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ServiceNow: A Strong Bet On Agentic AI (NYSE:NOW)
Seeking Alpha· 2026-03-31 17:51
ServiceNow, Inc. ( NOW ) is a leading enterprise-focused Cloud platform that offers customers a path to participate in the growth of the agentic AI market. With the utilization of artificial intelligence, more and more workflows in theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NOW, ORCL, CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seek ...
ServiceNow's stock is having its worst quarter on record. What comes next?
MarketWatch· 2026-03-31 16:11
Analysts think ServiceNow can improve performance later this year as early AI adopters stock up on more credits and as some pandemic-era contracts come up for renewal. ...
NowVertical Signs $3.8 Million 2026 Expansion with Global Events Enterprise, Surpassing $26 Million in Cumulative Account Value
Globenewswire· 2026-03-30 12:00
TORONTO, March 30, 2026 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSXV: NOW) (“NowVertical” or the “Company”), a data and AI solutions and services provider, today announced that it has signed over $3.8 million in new engagements during Q1 2026 with a global enterprise client in the international events and exhibitions sector. The engagement spans 2026 and builds on NowVertical’s work connecting customer, operational, and financial data across the client’s global event portfolio. The client operates hundr ...
美国科技:2025 年第四季度总结 -AI 商业化落地-US Technology_ Q4 summary_ Al monetization turning into reality
2026-03-30 05:15
US Technology Equities Q4 summary: AI monetization turning into reality United States What's next in the US software sector? During this quarter we discussed these topics: Software Will Eat AI (24 Feb 2026), Software 2026: Our AI outlook (12 Feb 2026) and Can AI replace software? (9 Feb 2026). Our view remains that the "AI vs Software" debate is overblown and continues to fade. Meanwhile, investor focus is likely to shift from AI disruption to profit pools and AI momentum towards vendors that are effectivel ...
Why the SaaS Sell-Off Is Creating Generational Buying Opportunities
The Motley Fool· 2026-03-29 19:45
The sell-off in software-as-a-service (SaaS) stocks could be creating a generational buying opportunity in the group. At least this is the view of Thoma Bravo, which is widely regarded as one of the top private equity investors in the SaaS space. It has taken many SaaS companies private over the years, and it currently owns about 80 software companies. In a recent presentation, Thoma Bravo noted that SaaS stock fundamentals have moved in the opposite direction from their valuations. It noted that fundamenta ...
Redburn Lowers ServiceNow (NOW) Price Target to $215
Yahoo Finance· 2026-03-28 07:17
ServiceNow, Inc. (NYSE:NOW) is one of the 15 Set-It-and-Forget-It Stocks to Buy in 2026. Redburn Lowers ServiceNow (NOW) Price Target to $215 On March 10, 2026, Rothschild & Co Redburn lowered the price target on ServiceNow, Inc. (NYSE:NOW) from $230 to $215 while maintaining a Buy rating on the company’s stock. The firm’s analyst noted that ServiceNow, Inc. (NYSE:NOW)’s extensive platform integrations, IT workflow knowledge graph, and unique configuration database create a significant competitive moat, ...
ServiceNow (NOW) Products See Growth Amid Transformation into AI-Powered Enterprise Platform
Yahoo Finance· 2026-03-27 14:50
Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly higher in Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average leading with a 4.03% return. This period saw a shift in leadership towards large-cap value stocks as investor sentiment was influenced by the Federal Reserv ...
ServiceNow Earnings Preview: What to Expect
Yahoo Finance· 2026-03-27 10:35
California-based ServiceNow, Inc. (NOW) is a leading cloud-based software provider that enables organizations to automate and streamline digital workflows across IT, customer service, HR, and operations through its unified Now Platform. The company has a market capitalization of $107.8 billion and is expected to release its Q1 2026 earnings soon. Ahead of the event, analysts expect ServiceNow to report a profit of $0.54 per share on a diluted basis, up 17.4% from $0.46 per share in the year-ago quarter. ...
NowVertical Group Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Financial Update Webinar
Globenewswire· 2026-03-26 12:00
TORONTO, March 26, 2026 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSXV: NOW) ("NowVertical" or the "Company"), a leading data and AI solutions provider, will announce its 2025 fourth quarter and full year financial results before the market open on Thursday, April 9, 2025. This will be followed by a webinar at 11:00 AM ET (8:00 AM PT) on Thursday, April 9, 2025, to discuss the Company's financial results and provide a business outlook. Q4 and FY 2025 Financial Results Investor Webinar: NOW invites shareho ...
Jim Cramer on ServiceNow: “I Think the Stock’s Going to Be in for a Little Bit More Turbulence Than It Already Has Been”
Yahoo Finance· 2026-03-25 17:19
ServiceNow, Inc. (NYSE:NOW) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. Answering a caller’s query about the stock during the episode, Cramer said: Okay, now what we’re dealing with here is stock sells at 26 times earnings. That’s incredibly cheap for a great growth stock. But we all know that there is turmoil when it comes to these, you know, software as a service stocks are so bearish. It’s so painful for me to say this, but as much as I respect Bill McDe ...