Go All-In On ServiceNow

Oliver Rodzianko6.19K FollowersFollow5ShareSavePlay(9min)CommentsSummaryServiceNow is rated Strong Buy due to deep value after a -50% drawdown and favorable sentiment setup.NOW trades below its 200-week moving average, offering rare value with a potential 50–70% upside from current levels.Consensus estimates remain bullish; market overreaction has likely left NOW undervalued, with management expected to positively surprise.Key risks include large enterprise deal renewals, rising stock-based compensation, and potential perception shift from mission-critical to discretionary. allanswart/iStock via Getty Images I'm a believer in psychological inversion in sentiment, margin of safety in value, growth in trend, sizing in thematics, and diversification in correlation. When I spot an opportunity, I don't think, "That's outside my circle of competence." Instead I think, "What do I needThis article was written byOliver Rodzianko6.19K FollowersFollowOliver Rodzianko is the Director of Invictus Origin, managing a high-alpha portfolio strategy outperforming the Nasdaq-100 through rotation with disciplined cash deployment during market dislocations.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NOW, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.