sthl129
Oct 28, 9:21 PM
NOW’s earnings crash is bullish for
$PATH if you look at what actually happened.
The weak spot was NOT agentic AI automation/orchestration. NOW said production agentic-AI consumption is up 13X YoY and raised AI ACV guidance to
$1.7B.
The stock is getting hit because forward cRPO growth slowed and NOW was priced for perfection.
That’s the key difference: NOW trades at a massive premium while PATH is priced for low expectations.
If Maestro drives even modest ARR acceleration, PATH has major rerating potential.
$NOW proved the agentic automation market is real. That’s bullish for
$PATH.
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