Shares of ServiceNow Inc. (NOW) ticked higher in Wednesday's premarket, building on gains from the previous session. The move followed news that the company is teaming up with two major telecom players on a project that could finally solve one of travel's most persistent annoyances: spotty international roaming.
On Tuesday, ServiceNow announced it is developing what it calls the industry's first inter-carrier operational model with Japan's NTT DOCOMO (DCMYY) and Singapore's StarHub Ltd. (SRHBF). The goal is pretty straightforward: use AI to help mobile carriers identify and fix roaming problems much faster, which should mean more reliable connectivity for travelers around the world.
Think about it. You land in a new country, turn on your phone, and... nothing. Or maybe you get a weak signal that drops every call. Today, figuring out whose network is to blame and getting it fixed can be a slow, manual process between different carriers. This new collaboration is essentially about building a standardized, automated system so carriers can talk to each other and resolve issues in minutes instead of hours or days.
The companies are aiming for a commercial launch in the second half of this year. The idea is to streamline operations between carriers, cutting down delays in reporting problems and ultimately making the customer experience a lot less frustrating. By using the ServiceNow AI Platform to automate remote maintenance and coordinate roaming fault resolutions in real-time, the partnership promises better visibility and faster recovery for both the carriers and their customers.
"By extending automation beyond individual network domains and introducing a standardized, cooperative model for inter‑carrier operations, we can significantly reduce service interruptions and enhance the transparency and speed of issue resolution," said Akihiro Hikuma, senior vice president and executive general manager of the network division at NTT DOCOMO. "DOCOMO is actively building an open and collaborative ecosystem with diverse partners such as StarHub and ServiceNow, advancing intelligent cross‑border operational automation that improves customer experience and contributes to the evolution of global connectivity."
This roaming project fits into ServiceNow's broader push into AI. Back in February, the company unveiled its "Autonomous Workforce"—essentially AI specialists designed to handle enterprise tasks with proper authority and governance, freeing up human employees for more strategic work. Around the same time, it launched "EmployeeWorks," which integrates Moveworks' conversational AI and search tech with ServiceNow's own portal and workflows. This lets employees make natural language requests that get turned into fully governed, end-to-end actions.
So, what does all this mean for ServiceNow's stock? Let's look at the numbers.
From a technical standpoint, the stock is facing some short-term headwinds. It's currently trading about 9.8% below its 20-day simple moving average and 4.1% below its 100-day average. Over the past year, shares have declined and are sitting closer to their 52-week lows than their highs. The Relative Strength Index (RSI) is at 44.45, which is considered neutral—not overbought, not oversold. Meanwhile, the MACD is at 0.15, below its signal line of 0.22, which typically indicates some bearish pressure. Put together, the neutral RSI and bearish MACD suggest mixed momentum for the stock right now.
Key resistance is seen at the $120.00 level, while key support sits at $110.00.
Looking ahead, the next major earnings report is scheduled for April 22, 2026—yes, 2026, so investors have a while to wait. For that report, the current consensus earnings per share (EPS) estimate is 80 cents, which is down slightly from a previous estimate of 81 cents. Revenue, however, is expected to jump to $3.75 billion, up from $3.09 billion. The stock carries a premium valuation, with a price-to-earnings (P/E) ratio of 67.8x.
Analysts, for their part, remain generally bullish. The stock carries a consensus Buy rating with an average price target of $199.21. Recent analyst actions include Needham maintaining a Buy rating and a $155.00 price target on both February 5 and February 9. Citigroup was more optimistic, raising its price target to $237.00 on January 30 while keeping its Buy rating.
In Wednesday's premarket trading, ServiceNow shares were up 1.38% at $114.75.
