Nikolay Nedyalkov @NikolayNedyalkov: "I've just opened a position..."

Bought $NOW @92.87

Bulgaria

I've just opened a position using 2.08% of my equity. The market handed $NOW (ServiceNow Inc) a 40% discount for having a great quarter. I'm buying. ServiceNow runs the back office of the world's largest companies. They just deepened partnerships with $NVDA (NVIDIA Corporation) and $MSFT (Microsoft) to push agentic AI further into the enterprise. While $CRM (Salesforce Inc) Salesforce is fighting for the front office, $NOW owns the back office and is quietly expanding into everything in between. Q1 2026 numbers: $3.77B revenue (+22% YoY) $12.64B in committed future revenue (cRPO) $0.97 EPS vs $0.80 expected 44% free cash flow margin They beat every single metric.

Not investment advice. The author may have financial interests in the mentioned instruments.