Erste Group lifts ServiceNow stock rating to Buy on growth outlook

Published 30/04/2025, 13:24
Erste Group lifts ServiceNow stock rating to Buy on growth outlook

On Wednesday, ServiceNow (NYSE:NOW) stock rating was upgraded by Erste Group from Hold to Buy. The firm’s analyst pointed to the company’s positive revenue projections, citing expected growth in subscription-based software revenues. Currently trading at $942.86 with a market capitalization of $195 billion, ServiceNow anticipates a rise of +19% to 19.5% in the second quarter and targets software revenues of approximately $12.7 billion for the full year. According to InvestingPro data, the company has maintained impressive revenue growth of 21% over the last twelve months.

The analyst noted ServiceNow’s commitment to delivering innovative products aimed at enhancing customer productivity. The upgrade reflects a confidence in ServiceNow’s ability to maintain its profitable growth trajectory, supported by its robust gross profit margin of 79%. ServiceNow’s focus on innovation and customer productivity enhancements has been a key factor in the analyst’s optimistic outlook.

ServiceNow has been making strides in the software industry by consistently offering new and improved solutions to its customers. This approach has not only helped the company to expand its customer base but also to retain existing clients. The analyst’s upgrade suggests that these efforts are expected to translate into sustained financial performance, with InvestingPro analysis indicating strong financial health and robust cash flows.

The company’s financial targets for the upcoming quarter and the year signal robust growth in its software segment, particularly in subscription services. The projected increase in software revenues is a testament to the company’s strong business model and market position. InvestingPro subscribers can access 16 additional ProTips and comprehensive analysis about ServiceNow’s valuation and growth prospects through the platform’s detailed Pro Research Report.

ServiceNow, with its upgraded rating, is poised to continue its momentum in the market, having delivered a strong return of 16% in the past week alone. The Erste Group’s upgrade underscores the company’s potential for continued growth and profitability, as it leverages its innovative product offerings to meet the evolving needs of its customers. The company’s overall financial health score is rated as GREAT by InvestingPro analysts.

In other recent news, ServiceNow has attracted attention with several analysts revising their price targets and maintaining positive ratings on the company’s stock. UBS analyst Karl Keirstead raised the price target to $1,025, citing the company’s strategic adjustments to its growth forecast and hiring plans in response to economic pressures. Meanwhile, Bernstein analysts lowered their target to $1,003, acknowledging ServiceNow’s resilience in surpassing revenue expectations despite a slight downward revision of full-year guidance. BMO Capital Markets also lifted their price target to $1,025, highlighting ServiceNow’s strong Commitment to Future Revenue Performance results, while noting a slight reduction in future subscription revenue expectations. RBC Capital Markets increased their target to $1,060, emphasizing the company’s strong quarterly results and momentum in artificial intelligence. Lastly, TD Cowen maintained a $1,100 target, praising ServiceNow’s ability to balance growth with a cautious guidance approach, particularly in its U.S. Federal business. These recent developments reflect continued confidence in ServiceNow’s performance and strategic direction amidst varying market conditions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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