products; customer service management product; field service management applications; and sales and order management services. It also offers human resources delivery; legal and contract operations; workplace service delivery products; app engine product; automation engine; platform privacy and security product; and source-to-pay operations.

Close · 3M

-14.13%

NOW · 3M

-14.13%

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Held by 1 AI ETF

BUZZ2.530%

as of Jul 17

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals7
Win rate0% (0/7)
Avg buy return-15.36%
BUZZnow 2.530% of fund18 signals

BUZZ · Sudden change · 1d

The weight for ServiceNow within BUZZ showed a sudden, pronounced reduction on July 2026-07-16, dropping from 3.20% to 2.51% after a period of minor daily shifts. This sharp downward adjustment aligns with the fund's monthly index reconstitution schedule, reflecting a significant shift in sentiment. BUZZ, as an algorithmic sentiment tracker, employs NLP to gauge positive sentiment intensity from social media, blogs, and news, representing a retail-crowd signal. Despite ServiceNow's 21.72% revenue growth, the stock's dramatic 90% decline over the past year to $103.24, placing it at merely 10% of its 52-week high, would foreseeably generate a substantial decrease in net positive sentiment across these public channels. Consequently, the ETF's passive indexing strategy reduced its allocation to ServiceNow due to its lower ranking in positive-sentiment intensity.

weight 3.200% → 2.510% (-0.690 pp)·stock down 0.1% in the 30 days before

Jul 16·entry $104.01·now $104.70

+0.66%
since Jul 16

BUZZ · Weight decrease · 3d

ServiceNow currently trades at $111.26, approximately 11% of its 52-week high, following a significant 89.2% decline over the past year. This dramatic price depreciation provides context for how the BUZZ ETF's algorithmic sentiment tracker, which monitors social media and news for positive-sentiment intensity, interprets shifts in retail crowd perception. The ETF registered a consecutive weight decrease for NOW, moving from 3.23% on July 8th down to 3.21% by July 10th, indicating a softening of positive social signals for the stock. While ServiceNow maintains a revenue growth of 21.72% and an ROE of 14.98% along with a PER of 63.89, the BUZZ index, by design, reacts to the collective emotional current of the crowd. This specific fund's move reflects a waning of the high positive sentiment among its tracked sources, coinciding with the stock's prolonged negative price action.

weight 3.340% → 3.210% (-0.130 pp)·stock up 0.7% in the 30 days before

Jul 10·entry $107.71·now $104.70

-2.79%
since Jul 10

BUZZ · Weight decrease · 2d

NOW's financial profile, featuring a P/E of 63.89 and a P/B of 12.27, alongside 21.72% revenue growth and a 14.98% ROE, positions the company as a subject for the social media and news discussions that BUZZ's NLP methodology analyzes for sentiment. The fund's detected consecutive weight decrease for NOW on July 8th and 9th, from 3.34% on July 7th to 3.22%, directly followed a period where the stock experienced a -89.5% 1-year return, trading at just 10% of its 52-week high. As BUZZ relies on positive-sentiment intensity, such a significant price contraction would likely generate a shift in public perception, which the algorithmic sentiment tracker would register. Consequently, the ETF, which passively holds constituents based on this sentiment ranking, adjusted its exposure to NOW in response to the diminished positive sentiment signal.

weight 3.340% → 3.220% (-0.120 pp)·stock down 4.7% in the 30 days before

Jul 9·entry $108.84·now $104.70

-3.80%
since Jul 9

BUZZ · Weight increase · 2d

ServiceNow (NOW), an Information Technology company, presented a PER of 62.1, a PBR of 12.27, 21.72% revenue growth, and a 14.98% ROE; while these figures portray a growth-oriented business, the VanEck BUZZ ETF primarily responds to shifts in positive-sentiment intensity from social media and news, rather than direct fundamental analysis. The ETF, an algorithmic sentiment tracker, detected a distinct shift, leading to a consecutive weight increase in NOW. Specifically, BUZZ's allocation to NOW increased from 2.89% on June 30th to 3.10% on July 1st, and further to 3.15% on July 2nd. This rising sentiment was captured at a point when NOW was trading at $107.93, having posted an 8.3% 30-day return following a significant 89.0% 1-year decline, and currently sitting at only 10% of its 52-week high. The fund's action indicates a gathering of positive retail crowd sentiment for ServiceNow, potentially viewing the stock as recovering from its extended downturn.

weight 2.890% → 3.150% (+0.260 pp)·stock down 16.7% in the 30 days before

Jul 2·entry $106.32·now $104.70Fresh

-1.52%
since Jul 2

BUZZ · Weight decrease · 2d

The weight for ServiceNow (NOW) in the BUZZ ETF recently experienced a modest, consecutive two-day decrease from 2.94% to 2.89%, illustrating a gradual, rather than abrupt, portfolio adjustment. This subtle downtick in allocation is consistent with BUZZ's algorithmic strategy, which leverages NLP to track shifts in positive sentiment across social media, even as NOW trades at $105.80, significantly down from its 52-week high after a near 90% decline over the past year. As a fund that passively mirrors its index based on retail crowd signals and rebalances monthly, these minor daily changes likely reflect a slight cooling in perceived social enthusiasm for NOW, rather than a direct reaction to its high PER of 62.1 or its 21.72% revenue growth. The fund's method of capturing diffuse sentiment, combined with the stock's current price level near its 52-week floor and its recent positive 30-day return, suggests the sentiment model is picking up nuanced shifts in public discussion.

weight 2.970% → 2.890% (-0.080 pp)·stock down 20.2% in the 30 days before

Jun 30·entry $99.28·now $104.70

+5.46%
since Jun 30

BUZZ · Weight decrease · 2d

The BUZZ NextGen AI US Sentiment Leaders Index, which the VanEck BUZZ ETF tracks by ranking ~75 US large/mid caps based on NLP-detected sentiment, indicated a reduction in positive buzz for ServiceNow (NOW). This shift in sentiment intensity led to a consecutive weight decrease for NOW in the portfolio, dropping from 3.2100% on June 15th to 2.6900% by June 18th. The substantial 1-year return of -90.1% for ServiceNow, placing it near the lower end of its 52-week range, likely contributed to this diminishing positive public discourse captured by the index's algorithms. As the closest ETF to a retail-crowd signal, BUZZ's passive tracking of its index means these weight adjustments directly mirror the detected shifts in collective public sentiment, often slower to fully manifest given its monthly index reconstitution schedule.

weight 2.830% → 2.740% (-0.090 pp)·stock down 10.4% in the 30 days before

Jun 25·entry $89.52·now $104.70

+16.96%
since Jun 25

BUZZ · Weight decrease · 7d

The observed pattern for NOW in BUZZ shows a sustained, step-wise decrease in weight, beginning from 3.52% and gradually falling to 2.67% over several trading days in June. This consistent reduction aligns with BUZZ’s algorithmic sentiment tracking approach, which uses NLP to gauge positive-sentiment intensity from social media and news. SERVICENOW INC.'s substantial share price depreciation over the past year, down 90.5% and trading near 9% of its 52-week high, has evidently triggered a significant and ongoing deterioration in the positive sentiment signals BUZZ monitors. As a result, the ETF, which tracks a retail-crowd signal and undergoes monthly index reconstitution, is systematically reducing its allocation to NOW, reflecting the stock's declining rank within its underlying index due to sustained negative public perception.

weight 3.520% → 2.670% (-0.850 pp)·stock down 10.0% in the 30 days before

Jun 22·entry $93.01·now $104.70

+12.57%
since Jun 22

BUZZ · Weight decrease · 6d

BUZZ, which tracks sentiment for US large/mid caps, likely included ServiceNow (NOW) based on positive sentiment, despite its P/E ratio of 54.59 and P/B ratio of 12.27 suggesting a growth stock rather than a deep value play. The 21.72% revenue growth and 14.98% ROE could initially align with a positive outlook for the company, contributing to its inclusion in an index driven by positive public opinion. The observed consecutive weight decrease from June 11 to June 18, bringing ServiceNow's allocation from 3.30% down to 2.69%, points to a shifting sentiment detected by BUZZ’s NLP system. This decline in allocation occurred as NOW traded around $93.01, a price point that reflects a significant 90.9% drop over the past year, placing it at only 9% of its 52-week high. Given BUZZ's methodology as an algorithmic sentiment tracker drawing from social media, blogs, and news, the reduction in NOW's weighting suggests a decline in the collective positive intensity from the retail-crowd signals it monitors, potentially influenced by the stock's long-term underperformance.

weight 3.520% → 2.690% (-0.830 pp)·stock down 6.7% in the 30 days before

Jun 18·entry $95.04·now $104.70

+10.16%
since Jun 18

BUZZ · Weight decrease · 5d

NOW's PER of 55.79 and PBR of 12.27, alongside 21.72% revenue growth and a 14.98% ROE, highlight a company with significant valuation demands. As an algorithmic sentiment tracker driven by NLP over social media and news, BUZZ gauges the retail crowd's positive-sentiment intensity, which has evidently waned for NOW after its severe 1-year return of -90.8% and its current price of $95.04, resting at merely 9% of its 52-week high. Consequently, BUZZ's portfolio saw NOW’s weight consecutively decrease from 3.30% on June 11th to 3.03% by June 17th, signaling a sustained decline in the collective positive sentiment detected by the index. This sustained reduction reflects the index's ranking algorithm de-emphasizing NOW due to consistently less positive online discourse, leading to its diminished position within the passively held ~75 US large/mid caps during its monthly rebalance cycle.

weight 3.520% → 3.030% (-0.490 pp)·stock down 7.7% in the 30 days before

Jun 17·entry $95.48·now $104.70

+9.66%
since Jun 17

BUZZ · Weight decrease · 4d

ServiceNow's current price of $95.48 sits at merely 9% of its 52-week high, reflecting a significant one-year depreciation of 90.6%, despite a recent 30-day gain. This prolonged negative trajectory, even with some short-term recovery, likely translated into a sustained decrease in positive sentiment across social media and news feeds, which BUZZ's NLP algorithm tracks for its monthly rebalance. The consistent reduction in NOW's weight within BUZZ, from 3.6000% to 3.2000% over several days in June, directly reflects the algorithmic filtering of declining positive-sentiment intensity, aligning with its function as a retail-crowd signal tracker. Despite financial metrics showing a Revenue Growth of 21.72% and a PER of 62.25, the ETF’s strategy bypasses direct evaluation of such numbers, instead prioritizing the collective online mood that influences its portfolio allocations.

weight 3.520% → 3.200% (-0.320 pp)·stock up 6.6% in the 30 days before

Jun 16·entry $101.33·now $104.70

+3.33%
since Jun 16

BUZZ · Weight decrease · 3d

BUZZ, which operates as an algorithmic sentiment tracker by analyzing positive sentiment intensity from social media and news, registered a waning outlook for ServiceNow (NOW). The consecutive decrease in NOW’s weight from 3.52% to 3.21% between June 10 and June 15 reflects a decline in the positive intensity detected by the ETF’s NLP method. This shift in the crowd signal, despite NOW’s 30-day return of +10.1%, suggests a moderation of enthusiasm, especially considering the stock trades near 10% of its 52-week high. The fund's passive holding of its ~75 US large/mid caps is directly responsive to these real-time sentiment shifts, influencing its target allocations.

weight 3.520% → 3.210% (-0.310 pp)·stock up 15.1% in the 30 days before

Jun 15·entry $104.15·now $104.70

+0.53%
since Jun 15

BUZZ · Weight decrease · 2d

ServiceNow (NOW) exhibits a 21.72% revenue growth and 14.98% ROE, figures which could attract attention, yet its elevated PER of 62.25 and PBR of 12.27 typically necessitate strong positive narratives to sustain investor interest in the social media and news streams monitored by the VanEck BUZZ ETF. Despite a recent +13.2% 30-day return bringing the stock to $104.15—a price still only 10% of its 52-week high—BUZZ’s NLP-driven index observed a decrease in positive-sentiment intensity for NOW. This sentiment shift prompted the observed consecutive weight decrease for ServiceNow, specifically from 3.30% on June 11th to 3.28% on June 12th, reflecting the ETF's passive adherence to algorithmic sentiment tracking rather than fundamental valuation.

weight 3.520% → 3.280% (-0.240 pp)·stock up 17.3% in the 30 days before

Jun 12·entry $102.15·now $104.70

+2.50%
since Jun 12

BUZZ · Weight decrease · 2d

The BUZZ ETF has recorded a consecutive weight decrease for ServiceNow Inc. (NOW), with its allocation dropping from 3.57% to 3.42% between June 8th and 9th. This reduction in holdings by the algorithmic sentiment tracker aligns with NOW's severe long-term price performance, as the stock currently trades around $106.06, down 89.6% over the past year and only at 10% of its 52-week high of $1044.69. While ServiceNow maintains 21.72% revenue growth and a 14.98% return on equity, such a profound and prolonged depreciation in its market value likely signals a deterioration in the positive-sentiment intensity tracked by BUZZ's NLP models across social media and news. The fund, which passively rebalances monthly based on these retail-crowd signals, adjusts its exposure when the relative strength of positive sentiment for a given stock diminishes, even amidst recent 30-day price gains for NOW.

weight 3.600% → 3.420% (-0.180 pp)·stock up 17.3% in the 30 days before

Jun 9·entry $106.97·now $104.70

-2.12%
since Jun 9

BUZZ · Accumulation · 5d

stock up 26.3% in the 30 days before

Jun 5·entry $112.45·now $104.70Fresh

-6.89%
since Jun 5

BUZZ · Accumulation · 5d

stock up 29.7% in the 30 days before

Jun 4·entry $119.36·now $104.70Fresh

-12.28%
since Jun 4

BUZZ · Weight decrease · 2d

stock up 28.2% in the 30 days before

Jun 3·entry $117.90·now $104.70

-11.20%
since Jun 3

BUZZ · Accumulation · 5d

stock up 40.0% in the 30 days before

Jun 2·entry $127.65·now $104.70Fresh

-17.98%
since Jun 2

BUZZ · Accumulation · 6d

stock up 53.8% in the 30 days before

Jun 1·entry $135.86·now $104.70Fresh

-22.94%
since Jun 1
AIEQno longer held6 signals

AIEQ · Exit · 1d

Currently trading at $105.80, NOW sits at only 10% of its 52-week high of $1044.69, a dramatic fall revealed by its -89.2% one-year return, despite minor positive 30-day and 90-day movements. AIEQ, managed by Amplify ETFs with EquBot, utilizes IBM Watson NLP to analyze news, filings, transcripts, and social posts, suggesting that the AI detected a significant negative sentiment or fundamental shift underlying this steep long-term price decline. While the company reports 21.72% revenue growth and a 14.98% ROE, alongside a PER of 62.1 and PBR of 12.27, the AI’s comprehensive model likely identified deeper concerns that rendered the stock unviable at this price level relative to its perceived value or risk. The fund's daily rebalancing and high-turnover strategy allowed EquBot's risk overlay to swiftly act on these accumulating negative signals, prompting a full divestment of NOW from the portfolio on July 1, 2026.

weight 0.470% → 0 (exited)·stock down 22.1% in the 30 days before

Jul 1·entry $105.80·now $104.70

-1.04%
since Jul 1

AIEQ · Weight decrease · 2d

ServiceNow (NOW) presents a high PER of 56.31 and PBR of 12.27, contrasted with 21.72% revenue growth and 14.98% ROE. For AIEQ, a fund employing a "fundamentals + sentiment hybrid" style, such valuations necessitate strong and sustained positive sentiment to maintain portfolio weight. The consecutive weight decrease observed in AIEQ's portfolio for NOW, declining from 0.4800% to 0.4200% between June 16 and June 26, suggests IBM Watson NLP detected a diminishing positive narrative or an increase in perceived risk. This reduction occurred while NOW traded around $98.34, a price point still severely depressed at 9% of its 52-week high after a -90.1% one-year return, indicating EquBot's daily rebalancing and risk overlay did not find sufficient catalysts or sentiment to justify its prior allocation. The pattern implies AIEQ's highly sensitive system perceived that the current financial picture and narrative, despite a recent 30-day price gain, did not warrant a higher conviction in the stock.

weight 0.450% → 0.420% (-0.030 pp)·stock down 3.7% in the 30 days before

Jun 26·entry $98.34·now $104.70

+6.47%
since Jun 26

AIEQ · Weight decrease · 3d

ServiceNow, with a PER of 55.79 and PBR of 12.27, alongside 21.72% revenue growth and 14.98% ROE, presents a profile that AIEQ’s hybrid fundamental and sentiment approach considers for its growth attributes. However, this high valuation is set against a very challenging price context, with the current $95.04 share price representing only 9% of its 52-week high, following a 90-day return of -10.7% and a 1-year return of -90.8%. The consecutive weight decrease from 0.47% to 0.44% between June 17 and June 21, 2026, indicates IBM Watson’s daily NLP analysis of thousands of US equities detected a persistent deterioration in positive sentiment or fundamental signals for ServiceNow. This daily ranking shift, processed by EquBot's risk overlay, prompted AIEQ's high-turnover portfolio to reduce its exposure to NOW at these depressed price levels, suggesting the negative sentiment outweighed any perceived fundamental upside from its growth figures.

weight 0.480% → 0.440% (-0.040 pp)·stock down 6.7% in the 30 days before

Jun 21·entry $93.01·now $104.70

+12.57%
since Jun 21

AIEQ · Weight decrease · 2d

AIEQ's methodology, which employs IBM Watson NLP to process vast quantities of daily textual data and rebalance its portfolio of 140-180 US stocks every trading day, is highly responsive to evolving market signals. The observed consecutive weight decrease for SERVICENOW (NOW) indicates a negative shift in the underlying sentiment or fundamental outlook as interpreted by this AI engine. Despite NOW's modest positive 30-day return, the fund’s disposition likely reflects a more comprehensive assessment, particularly in light of the stock’s significant 1-year return of -90.8%. This drastic decline means the current price of $95.04 stands at only 9% of its 52-week high, a long-term trend that EquBot's risk overlay would factor into its daily position adjustments.

weight 0.480% → 0.450% (-0.030 pp)·stock down 6.7% in the 30 days before

Jun 18·entry $95.04·now $104.70

+10.16%
since Jun 18

AIEQ · Weight decrease · 2d

AIEQ's daily rebalancing and high-turnover strategy, driven by IBM Watson NLP's analysis of thousands of US equities, appears to have registered a deteriorating sentiment or fundamental outlook for ServiceNow (NOW). Watson's daily ranking, which EquBot converts into positions for its 140-180 stock portfolio, likely saw NOW's attractiveness wane, prompting the consecutive weight decreases. This suggests the AI's complex ingestion of news, filings, and social posts indicated persistent headwinds for NOW, despite its 21.72% revenue growth. The fund's system likely reacted to the stock's significant 89.9% drop in its 1-year return, anticipating continued downward pressure or re-evaluation of its high valuation multiples.

weight 0.500% → 0.470% (-0.030 pp)·stock up 17.3% in the 30 days before

Jun 14·entry $104.15·now $104.70

+0.53%
since Jun 14

AIEQ · New entry · 1d

stock up 39.9% in the 30 days before

May 30·entry $135.86·now $104.70Fresh

-22.94%
since May 30
LQAIno longer held3 signals

LQAI · Exit · 1d

NOW's PER of 74.93 and PBR of 12.27, alongside 21.72% revenue growth and 14.98% ROE, presented a nuanced profile for LQAI, an AI-driven large-cap core fund designed without heavy factor tilts. The Qraft AI selection engine, seeking a balance within its US large-cap core universe, likely deemed these multiples, even with the growth, less compelling when contextualized by the company's severe stock performance. The current price of $106.97 reflects an -89.5% 1-year return, placing it at merely 10% of its 52-week high of $1044.69, despite a recent +18.2% 30-day rebound. With LQAI rebalancing weekly, this combination of high valuation multiples relative to sustained decline likely triggered a negative re-ranking within the AI's model. Consequently, the position in NOW was removed, registering 0.0000% on 2026-06-09, as the AI reassessed its suitability for the core portfolio.

weight 0.170% → 0 (exited)·stock up 17.3% in the 30 days before

Jun 9·entry $106.97·now $104.70

-2.12%
since Jun 9

LQAI · Weight decrease · 2d

stock up 28.2% in the 30 days before

Jun 3·entry $117.90·now $104.70

-11.20%
since Jun 3

LQAI · Weight increase · 3d

stock up 53.8% in the 30 days before

Jun 1·entry $135.86·now $104.70Fresh

-22.94%
since Jun 1
PQUSno longer held1 signal

PQUS · Exit · 1d

stock up 39.9% in the 30 days before

May 29·entry $124.37·now $104.70

-15.82%
since May 29

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Jun 14

AI ETFs show mixed activity with ServiceNow, including periods of accumulation by BUZZ but also recent decrease trends and an exit by LQAI. This analysis concludes a 'Fail' due to the lack of a margin of safety, which aligns more closely with the recent reduction or exit trends observed in some AI ETF holdings.

  • Circle of CompetenceServiceNow's subscription-based model for mission-critical enterprise workflows provides unit economics that are sufficiently stable for reasonable long-term cash flow projections.
  • Economic MoatThe company benefits from significant switching costs as its platform is deeply integrated into customer operations, creating a durable economic moat.
  • ManagementInsufficient information is provided to assess management's candor, capital allocation discipline, or 'skin in the game'.
  • Financial HealthWhile the reported ROE is near the threshold, a full assessment of financial health is not possible due to a lack of 10-year ROE data, operating margins, debt specifics, and owner earnings components.
  • Margin of SafetyCurrent valuation multiples (PER 62.25, PBR 12.27, EV/EBITDA 23.39) are very high, indicating that significant future growth is already priced in, leaving no margin of safety.

ServiceNow demonstrates a predictable business model within the circle of competence and possesses a strong economic moat due to high switching costs. However, a comprehensive evaluation of management and financial health is constrained by available data. Crucially, the current share price offers no discernible margin of safety, rendering it unattractive from a value investing perspective.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.