ServiceNow(NOW)今日盘中大涨5.02%，引发市场广泛关注。
消息面上，公司此前发布的二季度财报全面超出市场预期，调整后每股收益达0.90美元，高于市场预期的0.85美元；营收达39.87亿美元，同比增长24%。公司同时将全年订阅收入指引上调至157.6亿至157.8亿美元。财报发布后，多家投行纷纷上调目标价，Evercore ISI上调至160美元，汇丰上调至179美元，杰富瑞上调至140美元，充分体现了市场对公司未来增长前景的信心。
此外，资金从芯片股向SaaS板块轮动的趋势持续，为ServiceNow股价提供了额外支撑。公司近期还与TeamViewer达成多年战略合作，并扩大了与Experian的AI平台协议，多重利好因素共同推动股价走强。
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