法巴上调ServiceNow目标价至160美元并称其可能成为下一个软件增长“加速器”，但这仅为卖方观点更新

ServiceNow ( NOW ) could become the next software “accelerator,” BNP Paribas said on Tuesday. "Investors are focused on the growth trajectory going into FY27, and were reassured by raised FY26 guidance at 2Q which now implies stable organic Subscription growth of ~19% through year end,” BNP analyst Stefan Slowinski wrote in a note to clients. “We believe true organic cRPO growth outlook is also stable at ~19%. With soft US Federal comps in Q3 and Q4, signs of strong Federal demand, fast growing AI revenues representing ~9% of group ARR at year end, a fast growing Security business likely 10% of revenues in 2027, and emerging consumption Assist monetization, we see scope for revenue growth acceleration, and multiple re-rating, similar to what Atlassian experienced last quarter. We are 120bps ahead of consensus subs rev growth in FY'27, modelling 90 bps of acceleration through the year.” Slowinski has an Outperform rating on ServiceNow and upped his price target to $160 from $140.