ServiceNow Jumps 8.78% as Reddit Reconsiders Whether the AI Selloff Went Too Far

"Now Assist ACV has surpassed $600 million, tracking toward a $1 billion 2026 target, with a price uplift exceeding 30% on Now Assist subscriptions. The Autonomous Workforce launch claims 90% autonomous resolution of IT requests, with Moveworks-based conversational AI integrated into the platform. Operating margin hit 33.5% in Q3 2025, 300 basis points above guidance, with free cash flow margin raised 200 basis points for the full year."

"Jensen said that companies like ServiceNow cannot be replaced by AI, and Wall St and the retail folks were too regarded to realize it."

ServiceNow experienced a significant stock recovery after declining 41% over the past year, with shares rising 8.7% in one week. Reddit sentiment shifted dramatically from a neutral 54.5 to a bullish 70.7 monthly average. Two catalysts drove this reversal: Nvidia CEO Jensen Huang argued the market mispriced enterprise software, and ServiceNow launched its Autonomous Workforce suite on February 26. The platform demonstrates strong financial metrics including Now Assist ACV surpassing $600 million with 30% price uplift, 90% autonomous IT request resolution, and operating margins hitting 33.5% in Q3 2025. Reddit discussions across major investing communities now question whether the AI-driven software selloff was overblown, with investors reassessing enterprise software valuations.

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