智通财经APP注意到，法国巴黎银行将ServiceNow(NOW.US)的股票评级上调至“跑赢大盘”，并将目标价从 120 美元上调至 140 美元。该投行表示，近期股价的下跌"提供了投资机会"。
分析师 Stefan Slowinski 写道：“在经历 2025 年的抛售并在今年进一步加剧(年初至今下跌 23%)后，ServiceNow 股票的风险/回报比已趋于有利。我们认为，软件企业需要展示出核心业务的稳定性、可靠的 AI 变现增长以及高质量的利润率(且股权激励支出 SBC 处于受控状态)。我们在 ServiceNow 身上看到了这些品质。”
深入分析后，该分析师表示，他认为 ServiceNow 在 2026 财年结束时，其订阅业务的有机收入增长率可能达到 20% 左右，高于其在第一季度给出的约 18% 的指引。Slowinski 补充道：“如果从标准版(Standard)和专业版(Pro)升级到 Pro Plus 的速度加快，且随着客户开始从购买 Assist Pack 中回归，我们看到了更多的上行潜力。”
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