急剧的板块轮动打击了ServiceNow（NOW）、汤森路透（TRI）、Intuit（INTU）和Snowflake （SNOW）等软件股，但分析师认为AI将增强而非全面取代许多现有企业。 责任编辑：张俊 SF065 急剧的板块轮动打击了ServiceNow（NOW）、汤森路透（TRI）、Intuit（INTU）和Snowflake （SNOW）等软件股，但分析师认为AI将增强而非全面取代许多现有企业。 责任编辑：张俊 SF065 ...

AI巨头与传统企业软件厂商正在AI代理工具领域展开全面竞争。 2月12日，据The Information报道，OpenAI和Anthropic推出的企业级AI产品正在冲击现有企业软件市 场，而微软、Salesforce、ServiceNow等传统厂商则加速推出代理构建工具和管理平台以应对挑战。 这场竞争涉及四大类产品：基于浏览器的代理、可操作计算机的代理、代理构建工具以及代理管理控制 台。 Anthropic本周二向Windows用户发布了Cowork的研究预览版，而OpenAI上周推出了Frontier平台，帮助 Uber和Thermo Fisher Scientific等企业创建多个AI协作者并分配不同任务。 这些举动加剧了对传统企业软件厂商的压力。市场参与者普遍预期，未来白领员工将不再手动使用企业 应用程序，而是监督一系列能够自主连接应用的AI代理。 微软CEO Satya Nadella早在2024年就表示，传统软件应用将在"代理时代""崩溃"，因为它们"本质上是带 有业务逻辑的数据库"。微软甚至公开讨论过向访问其应用的AI收取订阅费用，就像向人类用户收费一 样。 四类产品激烈竞争 根据The In ...

Software company ServiceNow (NOW) has had a rough 12 months, down nearly 50%. The company’s business strategy has come under fire as it expanded through a series of acquisitions, and analysts began questioning whether some of the company’s core services would be disrupted by emerging artificial intelligence (AI) platforms. Dan Ives and Wedbush Securities are breathing some new life into the enterprise software company, however. Wedbush recently announced that it was reinstating ServiceNow to its IVES AI ...

ServiceNow, Inc. (Nasdaq: NOW) announced the signing of an agreement to acquire Israeli company Pyramid Analytics today. Pyramid Analytics, headed by co-founder Omri Kohl, is a developer of a platform that consolidates all stages of work with data in one place: gathering and sifting information, running predictive models, and presentation of insights to managers. RELATED ARTICLES ServiceNow buys Israeli cybersecurity co Armis for $7.75b The aim of the acquisition, according to ServiceNow, is to integrate ...

Software stocks lagged artificial intelligence names by a significant margin for most of last year. And that performance gap has persisted even as the AI trade has cooled. But how do these stocks look when it comes to fundamentals.Does AI really represent an existential threat to their businesses. Here's Morning Star senior equity research analyst Dan Romangh on what investors need to know. Thanks for being here, Dan. >> Thanks for having me.Uh we're here to talk about software stocks um which have kind of ...

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Friday, Feb. 6, 2026.Once again, good data seems to have been bad news for markets. U.S. stocks fell overnight, with the Dow snapping a three-day winning streak, following a better-than-expected jobs report for January. Jobs grew by 130,000 in January, according to the Bureau of Labor Statistics' January nonfarm payrolls report, which was delayed on account of a partial government shutdown that ended Feb. 3. The numbers blew ...

Core Insights - Morgan Stanley analysts suggest that five software stocks could potentially double in value within the next 12 months if fears surrounding AI subsist and the stocks rebound to their fair value [1] Group 1: Market Overview - Software stocks have faced significant declines this year, with the iShares Expanded Tech-software Sector ETF (IGV) losing over 20% of its value since the beginning of the year, primarily driven by concerns regarding AI's impact on the industry [1] - Major companies like Intuit, ServiceNow, and Salesforce have seen substantial drops in their stock prices due to fears that AI-native startups will pressure profit margins and reduce corporate headcounts, limiting revenue growth [1] Group 2: Investment Opportunities - Morgan Stanley identifies that some software stocks are currently trading at more than a 50% discount to their fair value, creating potential buying opportunities for investors [1] - The five software stocks highlighted by Morgan Stanley include large caps Intuit and Salesforce, which have potential upsides of 101% and 109% respectively from their recent closing prices [1] - Mid-cap stocks such as ServiceTitan, CCC Intelligent Solutions, and Vertex are also expected to more than double in value according to the analysts [1] Group 3: Market Sentiment and Future Outlook - The uncertainty surrounding AI's development has led to volatility in the stock market, but historical trends show that investors have often rebounded from such concerns, driving stock prices higher [1] - Experts, including Nvidia's CEO, have expressed skepticism about the notion that AI will severely disrupt the software industry, suggesting that nimble software providers could leverage AI to their advantage [1] - The market for tech stocks is expected to remain turbulent as uncertainty continues to loom over the software sector, with Morgan Stanley indicating that disruption-related volatility is likely to persist [1]

The software sector has taken a massive beating on Wall Street over the past few months on fears that AI is destined to roll over the segment. But the sell-off turned into a meltdown last week after Anthropic (ANTH.PVT) released an update to its Claude Cowork tool that included plugins to perform common tasks related to legal, marketing, finance, data, and sales. OpenAI (OPAI.PVT) then followed with its own new release, and Anthropic launched yet another. ServiceNow (NOW) stock is off more than 22% sin ...

The so-called "software Armageddon" has arrived, and it is not being subtle about it. AI disruption fears have triggered a broad and brutal retreat across the sector, with Anthropic's recent launch of an automation tool for lawyers sending data service and software names tumbling in a single session. Jefferies has gone as far as calling it a "SaaSapocalypse," as growing conviction that frontier AI models from OpenAI and Anthropic could eventually replace entire categories of enterprise software fuels an ...

Key Takeaways ServiceNow's new products, like Now Assist and Raptor, drove strong Q4 growth and large deal wins.NOW saw Now Assist top $600M in ACV, with rising multi-product and AI adoption.ServiceNow's platform push deepens enterprise ties as revenues are forecasted to grow beyond 20% in 2026.ServiceNow’s (NOW) product expansion is accelerating and turning into measurable growth, strengthening the case for continued upside. Now Assist, Workflow Data Fabric, Raptor and CPQ have emerged as major fourth-quar ...