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Broyhill Asset Management stated in its Q2 investor letter that despite a 21% drop in ServiceNow (NOW) stock price, it maintains confidence and has increased its holdings.
Broyhill Asset Management noted in its Q2 2026 investor letter that cloud software company ServiceNow (NOW) fell 21% in the second quarter, but the firm maintained its confidence and increased its holdings. Broyhill believes that ServiceNow's Now Assist annual contract value target was raised by 50% to $1.5 billion, and over half of new business is priced by consumption rather than seats, with a total renewal rate of 97%, indicating it is not an obvious AI victim. Broyhill stated that it has exited other related positions such as HubSpot and Intuit, but increased its holdings in ServiceNow.
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