[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kaushik [@BigBullCap](/creator/twitter/BigBullCap) on x 102.5K followers Created: 2025-07-24 10:39:12 UTC $NOW PT Raised to $XXXXX at Citi ServiceNow kicked off large-cap reporting on a strong note, with a larger than expected beat on CRPO, Subscription revenue and profitability. This demonstrated continued strength from AI momentum despite a challenging macro + Federal backdrop. While the FY25 guidance raise was underwhelming (only partial flow through), this reflects some timing (on-prem early renewals in Q2) and more importantly continued conservatism as management continued to note an overall unchanged macro environment. We are buyers of NOW with consistent execution of one of the best AI stories in app software, and a numbers set-up that looks achievable. While read-throughs may be more limited given company specific factors, we see modest relief potential for large-cap app peers. We slightly raise our estimates, taking numbers slightly ahead of guidance and our TP up to $XXXXX XXXXX engagements  **Related Topics** [momentum](/topic/momentum) [coins ai](/topic/coins-ai) [$now](/topic/$now) [servicenow](/topic/servicenow) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/BigBullCap/status/1948332130423164997)
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Kaushik @BigBullCap on x 102.5K followers
Created: 2025-07-24 10:39:12 UTC
$NOW PT Raised to $XXXXX at Citi
ServiceNow kicked off large-cap reporting on a strong note, with a larger than expected beat on CRPO, Subscription revenue and profitability. This demonstrated continued strength from AI momentum despite a challenging macro + Federal backdrop. While the FY25 guidance raise was underwhelming (only partial flow through), this reflects some timing (on-prem early renewals in Q2) and more importantly continued conservatism as management continued to note an overall unchanged macro environment. We are buyers of NOW with consistent execution of one of the best AI stories in app software, and a numbers set-up that looks achievable. While read-throughs may be more limited given company specific factors, we see modest relief potential for large-cap app peers. We slightly raise our estimates, taking numbers slightly ahead of guidance and our TP up to $XXXXX
XXXXX engagements
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