ServiceNow Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 19, 2026	B of A Securities	Tal Liani—	+16.7%	$130 → $150	Maintained	Buy
Aug 17, 2026	TD Cowen	Derrick Wood—	+8.9%	$140 → $140	Maintained	Buy
Aug 12, 2026	Wells Fargo	Michael Turrin—	+36.1%	$160 → $175	Maintained	Overweight
Jul 23, 2026	Macquarie	Steven Koenig—	-14.4%	$109 → $110	Maintained	Neutral
Jul 23, 2026	Bernstein	Peter Weed—	+92.9%	$236 → $248	Maintained	Outperform
Jul 23, 2026	JP Morgan	Samik Chatterjee—	+16.7%	$145 → $150	Maintained	Overweight
Jul 23, 2026	BMO Capital	Keith Bachman—	-8.2%	$115 → $118	Maintained	Outperform
Jul 23, 2026	Baird	Rob Oliver—	-2.8%	$118 → $125	Maintained	Outperform
Jul 23, 2026	RBC Capital	Matthew Hedberg—	+1.1%	$130 → $130	Maintained	Outperform
Jul 23, 2026	Cantor Fitzgerald	Thomas Blakey—	+9.7%	$141 → $141	Maintained	Overweight
Jul 23, 2026	Evercore ISI Group	Kirk Materne—	+24.5%	$150 → $160	Maintained	Outperform
Jul 23, 2026	Needham	Mike Cikos—	-10.5%	$115 → $115	Maintained	Buy
Jul 23, 2026	Jefferies	Samad Samana—	+8.9%	$135 → $140	Maintained	Buy
Jul 23, 2026	Piper Sandler	Billy Fitzsimmons—	+8.9%	$140 → $140	Maintained	Overweight
Jul 22, 2026	BTIG	Allan Verkhovski—	+16.7%	$150 → $150	Maintained	Buy
Jul 20, 2026	DA Davidson	Gil Luria—	+32.3%	$190 → $170	Maintained	Buy
Jul 20, 2026	Cantor Fitzgerald	Thomas Blakey—	+9.7%	$122 → $141	Maintained	Overweight
Jul 20, 2026	CLSA	Bhavtosh Vajpayee—	-44.0%	$72	Initiate	Underperform
Jul 17, 2026	TD Cowen	Derrick Wood—	+8.9%	$140 → $140	Maintained	Buy
Jul 15, 2026	Oppenheimer	Brian Schwartz—	+8.9%	$130 → $140	Maintained	Outperform
Jul 15, 2026	Citigroup	Tyler Radke—	+21.4%	$158 → $156	Maintained	Buy
Jul 14, 2026	UBS	Karl Keirstead—	-14.4%	$115 → $110	Maintained	Neutral
Jul 9, 2026	Goldman Sachs	Kash Rangan—	+12.8%	$163 → $145	Maintained	Buy
Jul 9, 2026	Truist Securities	Miller Jump—	+1.1%	$120 → $130	Maintained	Buy
Jul 1, 2026	Guggenheim	John Difucci—	-2.8%	$125	Upgrade	Neutral→Buy

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Aug 19, 2026

B of A Securities

Tal Liani—

+16.7%

$130 → $150

Maintained

Buy

Aug 17, 2026

TD Cowen

Derrick Wood—

+8.9%

$140 → $140

Maintained

Buy

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