To The Moon

$ServiceNow(NOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Palo Alto Networks(PANW)$ 23Dec25 🇺🇸|24Dec25 🇳🇿 I’m watching ServiceNow make a deliberate, high-conviction move to reinforce its position as the control plane for the modern enterprise. ServiceNow has confirmed it will acquire Armis for US$7.75B in cash, with the transaction expected to close in H2 2026, subject to regulatory approvals. Armis was last valued around US$6.1B and already serves more than 40% of the Fortune 100. This is not incremental. This is architectural. 🔍 Strategic significance I see this acquisition as ServiceNow closing one of the final visibility gaps in enterprise security workflows. Armis delivers real-time asset intelligence across IT, OT, IoT, and connected medical devices, areas where traditional security platforms still operate with fragmented awareness. Embedded into ServiceNow’s workflow engine, security shifts from alert generation to continuous, automated execution. That transition from tools to outcomes is where long-cycle budget gravity sits. 🧠 Competitive positioning What stands out to me is how clearly this positions ServiceNow above best-in-class detection platforms such as Palo Alto Networks and CrowdStrike. Those platforms excel at identifying threats. ServiceNow is building the orchestration layer that determines priority, ownership, and remediation, directly inside the enterprise operating system. That hierarchy matters when CISOs rationalise vendors. 💰 Capital discipline and scale Yes, US$7.75B is a premium price. But Armis is reporting US$340M+ in ARR with growth exceeding 50% YoY, while ServiceNow’s Security and Risk segment has already surpassed US$1B in ACV. Importantly, this acquisition is being executed from a position of balance sheet strength, durable free cash flow generation, and consistently high ROIC. I view this as capital deployed to compress time to dominance, not to paper over slowing growth. 📉 Short-term market digestion From a price-action perspective, I’m seeing classic post-announcement digestion rather than structural damage. On the 30-minute chart, volatility expanded on the headline with elevated volume, followed by momentum cooling rather than acceleration lower. On the 4-hour timeframe, trend structure remains intact, with price consolidating rather than breaking key support zones, consistent with institutional absorption after a large cash deal. In other words, the market is processing the information, not rejecting it. 📌 Analyst validation Following the post-announcement selloff, Bernstein SocGen reiterated an Outperform rating on ServiceNow, maintaining its US$1,093 price target. The analyst described NOW as the “cheapest large-cap software stock,” highlighting that it now trades below peers on FCF minus SBC versus growth, including names like Salesforce and Adobe. Importantly, the note flagged no signs of organic growth guide-downs, with 2026 IT demand described as steady based on management commentary and recent channel checks. In my view, that framing matters. It suggests the market reaction is about short-term deal digestion, not a deterioration in fundamentals. 🤖 AI and autonomy roadmap This deal fits cleanly into ServiceNow’s AI-native trajectory. Armis contributes continuous discovery and contextual awareness. ServiceNow contributes prioritisation, orchestration, and autonomous remediation. Together, that moves enterprise security closer to self-healing systems, which aligns directly with CIO and CISO roadmaps over the next cycle. This is the kind of acquisition that looks expensive in the headline and obvious in hindsight. It reinforces ServiceNow’s ambition to be the operating system of the enterprise, not just another software vendor layered into the stack. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerObserver @TigerWire @TigerStars @TigerPicks @Daily_Discussion