-37%

est. 2Y upside i

AI & ML

AI platform for automating employee support across IT HR and finance

Rank

#2776

Sector

Enterprise AI Software

Est. Liquidity

~0Y

Data Quality

Data: High

The equity opportunity for a job seeker at Moveworks is now tied to ServiceNow (NOW) public stock, following its $2.85B acquisition in December 2025.

Last updated: March 10, 2026

Bull (30%)+75%

ServiceNow successfully integrates Moveworks' agentic AI, driving significant adoption of its 'Now Assist' features and expanding its front-office and CRM footprint. This synergy accelerates ServiceNow's subscription revenue growth beyond analyst expectations, pushing its market cap to over $260B by 2028, representing a 75% upside from current levels.

Base (37%)+45%

Moveworks' integration proceeds as planned, contributing steadily to ServiceNow's generative AI offerings and maintaining its strong market position in IT service management. ServiceNow continues its consistent 19-21% annual revenue growth, leading to a market cap of approximately $217B by 2028, a 45% increase from the current valuation.

Bear (33%)-25%

ServiceNow faces stronger-than-anticipated competition from large tech incumbents like Microsoft in the enterprise AI space, or integration challenges with Moveworks lead to slower-than-expected revenue contribution. This, combined with broader market headwinds or increased AI infrastructure costs, results in a 25% decline in ServiceNow's stock price, bringing its market cap down to $112.5B by 2028.

Est. time to liquidity~0.0 years
Adjusted for competitive dynamics: 51% (raw: -37%, adjustment: +20%)

Preference Stack Risk

low

Funding Intensity

11%

As equity is in ServiceNow (NOW) public stock, liquidation preferences are not applicable.

Dilution Risk

moderate

Standard public company dilution from RSU grants and stock options, partially offset by ServiceNow's share repurchase programs.

Secondary Liquidity

active

ServiceNow (NOW) is a publicly traded company on the NYSE, offering active liquidity for equity holders.

Questions to Ask at the Interview

Strategic questions based on Moveworks's data — designed to show you've done your homework.

  • 1

    How is the integration of Moveworks progressing, and what specific metrics are being used to measure its contribution to ServiceNow's overall generative AI strategy and revenue growth?

  • 2

    Given ServiceNow's stated goal to expand into front-office and CRM, how will the Moveworks technology directly enable the company to compete more effectively against established players like Salesforce?

  • 3

    With the equity now being in ServiceNow stock, how does the company communicate the value creation from acquisitions like Moveworks to employees, and what are the expectations for stock performance over a 2-year horizon?

Cluster Peers

Expected Upside

Community

Valuation Sentiment

Our model estimates -37% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.