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In mid-January 2026, authID announced an integration with ServiceNow to bring secure, biometric identity verification into more than 8,400 ServiceNow-powered contact centers worldwide, including those used by most Fortune 500 companies, aiming to reduce fraud and strengthen audit trails for high-risk account changes and transactions.
This move, coming alongside ServiceNow’s appointment of former Microsoft Chief Legal Officer Hossein Nowbar, underscores a broader push to reinforce trust, compliance, and security across its AI‑enabled workflow platform.
We’ll now examine how tighter identity verification across ServiceNow-powered contact centers could influence the company’s AI-focused investment narrative and risk profile.
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ServiceNow Investment Narrative Recap
To own ServiceNow, you essentially need to believe that its AI enabled workflow platform can keep attracting large enterprises while defending its premium pricing and margins. In the near term, the key catalyst is how convincingly the upcoming earnings and AI metrics support that premium after a sharp share price pullback, while the biggest risk is security and compliance credibility. The authID integration looks directionally positive for security, but is not a material near term swing factor on its own.
The authID partnership slots neatly beside ServiceNow’s broader security push, including its US$7.75 billion Armis acquisition to deepen cyber and AI governance capabilities. Together, these moves speak to a thesis where security, identity and AI are increasingly bundled into one workflow stack, which could matter for winning higher value CRM and industry workflow deals. Whether that translates into the kind of contract momentum analysts expect remains an open question.
Yet while the AI story is compelling, investors also need to weigh the unresolved security vulnerability issues that could affect…
Read the full narrative on ServiceNow (it’s free!)
ServiceNow’s narrative projects $20.3 billion revenue and $3.3 billion earnings by 2028. This requires 18.9% yearly revenue growth and about a $1.6 billion earnings increase from $1.7 billion today.
Uncover how ServiceNow’s forecasts yield a $225.84 fair value, a 77% upside to its current price.
Exploring Other Perspectives
NOW 1-Year Stock Price Chart
Some of the most cautious analysts already expected slower AI monetization, with revenue at about US$17.8 billion and earnings near US$2.2 billion by 2028, so you should see this authID security news against a backdrop where those bearish views highlight how much opinions on ServiceNow’s AI driven upside and risk can differ and may still shift.
Explore 22 other fair value estimates on ServiceNow – why the stock might be worth just $198.27!
Build Your Own ServiceNow Narrative
Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.
A great starting point for your ServiceNow research is our analysis highlighting 4 key rewards that could impact your investment decision.
Our free ServiceNow research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate ServiceNow’s overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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