Joining us now is Eric Mandal from Guggenheim. Eric, I mean, you got Warner Brothers Discovery, you've got Service Now that just closed a deal and was rumored to be doing another one. What's driving this pace. Why do you think it can continue. >> Yeah, it's great to be here with you, John Morgan. Thank you for having me again. There are two things going on right now that uh kind of feel like they fly in the face of one another, but creates an environment that likely drives more M&A. The first is we have thi ...

Joining me now in a CNBC exclusive Service Now CTO and chairman Bill McDermott. Bill, good to see you. Uh, >> good to see you, John.>> You guys announced the close of Move Works today. Are there any other big acquisitions you're ready to share with us. >> I think the most important thing I'd like to share with you is the results of our organic growth machine speak for themselves at Service Now.Since we're the only large enterprise software company that operates above the rule of 50 free cash flow and revenu ...

Joining me now in a CNBC exclusive Service Now CTO and chairman Bill McDermott. Bill, good to see you. Uh, >> good to see you, John.>> You guys announced the close of Move Works today. Are there any other big acquisitions you're ready to share with us. >> I think the most important thing I'd like to share with you is the results of our organic growth machine speak for themselves at Service Now.Since we're the only large enterprise software company that operates above the rule of 50 free cash flow and revenu ...

华尔街最受热议、且对市场影响显著的分析师评级报告现已汇总呈现。以下是由 The Fly 整理的、投资 者今日需重点关注的评级变动信息。 五大评级上调个股 1. 罗库（ROKU）：摩根士丹利将其评级从 "减持" 上调至 "增持"，目标价由 85 美元上调至 135 美 元。该机构指出，得益于数字广告市场的强劲表现，2026 年美国广告支出有望实现 "稳健" 增 长。 2. 奥克塔（OKTA）：杰富瑞在其 2026 年软件行业展望报告中，将奥克塔评级从 "持有" 上调至 "买 入"，目标价由 90 美元上调至 125 美元。该机构在研报中向投资者表示，奥克塔正着力打造完整 的身份认证平台，有望把握智能代理需求增长的机遇，发展潜力巨大。 3. 赛富时旗下 ServiceNow（NOW）：古根海姆将其评级从 "卖出" 上调至 "中性"。该机构表示，此 次评级上调的依据是当前股价已低于此前设定的目标价，估值具备吸引力。 4. 罗克韦尔自动化（ROK）：高盛将其评级从 "卖出" 上调至 "中性"，目标价由 329 美元上调至 448 美元。高盛在研报中称，在新任管理层的带领下，公司正处于结构性提价的初期阶段，此举 有望在 ...

ServiceNow (NYSE: NOW) started this week on weak footing following reports that the workflow automation company is in advanced talks to take over Armis Security. NOW is reportedly willing to pay nearl... ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Morgan Stanley upgraded L3Harris Technologies (LHX) to Overweight from Equal Weight with a price target of $367, up from $350, as part of its 2026 outlook for aerospace and defense. The firm sees aerospace and defense as attractive going into 2026, saying demand continues to outpace supply growth. Morgan Stanley a ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying ROK stock? Here’s what analysts think: Read This Next: Photo via Shutterstock ...

Wolfe Research将ServiceNow的目标价从1210美元下调至1050美元，仍维持"跑赢大盘"评级。(格隆汇) ...

Market Analysis by covering: ServiceNow Inc. Read 's Market Analysis on Investing.com ...

Group 1: Market Movements - Baoji Pharmaceutical-B (02659) surged over 3.2% amid its debut on the Hong Kong Stock Exchange, closing up 138.82% on its first day, with a market capitalization exceeding HKD 20 billion [1] - New Energy (01799) and Xinyi Solar (00968) saw declines of 3.01% and 3.67% respectively, as the photovoltaic sector faced weakness, with rumors of a 30 billion yuan investment for capacity storage by major companies [1] - Xpeng Motors-W (09868) and Li Auto-W (02015) dropped 4.88% and 2.67% respectively, following data from the China Association of Automobile Manufacturers indicating a month-on-month increase in production and sales [1] Group 2: Company-Specific News - Bolek Vision Cloud-B (02592) experienced a significant drop of nearly 15%, having previously doubled in price over 10 trading days, as it announced a new drug trial application to the FDA [2] - Hu Shang Ayi (02589) rose nearly 6% as Nayuki Tea expanded into the U.S. market, enhancing the international presence of Chinese tea brands [2] - Gold stocks fell sharply, with Zijin Mining (02899) and Shandong Gold (01787) declining by 4.29% and 4.94% respectively, following a report on the Bloomberg Commodity Index's upcoming rebalancing [2] Group 3: Cryptocurrency and Technology - Cryptocurrency ETFs faced significant declines, with notable drops in Bitcoin and Ethereum-related funds, as Bitcoin fell 3.3% from its record high, reflecting market pressures amid weak liquidity [3] - Oracle (ORCL.US) continued its downward trend, dropping 2.66% due to delays in delivering AI data centers for OpenAI, attributed to labor and material shortages [6] - Nvidia (NVDA.US) saw a slight increase of 0.73% after announcing the release of its third-generation language model, aimed at writing and programming tasks [6]