Bull: If Now Assist ACV keeps compounding past the newly-raised $1.5B 2026 target and enterprise AI adoption broadens, NOW could keep growing revenue in the low-to-mid 20s% for years, with margins eventually catching up as AI infrastructure spend normalizes and the forward multiple has room to re-rate back toward its historical 45–60x range if that plays out. Bear: AI infrastructure spend could keep pressuring margins longer than expected (net income has been essentially flat for two straight reporting periods), and Salesforce/Workday could compete more aggressively on price as AI commoditizes core workflow tooling - at a premium-to-peers valuation, there's less room for error than a truly cheap stock. $NOW
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