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Kaushik @BigBullCap on x 102.6K followers
Created: 2025-07-21 12:16:55 UTC
Cantor on $NOW ER 7/23
ServiceNow kicks us off next Wednesday, July 23, after the market closes, where we previewed shares positively earlier this week provided positive checks. We picked up a possible uptick in shorting NOW shares given recent outperformance, but believe this may have been more tactical. We expect the 2Q report to be a positive catalyst for shares with mitigated Federal risks (checks indicate stable demand) and Now Assist starter packs possibly driving more Pro Plus upgrades/adoption. PT $1200
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