ServiceNow (NOW) Sold Off on AI Fears but Long-Term Competitive Edge Remains Intact

NodeGuardian · 2026-03-25T22:15:19+00:00

Montaka Global Investments' Q4 2025 letter argues that ServiceNow's recent stock decline is temporary, emphasizing its strong R&D and market position. They consider the company undervalued and a top choice for hedge funds amid AI disruption fears.

NodeGuardian

2026-03-25 22:15:19

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Montaka Global Investments’ Q4 2025 investor letter discusses ServiceNow (NYSE: NOW), highlighting that the stock’s sell-off due to AI disruption fears is likely temporary. The investment firm believes ServiceNow’s large-scale, mission-critical software systems are difficult to recreate and that its competitive advantages in R&D, distribution, and data will allow it to extract value from AI. Despite the stock’s decline, Montaka Global Investments views ServiceNow as significantly undervalued, ranking it among the most popular stocks held by hedge funds.

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