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← @asklivermore

$NOW

BEARISH2026-04-15
Price around the call
↓ 2026-04-15
By horizon✓ hit-6.8%
1d
✓ -1.0%
5d
✓ -13.1%
21d
✓ -6.8%
Original post
AskLivermore · 2026-04-15

Why I'm buying more $NOW today at ~$90's. The stock is down ~40%+ YTD and over 55% from 2025 highs around $211. Their forward P/E compressed to the low 20s. Fundamentals strong with 21% subscription revenue growth, Now Assist AI doubled net new ACV, and 2026 guidance is rock-solid at ~20%+. They're the the AI platform I want on my side for business reinvention at a generational discount. Adding shares right now. A lot of fear on software stocks but - 's numbers don't lie: 1. Q4 FY25 (ended Dec 2025): Subscription revenue $3.47B (+21% YoY / 19.5% constant currency), total revenue $3.57B (+20.5%). 2. Current RPO +25% YoY. 98% renewal rates and Rule of 51 margins intact. Market freaked over "AI disruption fears" and macro noise. 3. Now Assist (their agentic AI suite) is exploding

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