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ServiceNow reportedly in talks to acquire Armis for $7B
Proactiveinvestors NA· 2025-12-15 16:51
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
ServiceNow Stock Sinks on Potential Acquisition, Downgrade
Schaeffers Investment Research· 2025-12-15 15:52
Shares of ServiceNow Inc (NYSE:NOW) are sharply lower this morning, after reports that the software name is in talks to acquire cybersecurity startup Armis for $7 billion as early as this week. A downgrade from Keybanc to "underweight" from "sector weight" is weighing on the shares as well, with the firm citing risks associated with AI. ServiceNow stock was last seen down 10.3% to trade at $776.13, gapping below former support at $800 that provided a floor in late November and early December. Today's price ...
拟斥资70亿美元收购网络安全公司Armis ServiceNow(NOW.US)大跌超10%
Zhi Tong Cai Jing· 2025-12-15 15:34
据知情人士透露,相关交易有望在未来几天内公布。不过,由于谈判仍属私下进行,交易仍存在变数, 不排除谈判破裂或出现其他竞购方的可能。 周一,ServiceNow(NOW.US)股价走低,截至发稿,该股大幅跌超10%,报774.21美元。消息面上,该 公司正就收购网络安全初创公司Armis进行深入谈判,这笔交易的估值最高可能达到70亿美元,若最终 达成,将成为ServiceNow成立以来规模最大的一次并购。 ...
美股异动 | 拟斥资70亿美元收购网络安全公司Armis ServiceNow(NOW.US)大跌超10%
智通财经网· 2025-12-15 15:30
智通财经APP获悉,周一,ServiceNow(NOW.US)股价走低,截至发稿,该股大幅跌超10%,报774.21美 元。消息面上,该公司正就收购网络安全初创公司Armis进行深入谈判,这笔交易的估值最高可能达到 70亿美元,若最终达成,将成为ServiceNow成立以来规模最大的一次并购。 据知情人士透露,相关交易有望在未来几天内公布。不过,由于谈判仍属私下进行,交易仍存在变数, 不排除谈判破裂或出现其他竞购方的可能。 ...
Cramer’s Mad Dash: ServiceNow
CNBC Television· 2025-12-15 14:48
Welcome back. Seven minutes before we get uh started with trading here to begin a new week, one of our final weeks of the year. Of course, I like to keep an eye on the calendar.Let's talk a little service now for the Mad Dash. >> First, they came after Adobe and people said that's okay. They had particular characteristics involving advertising and uh you know just kind of overall too linked to perhaps um let's just say fancy, too expensive versus cheaper.Then they came after uh Sal Sal Sal Sal Sal Sal Sal S ...
Cramer's Mad Dash: ServiceNow
Youtube· 2025-12-15 14:48
Welcome back. Seven minutes before we get uh started with trading here to begin a new week, one of our final weeks of the year. Of course, I like to keep an eye on the calendar.Let's talk a little service now for the Mad Dash. >> First, they came after Adobe and people said that's okay. They had particular characteristics involving advertising and uh you know just kind of overall too linked to perhaps um let's just say fancy, too expensive versus cheaper.Then they came after uh Sal Sal Sal Sal Sal Sal Sal S ...
道指开盘涨0.3%,标普500涨0.5%,纳指涨0.6%
Xin Lang Cai Jing· 2025-12-15 14:36
Group 1 - Stellantis shares increased by 1.3% as the European Commission is expected to withdraw the ban on internal combustion engine vehicles by 2035 [1] - Dollar General shares rose by 1.6% after JPMorgan upgraded its rating to "Overweight," with the target price raised from $128 to $166 [1] - iRobot, a leading company in the robotic vacuum sector, saw a significant decline of 72.7% as it filed for bankruptcy protection in the U.S. [1] - ServiceNow shares fell by 7.2% as it is nearing a deal to acquire cybersecurity startup Armis [1]
ServiceNow Stock Falls. It's Not Just a Report of a Big Deal That's Dragging on the Shares.
Barrons· 2025-12-15 13:24
ServiceNow stock was falling following a report that it could be about to make its largest ever acquisition. ...
ServiceNow (NYSE:NOW) in Talks to Acquire Cybersecurity Firm Armis
Financial Modeling Prep· 2025-12-15 13:06
ServiceNow's potential acquisition of Armis could significantly enhance its cybersecurity capabilities and market position.Armis reports impressive growth, with annual recurring revenue increasing to $300 million from $200 million in 2024.Despite a potential downside in stock price as per KeyBanc's analysis, ServiceNow's strategic moves could bolster long-term value.ServiceNow (NYSE:NOW) is a leading provider of workflow automation solutions, helping businesses streamline their operations. The company is cu ...
ServiceNow斥资10亿美元收购Veza 加速智能体权限管理
Sou Hu Cai Jing· 2025-12-15 11:50
Core Insights - ServiceNow announced the acquisition of identity security platform Veza for over $1 billion, emphasizing its focus on AI and data governance as organizations accelerate AI agent deployment [2] - The acquisition comes at a time when enterprises face challenges in managing access permissions and outputs of non-human identities, with the AI agent market projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030 [2][3] Group 1: Acquisition Details - ServiceNow's acquisition price for Veza reflects a 24% premium over its recent valuation of $8.08 billion, indicating the strategic importance of Veza's capabilities [2] - The integration of Veza's technology into ServiceNow's AI Control Tower aims to create a unified control plane for managing context-aware permissions and monitoring agent actions [5][12] Group 2: Challenges in AI Governance - Traditional identity and access management systems struggle to handle the complexities introduced by AI agents, which require dynamic permission sets based on context [3][8] - Research indicates that 89% of IT security leaders in the U.S. have integrated AI agents into their identity infrastructure, with 58% expecting AI to drive at least half of network attacks in the coming year [2][3] Group 3: Security Risks - 23% of IT professionals reported credential leaks through AI agents, and 80% experienced unexpected agent behavior, highlighting significant security risks [4][11] - Veza's core technology, Access Graph, visualizes access relationships among human, machine, and AI identities, providing essential visibility for enterprises deploying autonomous agents [4] Group 4: Competitive Landscape - The acquisition may enhance ServiceNow's competitive position against companies like Salesforce, Microsoft, and Oracle, which offer varying degrees of security and governance for AI agents [6] - Unlike its competitors, ServiceNow's strategy involves acquiring a dedicated identity platform designed for non-human identity governance, potentially accelerating value realization for enterprises [6] Group 5: Regulatory and Pricing Considerations - The regulatory environment for tech mergers has become more complex, with scrutiny over AI-related acquisitions, although ServiceNow's deal has not raised significant antitrust concerns [7] - ServiceNow has not disclosed its pricing strategy for Veza's features, which could impact customer adoption rates [7] Group 6: Importance of Identity Governance - The transition from experimental AI assistants to large-scale deployment of autonomous agents necessitates a reevaluation of identity governance within enterprises [8][9] - As organizations scale their use of agents, the ability to audit actions and enforce permissions becomes critical to mitigate risks associated with security incidents and compliance violations [9]