{ "ticker": "NOW", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/NOW.json", "analysis_sha256": "7dff5ac302f1fa53b7e58c0b489349620f8bda2c5dcc4179a12720291bb3eaaf", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "ServiceNow : des abonnements à +24,5 %, Armis payé 7,6 Md$ en numéraire et un titre coincé au milieu de son couloir. Dossier au close du 23 septembre 2026, aucun plan actif.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "ServiceNow : abonnements +24,5 %, prévision relevée, mais marge GAAP à 4 % après Armis ; titre à 140,78 $, entre 130 et 150 $ ; pas d’entrée au cours actuel.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T18:28:42.773110049Z", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T18:28:42.773110049Z", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T18:28:42.773110049Z", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : aucun plan au cours actuel, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 140.78, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 140.78, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": 2.759124087591247, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "146 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "11,4 M", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "9,9×", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 54, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "ServiceNow a publié le 22 juillet des abonnements à 3 877 M$, en hausse de 24,5 %, et relevé sa prévision annuelle à 15 760–15 780 M$. Le même trimestre montre ce qu’a coûté Armis, racheté le 20 avril pour environ 7,6 Md$ en numéraire : un résultat opérationnel GAAP de 162 M$, soit 4 % des revenus, une marge brute des abonnements tombée de 80 % à 73 %, et une dette passée de 1,5 à 7,5 Md$. Le titre, après un plus bas de 91,53 $ le 23 juillet, est remonté jusqu’à 149,60 $ le 31 août, puis a reculé dans un couloir de 130 à 150 $ ; il clôture à 140,78 $. À 9,9 fois ses revenus GAAP des douze derniers mois, il se paie près du double de Salesforce (5,1×). Aucun plan : au milieu du couloir, aucun stop structurel ne laisse un R/R de 1,5.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Abonnements du deuxième trimestre de 3 877 M$ (+24,5 %) et obligations de performance à douze mois de 13,20 Md$ (+21 %).", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Prévision d’abonnements 2026 relevée à 15 760–15 780 M$ ; marge de flux libre visée à 35 % sur l’année.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "20,2 millions d’actions rachetées au premier semestre : le nombre d’actions a baissé de 1,3 % depuis décembre.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "La société revendique plus de 1 Md$ de valeur annuelle de contrats sur son offre d’IA au deuxième trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Résultat opérationnel GAAP de 162 M$ au trimestre, 4 % des revenus, après 219 M$ d’amortissement des actifs acquis et 75 M$ de coûts liés aux rachats.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Dette de 7,5 Md$ au 30 juin, contre 1,5 Md$ en décembre, dont 2,08 Md$ à court terme.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Le troisième trimestre est guidé à +20,5 % d’abonnements, contre +24,5 % au deuxième : la croissance ralentit, rachats compris.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Au close du 23 septembre, la valeur d’entreprise représente 9,9 fois les revenus GAAP des douze mois clos le 30 juin.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, en base ajustée du fractionnement par cinq de décembre 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Clôture à 140,78 $ entre 130,39 $ et 149,60 $ ; un achat sur cassure du 31 août ne vise que 153,20 $ pour un stop sous 135,07 $.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.statusLabel", "value": "Accenture le 1er octobre", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.statusLabel" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Aucune date de résultats de ServiceNow dans les quatorze jours collectés ; le calendrier de marché place le troisième trimestre au 28 octobre, date non confirmée par l’émetteur dans les dépôts ouverts. Accenture, partenaire commercial, publie le 1er octobre selon deux calendriers concordants, avant l’ouverture selon l’un d’eux.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "business.overview", "value": "

ServiceNow vend par abonnement une plateforme qui gère les demandes et les incidents des services informatiques, puis les processus des ressources humaines, du service client et de la sécurité. Au deuxième trimestre 2026, les abonnements ont atteint 3 877 M$, en hausse de 24,5 %, sur 3 987 M$ de revenus totaux. Les obligations de performance à douze mois, 13,20 Md$, progressent de 21 %.

La société a changé de taille en 2026. Elle a racheté Veza, spécialiste de la gouvernance des identités, le 2 mars, puis Armis, spécialiste de l’inventaire et de la sécurité des équipements connectés, le 20 avril, pour environ 7,6 Md$ en numéraire. Le financement est passé par un prêt relais de 4 Md$, remboursé depuis par 4,0 Md$ d’obligations émises en mai, et par des billets de trésorerie : la dette atteint 7,5 Md$ au 30 juin, contre 1,5 Md$ en décembre. L’amortissement des actifs acquis atteint 219 M$ au trimestre contre 25 M$ un an plus tôt, et la marge brute des abonnements tombe à 73 % contre 80 % ; le 10-Q attribue la hausse des coûts d’abonnement aux effectifs et aux marchés réglementés, et prévoit que l’amortissement des actifs acquis continue de peser.

Un partenaire fédéral intégrateur, non nommé, a représenté 11 % des revenus de 2025 : c’est un revendeur auprès des administrations, pas un client final. Le 10-K cite Microsoft, Oracle, SAP, Salesforce et Workday comme concurrents.

", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "3 877 M$ au deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "97 % des revenus", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.1.revenue", "value": "110 M$ au deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "3 % des revenus", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "ServiceNow 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000076/now-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-07-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "ServiceNow 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000072/erq2fy26.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-07-22", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.sourceRefs.2.name", "value": "ServiceNow 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.name" }, { "path": "business.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.url" }, { "path": "business.sourceRefs.2.date", "value": "2026-01-29", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.date" }, { "path": "business.coverageMatrix.0.decision", "value": "Trois cents séances continues, base ajustée du fractionnement de décembre 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.coverageMatrix.0.decision" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 22 juillet et 10-Q ; date du troisième trimestre non annoncée par l’émetteur.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Douze mois glissants au 30 juin 2026, reconstitués depuis les données XBRL officielles.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.6.decision", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-07-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Gap de +4,8 % effacé, clôture à −3,7 %", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le communiqué est publié le 22 juillet après la clôture, la conférence commençant à 14 h, heure du Pacifique. Le 23, le titre ouvre à 100,01 $, 4,77 % au-dessus de la clôture de la veille, 95,46 $, puis clôture à 91,94 $ (−3,69 %). IGV fait −2,16 % la même séance : l’écart propre au titre est d’environ 1,5 point de baisse.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.1.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Hausse de 10,0 % avec le logiciel", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Ouverture à 130,48 $ (+3,72 %), clôture à 138,43 $. IGV a pris +7,74 %, Salesforce +22,58 % et Workday +1,48 % la même séance : environ 2,3 points de la hausse sont propres au titre ; aucun dépôt ouvert ici n’en donne la cause.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-05-15", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "4,0 Md$ d’obligations pour refinancer Armis", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Cinq séries à échéances 2028 à 2056 ; elles remplacent le prêt relais de 4 Md$ du 17 avril. De la dette, aucune action nouvelle.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000119312526226644/d60522d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "3 877 M$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+24,5 % sur un an, communiqué du 22 juillet", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "13,20 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+21 % sur un an", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.metric", "value": "Prévision d’abonnements 2026", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.metric" }, { "path": "fundamentals.rows.2.value", "value": "15 760 à 15 780 M$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Relevée ; troisième trimestre attendu entre 3 975 et 3 980 M$ (+20,5 %)", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "162 M$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "4 % des revenus, contre 11 % un an plus tôt", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "14,73 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Douze mois glissants au 30 juin 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "1,68 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Marge de 11,4 %, douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "1,67 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Dont 360 M$ de plus-values latentes sur participations au premier semestre 2026, hors exploitation ; celles du second semestre 2025, comprises dans les douze mois, ne sont pas isolées ici", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "5,31 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.metric", "value": "Dette au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.metric" }, { "path": "fundamentals.rows.8.value", "value": "7,52 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Obligations et billets de trésorerie, dont 2,08 Md$ à court terme ; 1,49 Md$ en décembre", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.metric", "value": "Liquidités et titres négociables au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.metric" }, { "path": "fundamentals.rows.9.value", "value": "6,71 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Hors 2,07 Md$ de participations stratégiques, non comptées", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.value", "value": "9,9×", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Valeur d’entreprise au close du 2026-09-23, 1 033,9 millions d’actions, sur revenus GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.10.comparison", "value": "Versus Salesforce à 5,1×, Oracle à 7,9× et Datadog à 21,8× (fiches publiées, même base et même date), Workday à 4,6× et Adobe à 3,7× (statistiques courantes du 24 septembre, non point-in-time) : ServiceNow garde une prime nette sur les éditeurs d’applications.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.comparison" }, { "path": "fundamentals.rows.11.value", "value": "53,2×", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur EBITDA GAAP douze mois au 2026-06-30 (résultat opérationnel + amortissements)", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.11.comparison", "value": "Versus Salesforce à 17,7× (fiche publiée, même base et même date) : l’écart vient en partie d’une marge GAAP comprimée par les rachats de 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.comparison" }, { "path": "fundamentals.rows.12.metric", "value": "EV sur abonnements prévus pour 2026", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.metric" }, { "path": "fundamentals.rows.12.value", "value": "9,3×", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur le milieu de la prévision d’abonnements de la société (15,77 Md$)", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.source", "value": "Clôture certifiée, XBRL SEC et communiqué du 22 juillet", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.source" }, { "path": "fundamentals.rows.13.value", "value": "105×", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Capitalisation au 2026-09-23 sur résultat net GAAP douze mois au 2026-06-30, moins les 360 M$ de plus-values latentes du premier semestre 2026 seulement, nettes d’un impôt au taux fédéral de 21 % : le 10-Q ne publie pas l’impôt attaché à ces gains, à la différence de HPE qui publie celui du gain H3C", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.source", "value": "Clôture certifiée, XBRL SEC et 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.source" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus le P/E brut de 87× : les gains du premier semestre flattent le résultat douze mois de près de 17 % ; ceux du second semestre 2025, non isolés, rendraient la correction plus forte.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.rows.14.value", "value": "98,96 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Scénario : multiple ramené à sept fois les revenus GAAP douze mois au 2026-06-30 par hypothèse, bilan du 30 juin, soit −30 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.comparison", "value": "Versus Oracle à 7,9× et Salesforce à 5,1× (fiches publiées) : sept fois se situe entre les deux ; ce que coûterait l’alignement, pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "ServiceNow 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000076/now-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-07-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "ServiceNow 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000072/erq2fy26.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-07-22", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 : abonnements de 3 877 M$ (+24,5 %), revenus totaux de 3 987 M$ (+24 %), résultat opérationnel GAAP de 162 M$ et ajusté de 29,5 %, flux libre de 634 M$. La guidance d’abonnements 2026 est relevée à 15 760–15 780 M$ (+22,5 %), pour une marge opérationnelle ajustée de 31,5 % et une marge de flux libre de 35 % ; le troisième trimestre vise 3 975 à 3 980 M$, soit +20,5 %, sur 1,05 milliard d’actions diluées. La date du troisième trimestre, non annoncée par l’émetteur dans les dépôts ouverts, est placée au 28 octobre par le calendrier de marché.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "Date non annoncée par l’émetteur ; le calendrier de marché indique le 28 octobre.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "ServiceNow 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000072/erq2fy26.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-07-22", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "1 033 862 000 actions au 30 juin 2026 (bilan du 10-Q, en milliers : 1 033 862)", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : actions en circulation, après le fractionnement par cinq du 17 décembre 2025. Elles passent de 1 047,3 millions au 31 décembre 2025 à 1 033,9 millions au 30 juin 2026, soit 1,3 % de moins, après 20,2 millions d’actions rachetées au semestre pour 2,23 Md$. Passage au nombre dilué : la guidance du troisième trimestre retient 1,05 milliard d’actions diluées, les attributions salariales ajoutant environ 1,5 %. Armis et Veza ont été payés en numéraire : aucune action nouvelle. Les S-8 de l’année enregistrent les plans d’actions repris lors des rachats : réserves de rémunération, pas des levées de fonds. La dette atteint 7,52 Md$ au 30 juin : 5,44 Md$ d’obligations, dont 4,0 Md$ émises en mai, et 2,08 Md$ de dette à court terme, essentiellement des billets de trésorerie.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "ServiceNow 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000076/now-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-07-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "ServiceNow 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000054/now-20260417.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-04-22", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "ServiceNow 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000119312526226644/d60522d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-05-15", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "filingsReview.summary", "value": "Cinq dépôts décisionnels ouverts et hachés. Ils décrivent une croissance organique encore forte, mais un bilan transformé par Armis : 7,6 Md$ payés en numéraire, une dette quintuplée et une marge GAAP écrasée par l’amortissement des actifs acquis. Aucune dilution : les rachats d’actions continuent.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-07-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001373715-26-000076", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport trimestriel au 30 juin 2026 : Armis racheté le 20 avril pour environ 7,6 Md$ en numéraire ; 4,0 Md$ d’obligations émises en mai, prêt relais de 4 Md$ remboursé ; 2,08 Md$ de dette à court terme. 20,2 millions d’actions rachetées au semestre ; environ 1 034 millions d’actions au 30 juin. Marge brute des abonnements à 73 % contre 80 % un an plus tôt.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000076/now-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-07-22", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001373715-26-000072", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Communiqué du deuxième trimestre, publié après la clôture : abonnements de 3 877 M$ (+24,5 %), obligations de performance à douze mois de 13,20 Md$ (+21 %), résultat opérationnel GAAP de 162 M$ (4 %). Prévision d’abonnements 2026 relevée à 15 760–15 780 M$ ; troisième trimestre attendu à 3 975–3 980 M$ (+20,5 %).", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000072/erq2fy26.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-01-29", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001373715-26-000007", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel 2025 : un partenaire fédéral intégrateur, non nommé, a représenté 11 % des revenus de 2025 comme de 2024, et 11 % des créances : c’est un revendeur auprès des administrations. Concurrents cités : Microsoft, Oracle, SAP, Salesforce et Workday.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-04-22", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001373715-26-000054", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Prêt à terme non garanti de 4 Md$, échéance 16 octobre 2026, destiné à financer une partie du prix d’Armis ; remboursé depuis selon le 10-Q.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000054/now-20260417.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-05-15", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001193125-26-226644", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Émission de cinq séries d’obligations non garanties à échéances 2028, 2031, 2033, 2036 et 2056, pour 4,0 Md$ au total selon le 10-Q : elles refinancent le prêt relais d’Armis. De la dette, aucune action nouvelle.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000119312526226644/d60522d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.contrarianRisks.1", "value": "La guidance du troisième trimestre à +20,5 % prolonge le ralentissement, alors qu’Armis ajoute déjà des revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "filingsReview.contrarianRisks.2", "value": "2,08 Md$ de dette à court terme devront être refinancés ; le coût dépendra des taux.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "technicals.rsi14", "value": 57.83, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 3.56, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": 4.36, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 135.93, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 127.41, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 129.66, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 6.19, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.0", "value": "Couloir de 130,39 $ à 149,60 $", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/technicals.badges.0" }, { "path": "technicals.supports.0", "value": 136.15, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 135.07, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 130.39, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 147.57, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 149.6, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 153.2, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 140,78 $, au milieu du couloir ouvert depuis le 31 août entre 130,39 $, plus bas du 11 septembre, et 149,60 $, plus haut du 31 août, avec un RSI à 57,8 et un MACD repassé sous sa ligne de signal. Supports : 136,15 $, bas du 23 septembre, 135,07 $, bas du 18, et 130,39 $. Résistances : 147,57 $, plus haut du 15 septembre, 149,60 $, puis 153,20 $, plus haut du 2 janvier. Un achat sur clôture au-dessus de 149,60 $ avec un stop sous 135,07 $ risquerait 14,53 $, soit 2,35 ATR, pour viser 153,20 $ : R/R de 0,25, très loin du minimum de 1,5. Au-dessus de 153,20 $, les repères de décembre 2025 sont trop éloignés pour servir d’objectif sur dix séances.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "2,94 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "1,62 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Trois ventes de dirigeants fin août, entre 135 et 148 $ : Jacqueline Canney, directrice des ressources humaines et de l’IA, environ 7 800 actions le 28 août ; l’administrateur Paul Chamberlain, 2 700 actions le 27 ; Paul Fipps, président des opérations clients, environ 2 000 actions le 31. Montants faibles au regard de la capitalisation. Aucun achat relevé. Couverture officielle partielle.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "140,78 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+0,69 %", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+9,94 %", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "macro.impact", "value": "ServiceNow dépend des budgets informatiques des grandes entreprises et des administrations, relativement stables. Avec 7,5 Md$ de dette, dont une partie à court terme, la société est désormais plus sensible au niveau des taux qu’avant Armis.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/macro.impact" }, { "path": "risks.riskScore", "value": 5, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de ServiceNow n’est pas la demande : les abonnements croissent encore de plus de 20 %. Il tient au prix payé pour Armis, 7,6 Md$ en numéraire, qui a fait passer la dette de 1,5 à 7,5 Md$ et la marge GAAP à 4 % au trimestre, et à une croissance qui ralentit malgré ce rachat. Le titre, lui, n’offre pas de point d’entrée : il est au milieu d’un couloir de vingt dollars.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "7,6 Md$ en numéraire, 4,0 Md$ d’obligations émises en mai.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Dette de 7,5 Md$ au 30 juin, dont 2,08 Md$ à court terme.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "Abonnements +24,5 % au deuxième trimestre, +20,5 % guidés au troisième.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.verdict", "value": "Si la croissance interne tombe sous 20 %, la prime sur Salesforce deviendra difficile à défendre.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskCards.1.verdict" }, { "path": "risks.riskCards.2.points.0", "value": "Résultat opérationnel GAAP de 162 M$, 4 % des revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.points.1", "value": "Amortissement des actifs acquis de 219 M$ au trimestre, contre 25 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.1" }, { "path": "risks.riskCards.3.points.0", "value": "Clôture au milieu du couloir 130–150 $.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "R/R de 0,25 sur une cassure du 31 août.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Un couloir, c’est une zone où acheteurs et vendeurs se neutralisent : acheter au milieu, c’est prendre le risque des deux bords sans l’avantage d’aucun. Le R/R, rapport entre le gain visé et la perte acceptée, ne devient intéressant qu’aux bornes. Le gap du 23 juillet rappelle aussi qu’une ouverture en hausse après un bon trimestre peut se retourner dans la séance : le slippage, l’écart entre prix voulu et prix obtenu, compte moins que ce retournement. Quand un plan reviendra, la taille de la position se calculera sur la distance au stop et un budget de perte fixé d’avance ; la publication de fin octobre, datée par le calendrier de marché, reste un risque de gap à ne pas porter sans l’avoir réduit.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.archiveReferenceClose", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.archiveReferenceClose" }, { "path": "tradeIdea.statusNote", "value": "Aucun plan. Les niveaux affichés sont ceux, archivés, du dossier du 27 août ; aucun ordre n’y est plus attaché. Leur condition, une clôture de quinze minutes au-dessus de 141,39 $, a très probablement été remplie le 28 août sur la base des clôtures et des plus hauts (clôture 144,71 $, plus haut 145,72 $) ; les barres de quinze minutes manquent pour l’affirmer. Depuis, le stop archivé à 130,25 $ n’a pas été touché (plus bas 130,39 $ le 11 septembre) et le TP1 à 160,68 $ non plus (plus haut 149,60 $ le 31 août). L’horizon de dix séances a échu le 14 septembre, clôture à 142,35 $, soit +0,7 % sur l’entrée archivée. Un nouveau plan ne sera construit que sur une clôture au-dessus de 149,60 $ avec une base plus serrée, ou sur un retour tenu vers 130,39 $.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 141.39, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 130.25, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 160.6799, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 161.932, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-7.9%", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+13.6%", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+14.5%", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.73 TP1 / 1:1.84 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Niveaux historiques affichés pour mémoire, non exécutables : plan du 27 août très probablement activé le 28 août, horizon échu le 14 septembre à +0,7 %, stop et TP1 non touchés. Un achat sur clôture au-dessus du plus haut du 31 août, 149,60 $, avec un stop sous le bas du 18 septembre, 135,07 $, risquerait 14,53 $ pour viser le plus haut du 2 janvier, 153,20 $ : R/R de 0,25. Liquidité : environ 1,9 Md$ échangés par séance, médiane des vingt dernières.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus de 149,60 $ après une base plus étroite, qui donnerait un stop plus proche.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Un retour tenu vers 130,39 $, bas du couloir.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.catalysts.2", "value": "La publication d’Accenture le 1er octobre, date donnée par deux calendriers concordants, pour la demande de services autour des plateformes.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.2" }, { "path": "tradeIdea.invalidation.1", "value": "Une clôture sous 130,39 $ ouvrirait un retour vers le gap de juillet et repousserait tout plan.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Abonnements +24,5 %, prévision relevée.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "13,20 Md$ de contrats à douze mois.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Dette passée de 1,5 à 7,5 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.1", "value": "Marge GAAP de 4 % au trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.1" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" }, { "path": "blastRadius.asOf", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-09-24T18:28:42.773110049Z", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.observationTime" }, { "path": "blastRadius.window", "value": "Rendements quotidiens communs du 2026-03-26 au 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.window" }, { "path": "blastRadius.groups.0.order", "value": 1, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/0/order" }, { "path": "blastRadius.groups.0.transmission", "value": "Le concurrent coté qui co-évolue le plus avec ServiceNow depuis fin mars, cité par le 10-K.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.0.transmission" }, { "path": "blastRadius.groups.0.symbols.0.correlation", "value": 0.8217, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/0/symbols/0/correlation" }, { "path": "blastRadius.groups.0.symbols.0.beta", "value": 1.0643, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/0/symbols/0/beta" }, { "path": "blastRadius.groups.0.symbols.0.r2", "value": 0.6753, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/0/symbols/0/r2" }, { "path": "blastRadius.groups.0.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/0/symbols/0/observations" }, { "path": "blastRadius.groups.0.symbols.0.return5d", "value": -5.01, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/0/symbols/0/return5d" }, { "path": "blastRadius.groups.0.symbols.0.return21d", "value": 13.84, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/0/symbols/0/return21d" }, { "path": "blastRadius.groups.1.name", "value": "Pairs directs cités par le 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.1.name" }, { "path": "blastRadius.groups.1.order", "value": 1, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/order" }, { "path": "blastRadius.groups.1.symbols.0.readThrough", "value": "Concurrent cité par le 10-K sur les processus d’entreprise.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.1.symbols.0.readThrough" }, { "path": "blastRadius.groups.1.symbols.0.correlation", "value": 0.7773, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/0/correlation" }, { "path": "blastRadius.groups.1.symbols.0.beta", "value": 1.2907, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/0/beta" }, { "path": "blastRadius.groups.1.symbols.0.r2", "value": 0.6042, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/0/r2" }, { "path": "blastRadius.groups.1.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/0/observations" }, { "path": "blastRadius.groups.1.symbols.0.return5d", "value": -1.21, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/0/return5d" }, { "path": "blastRadius.groups.1.symbols.0.return21d", "value": -3.68, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/0/return21d" }, { "path": "blastRadius.groups.1.symbols.1.readThrough", "value": "Concurrent cité par le 10-K sur les processus des ressources humaines.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.1.symbols.1.readThrough" }, { "path": "blastRadius.groups.1.symbols.1.correlation", "value": 0.7653, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/1/correlation" }, { "path": "blastRadius.groups.1.symbols.1.beta", "value": 0.8408, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/1/beta" }, { "path": "blastRadius.groups.1.symbols.1.r2", "value": 0.5857, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/1/r2" }, { "path": "blastRadius.groups.1.symbols.1.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/1/observations" }, { "path": "blastRadius.groups.1.symbols.1.return5d", "value": 2.46, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/1/return5d" }, { "path": "blastRadius.groups.1.symbols.1.return21d", "value": -3.4, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/1/return21d" }, { "path": "blastRadius.groups.1.symbols.2.readThrough", "value": "Concurrent cité par le 10-K, partenaire sur la gouvernance des agents ; ses offres groupées pèsent sur les prix.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.1.symbols.2.readThrough" }, { "path": "blastRadius.groups.1.symbols.2.correlation", "value": 0.524, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/2/correlation" }, { "path": "blastRadius.groups.1.symbols.2.beta", "value": 0.9981, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/2/beta" }, { "path": "blastRadius.groups.1.symbols.2.r2", "value": 0.2745, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/2/r2" }, { "path": "blastRadius.groups.1.symbols.2.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/2/observations" }, { "path": "blastRadius.groups.1.symbols.2.return5d", "value": 2.1, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/2/return5d" }, { "path": "blastRadius.groups.1.symbols.2.return21d", "value": 2.73, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/2/return21d" }, { "path": "blastRadius.groups.1.symbols.3.readThrough", "value": "Concurrent cité par le 10-K sur les applications d’entreprise.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.1.symbols.3.readThrough" }, { "path": "blastRadius.groups.1.symbols.3.correlation", "value": 0.3487, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/3/correlation" }, { "path": "blastRadius.groups.1.symbols.3.beta", "value": 0.4012, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/3/beta" }, { "path": "blastRadius.groups.1.symbols.3.r2", "value": 0.1216, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/3/r2" }, { "path": "blastRadius.groups.1.symbols.3.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/3/observations" }, { "path": "blastRadius.groups.1.symbols.3.return5d", "value": 0.98, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/3/return5d" }, { "path": "blastRadius.groups.1.symbols.3.return21d", "value": 1.48, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/3/return21d" }, { "path": "blastRadius.groups.1.symbols.4.correlation", "value": 0.7984, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/4/correlation" }, { "path": "blastRadius.groups.1.symbols.4.beta", "value": 1.174, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/4/beta" }, { "path": "blastRadius.groups.1.symbols.4.r2", "value": 0.6375, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/4/r2" }, { "path": "blastRadius.groups.1.symbols.4.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/4/observations" }, { "path": "blastRadius.groups.1.symbols.4.return5d", "value": -3.92, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/4/return5d" }, { "path": "blastRadius.groups.1.symbols.4.return21d", "value": -12.88, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/1/symbols/4/return21d" }, { "path": "blastRadius.groups.2.order", "value": 1, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/order" }, { "path": "blastRadius.groups.2.symbols.0.readThrough", "value": "Plus de 1 Md$ de transactions sur la place de marché AWS selon le communiqué du 22 juillet.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.2.symbols.0.readThrough" }, { "path": "blastRadius.groups.2.symbols.0.correlation", "value": 0.0954, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/0/correlation" }, { "path": "blastRadius.groups.2.symbols.0.beta", "value": 0.1829, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/0/beta" }, { "path": "blastRadius.groups.2.symbols.0.r2", "value": 0.0091, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/0/r2" }, { "path": "blastRadius.groups.2.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/0/observations" }, { "path": "blastRadius.groups.2.symbols.0.return5d", "value": 1.35, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/0/return5d" }, { "path": "blastRadius.groups.2.symbols.0.return21d", "value": -4.88, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/0/return21d" }, { "path": "blastRadius.groups.2.symbols.1.correlation", "value": 0.1121, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/1/correlation" }, { "path": "blastRadius.groups.2.symbols.1.beta", "value": 0.2197, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/1/beta" }, { "path": "blastRadius.groups.2.symbols.1.r2", "value": 0.0126, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/1/r2" }, { "path": "blastRadius.groups.2.symbols.1.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/1/observations" }, { "path": "blastRadius.groups.2.symbols.1.return5d", "value": -1.47, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/1/return5d" }, { "path": "blastRadius.groups.2.symbols.1.return21d", "value": -2.88, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/1/return21d" }, { "path": "blastRadius.groups.2.symbols.2.correlation", "value": 0.018, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/2/correlation" }, { "path": "blastRadius.groups.2.symbols.2.beta", "value": 0.0319, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/2/beta" }, { "path": "blastRadius.groups.2.symbols.2.r2", "value": 0.0003, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/2/r2" }, { "path": "blastRadius.groups.2.symbols.2.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/2/observations" }, { "path": "blastRadius.groups.2.symbols.2.return5d", "value": 5.43, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/2/return5d" }, { "path": "blastRadius.groups.2.symbols.2.return21d", "value": 8.17, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/2/symbols/2/return21d" }, { "path": "blastRadius.groups.3.order", "value": 1, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/3/order" }, { "path": "blastRadius.groups.3.symbols.0.readThrough", "value": "Offre commune de migration de la cybersécurité selon le communiqué du 22 juillet ; publie le 1er octobre.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.3.symbols.0.readThrough" }, { "path": "blastRadius.groups.3.symbols.0.eventRisk", "value": "Publication le 1er octobre, date donnée par deux calendriers concordants, avant l’ouverture selon l’un d’eux, non confirmée ici par l’émetteur : risque de gap sectoriel sur les services", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.groups.3.symbols.0.eventRisk" }, { "path": "blastRadius.groups.3.symbols.0.correlation", "value": 0.6255, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/3/symbols/0/correlation" }, { "path": "blastRadius.groups.3.symbols.0.beta", "value": 0.8219, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/3/symbols/0/beta" }, { "path": "blastRadius.groups.3.symbols.0.r2", "value": 0.3912, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/3/symbols/0/r2" }, { "path": "blastRadius.groups.3.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/3/symbols/0/observations" }, { "path": "blastRadius.groups.3.symbols.0.return5d", "value": -3.23, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/3/symbols/0/return5d" }, { "path": "blastRadius.groups.3.symbols.0.return21d", "value": -1.61, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/3/symbols/0/return21d" }, { "path": "blastRadius.groups.4.order", "value": 2, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/order" }, { "path": "blastRadius.groups.4.symbols.0.correlation", "value": 0.7394, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/0/correlation" }, { "path": "blastRadius.groups.4.symbols.0.beta", "value": 0.5796, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/0/beta" }, { "path": "blastRadius.groups.4.symbols.0.r2", "value": 0.5466, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/0/r2" }, { "path": "blastRadius.groups.4.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/0/observations" }, { "path": "blastRadius.groups.4.symbols.0.return5d", "value": 2.52, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/0/return5d" }, { "path": "blastRadius.groups.4.symbols.0.return21d", "value": 13.86, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/0/return21d" }, { "path": "blastRadius.groups.4.symbols.1.correlation", "value": 0.7165, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/1/correlation" }, { "path": "blastRadius.groups.4.symbols.1.beta", "value": 0.5881, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/1/beta" }, { "path": "blastRadius.groups.4.symbols.1.r2", "value": 0.5134, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/1/r2" }, { "path": "blastRadius.groups.4.symbols.1.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/1/observations" }, { "path": "blastRadius.groups.4.symbols.1.return5d", "value": -4.41, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/1/return5d" }, { "path": "blastRadius.groups.4.symbols.1.return21d", "value": -7.43, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/1/return21d" }, { "path": "blastRadius.groups.4.symbols.2.correlation", "value": 0.4458, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/2/correlation" }, { "path": "blastRadius.groups.4.symbols.2.beta", "value": 0.423, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/2/beta" }, { "path": "blastRadius.groups.4.symbols.2.r2", "value": 0.1988, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/2/r2" }, { "path": "blastRadius.groups.4.symbols.2.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/2/observations" }, { "path": "blastRadius.groups.4.symbols.2.return5d", "value": 8.97, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/2/return5d" }, { "path": "blastRadius.groups.4.symbols.2.return21d", "value": 11.39, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/2/return21d" }, { "path": "blastRadius.groups.4.symbols.3.correlation", "value": 0.6021, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/3/correlation" }, { "path": "blastRadius.groups.4.symbols.3.beta", "value": 0.6098, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/3/beta" }, { "path": "blastRadius.groups.4.symbols.3.r2", "value": 0.3625, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/3/r2" }, { "path": "blastRadius.groups.4.symbols.3.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/3/observations" }, { "path": "blastRadius.groups.4.symbols.3.return5d", "value": 13.82, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/3/return5d" }, { "path": "blastRadius.groups.4.symbols.3.return21d", "value": 6.37, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/3/return21d" }, { "path": "blastRadius.groups.4.symbols.4.correlation", "value": 0.4799, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/4/correlation" }, { "path": "blastRadius.groups.4.symbols.4.beta", "value": 0.5924, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/4/beta" }, { "path": "blastRadius.groups.4.symbols.4.r2", "value": 0.2303, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/4/r2" }, { "path": "blastRadius.groups.4.symbols.4.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/4/observations" }, { "path": "blastRadius.groups.4.symbols.4.return5d", "value": 4.7, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/4/return5d" }, { "path": "blastRadius.groups.4.symbols.4.return21d", "value": 12.08, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/4/return21d" }, { "path": "blastRadius.groups.4.symbols.5.correlation", "value": 0.495, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/5/correlation" }, { "path": "blastRadius.groups.4.symbols.5.beta", "value": 0.5541, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/5/beta" }, { "path": "blastRadius.groups.4.symbols.5.r2", "value": 0.245, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/5/r2" }, { "path": "blastRadius.groups.4.symbols.5.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/5/observations" }, { "path": "blastRadius.groups.4.symbols.5.return5d", "value": 8.75, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/5/return5d" }, { "path": "blastRadius.groups.4.symbols.5.return21d", "value": 37.66, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/4/symbols/5/return21d" }, { "path": "blastRadius.groups.5.order", "value": 2, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/order" }, { "path": "blastRadius.groups.5.symbols.0.correlation", "value": 0.8315, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/0/correlation" }, { "path": "blastRadius.groups.5.symbols.0.beta", "value": 1.6349, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/0/beta" }, { "path": "blastRadius.groups.5.symbols.0.r2", "value": 0.6914, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/0/r2" }, { "path": "blastRadius.groups.5.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/0/observations" }, { "path": "blastRadius.groups.5.symbols.0.return5d", "value": 2.99, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/0/return5d" }, { "path": "blastRadius.groups.5.symbols.0.return21d", "value": 5.51, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/0/return21d" }, { "path": "blastRadius.groups.5.symbols.1.correlation", "value": 0.0234, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/1/correlation" }, { "path": "blastRadius.groups.5.symbols.1.beta", "value": 0.0734, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/1/beta" }, { "path": "blastRadius.groups.5.symbols.1.r2", "value": 0.0005, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/1/r2" }, { "path": "blastRadius.groups.5.symbols.1.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/1/observations" }, { "path": "blastRadius.groups.5.symbols.1.return5d", "value": 5.29, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/1/return5d" }, { "path": "blastRadius.groups.5.symbols.1.return21d", "value": 5.05, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/blastRadius/groups/5/symbols/1/return21d" }, { "path": "blastRadius.scenarios.0.firstOrder", "value": "Le titre sort du couloir par le haut, au-dessus du plus haut du 31 août.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.firstOrder" }, { "path": "blastRadius.scenarios.0.confirmation", "value": "Une clôture au-dessus de 149,60 $ avec IGV en hausse.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.confirmation" }, { "path": "blastRadius.scenarios.1.firstOrder", "value": "Le titre oscille entre 130,39 $ et 149,60 $.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.firstOrder" }, { "path": "blastRadius.scenarios.2.firstOrder", "value": "Le titre casse le bas du 11 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.firstOrder" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous 130,39 $ avec IGV en baisse.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": "blastRadius.contradictions.1", "value": "Une corrélation élevée avec Salesforce ne prouve pas un lien commercial ; le partenaire fédéral à 11 % des revenus n’est pas nommé.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.contradictions.1" }, { "path": "blastRadius.missingData.0", "value": "Le partenaire fédéral à 11 % des revenus de 2025 n’est pas nommé : aucun client coté n’entre dans les comparables comme client documenté.", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.missingData.0" }, { "path": "blastRadius.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.0.date" }, { "path": "blastRadius.sourceRefs.1.name", "value": "ServiceNow 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.name" }, { "path": "blastRadius.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.url" }, { "path": "blastRadius.sourceRefs.1.date", "value": "2026-01-29", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.date" }, { "path": "performance.windowReturns.startDate", "value": "2026-08-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/performance.windowReturns.startDate" }, { "path": "performance.windowReturns.endDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/performance.windowReturns.endDate" }, { "path": "performance.windowReturns.rows.0.returnPct", "value": 9.94, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/0/returnPct" }, { "path": "performance.windowReturns.rows.1.returnPct", "value": 13.84, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/1/returnPct" }, { "path": "performance.windowReturns.rows.2.returnPct", "value": -3.68, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/2/returnPct" }, { "path": "performance.windowReturns.rows.3.returnPct", "value": -3.4, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/3/returnPct" }, { "path": "performance.windowReturns.rows.4.returnPct", "value": 2.73, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/4/returnPct" }, { "path": "performance.windowReturns.rows.5.returnPct", "value": 1.48, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/5/returnPct" }, { "path": "performance.windowReturns.rows.6.returnPct", "value": -12.88, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/6/returnPct" }, { "path": "performance.windowReturns.rows.7.returnPct", "value": 13.86, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/7/returnPct" }, { "path": "performance.windowReturns.rows.8.returnPct", "value": -7.43, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/8/returnPct" }, { "path": "performance.windowReturns.rows.9.returnPct", "value": 11.39, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/9/returnPct" }, { "path": "performance.windowReturns.rows.10.returnPct", "value": 6.37, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/10/returnPct" }, { "path": "performance.windowReturns.rows.11.returnPct", "value": 12.08, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/11/returnPct" }, { "path": "performance.windowReturns.rows.12.returnPct", "value": 37.66, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/12/returnPct" }, { "path": "performance.windowReturns.rows.13.returnPct", "value": -1.61, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/13/returnPct" }, { "path": "performance.windowReturns.rows.14.returnPct", "value": 8.17, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/14/returnPct" }, { "path": "performance.windowReturns.rows.15.returnPct", "value": -4.88, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/15/returnPct" }, { "path": "performance.windowReturns.rows.16.returnPct", "value": -2.88, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/16/returnPct" }, { "path": "performance.windowReturns.rows.17.returnPct", "value": 5.51, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/17/returnPct" }, { "path": "performance.windowReturns.rows.18.returnPct", "value": 5.05, "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/values/performance/windowReturns/rows/18/returnPct" }, { "path": "performance.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/NOW/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "68dd8a670e4b348939a3a829fb63160b1b894110478bd6c7e105046bb74e26f1", "source_pointer": "/string_numeric_claims/performance.sourceRefs.0.date" } ] }