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RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) […]
TEAM's cloud revenues surge 29% in Q3 FY26 as AI adoption, Rovo usage and enterprise commitments strengthen recurring revenue visibility.
Artificial intelligence could become one of ServiceNow's biggest growth drivers. But what if it also creates the company's biggest long-term risk?
It comes on the heels of a surge the month before.
ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer noted the AI worries around the stock, as he commented: Next up, after cratering all year, the software-as-a-service stocks like Salesforce, like ServiceNow, oh, they were flying today. Now, these […]
Cognizant Technology Solutions expands its AI portfolio with OpenAI to strengthen AI-powered cybersecurity for enterprises.
We just covered Avoid SpaceX and Buy These 11 Stocks Instead. ServiceNow (NYSE:NOW) ranks #4 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 108 ServiceNow (NYSE:NOW) is another stock that Reddit communities and contrarian analysts believe should be considered instead of falling into the SaaSpocalypse bandwagon. The stock is […]
Recent research indicates significant growth in the global AI Orchestration Platform Market, fueled by the increasing adoption of artificial intelligence across various industries. These platforms, vital in coordinating and optimizing AI operations, are set to expand from a market value of approximately USD 9.81 billion in 2025 to about USD 72.45 billion by 2035, exhibiting a substantial compound annual growth rate of 22.13%. The demand for AI orchestration is driven by the necessity to...
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, […]
Check out the companies making headlines yesterday:
Concerns about AI disruption, temporary delay in the closure of large deals, and acquisition-related margin pressure have driven ServiceNow's stock sharply lower.
Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR) is now the cheapest he has ever seen it. That is a striking sentence about a company still trading at a trailing P/E of 146x. Cramer’s exact framing, after watching CEO Alex Karp’s recent interview, was “I will say this ... Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners
ServiceNow Inc. (NYSE:NOW) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, TheFly reported that Guggenheim upgraded its rating on ServiceNow to Buy from Neutral with a price target of $125. The analyst highlighted that at its current share price, the stock offers an attractive opportunity for investors […]
ServiceNow (NYSE:NOW) and Adobe (NASDAQ:ADBE) have both posted fresh results, with sharply different profiles. ServiceNow’s January 28, 2026 Q4 report showcased an enterprise AI workflow engine still compounding at 20%+. Adobe’s June 11, 2026 Q2 earnings report delivered record revenue, a raised outlook, and a leadership shake-up all at once. Agentic AI Lifts NOW. Creative ... Adobe vs ServiceNow: The Better Buy Amid Rising AI Competition
Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.
NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.
The Dow just closed out its best first half since 2021, up 8.7% year-to-date, yet Wednesday’s open felt like a nervous glance at the door. CNBC’s Dominic Chu kicked off July with mixed earnings, one big M&A shrug, and a jobs report that gave the bulls something to chew on. Chu flagged the labor data. ... The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow
The firm said AI fears may be overdone, lifting three beaten-down software stocks to Buy.
Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.
In June, Guggenheim’s upgrade of large software peers like Salesforce and ServiceNow prompted a broad reassessment of software valuations, while Appian and Deloitte expanded their alliance to deliver AI-powered modernization for UK policing by unifying fragmented legacy systems. These developments highlight how sector sentiment can shift quickly on influential analyst views even as Appian’s fundamentals, including modest revenue growth and constrained free cash flow, continue to raise...
In recent days, Guggenheim analyst John DiFucci upgraded ServiceNow from Neutral to Buy, arguing that AI-disruption fears had pushed software valuations too low and that the harshest scenarios were already reflected in prices. This upgrade, coming from a previously skeptical voice, has acted as a sector-wide signal that earlier pessimism toward enterprise SaaS may have been excessive, prompting investors to reassess ServiceNow’s role in AI-enabled workflows and security. We’ll now examine...
NOW stock has a mixed record for shareholders, with the share price down about 79% over the past 5 years yet still screening as expensive on the current valuation checks. Over the past 5 years, NOW has delivered a share price decline of about 79%, which raises questions about how much long term value has been created for investors. For holders of NOW, the key support for any premium valuation may come from confidence in the company’s ability to translate its business model into durable cash...
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 9.3% in the afternoon session after the company announced a strategic AI partnership with Nvidia, while a financial disclosure revealed President Donald Trump holds a significant stake.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.
Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6.7% in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.
An AI scare cut this software stock in half -- but the company's own growth never got the memo.
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