ServiceNow 因 AI 带来的收益、营收增长、强劲的资产负债表以及股价下跌后具吸引力的估值而值得买入。
逐段跳播
例如，ServiceNow 是近期表现不错的一只，但它从 52 周高点被彻底打垮。但实际上，我们认为它们是人工智能的受益者，因为它们在 IT 基础设施中的位置，以及它们帮助企业弥合差距、克服挑战、获得适当权限等等。
而且它们的收入仍在增长。它们的资产负债表真的很好。管理层似乎终于想要开始解决股权激励这个问题，这对它们来说是个大问题。但你现在是以以前无法获得的倍数买入它们，期权价格也非常有吸引力。当然，我们愿意持有正股。
For example, ServiceNow was one that had performed well recently, but it was completely crushed from its 52-week high. But in reality, we consider them beneficiaries of artificial intelligence because of their position in the IT infrastructure, and their assistance to companies in bridging the gap, overcoming challenges, obtaining appropriate permissions, and all that.
And they are still growing their revenues. They have a really good balance sheet. It appears that management finally wants to start addressing the issue of stock-based compensation, which is a major problem for them.
But you're buying them at multiples that weren't available before, and the option prices are also very attractive. But of course we are ready to own the underlying stock.
这个频道对 $NOW 的历次判断
The Acquirers Podcast 在这只股票上只有这一条判断。