ServiceNow今日盘中大跌5.04%，引起了市场的广泛关注。
消息面上，公司将于盘后公布二季度财报，财报前不确定性显著放大个股波动；同时，软件板块仍在持续消化IBM此前发布的二季度初步业绩不及预期的冲击，该负面信号对系统软件行业形成系统性压制，ServiceNow作为企业级SaaS核心标的持续承压。
市场一致预期本季度ServiceNow营收为39.28亿美元，同比增长25.87%，调整后每股收益为0.85美元。Oppenheimer此前表示公司二季度活动与需求趋势、AI业务动能保持强劲，预计对一致预期存在温和上行空间。多家机构近期上调目标价，分析师平均目标价约140美元，维持买入评级。
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