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ServiceNow stock has fallen 40.8% over the past year, yet the valuation checks still lean expensive rather than cheap, which raises questions about how much of the recent AI and cybersecurity story is already reflected in the price. Over the last 12 months the share price declined 40.8%, which suggests a lot of optimism has already unwound even as the business continues to attract attention around its AI platform and security offerings. Partnerships and product expansion around the...

ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where they belong is far wider than Wall Street admits.

One of the genuine fears surrounding agentic AI is the question nobody likes to say out loud: What happens when it goes wrong? Or becomes unmanageable? We all know what AI can do. It can operate autonomously across enterprise systems, make decisions, and take actions without constant human ...

NOW is seeing accelerating Agentic AI adoption as rising customer demand and expanding AI products support long-term revenue growth.

A number of stocks jumped in the afternoon session after a drop in Treasury yields and growing concerns over the artificial intelligence investment cycle improved the market's appetite for enterprise software.

Despite a slight revenue dip, TeamViewer SE (TMVWF) strengthens its market position through strategic alliances and increased AI integration, while navigating macroeconomic uncertainties.

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

FJTSY vs. NOW: Which Stock Is the Better Value Option?

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

ServiceNow (NOW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...

Crude tumbled as geopolitical tensions eased, while semiconductor losses dragged the Nasdaq lower, today, July 27, 2026.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.

The average brokerage recommendation (ABR) for ServiceNow (NOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The stock is down 37% this year, but management is raising its full-year guidance.

The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

TeamViewer and ServiceNow (NYSE:NOW) have agreed a multi-year partnership to connect TeamViewer’s Digital Employee Experience and Remote Connectivity with the ServiceNow AI Platform. The collaboration focuses on building more autonomous IT operations through joint product work and capital investment from both companies. Separately, Experian is expanding its deployment of the ServiceNow AI Platform to support broader AI driven workflows and automation across its business. ServiceNow, which...

ServiceNow stock has been caught in the SaaS sell-off this year.

Worries about AI making software companies obsolete may be overblown.

Seven years ago, on an earnings call, ServiceNow CEO Bill McDermott promised the company would become the defining enterprise software company of the 21st century, according to a transcript published by Benzinga. That promise rested almost entirely on IT ticket routing, the unglamorous software ...

These companies are turning AI from a threat into an opportunity.

Salesforce stock has cratered over 38% this year while its AI business quietly explodes in the background, and the gap between those two realities is exactly where opportunity hides or evaporates.

Big tech earnings week punished spenders despite beats. Price, money flow, options, and analyst data reveal who won and lost.

ServiceNow's revenue has grown steadily to $4 billion, while Navitas has contracted sharply — but its recent uptick hints at a potential inflection point.

A software firm's stock chart looks like a wreck, but its financial engine keeps humming a very different tune.

ServiceNow reported second-quarter results the evening of Wednesday, July 22, beating Wall Street’s expectations on revenue, margin, and bookings. The backdrop made that harder than it sounds. Investors had spent the prior week watching IBM and Pegasystems blame artificial intelligence spending ...