ServiceNow, Inc. (NYSE:NOW) is one of the most promising future stocks to buy now. On February 5, Truist revised the price target on ServiceNow, Inc. (NYSE:NOW) to $175 from $240 and maintained a Buy rating on the shares, releasing the rating update as part of a broader research note on the Infrastructure Software names. It told investors that the sector pullback is primarily being driven by concerns associated with terminal value instead of near-term fundamentals, and this makes AI narratives highly criti ...

The outlook quickly became dire for software stocks this week as investors envisioned a world where Anthropic's Claude AI assistant rendered entire companies and IT departments useless. The bottom fell out of the sector as the iShares Expanded Tech-Software Sector ETF (IGV) fell 19% from January 26 to February 5.But Morningstar says fears are largely overdone, and the chaotic burst of selling represents a prime dip-buying opportunity. "We see little evidence that the bear case is unfolding — retention ra ...

Bet_Noire/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00) Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Welcome back to another week of Wall Street Roundup. Brian Stewart: Great to be here. Rena Sherbill: It's great to have you talk to us. We've got Bitcoin, we've ...

Key Takeaways MSFT and other software leaders sank as AI fears sparked a $1T sell-off dubbed software-mageddon. Market volatility surged as the VIX jumped 17% to 21.77, its highest level since late November. Rotation out of technology into staples and value boosts demand for low-volatility ETFs like SPLV. A massive sell-off in shares of tech giants, such as Microsoft (MSFT) , Salesforce (CRM) , and ServiceNow (NOW) , wiped out nearly $1 trillion in industry value in just a week, marking a dramatic shift in ...

We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver.  ServiceNow, Inc. (NYSE:NOW) is one of the stocks that Jim Cramer discussed. Software-as-a-service firm ServiceNow, Inc. (NYSE:NOW)’s shares are down by an unbelievable 45.9% over the past year and by 25% year-to-date. In his previous comments about the firm, Cramer has praised its CEO. ServiceNow, Inc. (NYSE:NOW)’s latest earnings report saw the firm report $3.5 billion in fourth-quarter revenue and $0.92 ...

TROY, Mich., Feb. 6, 2026 /PRNewswire/ -- ServiceNow Inc.'s recent report has investors wondering if the company's stock is fairly valued. Or is it in the buy range? As such, the Editorial Advisory and Securities Review Committee of BetterInvesting Magazine considers ServiceNow (NYSE: NOW) as worthy of further study and has named the company its "Stock to Study" for the April 2026 issue for investors' informational and educational use. Securities mentioned are for study and presented for educational purpose ...

本周，科技巨头的CEO们对AI将蒸发老牌软件公司竞争护城河的担忧嗤之以鼻，尽管这些公司的股票 在长达数月的剧烈抛售中暴跌。 周二在旧金山举行的思科（CSCO）AI峰会上，英伟达（NVDA）CEO黄仁勋表示："有一种观点认为工 具行业正在衰退，并将被AI取代……这是世界上最不合逻辑的事情，时间会证明一切。" 本周，Palantir（PLTR）和甲骨文（ORCL）领跌大型企业软件股，过去三个交易日均下跌约12%。在此 期间，Salesforce（CRM）、SAP（SAP）、ServiceNow（NOW）、Snowflake（SNOW）和微软 （MSFT）也大幅下挫。 投资者担心，此类软件即服务（SaaS）公司的客户可能会利用Anthropic的Claude Code等大型语言模型 提供商的AI工具，开发内部软件解决方案，从而减少对Salesforce等供应商的依赖。还有人担心，AI正 在降低全新软件参与者的门槛。包括Aurasell和Artisan AI等初创公司的AI原生平台可能会直接挑战老牌 公司的竞争优势。 他继续说道："如果你是人类或机器人，你会使用工具还是重新发明工具？答案显然是使用工具……比 如Ser ...

Group 1 - ServiceNow (NYSE: NOW) stock is facing pressure along with the overall software sector due to investor concerns about AI technology potentially rendering software solutions obsolete across companies [1] - ServiceNow asserts that its software solutions are enhanced with AI capabilities, positioning itself as a leader in the evolving software landscape [1]

Group 1: Market Overview - The narrative of "Software-mageddon" is gaining traction among global investors, with debates on whether to initiate bullish calls on recently battered software stocks [1] - Large institutional investors are beginning to enter the market to buy the dip in software stocks that have experienced significant declines, with some supporting optimistic views on AI-focused software giants [1][3] - The S&P 500 Software and Services Index has dropped approximately 25% since its recent peak at the end of October, while the overall S&P 500 index has remained relatively stable [3][4] Group 2: Impact of AI Tools - The launch of Anthropic's AI programming tool, Claude Cowork, has intensified fears of AI agents disrupting the SaaS software industry, leading to a collective sell-off in software stocks [2] - The S&P 500 Software and Services Index experienced its worst performance since May 2002, with a significant market cap loss exceeding $800 billion [4] Group 3: Investor Reactions and Divergence - Institutional investors are showing mixed reactions, with some cautiously buying while others remain hesitant, indicating a divide in sentiment regarding the software sector [8] - Some portfolio managers are starting to see long-term value in certain software stocks, while others are waiting for stronger catalysts, such as robust AI-related revenue reports, before making aggressive purchases [8][9] Group 4: Future Outlook and AI Integration - The market is reassessing the value chain in the software industry, with AI potentially redistributing profits rather than completely replacing existing software infrastructure [11][12] - The current sell-off is seen as a response to the question of how much profit pools will be redistributed among SaaS vendors due to AI advancements, with a focus on real deployment and revenue growth from AI-related products [12][13]

ServiceNow, Inc. (NYSE:NOW) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted. Cramer mentioned the stock while explaining why the software companies are struggling, as he commented: ServiceNow was the fourth worst performer with an almost 24% pullback…  Now, I think ServiceNow really stands out as a poster child for what’s happening to the group. We just had chairman and CEO Bill McDermott on the show last Wednesday night after ServiceNow reported a very good quarter. That was a beat on ever ...