Is Salesforce a Falling Knife Or Is The Worst Over?

Impact · against what's priced in

The article provides no new catalysts for ServiceNow or Salesforce. For ServiceNow, the mention of it as an AI play is already captured in the market's endorsement of its current Agentic AI bookings, while the Salesforce data confirms known headwinds and growth targets already reflected in its valuation.

NOW+0.00

Already priced in

The price assumes

The current wave of Agentic AI bookings and 9x deployment growth

The article highlights ServiceNow as an AI investment play, but the price already accounts for the current wave of Agentic AI bookings and deployment growth.

What NOW's price assumes · Sep 3

• CRM▲200%
• NOW▲38%
• guidance▲16%
• revenue growth
• earnings
• ai
• valuation