ServiceNow tanks on margins

ServiceNow tanks on margins

From Wall Street Breakfast by Seeking Alpha

April 23, 2026 · 6 min

About this episode

ServiceNow experiences a significant drop in stock value due to lower-than-expected margins following recent acquisitions.

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: IBM, QS, NOW, and more Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict QuantumScape sees increased demand outside of auto industry SpaceX may make its own GPUs amid AI push - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Topics covered

  • ServiceNow
  • Tesla
  • Lululemon
  • investments
  • market analysis

Keywords

  • ServiceNow
  • Tesla
  • Lululemon
  • Elon Musk
  • Heidi O'Neill
  • stock market
  • investing

Mentioned in this episode

Organizations: ServiceNow, Tesla, Lululemon, Nike, IBM, QuantumScape, SpaceX, Seeking Alpha

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