ServiceNow Q3FY26 Results: Earnings call set for Oct 28

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Reviewed by
Naman SScanX News Team
Key Highlights
  • ServiceNow releases Q3FY26 results on October 28, 2026
  • Conference call starts at 2:00 pm PDT
  • Audio replay available for 30 days post-call
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*this image is generated using AI for illustrative purposes only.

ServiceNow will announce its financial results for the third quarter ended September 30, 2026, following the close of market on Wednesday, October 28, 2026. The company will host a conference call and live webcast to discuss these figures.

Conference call details

The earnings call is scheduled for 2:00 pm Pacific Daylight Time (21:00 GMT) on October 28, 2026. Investors can access the live teleconference via webcast or by dialing (833) 461-5787 (Meeting ID: 657715831). For those outside North America, the dial-in number is (585) 542-9983 with the same Meeting ID.

An audio replay will be available two hours after the call concludes and will remain accessible for 30 days. Replay access is provided through the investor relations section of the ServiceNow website or by dialing (833) 309-1852 (Meeting ID: 657715831). International callers can use (929) 828-5978 with the same Meeting ID.

Company profile

ServiceNow operates as a cloud-based platform provider, described as the "Super Intelligence Control Tower" for business reinvention. The platform integrates with various models, clouds, and data sources to orchestrate work across IT, CRM, Security, and Employee Experience. The company reports that more than 100 billion workflows run on its platform annually.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might ServiceNow's Q3 2026 earnings influence investor sentiment toward the broader enterprise SaaS sector amid ongoing AI integration trends?

What specific metrics regarding AI-driven workflow adoption should analysts prioritize in ServiceNow's upcoming guidance to assess long-term growth sustainability?

How could ServiceNow's reported 100 billion annual workflows impact its competitive positioning against emerging AI-native platforms in the CRM and Security markets?

ServiceNow rallies 1.59% as Accenture earnings lift software stocks

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Reviewed by
Ritika DScanX News Team
Key Highlights
  • ServiceNow shares rose 1.59% to $136.14 on Thursday, lifted by Accenture's strong Q4 results
  • Accenture reported Q4 EPS of $3.29, beating the $3.18 estimate, with revenue of $18.70 billion above the $18.03 billion consensus
  • ServiceNow launched "Flow," an AI-native service desk enabling workflow automation directly inside chat channels
  • Analyst consensus carries a Buy rating with an average price target of $143.71; Cantor Fitzgerald holds the highest target at $174.00
  • ServiceNow's Benzinga Edge scorecard shows Bullish momentum (70.50) and growth (72.19) scores, offset by a weak value score of 8.32
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*this image is generated using AI for illustrative purposes only.

ServiceNow, Inc. shares rose 1.59% to $136.14 on Thursday, lifted by a broad rally in software and IT services stocks following Accenture plc's better-than-expected fourth-quarter results and above-estimate fiscal 2027 guidance.

Accenture earnings drive sector sentiment

Accenture shares jumped around 19% to $217.63 on Wednesday after the company reported results that beat analyst expectations on both earnings and revenue. The stock had declined about 32% in 2026 amid concerns over AI's potential impact on labor-intensive services. Accenture's strong showing eased those concerns and provided a tailwind to enterprise software peers including ServiceNow.

The following table summarises Accenture's fourth-quarter performance against consensus estimates:

Metric Reported Estimate
EPS $3.29 $3.18
Revenue $18.70 billion $18.03 billion
FY27 EPS guidance $14.39-$14.81 $14.63
FY27 revenue guidance $76.43B-$78.65B $76.41 billion

ServiceNow launches "Flow" AI service desk

ServiceNow also disclosed the rollout of "Flow," a startup within the company targeting AI-native users with a service desk that deploys instantly. The product lets teams automate workflows directly inside chat channels using natural language, turning chat-based requests into automated actions without heavy setup.

Earnings preview and analyst price targets

The next major catalyst for the stock is an estimated earnings report on October 28, 2026. Analyst expectations ahead of that release are as follows:

Metric Estimate
EPS 85 cents (down from 96 cents YoY)
Revenue $3.93 billion (up from $3.41 billion YoY)
P/E 83.8x

The stock carries a Buy consensus rating with an average price forecast of $143.71. Recent analyst actions include:

Analyst firm Rating Price target Date
Cantor Fitzgerald Overweight $174.00 Sept. 21
Needham Buy $155.00 Sept. 11
BTIG Buy $170.00 Sept. 8

Strategic partnerships and governance role

ServiceNow has expanded its ecosystem through key integrations:

  • September 22: Partnered with Xapien to embed AI-native third-party risk management into workflows.
  • September 29: Signed an agreement with Reco to enhance visibility into AI agent security.
  • ServiceNow CEO Bill McDermott participated in a White House AI summit on September 29, joining leaders from Amazon, Palantir, and xAI to sign the White House Accord on "Super Intelligence," which establishes voluntary safety mechanisms for advanced AI deployments.

Benzinga Edge scorecard

Below is ServiceNow's Benzinga Edge scorecard, highlighting its strengths and weaknesses relative to the broader market:

Category Signal Score
Momentum Bullish 70.50
Growth Bullish 72.19
Quality Neutral 34.05
Value Weak 8.32

Top ETFs holding ServiceNow

ServiceNow carries significant weight in several ETFs, meaning inflows or outflows in these funds can trigger automatic buying or selling of the stock:

ETF Weight
iShares Expanded Tech-Software Sector ETF 4.68%
Dana Unconstrained Equity ETF 9.89%
Nicholas Global Equity and Income ETF 5.00%

What the numbers show

The gap between ServiceNow's current trading price of $136.14 and the average analyst price target of $143.71 reflects moderate upside consensus, while the highest target of $174.00 from Cantor Fitzgerald signals more aggressive bullish conviction. The Benzinga Edge scorecard underscores a growth-and-momentum-led profile offset by a weak value score of 8.32, consistent with a P/E of 83.8x that represents a premium valuation relative to peers. Revenue is expected to grow from $3.41 billion to $3.93 billion YoY, even as EPS is estimated to decline from 96 cents to 85 cents, pointing to a period where top-line expansion is outpacing bottom-line conversion.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How will ServiceNow's upcoming Q3 earnings report reconcile the projected revenue growth with the anticipated decline in EPS, and what does this margin compression imply for its long-term profitability trajectory?

To what extent did Accenture's strong guidance specifically alleviate investor fears regarding AI-driven disruption in labor-intensive services, and is this sentiment shift sustainable for other enterprise software peers?

What specific adoption metrics or customer retention rates must ServiceNow demonstrate for its new 'Flow' AI service desk to justify its current premium valuation of 83.8x P/E?

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