等待开盘 01-31 09:30:00 美东时间
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ServiceNow交出了一份超预期的季度财报和积极指引,但股价却在财报后大跌近10%。在AI冲击、并购争议和增长门槛的多重考验下,市场显然不再只看“有没有增长”。
01-30 14:43
今日重点评级关注:Piper Sandler:上调Korro Bio评级至"超配",目标价从11美元升至30美元;Piper Sandler:维持Nurix Therapeutics"超配"评级,目标价从32美元升至35美元
01-30 17:38
成交额第1名微软绩后跌近10%,市值蒸发近3600亿美元,成交550亿美元;第10名Palantir跌3.49%,已连跌四日;第18名Strategy跌超9%,成交49.77亿美元>>
01-30 07:11
Market darlings and castaways are shifting as rate pressures ease and earnings visibility improves. Companies left behind, like VZ and CCI, offer solid value and potential for rebound in a market rewarding discipline.
01-30 02:15
Volatility returned to Wall Street Thursday, the session after the Federal Reserve meeting, but this time the selloff was less macro-driven and more stock-specific.
01-30 01:56
ServiceNow projected subscription revenue growth of 19.5%-20.0% in 2026, a slowdown from the 20.5% growth recorded in 2025.
01-30 00:07
ServiceNow (NOW) stock fell despite beating earnings estimates and announcing strong growth projections. Analysts maintain a Buy rating.
01-29 19:45
BTIG analyst Allan Verkhovski reiterates ServiceNow (NYSE:NOW) with a Buy and maintains $200 price target.
01-29 19:26
<span style="color:#999999;">编者按:聚焦公司高管观点与展望,深挖业绩背后的信息,助力投资者把握先机。</span><blockquote><p><span style="color:#fa1432;"><strong>业绩回顾</strong></span></p></blockquote><p>• 基于ServiceNow 2025年第四季度业绩会实录,以下是财务业绩回顾摘要: ## 1. 财务业绩 **营收表现:** - Q4订阅收入:34.66亿美元,按固定汇率计算同比增长19.5%,超出指导区间高端150个基点 - 全年订阅收入:预计超过155亿美元 - RPO(剩余履约义务):约282亿美元,按固定汇率计算同比增长22.5% - CRPO(当前剩余履约义务):128.5亿美元,按固定汇率计算同比增长21% **盈利能力:** - Q4非GAAP营业利润率:31%,超出指导1个百分点 - 全年非GAAP营业利润率:31%,同比提升150个
01-29 12:09
UPDATE 1-ServiceNow projects annual subscription revenue above estimates, signals AI strength Adds analyst comment in paragraph four, shares By Jaspreet Singh and Juby Babu Jan 28 (Reuters) - ServiceNow NOW.N forecast annual subscription revenue above Wall Street estimates on Wednesday, signaling st
01-29 06:45