#SaaS Analysis

3 posts

ServiceNow -17% Crash: Why a Total Beat Got Crushed

2026-05-09·

#ServiceNow #NOW #US Stocks #Stock Analysis #Crash Analysis #SaaS Analysis #Agentic AI #Earnings Analysis

ServiceNow beat on revenue, EPS, cRPO and FCF and still fell 17.75%. Dissecting the multiple compression: three quarters of cRPO deceleration, and Armis.

Palantir: The Near-Perfect Company With 1 Fatal Flaw

2026-03-08·

#Palantir #PLTR #Fundamental Analysis #SaaS Analysis #Defense AI #AIP #US Stocks #Stock Analysis #Company Analysis #Leveraged ETF #PTIR #PLTU #Palantir Leveraged

Palantir scores near-perfect on fundamentals, but one critical weakness holds it back. Ten metrics that set a fair value for PLTR right now.

ServiceNow Down 53% — Is It Time to Buy?

2026-03-08·

#ServiceNow #NOW #Fundamental Analysis #SaaS Analysis #AI Workflow #US Stocks #Stock Analysis #Company Analysis #Software Stocks #Leveraged ETF #NOWL #ServiceNow Leverage

ServiceNow stock crashed 53% from highs, but 98% of customers never leave. We score 10 key fundamentals, compare NOW vs CRM vs WDAY, and estimate fair value.