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ServiceNow's revenue is growing considerably faster than Salesforce's. Salesforce trades at a far lower valuation than ServiceNow.

ServiceNow Inc (NYSE:NOW) shares are trading lower on Friday as the market turns risk-off and traders reassess the rebound that recently pulled money back into beaten-down enterprise names like ServiceNow. The pullback is happening during a broad sell-off, with the S&P 500 down 2.07% and the Nasdaq-100 leading the downside at a 3.9% loss.

The purple pill: AI is neither utopia nor collapse; compute builds the AI economy, but governed software runs it. ServiceNow owns that workflow-control layer. NOW is not weak seat-based software; it is enterprise infrastructure with 8,700 customers, 98% renewal rates, $4.636B of 2025 FCF, and real AI monetization. Semis are priced for perfection, software is under-loved, and NOW offers the cleaner inversion: AI Control Tower, enterprise execution, durable margins, and potentially 90% upside.

The stock market has been a wild ride in 2026, but when it comes to investing, I am not searching for stocks that will be up in a week. Instead, I am constantly looking for stocks that can compound over years.

NOW falls nearly 30% in six months as acquisition integration costs, deal delays and competition pressure its near-term outlook.

New integration pairs ServiceNow's visibility and governance with Cognizant's agentic intelligence and control platform, providing a path to help enable the continuous application of responsible AI principles across the full AI lifecycle TEANECK, N.J., June 4, 2026 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced the integration of Cognizant Neuro® AI Trust with ServiceNow, enhancing one of the most widely adopted enterprise AI platforms with a continuous AI assurance infrastructure purpose-built for enterprise scale.

ServiceNow Inc (NYSE:NOW) shares are trading higher on Thursday as the story has flipped for enterprise software. The move reads like a continuation bid into the "AI won't kill software" narrative that's been pulling money back into the most beaten-down software names.

AMD, ServiceNow, and Amazon are well-positioned to capitalize on the rise of agentic AI.

NOW's EmployeeWorks is gaining traction fast, with rapid growth, million-dollar deals and expanding AI adoption across enterprises.

ServiceNow, Inc. (NOW) Presents at 2026 Evercore Global TMT Conference Transcript

ServiceNow, Inc. (NOW) Presents at Bank of America 2026 Global Technology Conference Transcript

ServiceNow, Inc. (NOW) Presents at 46th Annual William Blair Growth Stock Conference Transcript

ServiceNow: The Ultimate AI Control Tower Trading At A Discount

Three-part investment spans student coaching, workforce pathways, and AI-enabled operational innovation across six U.S. markets and the U.K Three-part investment spans student coaching, workforce pathways, and AI-enabled operational innovation across six U.S. markets and the U.K

Boston, June 03, 2026 (GLOBE NEWSWIRE) -- City Year today announced a $2. 5 million grant from ServiceNow (NYSE: NOW) to expand student success and create new career pathways in an AI-driven economy. The grant will support City Year's work across six U.

ServiceNow (NYSE: NOW | NOW Price Prediction) and Palantir Technologies (NASDAQ: PLTR) sit on opposite ends of the enterprise artificial intelligence (AI) spectrum, so the question is simple: which one belongs in a retirement portfolio that prioritizes capital preservation and long-term compounding?

ServiceNow (NOW) remains a BUY as AI adoption accelerates, driving both revenue growth and profitability beyond seat-based models. NOW's hybrid pricing—combining seat- and usage-based models—enables upselling and breaks the traditional revenue floor, with 50% of new deals now non-seat-based. AI business momentum is strong: Now Assist spending over $1M grew 130% YoY, and full-year 2026 revenue guidance was raised to $15.7B (+21% YoY).

The stock market has always rewarded companies that outperform expectations. For decades, the formula was simple: beat earnings estimates, raise guidance, and watch the stock move higher. But the AI boom has changed the rules. Today, the S&P 500 continues to notch fresh all-time highs, yet much of that strength is concentrated in a relatively... A Stock's Most Important Phrase Is No Longer "Beat Estimates" - It's These 3 Words

The market is recognizing that it may have made a mistake in discounting the company's opportunities.

VIENNA, Va.--(BUSINESS WIRE)--Everbridge, the global leader in High Velocity Critical Event Management (CEM), today announced an expanded collaboration between Everbridge xMatters and ServiceNow, the AI control tower for business reinvention, to help organizations automate response workflows and accelerate incident resolution across digital environments. The announcement builds on the companies' earlier Emergency Event Management (EEM) initiatives and extends the partnership into AI-driven digi.

ServiceNow (NOW) concluded the recent trading session at $127.65, signifying a -6.04% move from its prior day's close.

There is a big disconnect between ServiceNow's business momentum and stock price.

ServiceNow and Intuit each command their markets with robust financials, distinct risk profiles, and contrasting valuations.

NowVertical Group Inc. (NOW:CA) Q1 2026 Earnings Call Transcript

There is a new phrase dominating Wall Street right now, and if you have been paying attention to earnings calls, analyst notes, or market-moving headlines recently, you have almost certainly heard it. Agentic AI is being credited with sending certain stocks soaring and reshaping how the smartest money in the market thinks about the technology sector.

Donald Trump's latest financial disclosures and public endorsements have put several stocks in focus, with investors tracking companies tied to his trades, policy priorities, and public remarks.

Shares of major software companies — such as ServiceNow, Asana and Adobe — continued their upward momentum Monday morning as new hardware developments from Nvidia encouraged further rotation into the sector.

The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software story, you're already behind.

Stocks futures are slightly higher to kick off the week as announcements from AI chipmaker Nvidia spark big moves in a number of tech sector shares; Nvidia stock gaining after CEO Jensen Huang delivered a keynote address at a conference in Taiwan; Huang unveiled a new line of AI agent-focused laptops Nvidia is building in partnership with a group of companies, news that sent IBM soaring and Intel sliding; Berkshire Hathaway is acquiring Taylor Morrison Home Corp. in the firm's first big acquisition under CEO Greg Abel; investors are preparing for a busy week of earnings reports and economic data. Here's what you need to know today.

A recovery in software stocks accelerated on Monday after Nvidia chief executive Jensen Huang pushed back against concerns that artificial intelligence could undermine the software industry. The comments provided a fresh tailwind to a sector that had already begun rebounding as investors bought the dip following months of heavy selling.

Custom IT application leaders—NOW, SNOW, MDB, and PLTR—are breaking out, driven by strong earnings and sector-wide AI adoption tailwinds. Each company is outperforming on revenue and ARR growth, with MDB and SNOW notably exceeding analyst expectations and showing robust customer expansion. NOW and SNOW are transitioning to or already operating on consumption models, mitigating risks tied to AI-driven workforce changes and supporting future growth.

AI spending is spilling out of semiconductors and into the servers and software that put those chips to work.

Their platforms help clients use artificial intelligence (AI) effectively.

ServiceNow's long-term $30B subscription revenue goal depends on sustained execution and AI adoption. But recent revenue beats have moderated, reducing confidence in bold long-term growth targets. The $7.75B Armis acquisition looks expensive VS. SaaS peers and creates near-term margin and free cash flow headwinds. ServiceNow took on $4B of new debt to fund Armis. This will increase interest costs and hit free cash flow margins.

At $108.73, ServiceNow (NYSE:NOW | NOW Price Prediction) is a Buy, with a 12-month price target of $145.

Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names.

ServiceNow shares are up 40% this month, leading an industrywide relief rally among enterprise software companies.

Shares of ServiceNow (NYSE:NOW | NOW Price Prediction) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73.

The Dow Jones Industrial Average (DJI) is surging over 400 points this afternoon, earlier tapping a new record

ServiceNow Inc (NYSE:NOW) shares are trading higher on Friday. The company's Chief Marketing Officer, Colin Fleming, announced that he is leaving ServiceNow to take on a new role as OpenAI's Business CMO.

You have to look beyond the numbers.

Wipro shares rose 4% on Friday after the Indian IT services company expanded its partnership with ServiceNow, signalling a deeper push into agentic artificial intelligence for enterprise clients. The Bengaluru-based company said it would work with the US software provider to deploy agentic AI workflows across core business functions.

On May 28, 2026, ServiceNow Inc (NOW) shares rose 6.5% today, bringing the current price to $108.73. This gain comes amidst a volatile year for the stock, which

NOW is betting on governance, security and enterprise integration to sustain growth and capture larger AI budgets.

Oracle and ServiceNow post double-digit revenue growth, but their financial health, risk profiles, and valuations reveal key differences for investors.

ServiceNow, Inc. (NOW) Presents at Jefferies Software, Internet & AI Conference Transcript

Source: TradePulse | May 27, 2026

Recently, Zacks.com users have been paying close attention to ServiceNow (NOW). This makes it worthwhile to examine what the stock has in store.

AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.

ServiceNow's (NYSE: NOW) stock has been falling in recent months.

Chipmaker Qualcomm is entering the data center processing business, but its top growth opportunity lies somewhere between data centers and the people relying on them. Computer company Dell is leveraging its name and reach within the corporate computing market to make it easier for institutions to begin using artificial intelligence.

Everyone wants to talk about ServiceNow (NYSE: NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here's what you should actually be watching. ServiceNow's story is the same story every cycle. A premium software name catches the AI updraft, the multiple expands faster than the... Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure

Bank of America has reinstated ServiceNow Inc. (NYSE:NOW) as a top buy while assigning Salesforce Inc. (NYSE:CRM) an Underperform rating, citing artificial intelligence (AI) as the defining factor separating the futures of these two major software giants.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

I'm keeping ServiceNow firmly as a Buy, with valuation multiples near decade lows and significant pessimism already priced in. NOW's AI revenue remains nascent, and management targets $30B+ subscription revenue by 2030, implying a 20%+ CAGR. The company positions itself as the orchestration layer for enterprise AI, leveraging a hybrid per-seat and consumption-based pricing model.

This top software stock is down 60%, but Nvidia just strengthened the bull case.

Software stocks have been crushed this year, but has it gone too far? Salesforce, ServiceNow, Adobe and Inuit shares all trade at compelling valuations with still strong growth forecasts.

ServiceNow (NOW) reported earnings 30 days ago. What's next for the stock?

ServiceNow is rated Strong Buy after a ~50% 1Y price drop, driven by misunderstood M&A margin dilution and deferred Middle East revenue. NOW is transitioning from seat-based SaaS to a hybrid AI OS, leveraging volumetric token consumption and the Action Fabric to monetize third-party AI agent activity. Strategic acquisitions (Armis, Veza) position NOW as a leader in AI identity governance, but integration risks threaten its single-data-model architecture.

ServiceNow (NOW, Financials) shares climbed nearly 9% after the company introduced a broader artificial intelligence strategy at its Knowledge 2026 event and re
