Core Viewpoint - ServiceNow, Inc. (NYSE:NOW) has faced significant share price declines, down 43.6% over the past year and 13.9% year-to-date, amidst challenges in the broader software sector [2] Group 1: Stock Performance and Analyst Ratings - Baird reduced its share price target for ServiceNow to $190 from $250 while maintaining an Outperform rating [2] - RBC Capital also kept an Outperform rating with a $195 share price target, highlighting the company's partnership with OpenAI as a positive indicator of its market presence [2] - Citi set a more optimistic share price target of $250.60, reflecting confidence in ServiceNow's sales pipeline following the OpenAI partnership announcement [2] Group 2: Partnership with OpenAI - The partnership with OpenAI will integrate OpenAI's frontier model capabilities into ServiceNow's platform, enhancing its offerings to customers [2] - There is speculation regarding whether the partnership primarily benefits OpenAI by establishing its presence in the business-to-business market [3] Group 3: Investment Sentiment - While there is potential for ServiceNow as an investment, some analysts believe that other AI stocks may offer better returns with lower risk [3]

分组1 - The stock market is experiencing mixed results, with the Dow down 285 points, S&P slightly up by 0.03%, and NASDAQ up by 28 points, indicating a focus on fundamentals moving forward [2] - Newor, a leading steel company, pre-announced earnings that fell short of expectations, yet the stock rose by approximately 12% following a Fed rate cut and tariffs on foreign steel, suggesting a buying opportunity if the stock dips [3][4] - Boeing is expected to report earnings after a significant stock increase, with a positive outlook for a multi-year turnaround, indicating potential for continued investment [4] 分组2 - General Motors is set to report earnings, with a historical pattern of underperformance in the initial trading hours, presenting a potential buying opportunity [5] - CSX and Union Pacific are highlighted as key players in the transportation sector, with expectations for positive performance [6] - Seagate, a storage and memory chip manufacturer, has seen a 25% increase in stock value this year due to rising demand from data centers, with expectations for a strong earnings report [8] 分组3 - Starbucks is reporting earnings and will follow up with an investor day, raising questions about the sustainability of its recent stock performance, which is considered overbought [10][11] - Generova, spun out from GE, has seen its stock price rise significantly, but high expectations may lead to a better entry point for investors [12] - Corning is noted for its strong prospects in data centers, with a recommendation to wait for a price drop to buy [13] 分组4 - Microsoft and Meta have faced stock price pressures, with Microsoft affected by concerns over generative AI, while Meta's stock has fluctuated following comments from its CEO about spending [14][15] - Tesla is positioned as a company focused on autonomous driving, with expectations that its upcoming earnings report could significantly boost its stock price [16] - Service Now is anticipated to be a critical report of the week, with the CEO needing to clarify the company's position amidst a stock decline [18][19] 分组5 - Honeywell's upcoming earnings report is complicated by its plans to split into multiple businesses, which may lead to stock volatility [21][22] - Caterpillar is expected to perform well due to its role in providing backup generators for data centers, contrasting with past performance trends [24] - Apple has faced stock declines due to rising storage costs, which may impact its gross margins, but the recommendation is to hold rather than trade [25][26] 分组6 - American Express typically reports strong earnings but often sees stock declines post-reporting, presenting a buying opportunity [27] - Chevron and Exxon are highlighted for their strong cash flow and buyback programs, with Chevron favored for its consistency and potential benefits from operations in Venezuela [28]

AI was top of mind in Davos, Switzerland, this past week, where global leaders across sectors descended for the World Economic Forum meeting. I joined fellow Fortune editors and team members in Davos this week, attending panels and engaging in one-on-one conversations and meetings with global CEOs.The future of work is uncertain. On the topic of workforce reduction, opinions ranged from a total replacement of all jobs to job growth over the next decade.Moving from efficiency to growth . If last year was th ...

Wall Street analysts forecast that ServiceNow (NOW) will report quarterly earnings of $0.87 per share in its upcoming release, pointing to a year-over-year increase of 19.2%. It is anticipated that revenues will amount to $3.52 billion, exhibiting an increase of 19.2% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prio ...

Of course, the Magnificent Seven remain the gold standards as far as long-term AI strategies are concerned (and yes, that includes Apple (NASDAQ:AAPL), a misunderstood name which many still view as lagging behind in AI). But with significant selling pressure on about half of the Mag Seven names, including Apple, Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META), which are down around 13%, 17%, and 18%, respectively, from their all-time highs, one could argue that the lagging half of the Mag Seven ar ...

花旗将ServiceNow的目标价从250.6美元下调至235美元，维持"买入"评级。(格隆汇) ...

Core Insights - ServiceNow is a leading player in the enterprise software industry, recognized for its cloud-based solutions that enhance business process automation and streamline operations [1] - The company has a strong market capitalization of approximately $130.11 billion, indicating its robust position in the industry [5] Stock Performance - BTIG has maintained a "Buy" rating for ServiceNow, reflecting confidence in the company's future despite a minor stock fluctuation, with the stock price at $125.30 and a slight decrease of 0.08% [2][6] - The stock has shown resilience with a trading range between $123.78 and $128.01, and a 52-week high of $239.62 [5] Innovation and Partnerships - ServiceNow has announced significant improvements to its global Partner Program, aimed at accelerating innovation in AI agents, showcasing its commitment to technological advancements [3][6] - The strategic collaboration with OpenAI focuses on integrating AI technology into business software, highlighting the trend of embedding AI within corporate solutions [4][6]

We recently published 15 Stocks on Jim Cramer’s Radar.  ServiceNow, Inc. (NYSE:NOW) is one of the stocks on Jim Cramer's radar. ServiceNow, Inc. (NYSE:NOW) is a software-as-a-service (SaaS) company that offers enterprise workflow management products and services. Its shares are down by 41% over the past year and by 13% year-to-date amidst the software sector’s struggles in the AI era. ServiceNow, Inc. (NYSE:NOW) did make a key AI announcement on Tuesday when it announced an AI partnership with OpenAI. Thr ...

ServiceNow, Inc. (NYSE:NOW) is one of the AI Stocks on Market Radar.  On January 20, RBC Capital analyst Matthew Hedberg reiterated an Outperform rating on the stock with a $195.00 price target. The rating affirmation follows news that NOW has signed a three-year deal with OpenAI to use its AI models, giving businesses access to AI agents. ServiceNow will be integrating GPT-5.2 into its enterprise workflow platform and creating AI voice technology. OpenAI models will be powering ServiceNow agents for cus ...

Core Viewpoint - ServiceNow is a key player in the cloud computing sector, focusing on digital workflows and enterprise solutions, and is recognized for its innovative platform that enhances business operations [1] Group 1: Company Performance - In 2025, ServiceNow faced a challenging year with a stock price decline of nearly 28%, despite efforts to strengthen its market position through a high-profile acquisition and significant platform updates [2][3] - The stock's current price is $125.40, reflecting a decrease of 1.91, or -1.50%, with a market capitalization of approximately $130.21 billion [4] - Over the past year, the stock has experienced volatility, reaching a high of $239.62 and a low of $125.03 [5] Group 2: Market Outlook - Mizuho Securities has set a price target of $190 for ServiceNow, indicating a potential price increase of approximately 51.52% from its current trading price [2][6] - The optimistic outlook from Mizuho Securities suggests confidence in ServiceNow's potential for recovery and growth despite the previous year's challenges [5][6] Group 3: Product Innovations - ServiceNow introduced major updates to its platform in 2025, including the Yokohama upgrade that transitioned its AI platform to a more autonomous system, followed by the Zurich upgrade to further enhance capabilities [3]