Service Now的股票虽然收入丰厚,但仍下跌,5B美元回购,而内幕买家对AI干扰的市场担忧依然存在。 ServiceNow's stock dipped despite strong earnings, a $5B buyback, and insider buying as market concerns over AI disruption linger.

2026年2月18日,ServiceNow股价下跌1.1%至105.85美元,尽管内部采购总额为300万美元,高管取消了自动销售计划,但交易量高于平均水平. ServiceNow shares dipped 1.1% to $105.85 on February 18, 2026, on higher-than-average volume, despite insider purchases totaling $3 million and the cancellation of automated sale plans by executives. 该公司宣布进行50亿美元的股回购,并立即执行20亿美元,并重申推动该公司成为企业AI代理商的“AI控制塔”,最近得到收购的支持。 The company announced a $5 billion share buyback, with $2 billion immediately executed, and reaffirmed its push to become the “AI Control Tower” for enterprise AI agents, bolstered by recent acquisitions. 尽管市场对企业软件人工智能颠覆的担忧加重了人们的情绪,但第四季度的强业绩0.92美元每股收益和357亿美元的收入超过了预期. Strong Q4 results—$0.92 EPS and $3.57 billion in revenue—exceeded expectations, though broader market concerns about AI disruption in enterprise software are weighing on sentiment. 分析师维持“机动购买”共识,平均目标为192.06美元。 Analysts maintain a “Moderate Buy” consensus with a $192.06 average target.