摩根士丹利将软件公司ServiceNow的目标价从1040美元上调至1250美元，评级从"持有"上调至"增持"。 (格隆汇) ...

BOSTON, Sept. 24, 2025 (GLOBE NEWSWIRE) -- IP Fabric, the Automated Network Assurance Platform, today announced a new ServiceNow® extension that ensures accurate Configuration Management Database (CMDB) records and delivers actionable dependency mapping between network infrastructure and business services. By connecting directly to the ServiceNow API, IP Fabric provides a continuously validated source of truth for enterprise IT teams. Across industries, up to 40 percent of an enterprise CMDB is incomplete a ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report focuses on the commercialization progress of AI applications, highlighting significant advancements in various sectors, including large models, AI video, AI programming, and enterprise-level AI software [4][28] - The report emphasizes the rapid growth in token consumption for AI applications, indicating accelerated commercialization and the emergence of new revenue streams [4][15] - Key companies in the AI space are experiencing substantial valuation increases, with several achieving over $1 billion in annual recurring revenue (ARR) [16][21] Summary by Sections 1. AI Application Overview: Acceleration of Commercialization - AI applications are witnessing a significant increase in token consumption, reflecting faster commercialization progress [4] - Major models like OpenAI have achieved an ARR of $12 billion, while AI video tools are approaching the $100 million ARR milestone [4][15] 2. Internet Giants: Recommendation System Upgrades + Chatbot - Companies like Google, OpenAI, and Meta are enhancing their recommendation systems and developing independent AI applications [4][26] - The integration of AI chatbots into traditional applications is becoming a core area for computational consumption [14] 3. AI Programming: One of the Hottest Application Directions - AI programming tools are gaining traction, with companies like Anysphere achieving an ARR of $500 million [17] - The commercialization of AI programming is accelerating, with several startups reaching significant revenue milestones [17][18] 4. Enterprise-Level AI: Still Awaiting Large-Scale Implementation - The report notes that while enterprise AI has a large potential market, its commercialization has been slower compared to other sectors [4][25] - Companies are expected to see significant acceleration in AI implementation by 2026 [17] 5. AI Creative Tools: Initial Commercialization of AI Video - AI video tools are beginning to show revenue potential, with companies like Synthesia reaching an ARR of $100 million [15][21] - The report highlights the impact of AI on content creation in education and gaming [4][28] 6. Domestic AI Application Progress - By mid-2025, China's public cloud service market for large models is projected to reach 537 trillion tokens, indicating robust growth in AI applications domestically [4] 7. Key Company Valuation Table - The report provides a detailed valuation table for key companies in the AI sector, showcasing significant increases in their market valuations and ARR figures [16][22]

​ServiceNow, Inc. (NYSE:NOW) is one of the Best Technology Stocks to Invest in for the Long Term. On September 16, Five9 announced Five9 Fusion for ServiceNow, Inc. (NYSE:NOW). Fusion is an AI-powered integration that combines voice and digital customer interactions. ​The integration uses real-time AI transcription and a unified routing engine to help businesses deliver faster and personalized customer service. It merges Five9’s technology with ServiceNow, Inc. (NYSE:NOW)’s Customer Service Management to ...

Core Insights - Blue Mantis has announced the acquisition of Coreio Inc., enhancing its capabilities in the ServiceNow midmarket segment and expanding its presence in Canada [1][4] - The acquisition is expected to close in Q3 2025, with financial terms undisclosed [2] - Coreio, founded in 1981 and headquartered in Toronto, specializes in ServiceNow consulting, IT asset lifecycle management, cybersecurity, and service desk operations [3][8] Strategic Rationale - The acquisition allows Blue Mantis to leverage Coreio's expertise in workflow automation and ServiceNow, which is experiencing an 18% compound annual growth rate in the midmarket [4] - Coreio contributes significantly to Blue Mantis' ServiceNow partnership, with one-third of its business driven by ServiceNow [4] - The combined organization will enhance service offerings, providing clients with access to a broader range of digital transformation services, including cybersecurity and data analytics [6] Leadership and Integration - Rob Muroff, CEO of Coreio, will become General Manager of Canadian Operations, ensuring local expertise and cultural alignment [5] - The acquisition emphasizes a shared vision of delivering transformative IT solutions that drive business outcomes [5] Market Positioning - The acquisition positions Blue Mantis uniquely in the market, with over 60% of its business now coming from recurring services, indicating stability and predictability in growth [7] - Blue Mantis aims to deliver enterprise-class services across onshore, nearshore, and offshore models, setting it apart from competitors [7] Client Benefits - Clients of Blue Mantis will gain access to Coreio's ServiceNow expertise, while Coreio clients will benefit from Blue Mantis' extensive digital transformation offerings [6] - The acquisition strengthens Blue Mantis' nearshore delivery capabilities, providing cost-effective service options across North America [6]

Core Viewpoint - Genpact (G) is currently viewed as a better value opportunity compared to ServiceNow (NOW) based on various financial metrics and analyst outlooks [1]. Group 1: Zacks Rank and Analyst Outlook - Genpact has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while ServiceNow has a Zacks Rank of 3 (Hold) [3]. - The earnings estimate revision activity for Genpact has been more impressive, suggesting a more favorable analyst outlook [3]. Group 2: Valuation Metrics - Genpact has a forward P/E ratio of 11.62, significantly lower than ServiceNow's forward P/E of 57.17 [5]. - The PEG ratio for Genpact is 1.26, while ServiceNow's PEG ratio is 2.40, indicating that Genpact is expected to grow earnings at a more favorable rate relative to its price [5]. - Genpact's P/B ratio is 2.78, compared to ServiceNow's P/B of 18.29, further highlighting Genpact's relative undervaluation [6]. - Based on these valuation metrics, Genpact earns a Value grade of A, while ServiceNow receives a Value grade of F [6].

Group 1 - DXC is recognized as a leader in all categories across the US, AP&J, and Europe [1] - ISG emphasized DXC's leadership through its collaboration with ServiceNow, focusing on accelerating GenAI adoption and driving innovation [1]

Core Insights - ServiceNow, Inc. (NYSE:NOW) is recognized as one of the top fundamental stocks to consider for investment at present [1] - The company launched its new Zurich platform on September 10, which focuses on enterprise security, autonomous workflows, and multi-agent AI development [1] Product Features - The Zurich platform includes new developer tools that enable natural language "vibe coding," allowing employees to create applications through conversational descriptions [2] - Security features in the Zurich release include the Vault Console, designed to locate and protect sensitive data throughout workflows [2] - The platform also introduces agentic playbooks that combine AI with automation to create autonomous workflows, allowing for human intervention when necessary [3] Company Overview - ServiceNow, Inc. is a leading provider of cloud-based software solutions aimed at helping corporations optimize their digital workflows [3]

Core Insights - Vectice has announced a partnership with ServiceNow to enhance the delivery of audit-ready AI solutions, particularly for the banking sector [1] Company Summary - Vectice is positioned as a RegulatoryMLOps platform, indicating a focus on regulatory compliance and operational efficiency in machine learning [1] - The partnership with ServiceNow aims to transform business operations, suggesting a strategic move to leverage ServiceNow's capabilities in workflow automation and service management [1] Industry Summary - The collaboration targets the banking industry, highlighting a growing need for AI solutions that meet regulatory standards and can withstand audits [1] - The emphasis on audit-ready AI reflects broader trends in the financial services sector, where compliance and risk management are increasingly critical [1]

Core Insights - ServiceNow's Zurich platform enhances AI adoption through multi-agentic AI, enterprise-grade security, and autonomous workflows [1][10] - The company has secured significant deals in technology workflows, with 40 deals over $1 million in Q2 2025, including four exceeding $5 million [1][10] - Subscription revenue guidance for 2025 has been raised to between $12.775 billion and $12.795 billion, indicating a growth of 19.5-20% on a non-GAAP constant currency basis [4][10] Company Developments - ServiceNow's Workflow Data Fabric is included in 17 of its top 20 largest deals, combining data, analytics, and AI for improved enterprise outcomes [2] - The Zurich release features a Build Agent for vibe coding, enabling employees to create applications from natural language prompts, and a Developer Sandbox for collaborative application development [3] - The ServiceNow Vault Console centralizes sensitive data management, while the Machine Identity Console secures API and bot identities [3] Competitive Landscape - ServiceNow faces competition from Pegasystems and Salesforce, both of which are enhancing their AI and data integration capabilities [5][6][7] - Pegasystems is experiencing strong demand for its GenAI Blueprint solution, which aids in designing enterprise workflow applications [6] - Salesforce's Data Cloud platform integrates customer data across its products, facilitating AI application across operations [7] Financial Performance - ServiceNow's stock has declined by 9.7% year to date, underperforming the broader Zacks Computer and Technology sector, which has returned 19.8% [8] - The Zacks Consensus Estimate for Q3 2025 earnings is $4.22 per share, reflecting a year-over-year growth of 13.4% [14] - The company's stock is considered overvalued, with a forward 12-month price/sales ratio of 13.31X compared to the sector's 6.94X [13]