---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41060523.md"
description: "If it's not related to AI, the markets don't seem to care?This $ServiceNow(NOW.US) sell-off seems way too aggressive.They've got 600+ customers with an ACV over $5M lol (grew 22% YoY).You don't sign multi-year deals that big if the platform is getting disrupted by AI?Not sure what needs to happen for them to get re-rated.Maybe rebrand to NowAI?I don't have a position, but they're on the watchlist. Financials + guidance are too good to ignore."
datetime: "2026-05-22T18:27:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41060523.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41060523.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41060523.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
---

# If it's not related to AI, the markets don't seem …


### Related Stocks

- [NOW.US](https://longbridge.com/en/quote/NOW.US.md)