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$NOW

76 articles found
43 positive
25 negative
8 neutral
BenzingaBenzinga··Erica Kollmann

Software Stocks Stage Strong Recovery as IGV ETF Surges 14.6% on Week

Software stocks surged this week with IGV ETF jumping 14.6%, led by ServiceNow (+16.5%) and Salesforce (+11%), signaling potential end to April's selloff.
NOWCRMADBEIGVinstitutional buyingsoftware stocks
Investing.comInvesting.com··Jesse Cohen

Software Giants $NOW, $ADSK, $ZS Offer Rebound Potential After AI-Fueled Selloff

ServiceNow, Autodesk, and Zscaler have plunged 18-40% YTD amid AI disruption fears, but strong fundamentals suggest attractive entry points for investors.
ZSSPYQQQNOWADSKenterprise softwareAI disruption
BenzingaBenzinga··Erica Kollmann

SaaS Stocks Rally as Analysts Dismiss AI Agent Selloff as 'Overdone'

SaaS stocks rebounded Monday after AI concerns sparked selling. Analyst Dan Ives calls decline 'overdone,' predicting AI will expand software budgets as deployments scale.
ZSMETASNOWORCLORCLpD+4enterprise softwareSaaS stocks
The Motley FoolThe Motley Fool··Geoffrey Seiler

Palantir at a Crossroads: AI Dominance vs. Valuation Concerns

Palantir's AI dominance and government ties support bulls, while 111x P/E valuation and competition concern bears.
MSFTGOOGGOOGLAAPLPLTR+2artificial intelligencegovernment contracts
The Motley FoolThe Motley Fool··Emma Newbery

Markets Tread Water as Iran Talks, Inflation Data Weigh on Sentiment

Markets stayed flat April 10 as Iran talks and 3.3% inflation data dominated sentiment. Software stocks weakened; semiconductors rallied.
CRWVSNOWNOWFICOQCOMstock marketinflation
BenzingaBenzinga··Erica Kollmann

ServiceNow Stock Plunges 19% in Worst Week Since 2016 Amid AI Budget Shift

ServiceNow stock plunged 19% to become S&P 500's worst performer after UBS downgrade, citing enterprise budget shifts toward AI projects away from traditional software.
METAPLTRNOWstock declineanalyst downgrade
The Motley FoolThe Motley Fool··Robert Izquierdo

$NOW Stock Poised to Double as AI Integration Proves SaaS Resilience

$NOW stock crashed 35% YTD amid AI fears, but strategic partnerships and Autonomous Workforce launch position it for recovery with 21% 2025 growth projected.
NOWstock valuationmarket sell-off
The Motley FoolThe Motley Fool··Leo Sun

Dimon Warns of $725B AI Spending Surge; Infrastructure Winners Emerge

JPMorgan's Dimon projects AI capex doubling to $725B by 2026, benefiting chipmakers and data centers while threatening legacy cloud software firms.
NVDAMETAMSFTAMZNGOOG+14hyperscalersgenerative AI
Investing.comInvesting.com··Bridget Bennett

Three Beaten-Down Sectors Offer Value While Energy Stocks Face Pullback Risk

Contrarian investors target beaten-down financials, healthcare, and software sectors while cautioning against momentum-driven energy stock rallies despite long-term fundamentals.
AXPOKLOAPOAPOSAPOpA+16valuation compressionsector rotation
GlobeNewswire Inc.GlobeNewswire Inc.··Unknown

New AI-Native ServiceNow Consultancy Naitiv Launches With Strategic Acquisitions

AI-native consultancy Naitiv launches with acquisitions of ServiceNow partners, focusing on insurance digital transformation through intelligent platform orchestration.
NOWCRMCTSHGWREAI transformationServiceNow
The Motley FoolThe Motley Fool··John Ballard

Wall Street Spots 60%+ Upside in Tech Beaten Down by AI Fears

Wall Street sees 60%+ upside in ServiceNow and Microsoft, beaten down by AI disruption concerns but showing strong fundamentals and accelerating growth.
MSFTNOWcloud computingenterprise software
GlobeNewswire Inc.GlobeNewswire Inc.··Marketsandmarkets™

SaaS Management Market Doubles to $9.37B by 2030 as AI, Compliance Drive 15.4% Growth

Global SaaS management market projected to reach $9.37B by 2030 from $4.58B in 2025, driven by automation and cloud visibility demand.
MSFTGOOGGOOGLNOWIBM+2acquisitionsmarket growth
The Motley FoolThe Motley Fool··Bryan White

ServiceNow's AI Gamble: Why Selling Its Own Replacement Has Cut Stock Nearly in Half

ServiceNow stock plummets 50% as the company confronts a strategic paradox: selling AI technology that could commoditize its core business while facing margin pressures and fierce competition.
MSFTNOWenterprise softwareAI disruption
GlobeNewswire Inc.GlobeNewswire Inc.··Glasswing Ventures

Glasswing Ventures Bolsters AI Portfolio With 14 Enterprise Leaders to Advisory Councils

Glasswing Ventures appoints 14 AI and enterprise leaders from major tech firms to advisory councils, supporting portfolio companies' AI adoption and go-to-market strategies.
MSFTGOOGGOOGLNOWKVYOAI adoptioncybersecurity
The Motley FoolThe Motley Fool··Adam Levy

ServiceNow Poised to Outpace Palantir as AI Software Darling

ServiceNow offers superior upside versus Palantir through diversified AI platform, conservative guidance, and 25x valuation versus Palantir's unsustainable 113x multiple.
PLTRNOWsoftware valuationrevenue growth
The Motley FoolThe Motley Fool··Geoffrey Seiler

Beyond Palantir: Why AI Investors Should Consider UiPath and ServiceNow Instead

Palantir's 47x forward P/S valuation looks excessive compared to AI peers UiPath and ServiceNow, which offer better valuations and AI agent orchestration positioning.
PLTRNOWPATHvaluationAI stocks
The Motley FoolThe Motley Fool··Geoffrey Seiler

Eight AI-Dominant Tech Stocks to Build a Diversified Portfolio Today

Eight AI-focused tech stocks spanning semiconductors, manufacturing, and software offer diversified exposure to artificial intelligence infrastructure buildout and enterprise adoption.
NVDAAMDMETAMUGOOG+4agentic AIdata center
GlobeNewswire Inc.GlobeNewswire Inc.··Globe Newswire

Crescendo Earns 2026 Great Place To Work Certification Across Five Global Regions

Crescendo earns 2026 Great Place To Work Certification across five regions with 87% employee satisfaction, 30 points above U.S. average.
NVDANOWCRMemployee benefitsworkplace culture
GlobeNewswire Inc.GlobeNewswire Inc.··Beyondtrust

Enterprise AI Agents Explode 467% as Security Teams Lose Control of 'Shadow Workforce'

BeyondTrust research reveals enterprise AI agents surging 466.7% YoY, with many organizations running over 1,000 agents with admin privileges unknown to security teams.
MSFTAMZNNOWCRMcloud securityAI agents
GlobeNewswire Inc.GlobeNewswire Inc.··Beyondtrust

BeyondTrust Tackles Hidden AI Agent Risk With First Unified Security Platform

BeyondTrust expands Pathfinder Platform to secure AI agents across cloud environments, addressing 466.7% YoY growth in enterprise AI deployments.
AMZNGOOGGOOGLNOWCRMcloud securityAI agent security