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ServiceNow (NYSE:NOW) is deepening its AI partnerships with Anthropic and OpenAI to embed Claude and other advanced models into core enterprise workflows.
The company is rolling out new AI driven workflows and industry solutions at enterprise scale, including new deployments with customers such as Panasonic Avionics and Fiserv.
Management reports early results that include shorter implementation and preparation times for employees and customers using these AI capabilities.
For investors watching NYSE:NOW, the story here is less about quarterly noise and more about how the platform is being used. The shares last closed at $129.62, with a return of 3.4% over the past week and a 36.8% gain over three years. Over the past year, the stock shows a 43.3% decline and a 12.1% decline year to date, which frames this AI push as a key part of how the company is trying to reassert its role in enterprise software.
The expanded relationships with Anthropic and OpenAI position ServiceNow to compete for large, AI heavy transformation projects across industries. As more workflows move to agentic AI and customers like Panasonic Avionics and Fiserv scale deployments, investors can watch how quickly these partnerships turn into broader adoption and stickier platform usage.
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NYSE:NOW Earnings & Revenue Growth as at Jan 2026
How ServiceNow stacks up against its biggest competitors
✅ Price vs Analyst Target: At US$129.62 versus a US$206.29 analyst target, the price sits about 37% below consensus.
✅ Simply Wall St Valuation: Simply Wall St estimates the shares are trading 35.1% below fair value, flagged as undervalued.
❌ Recent Momentum: The 30 day return of 16.1% decline shows weak short term price momentum.
Check out Simply Wall St’s in depth valuation analysis for ServiceNow.
📊 Deeper ties with Anthropic and OpenAI aim to put ServiceNow at the center of enterprise AI workflows, which may influence how durable customers see the platform.
📊 Watch how quickly AI driven workflows scale across large clients, and track whether revenue, margins and a P/E of 77.68 reflect that usage over time.
⚠️ A high P/E and strong reliance on successful AI execution leave little room for missteps if adoption or customer outcomes fall short of expectations.
For the full picture including more risks and rewards, check out the complete ServiceNow analysis.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NOW.
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