I am locking in a foundational position in ServiceNow (NOW). I just entered 5 positions of ServiceNow (NOW) at $86.98.

​This elite SaaS leader at a massive psychological and technical reset following its 5-for-1 stock split in late 2025. Currently trading at sub-$90 level is a gift for long-term conviction holders. 💎📈

​📉 The Setup: Post-Split Value & Valuation Compression

​ServiceNow has historically been a "high-priced" stock, often trading north of $800. The recent split has made it accessible, but the market is currently ignoring the fundamental strength at these new price levels.

​Support Sniper: My entry at $86.98 sits right near a critical technical floor. After the split-adjustment, the $81–$87 range has emerged as a high-volume accumulation zone for institutional "dip-buyers." 🛡️

​Valuation Disconnect: NOW is currently trading at a P/E ratio of ~54x. While that sounds high for retail, for ServiceNow, it is a deep discount. This is over 40% lower than its 12-month average (~96x) and a staggering 80% below its 7-year historical average. We are buying one of the best margins in software at a historical relative bargain. 📉✅

​Strong Fundamentals: Despite macro headwinds, ServiceNow continues to deliver 21%–22% YoY revenue growth. Buying at these multiples for that level of consistent growth is a textbook "alpha" move.

​🚀 The Catalyst: The "Agentic AI" Control Tower

​ServiceNow is no longer just "IT support", it has become the AI Control Tower for the global enterprise.

​Agentic Business Era: At the Knowledge 2026 conference, CEO Bill McDermott unveiled the "Agentic AI" roadmap. Their Now Assist suite is moving from simple chatbots to autonomous agents that can plan and execute entire workflows without human intervention. 🤖🧠

​AI Revenue Scaling: Management has signaled that AI-native SKUs are trending toward a $1.5 billion run rate. We are seeing a massive "attach rate" as customers move from experimentation to full-scale AI deployment. 💰📈

​The "Platform of Platforms": ServiceNow's moat is its ability to integrate with everything (Azure, AWS, Salesforce). As companies try to simplify their tech stacks in 2026, they are consolidating their spend onto the Now Platform to save on labor costs.

Glad to be introducing this ticker into my current long term portofolio.

Invest safe, Tiger friends! [Heart]