ServiceNow Inc (NOW)

Sep 26, 2026

Salesforce stock has dropped almost 12% in 2026, closing at $234.02 on September 25, 2026. The company is betting on premium AI-driven upgrades, including a $550-per-user-per-month tier and the Claudeforce integration, to reaccelerate growth. While current growth excluding acquisitions is around 6%, TIKR's advanced model suggests a potential total return of 93% by January 2031 if growth hits 7% to 8%, implying the stock might be a buy rather than a sell.

Sep 26, 2026

ServiceNow is successfully integrating AI into its services, aiming to boost competitiveness and client acquisition, though specific details remain undisclosed. Despite this, the stock isn't on The Motley Fool's top 10 list, suggesting cautious market sentiment. Analysts recommend investors consider other high-return options, as ServiceNow's performance trails companies like Netflix and Nvidia, potentially impacting investor confidence and stock performance.

Sep 25, 2026

Microsoft is rolling out a new Copilot experience with three key capabilities: Home, Code, and Autopilot. Home unifies Chat and Cowork, integrating Word, Excel, and PowerPoint for document creation and collaboration. Code allows users to build custom solutions like apps and dashboards using natural language, powered by the same technology as GitHub Copilot. Autopilot acts as a proactive digital teammate, managing tasks and workflows independently.

Sep 25, 2026

Sanofi is utilizing its agentic AI assistant, Concierge, to serve 65,000 employees weekly and streamline operations by reducing reliance on external service providers and enterprise software. The company rebuilt Concierge on AWS and Anthropic's Claude models, integrating it with platforms like Amazon Bedrock, Snowflake, Workday, and ServiceNow, with Elementum AI aiding in workflow execution. This initiative has significantly cut down the time for purchase requests and improved support resolution, demonstrating how AI agents can redesign workflows and lead to substantial savings.

Sep 25, 2026

U.S. Global Investors, Inc. (GROW) is under market scrutiny after approving continued monthly dividends and reporting stronger travel spending, positioning it prominently in the dividend stocks conversation. The article emphasizes that market attention will be tied to the quality of GROW's execution rather than just the announcement, urging investors to monitor consistent delivery in subsequent disclosures. It also highlights the importance of considering sector-wide conditions and company-specific risks when evaluating GROW's performance.

Sep 25, 2026

During CNBC’s "Halftime Report Final Trades," several financial experts shared their stock picks. Joshua Brown chose the F/M US Treasury 2 Year Note ETF, while Malcolm Ethridge selected ServiceNow, Inc., supported by an analyst's raised price target and strong Q2 earnings. Shannon Saccocia recommended the iShares U.S. Basic Materials ETF, and Stephanie Link picked Quanta Services, Inc., which recently received an upgrade and reported better-than-expected earnings.

Sep 25, 2026

Envestnet Asset Management Inc. reduced its stake in ServiceNow (NYSE:NOW) by 13.5%, selling over 333,000 shares in Q2 2026, though it still holds 2.14 million shares valued at approximately $212 million. Despite this sale and a high P/E ratio of 86.22, analyst sentiment remains positive with a "Moderate Buy" consensus and a $147 average price target. ServiceNow reported strong Q2 revenue of $3.99 billion, a 24% year-over-year increase, and diluted earnings per share of $0.90, surpassing analyst estimates.

Sep 25, 2026

Envestnet Portfolio Solutions Inc. increased its stake in Salesforce (NYSE:CRM) by 11.9% in the second quarter, bringing its total holdings to 43,398 shares valued at approximately $6.79 million. This occurred as Salesforce reported strong quarterly earnings of $5.90 per share, significantly beating analyst estimates, with revenue rising 10.8% year-over-year to $11.35 billion. The company also announced a quarterly dividend of $0.44 per share, and institutional investors now collectively own 80.43% of Salesforce's stock, though analysts have a "Moderate Buy" consensus with mixed views, particularly concerning the impact and potential vulnerabilities of AI products like Agentforce.

Sep 25, 2026

Envestnet Portfolio Solutions Inc. increased its stake in ServiceNow (NYSE:NOW) by 61.8% in Q2, bringing its total holdings to 52,800 shares valued at approximately $5.24 million. Institutional investors collectively own 87.18% of NOW's stock. ServiceNow continues to show strong financial performance, exceeding quarterly expectations with $0.90 adjusted EPS and $3.99 billion in revenue, a 24% year-over-year increase, driven by demand for AI-driven workflow automation.

Sep 24, 2026

ServiceNow (NOW) shares fell by 2.13% to $137.78, underperforming the broader S&P 500. Despite this recent dip, the company's stock has seen an 11.91% gain over the past month, surpassing its sector and the S&P 500. Analysts anticipate strong earnings and revenue growth for ServiceNow's upcoming disclosure and for the full year, with the stock currently holding a Zacks Rank of #3 (Hold).

Sep 24, 2026

UiPath (NYSE: PATH) continues its monthly decline, slipping an additional 3% and extending its fall to 24% over the past month, despite the broader software sector remaining relatively stable. Pegasystems (NASDAQ: PEGA) also saw a modest decline, suggesting a specific downturn within the enterprise automation sector rather than a general software industry issue. Investors are advised to maintain moderate allocations in UiPath until a clear stabilization or a new catalyst emerges, as the stock's current movement is largely self-driven without fresh news.

Sep 24, 2026

Greenpro Capital Corp. (NASDAQ: GRNQ) has agreed to sell six subsidiaries for HK$3.5 million (approximately US$446,486) to Chen Yanhong. The transaction is expected to close by the end of September 2026. The funds generated from this sale will be used for general corporate purposes, including working capital, internal operational improvements, and business development initiatives.

Sep 24, 2026

ServiceNow (NOW) has been attracting investor attention due to its recent stock performance and earnings estimates. Shares have returned +11.9% over the past month, outperforming the S&P 500, though its industry has seen a decline. The company holds a Zacks Rank #3 (Hold), indicating it's expected to perform in line with the broader market in the near term, despite strong revenue growth forecasts and consistent earnings beats.

Sep 24, 2026

QRG Capital Management Inc. increased its stake in ServiceNow (NYSE:NOW) by 6.8% in the second quarter, purchasing 8,486 shares to bring its total holdings to 132,947 shares valued at approximately $13.2 million. Institutional investors collectively own 87.18% of the company, which recently reported strong quarterly earnings with EPS exceeding estimates and revenue up 24% year over year. Despite insider sales and a relatively high P/E ratio, analysts maintain a "Moderate Buy" consensus rating with an average price target of $146.51.

Sep 23, 2026

ServiceNow (NYSE:NOW) shares rose 2.7% to $140.70 during mid-day trading, supported by a broader enterprise-software rally, analyst upgrades, and strong demand for its AI and workflow platforms. Despite this growth and positive sentiment, the company's elevated price-to-earnings ratio of 87.94 poses a potential risk if future growth or guidance falls short of expectations. ServiceNow reported quarterly revenue growth of 24% year-over-year, beating earnings estimates, and maintains a consensus "Moderate Buy" rating with an average target price of $146.51.

Sep 23, 2026

Enterprise software stocks like Atlassian, Monday.com, Salesforce, and ServiceNow are rallying, despite a broader tech sector decline and rising long-dated Treasury yields. This unusual market movement suggests a rotation into enterprise software, possibly viewing it as a defensive technology sector. Atlassian specifically benefits from a company-specific catalyst: accelerating its federal security authorization and offering air-gapped government deployments.

Sep 23, 2026

New research from ServiceNow predicts a significant jobs boom in the UK tech sector by 2031, driven by a "human renaissance" in hiring practices despite concerns about AI's impact on the labor market. The study projects a 28.2% increase in jobs in the technology, media, and telecoms sector, emphasizing the continued importance of human skills like leadership, problem-solving, and collaboration alongside technical expertise. Both ServiceNow and other research highlight the need for upskilling the workforce to adapt to evolving roles and leverage AI effectively for productivity and growth.

Sep 22, 2026

JFrog (NASDAQ:FROG) shares dropped 5.4% on Tuesday, with trading volume significantly lower than average. Despite this, analysts maintain a "Moderate Buy" rating with an average price target of $109.48, following the company exceeding its recent quarterly expectations. However, insider selling has been notable, with over $93.9 million worth of shares sold in the last 90 days.

Sep 22, 2026

Shari G. White, EVP and Chief Merchandising Officer of PriceSmart Inc. (NASDAQ:PSMT), was granted 19,006 restricted shares of common stock on September 17, 2026. These shares will vest in multiple installments between October 2027 and October 2031, contingent upon her continued employment. Following this award, White directly holds 20,976 shares of PriceSmart common stock.

Sep 22, 2026

ServiceNow (NOW) stock closed at $137.68, maintaining a bullish daily trend with stacked moving averages but showing momentum divergence on the MACD. Shorter-term charts indicate consolidation and neutral momentum, particularly around the $135–$138 range. The bullish outlook is supported by AI demand and new product rollouts, while potential resistance at the 320-day moving average and sustained MACD weakness pose risks.

Sep 22, 2026

This article rates Axon Enterprise (AXON) as a "Sell" through 2028 due to its excessive valuation, currently trading at 290x trailing free cash flow. The author argues that even if AXON meets its 2028 targets, modeled returns are flat unless free cash flow multiples remain high. The article concludes by favoring ServiceNow over Axon, citing superior growth, cash-flow conversion, and valuation as reasons for a more attractive risk-reward profile.

Sep 21, 2026

ServiceNow Inc. (NOW) shares rose 1.63% to $137.68, outperforming the broader stock market which also saw gains on Monday. The S&P 500 Index increased by 1.49% and the Dow Jones Industrial Average rose by 0.71%. This gain for ServiceNow snapped a four-day losing streak for the stock.

Sep 18, 2026

This article highlights bullish sentiments from analysts on several technology stocks. Salesforce (CRM) received a Buy rating with a $275.00 price target from Oppenheimer, while Workiva (WK) also got a reiterated Buy rating from Truist Financial. Belden (BDC) maintained a Buy rating from Truist Financial and has a Strong Buy consensus.

Sep 17, 2026

ManpowerGroup and other companies are focusing on measuring the tangible ROI of AI tools by integrating them into real workflows to improve business outcomes and employee productivity. ManpowerGroup rapidly prototypes AI solutions using its Sophie AI.Q platform, which has led to significant time savings and efficiency gains in recruiting. Graebel also saw efficiency improvements in its accounts payable through AI automation, emphasizing that successful AI adoption requires clear objectives, well-governed data, and alignment with existing processes.

Sep 17, 2026

Nokia's shares surged after the company announced an expanded partnership with Microsoft, aiming to enhance data offerings for telecommunication providers. This collaboration will integrate Nokia Data Suite with Microsoft Fabric, enabling faster access to data for AI operations. The news led to a significant increase in Nokia's stock price, contributing to a substantial year-to-date rise.

Sep 16, 2026

Salesforce and Nvidia have introduced Koa, a new open-weight reasoning AI model developed to handle sales, marketing, and customer support tasks. Built on Nvidia's Nemotron model, Koa is designed to offer an alternative to closed frontier models by focusing on specific enterprise needs, ensuring data privacy through synthetic data training, and reducing AI spending. This development highlights a divergence in AI needs between enterprise applications and the offerings of frontier AI labs, with Salesforce still offering integrations with models like Claude through its Agentforce platform.

Sep 15, 2026

Oracle (NYSE: ORCL) shares dropped 3.7% due to capital spending concerns and Larry Ellison's cancellation of a $7.5 billion stock-sale program. In contrast, ServiceNow (NYSE: NOW) surged 7.4% as investors reconsidered AI's threat to enterprise software, and Palo Alto Networks (NASDAQ: PANW) gained 13.1% amidst rising demand for cybersecurity solutions against AI-enabled threats. Meanwhile, Bank of America (NYSE: BAC) fell 5.1% after its CEO predicted a significant decline in investment-banking fees.

Sep 15, 2026

State and local governments are increasingly using ServiceNow to modernize citizen services and operations, moving beyond its traditional role in IT service management. The Tennessee Department of Human Services, for example, transformed its customer experience by consolidating various services into a unified digital portal on ServiceNow, significantly improving efficiency and constituent engagement, especially during the COVID-19 pandemic. Similarly, Raleigh, N.C., is leveraging ServiceNow and AI for internal IT automation and plans to extend these capabilities to broader citizen services, highlighting the platform's potential for enhancing workforce capacity and simplifying constituent interactions.

Sep 15, 2026

Broyhill Asset Management's Q2 2026 investor letter revealed continued confidence in ServiceNow (NOW), despite its stock being down 24.15% over the past year. The firm noted that ServiceNow's strong metrics, such as a 97% gross renewal rate and increased annual contract value for Now Assist, indicate it is not an "obvious AI victim." Broyhill even added to its ServiceNow position while exiting other related exposures due to higher confidence in the company's outlook.

Sep 15, 2026

Broyhill Asset Management highlighted ServiceNow (NOW) in its Q2 2026 investor letter, despite the stock falling 21% after being added in May. The firm believes ServiceNow's strong financial metrics, such as a 97% gross renewal rate and increased consumption-based pricing, indicate it's not vulnerable to AI competition. Broyhill maintained its position in ServiceNow while exiting other software exposures due to higher confidence in NOW's outlook.

Sep 15, 2026

Fortinet (FTNT) stock surged 9.04% following a broad cybersecurity sector rally, driven by investor confidence in the necessity of data protection and autonomous agent security for enterprise AI adoption. Despite a recent downgrade from Wedbush due to valuation concerns, the company presented strong fundamentals including 26% revenue growth and tripled free cash flow in Q2 2026, alongside strategic shifts towards machine-to-machine traffic security and "neocloud" AI infrastructure. The stock's future hinges on sustaining product growth momentum, particularly in its AI-security initiatives, to justify its current premium valuation of 48 times NTM earnings.

Sep 15, 2026

Dyna Software has launched the latest generation of its GuardRails platform, featuring Source Control Management (SCM), to enhance compliance governance for ServiceNow teams. This new capability allows for code review, inline commenting, and controlled deployments, addressing the growing need for audit readiness, especially with the increase in AI-generated code. The GuardRails platform aims to improve traceability, reduce deployment errors, and support organizations in regulated industries in maintaining compliance.

Sep 15, 2026

Jim Cramer highlighted Intuit (INTU) ahead of its investor day, dismissing concerns that AI will disrupt its business, drawing parallels to the recovery of ServiceNow and Salesforce. He suggested Intuit could see a similar positive market reaction after demonstrating its AI integration. The company recently reported strong financial performance with significant revenue growth, though it faces headwinds from ongoing AI debate and moderating growth in its Consumer segment.

Sep 15, 2026

Fair Isaac Corporation (FICO), a prominent analytics software company known for its FICO Score, has seen its stock decline significantly, underperforming the Dow Jones Industrial Average. This underperformance is largely attributed to increased competition in the credit-scoring market, specifically after the Federal Housing Finance Agency approved VantageScore 4.0 for mortgage lenders, ending FICO's long-standing monopoly. Despite the sharp selloff, Wall Street analysts maintain a "Moderate Buy" rating with a substantial potential upside.

Sep 14, 2026

ServiceNow shares rose 6.4% as investors shifted from AI infrastructure stocks to software companies. This move suggests a reevaluation of where AI-driven returns will originate, with ServiceNow demonstrating strong growth in subscription revenue and its AI products achieving $1 billion in annual contract value. The company's focus on embedding AI into existing workflows positions it as a beneficiary of the AI cycle through software-layer monetization.

Sep 14, 2026

Adobe Inc. reported Q3 fiscal 2026 results with revenue of $6.76 billion, exceeding analyst expectations, and non-GAAP EPS of $6.13. Despite reaching one billion monthly active users and significant AI-first ARR growth, the company's shares fell due to Q4 revenue guidance slightly below consensus and a 38% year-over-year decline in net new ARR. Analysts are divided, with some maintaining Outperform ratings due to user growth and AI momentum, while others express concern over the slowing ARR growth and the need for a strong Q4 to validate future growth.

Sep 14, 2026

Adobe shares rose 4.2% as investors re-evaluated the AI software market, shifting focus to companies like Adobe that could benefit from a potential cooling of the AI arms race in semiconductors. Despite the stock trading significantly below its GuruFocus GF Value estimate, Adobe reported strong fiscal third-quarter results with record revenue and surging AI-first ARR, indicating robust performance. The rally suggests investors might be reconsidering the extent to which AI disruption has already been factored into Adobe's valuation.

Sep 14, 2026

The AI application software industry is experiencing an uptrend during regular trading hours, with 44 constituents showing gains and only 2 declining. ServiceNow (NOW.US) is leading these gains, up 6.79%, followed by Adobe (ADBE.US) and Salesforce (CRM.US) with significant increases. The article highlights these top-performing stocks and notes that the "Trending Industry Today" analysis considers turnover ratio, percentage change, and the number of stocks meeting specific percentage change requirements.

Sep 14, 2026

CDW Corporation is acquiring Lovelytics, a data and AI services firm, for approximately $525 million to enhance its Data & Analytics Practice and expand its Services & Solutions portfolio. This acquisition aims to leverage the growing demand for AI implementation in enterprises, as only 12% feel fully prepared for AI data readiness. The move is expected to boost CDW's growth by helping businesses transition from AI pilots to production, positioning it against competitors like ServiceNow and Accenture who are also actively acquiring in the AI and tech services space.

Sep 14, 2026

CrowdStrike (CRWD) and Palo Alto Networks (PANW) are leading a rally in software stocks, benefiting from a rotation from hardware to software. The cybersecurity sector, in particular, is experiencing an additional boost due to growing concerns about artificial intelligence safety.

Sep 14, 2026

Pfizer's high dividend yield of 6.19% appears attractive, but the company faces significant challenges including a patent cliff for key drugs and substantial long-term debt. While management has committed to maintaining the dividend, the collapse of COVID-era product revenues and a thin free cash flow cushion indicate a fragile situation. Investors should monitor operating cash flow closely to assess the dividend's long-term sustainability.

Sep 14, 2026

ServiceNow (NYSE:NOW) shares increased by 2.6% in pre-market trading, reaching approximately $136, after several Wall Street firms, including Needham and BTIG, raised their price targets for the enterprise software company. These revisions highlight continued analyst focus on ServiceNow's artificial intelligence products and growth prospects, with the average 12-month price target standing at about $148.81. The stock's rise occurred despite a broader decline in the US equity market, showcasing strong positive sentiment for the company.

Sep 14, 2026

Tempus AI (NASDAQ:TEM) is in focus after launching an initiative to build a large disease-specific whole-genome and clinical-outcomes dataset for AI-driven healthcare research. This development places commercial adoption of AI back in the spotlight, with market participants scrutinizing its impact on computing capacity, customer use, and deployment economics. The article emphasizes that consistent operational execution and clear disclosures will be crucial in demonstrating durable progress for Tempus AI amidst broader market concerns about inflation and interest rates.