<p><strong>ServiceNow (NYSE:NOW)</strong> 正在受益于企业软件领域的表现回暖。该股票在经历了剧烈的抛售后正在反弹。尽管在过去一周上涨了约 17%，但在过去 12 个月中，股价仍下跌了约 50%。</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
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<li>解锁对冲基金级别的数据和强大的投资工具，以便做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
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<p>NOW 是所谓的 “SaaSocalypse” 的受害者，这一现象源于对人工智能代理可能取代传统软件公司的担忧。</p>
<p>然而，具体到 NOW 的情况，BofA 分析师 Tal Liani 认为这种看法完全忽视了关键点。“虽然人工智能正在扰乱软件领域，但我们认为 NOW 将从新的人工智能解决方案中受益，而不是被取代，” 分析师解释道。“起点很强，公司在企业工作流程中占据了深度嵌入的关键任务位置，作为管理、路由、批准和审计组织活动的系统，使得取代变得成本高昂且复杂。</p>
<p>分析师认为，NOW 的 “工作流程深度和广度的嵌入” 使其特别适合从 IT、员工和客户工作流程中自主代理的推广中受益。随着这些部署的扩展，编排、权限、批准、政策执行和可审计性的重要性可能会增加，这些都与 ServiceNow 的核心优势紧密匹配，使其成为 “人工智能驱动周期中的编排层”。</p>
<p>Liani 预计公司将随着人工智能的普及而捕获额外价值，而不是被人工智能解决方案取代。AI 控制塔 “定义了战略角色”，行动框架作为连接工作流程的层，混合定价建立了货币化模型，而 Armis 和 Veza 的收购增强了公司的安全性和身份能力。</p>
<p>Liani 预计 2026 年至 2028 年的收入增长将达到 18-22%，同时 “最佳级” 自由现金流利润率将在 35-37% 范围内。该前景得到了持续的平台扩展、客户预算份额的上升以及新的与人工智能相关的货币化机会的支持。“值得注意的是，” Liani 说，“cRPO 增长已连续五个季度超过 20%，突显了持续的需求和平台相关性。” 管理层还预计到 2027 年，运营和自由现金流利润率将扩大约 100 个基点，尽管继续投资于人工智能，但这表明进一步的运营杠杆。</p>
<p>总之，Liani 称该股票具有 “相对于同行更快的增长和更优越的盈利能力”，并重新恢复了对其的覆盖，给予买入评级，目标价为 130 美元，指向未来 12 个月股价上涨 21%。(要查看 Liani 的业绩记录，请点击这里)</p>
<p>另外 34 位分析师与 BofA 一起看好该股，而额外的 4 个持有评级并未影响强烈买入的共识评级。预测显示一年回报率为 32%，考虑到平均目标价为 141.68 美元。(查看 NOW 股票预测)</p>

现在服务

NOWL

标普软件与服务 ETF - SPDR

<p>美国银行分析师 Tal Liani 认为，ServiceNow (NOW) 将从人工智能的进步中受益，而不是被其取代。尽管过去一年股价下跌了 50%，但 NOW 的股票最近反弹了 17%。Liani 预计 2026 年至 2028 年间的收入增长将达到 18-22%，并重新给予 “买入” 评级，目标价为 130 美元，暗示股价将上涨 21%。分析师们的共识为 “强烈买入”，平均目标价为 141.68 美元，表明潜在的一年回报率为 32%</p>

<p><strong>ServiceNow (NYSE:NOW)</strong> is benefiting from what looks like a move back into underperforming enterprise software names. The stock is rebounding after experiencing a sharp sell-off. To wit, despite adding ~17% over the past week, shares are still down by ~50% over the last 12 months.</p>
<div class="lb-trans"><p><strong>ServiceNow (NYSE:NOW)</strong> 正在受益于企业软件领域的表现回暖。该股票在经历了剧烈的抛售后正在反弹。尽管在过去一周上涨了约 17%，但在过去 12 个月中，股价仍下跌了约 50%。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><ul>
<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以便做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
</div><p>NOW has been a victim of what has been termed the “SaaSocalypse,” driven by fears that AI agents could take the place of traditional software companies.</p>
<div class="lb-trans"><p>NOW 是所谓的 “SaaSocalypse” 的受害者，这一现象源于对人工智能代理可能取代传统软件公司的担忧。</p>
</div><p>However, specifically in NOW’s case, BofA analyst Tal Liani thinks that perception entirely misses the point. “While AI is disrupting the software landscape, we think NOW stands to benefit from, rather than be replaced by, new AI solutions,” the analyst explained. “The starting point is strong, with the company occupying a deeply embedded mission-critical position within enterprise workflows, serving as the system that governs, routes, approves, and audits activity across organizations, making the displacement costly and complex</p>
<div class="lb-trans"><p>然而，具体到 NOW 的情况，BofA 分析师 Tal Liani 认为这种看法完全忽视了关键点。“虽然人工智能正在扰乱软件领域，但我们认为 NOW 将从新的人工智能解决方案中受益，而不是被取代，” 分析师解释道。“起点很强，公司在企业工作流程中占据了深度嵌入的关键任务位置，作为管理、路由、批准和审计组织活动的系统，使得取代变得成本高昂且复杂。</p>
</div><p>The analyst believes NOW’s “depth and breadth of workflow entrenchment” leaves it particularly well positioned to benefit from the rollout of autonomous agents across IT, employee, and customer workflows. As these deployments expand, the importance of orchestration, permissions, approvals, policy enforcement, and auditability is likely to increase, all of which closely match ServiceNow’s core strengths, making it the “orchestration layer in an AI-driven cycle.”</p>
<div class="lb-trans"><p>分析师认为，NOW 的 “工作流程深度和广度的嵌入” 使其特别适合从 IT、员工和客户工作流程中自主代理的推广中受益。随着这些部署的扩展，编排、权限、批准、政策执行和可审计性的重要性可能会增加，这些都与 ServiceNow 的核心优势紧密匹配，使其成为 “人工智能驱动周期中的编排层”。</p>
</div><p>Rather than being displaced by AI solutions, Liani expects the company to capture additional value as AI adoption grows. AI Control Tower “defines the strategic role,” Action Fabric serves as the layer connecting workflows, hybrid pricing establishes the monetization model, and the Armis and Veza acquisitions enhance the company’s security and identity capabilities.</p>
<div class="lb-trans"><p>Liani 预计公司将随着人工智能的普及而捕获额外价值，而不是被人工智能解决方案取代。AI 控制塔 “定义了战略角色”，行动框架作为连接工作流程的层，混合定价建立了货币化模型，而 Armis 和 Veza 的收购增强了公司的安全性和身份能力。</p>
</div><p>Liani sees revenue growth of 18-22% between 2026 and 2028, alongside “best-in-class” FCF margins in the 35-37% range. The outlook is supported by ongoing platform expansion, a rising share of customer budgets, and new AI-related monetization opportunities. “Notably,” says Liani, “cRPO growth has exceeded 20% for five consecutive quarters, highlighting sustained demand and platform relevance.” Management also expects operating and FCF margins to expand by roughly 100 basis points in 2027, indicating further operating leverage despite continued AI investment.</p>
<div class="lb-trans"><p>Liani 预计 2026 年至 2028 年的收入增长将达到 18-22%，同时 “最佳级” 自由现金流利润率将在 35-37% 范围内。该前景得到了持续的平台扩展、客户预算份额的上升以及新的与人工智能相关的货币化机会的支持。“值得注意的是，” Liani 说，“cRPO 增长已连续五个季度超过 20%，突显了持续的需求和平台相关性。” 管理层还预计到 2027 年，运营和自由现金流利润率将扩大约 100 个基点，尽管继续投资于人工智能，但这表明进一步的运营杠杆。</p>
</div><p>Bottom line, offering “faster growth and superior profitability relative to peers,” Liani calls the stock attractive, and has reinstated coverage with a Buy rating and a price objective of $130, a figure pointing toward 12-month share appreciation of 21%. (To watch Liani’s track record, click here)</p>
<div class="lb-trans"><p>总之，Liani 称该股票具有 “相对于同行更快的增长和更优越的盈利能力”，并重新恢复了对其的覆盖，给予买入评级，目标价为 130 美元，指向未来 12 个月股价上涨 21%。(要查看 Liani 的业绩记录，请点击这里)</p>
</div><p>34 other analysts join BofA in the bull camp while an additional 4 Holds can’t detract from a Strong Buy consensus rating. The forecast calls for one-year returns of 32%, considering the average target clocks in at $141.68. (See NOW stock forecast)</p>
<div class="lb-trans"><p>另外 34 位分析师与 BofA 一起看好该股，而额外的 4 个持有评级并未影响强烈买入的共识评级。预测显示一年回报率为 32%，考虑到平均目标价为 141.68 美元。(查看 NOW 股票预测)</p>
</div>

Bank of America Thinks ServiceNow (NOW) Stock Is an AI Winner – Here’s Why

- ServiceNow 正在从企业软件复苏中受益，股价已反弹约 17%。  
- 尽管过去 12 个月股价下跌约 50%，分析师预计收入增幅可达 18-22%。  
- BofA 分析师给予买入评级，目标价 130 美元。

Tip Ranks

GraniteShares 2x Long NOW Daily ETF

美国银行

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BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

美国银行认为 ServiceNow (NOW) 的股票是人工智能领域的赢家——以下是原因