ServiceNow touted artificial-intelligence momentum in its latest earnings report, but investors are sweating a cut to the company’s margin guidance. The software giant now expects a 31.5% margin on ...

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ServiceNow closed its acquisition of Armis on April 20, which is expected to contribute approximately 125 basis points to second-quarter and full-year subscription revenue growth. However, the ...

ServiceNow reported strong Q1 2026 results, raising forecasts amid AI concerns. CEO Bill McDermott emphasized ServiceNow's AI product growth and dismissed AI competition threats. The stock fell on ...

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Based on valuation, earnings, and price, Shopify (SHOP) carries a more compelling short thesis right now than ServiceNow (NOW). Shopify faces headwinds from tariff exposure and consumer spending ...

Cloudflare (NET), ServiceNow (NOW) and Atlassian (TEAM) rank as Mizuho's top software stocks to own ahead of the fast-approaching earnings season. Mizuho's industry checks indicate that top-tier ...

Software companies were supposed to benefit from the AI revolution, incorporating models into their platforms and applications and building value on that foundation. That thesis was shaken in November ...

Benchmark initiated coverage of ServiceNow (NOW) with a Buy rating and $125 price target, arguing that a 50% selloff has created a compelling entry point as the company’s AI monetization accelerates ...

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