ServiceNow, Inc. (NOW)
ServiceNow: The AI Bear Case Is Falling Apart
ServiceNow is rated a buy, with fears over AI disruption seen as overblown and current weakness presenting an opportunity. NOW's competitive moat includes 8,800+ global customers, 97% renewal rates, and deep integration across major industries and workflows. Consistent 20% subscription growth, robust free cash flow, and a $30B revenue target support a 26% upside to a $136 price target.
ServiceNow (NOW) Outperforms Broader Market: What You Need to Know
In the latest trading session, ServiceNow (NOW) closed at $107.93, marking a +1.51% move from the previous day.
ServiceNow Was the SaaS Stock AI Was Supposed to Kill. Its Numbers Say Otherwise.
Many analysts now believe ServiceNow (NYSE:NOW | NOW Price Prediction) is mispriced.
Why ServiceNow Stock Dropped 20% in June
ServiceNow is demonstrating outstanding performance and expects that to continue in the near term. The market has been worried that agentic AI could negatively impact its opportunities.
ServiceNow Trades at Premium Valuation: How to Play the Stock
NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.
Will ServiceNow (NOW) Beat Estimates Again in Its Next Earnings Report?
ServiceNow (NOW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Can AI-Powered Security Services Fuel ServiceNow's Long-Term Growth?
NOW is expanding its AI-powered security business through partnerships and acquisitions, strengthening its platform for long-term enterprise growth.
ServiceNow stock jumps after Guggenheim upgrade despite AI concerns
ServiceNow NOW and Salesforce shares climbed 4% on Wednesday after Guggenheim upgraded the software companies, arguing that their valuations have become attractive despite ongoing risks posed by artificial intelligence. The upgrade comes after a difficult year for enterprise software stocks, with investors reassessing growth prospects as AI reshapes the industry.
ServiceNow and Salesforce shares now look like buys, as ‘Armageddon' fears are too extreme, analyst says
A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.
ServiceNow's New IBM Partnership: A Real Catalyst, or Just Software-Selloff Noise?
Earlier this month, ServiceNow (NYSE:NOW | NOW Price Prediction) and IBM (NYSE:IBM) announced an expanded multi-year collaboration to make legacy enterprise systems “AI-ready,” integrating watsonx.data, Red Hat Ansible, Instana, HashiCorp Terraform and Vault, and IBM Bob into the ServiceNow AI Platform, with joint solutions expected in the second half of 2026.
ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens
Oracle's stock missed out on the broader software rally, as the company is tied to OpenAI's success through its cloud-infrastructure business.
ServiceNow: The Great Opportunity In Software
ServiceNow remains a Strong Buy as AI-driven demand and backlog growth accelerate, with the stock retracing to an attractive entry point. NOW's integration moat is expanding through major partnerships (IBM, Cognizant, HPE), reinforcing its role as the orchestration layer for AI agents. Security and identity acquisitions have tripled NOW's TAM, with the security unit surpassing a $1B run-rate and 100% growth inflection.
