Consensus expectations for ServiceNow’s Q1 2026 include revenue of $3.75 billion and an adjusted EPS of $0.97, while the current stock price of $96.66 trades significantly below the analyst average target of $173.46. Investors are laser-focused on current Remaining Performance Obligations (cRPO) growth, which is projected to moderate to 19.5% following recent federal sector weakness.
The report arrives after a turbulent start to the year for ServiceNow, with shares plummeting over 40% amid fears of AI-driven disruption and contract delays. Analysts are seeking evidence that early generative AI adoption via "Now Assist" and premium "Pro Plus" tiers can successfully reaccelerate growth and defend the company’s platform dominance.