ServiceNow Inc. (NOW)

ServiceNow Inc. (NOW $963.40)
- $963.40 Fwd P/E: 130.72X Cap: $199.42B
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ServiceNow Inc. (NOW $963.40)
- $963.40 Fwd P/E: 130.72X Cap: $199.42B
- View NOW Profile
- View Questions on NOW

Q: the impact of AI seems to be negatively affecting many SAAS companies - in particular CRM and NOW. Is this temporary in your opinion or could it be existential risk?
the market seems to be thinking the latter..

Read Answer Asked by Scott on July 11, 2025

Alphabet Inc. (GOOG $185.94)
- $185.94 Fwd P/E: 20.75X Cap: $2.25T
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Microsoft Corporation (MSFT $510.05)
- $510.05 Fwd P/E: 39.45X Cap: $3.79T
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NVIDIA Corporation (NVDA $172.41)
- $172.41 Fwd P/E: 55.62X Cap: $4.20T
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Salesforce Inc. (CRM $262.38)
- $262.38 Fwd P/E: 41.06X Cap: $250.83B
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ServiceNow Inc. (NOW $963.40)
- $963.40 Fwd P/E: 130.72X Cap: $199.42B
- View NOW Profile
- View Questions on NOW
Snowflake Inc. (SNOW $216.89)
- $216.89 Cap: $72.37B
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UiPath Inc. Class A (PATH $12.59)
- $12.59 Cap: $6.73B
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Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.

Read Answer Asked by Rob on July 02, 2025

Salesforce Inc. (CRM $262.38)
- $262.38 Fwd P/E: 41.06X Cap: $250.83B
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.20)
- $126.20 Fwd P/E: 16.76X Cap: $1.50B
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ServiceNow Inc. (NOW $963.40)
- $963.40 Fwd P/E: 130.72X Cap: $199.42B
- View NOW Profile
- View Questions on NOW
kneat.com inc. (KSI $5.80)
- $5.80 Cap: $544M
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- View Reports on KSI
Vitalhub Corp. (VHI $12.26)
- $12.26 Fwd P/E: 272.44X Cap: $683M
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Construction Partners Inc. (ROAD $107.57)
- $107.57 Fwd P/E: 92.73X Cap: $6.02B
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Synopsys Inc. (SNPS $584.76)
- $584.76 Fwd P/E: 68.64X Cap: $90.73B
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Galaxy Digital Inc. Class A common stock (GLXY $37.20)
- $37.20 Cap: $12.89B
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- View Reports on GLXY
Shift4 Payments Inc. Class A (FOUR $106.56)
- $106.56 Fwd P/E: 36.0X Cap: $9.29B
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Genius Sports Limited (GENI $11.37)
- $11.37 Cap: $2.72B
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Cellebrite DI Ltd. (CLBT $14.38)
- $14.38 Cap: $3.44B
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Sportradar Group AG (SRAD $30.26)
- $30.26 Cap: $9.06B
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Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD

Read Answer Asked by Kim on June 02, 2025