Stock Track | ServiceNow Plummets 10.9% Intraday on M&A and Organic Growth Concerns Despite Strong Earnings

Stock Track01-29

ServiceNow's stock plummeted 10.90% during intraday trading on Thursday. This sharp decline occurred even though the enterprise software company reported fourth-quarter earnings and revenue that surpassed analyst expectations and issued forward guidance that exceeded estimates.

The sell-off was driven by investor concerns over ServiceNow's recent streak of large acquisitions, including its planned $7.75 billion purchase of cybersecurity startup Armis. Analysts and investors worry that this aggressive mergers and acquisitions strategy signals a slowdown in the company's organic growth. The company's guidance implied an organic growth rate of about 19% for the year, which fell short of some investor expectations.

Additionally, the drop reflects broader market skepticism about the impact of artificial intelligence on traditional software companies and a negative sentiment shift within the software sector. These fears overshadowed the strong quarterly results, leading multiple brokerages to cut their price targets on the stock.

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