$NOW
BULLISH2026-05-04Price around the call
↑ 2026-05-04
By horizon✓ hit+25.1%
1d
✗ -4.6%
5d
✗ -5.3%
21d
✓ +25.1%
Original post
Shay Boloor · 2026-05-04
$NOW CEO Bill McDermott just laid out the 2030 plan positioning them as control tower for AI governance, routing & oversight: • $30B+ 2030 subs revenue (~18% CAGR) • Rule of 60 target & highest renewal rate in SaaS • $600B TAM (+100% YoY) supported by 6 $1B+ business lines
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