$ServiceNow(NOW)$ The stock is currently trading at a P/S ratio of around 8.4x, which is a discount of over 50% compared to its 5-year average of about 17x. As a key leader in enterprise software, it maintains over 20% annual revenue growth with strong AI tailwinds. This valuation gap looks compelling to me.
$ServiceNow(NOW)$ ServiceNow's revenue retention remains extremely strong. Large enterprises rarely rip it out once it's deeply integrated into their workflows. Remaining Performance Obligations nearing $28 billion provide unusually high visibility into future revenue. Gross margins are elite for a company still growing at close to 20%. Free cash flow generation is massive and continues to compound. AI is becoming an accelerator, not a threat. NOW is embedding AI agents directly into enterprise workflows instead of competing head-on with consumer AI models. The balance sheet remains very strong with billions in cash and manageable debt. A drawdown in a high-quality growth name after a huge multi-year run isn't unusual. Stocks like NOW have his
$IBM(IBM)$ IBM should break through $350. The five-star analyst has been consistently upgrading, and Citi usually gets the price target right every time. They're calling for $375.
$ServiceNow(NOW)$ Based on what the NVIDIA CEO mentioned, the stock price could return to previous highs soon. A threefold increase in productivity suggests a market cap of $400 to $500 billion is achievable.
$Tiger Brokers(TIGR)$ Tiger Brokers’ interest expenses for Q3 2025 were $21.9 million, up 39.8% from $15.7 million in the same period last year. Still bullish.
$SMIC(00981)$ Nice little gain on SMIC! Capitalizing on chip boom & homegrown substitution. Q3 capacity hit 95.8% — production lines are packed! Snagged the Contra688 cash vouchers too, free money feels good. Staying long for the next lift-off!