市场风险偏好有所下降！ 北京时间2月4日凌晨，美股三大指数集体下跌，纳指跌幅超过1%。科技股全线下挫，美光科技跌超4%，英伟达、微 软跌近3%。 投机属性更强的加密货币市场也再度跳水。比特币盘中一度暴跌7%并跌破7.3万美元。截至发稿，比特币、以太坊跌 近4%，Solana跌超5%。coinglass数据显示，刚刚过去的24小时内，加密货币全网合约爆仓超7亿美元，爆仓人数高 达16.98万人。 周二，美股三大指数集体跳水，纳指盘中跌幅一度超过2%，标普500指数一度跌超1.6%，道指跌幅也一度超过1%。 截至收盘，纳指跌1.43%，标普500指数跌0.83%，道指跌0.34%。 美国大型科技股多数下跌，万得美国科技七巨头指数跌幅达1.62%。个股方面，英伟达、微软跌近3%，脸书跌超 2%，亚马逊跌近2%，谷歌跌超1%，苹果跌0.2%，特斯拉微涨0.04%。其他个股方面，美光科技跌超4%，甲骨文、高 通跌超3%。此外，软件股延续跌势，ServiceNow跌7%，Salesforce跌6.85%。 英伟达CEO黄仁勋周二否认了与OpenAI交易生变的传闻。他在接受媒体采访时明确表示，公司投资OpenAI的计划仍 ...

Core Viewpoint - AI application software stocks experienced a significant decline following the announcement of Google's "Project Genie," which allows users to create and interact with virtual worlds [1] Group 1: Stock Performance - Shopify (SHOP.US), Cloudflare (NET.US), and ServiceNow (NOW.US) all fell over 7% [1] - SAP SE (SAP.US) and Salesforce (CRM.US) dropped more than 5% [1] - Applovin (APP.US) decreased by over 3% [1] Group 2: Google's Announcement - Google introduced "Project Genie," a product that supports the creation and interaction of virtual worlds [1] - The company stated that even in its early version, trusted testers can create diverse and engaging virtual worlds and experiences [1] - Google has launched a prototype version of "Project Genie" for AI Ultra paid subscribers in the U.S. [1]

Core Viewpoint - ServiceNow, Inc. is recognized as a promising investment opportunity in the AI sector, with analysts highlighting its undervaluation and potential for growth driven by AI token renewals [1][2]. Group 1: Investment Potential - Bernstein analyst Peter Weed reiterated an Outperform rating on ServiceNow with a price target of $219.00, indicating belief in the stock's undervaluation [1]. - The firm describes ServiceNow as a "discount large cap growth" opportunity, suggesting it is relatively cheap compared to other large-cap software companies with market capitalizations over $50 billion [2]. - Analysts noted that the premium historically assigned to high-growth software has diminished, resulting in ServiceNow trading at lower multiples despite increasing growth forecasts for fiscal 2028 [2]. Group 2: Revenue Projections - Bernstein projects a 30 basis point currency-constant subscription revenue beat for ServiceNow, anticipating that AI will reach $1.2 billion in annual contract value by FY26, exceeding the company's guidance of $1 billion [3]. - There is potential conservatism in the company's model, as it does not account for possible early consumption-driven renewals from customers in the FY24 AI cohort, which could lead to additional revenue in the second half of FY26 [4]. Group 3: Market Context - The analysis suggests that while ServiceNow has investment potential, other AI stocks may offer greater upside with less downside risk, indicating a competitive landscape in the AI investment space [5].

Core Viewpoint - AI application software stocks experienced a significant decline following the announcement of Google's "Project Genie," a product that allows users to create and interact with virtual worlds [1] Group 1: Stock Performance - Shopify (SHOP.US), Cloudflare (NET.US), and ServiceNow (NOW.US) all fell over 7% [1] - SAP SE (SAP.US) and Salesforce (CRM.US) dropped more than 5% [1] - Applovin (APP.US) decreased by over 3% [1] Group 2: Project Announcement - Google introduced "Project Genie," which is currently in an early version stage and allows users to create diverse and engaging virtual worlds [1] - The company stated that even in this early phase, trusted testers can explore new ways to use the product [1] - A prototype version of "Project Genie" has been launched for AI Ultra paid subscribers in the United States [1]

ServiceNow, Inc. (NYSE:NOW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, Bernstein reiterated its Outperform rating on ServiceNow, Inc. (NYSE:NOW) with a price target of $219 after a sharp market sell-off. Bernstein said that ServiceNow, Inc. (NYSE:NOW) now presents a “discount large cap growth” opportunity, pointing out that it appears relatively cheap compared with other large software companies with more than $50 billion in market cap when looking at the three-year growth a ...

Core Viewpoint - The software-as-a-service (SaaS) sector is currently facing significant challenges, with ServiceNow's stock declining despite strong fourth-quarter results and positive guidance [1] Group 1: Company Performance - ServiceNow reported a 20.5% year-over-year revenue increase to $3.57 billion for Q4, with adjusted earnings per share (EPS) rising 26% to $0.92, surpassing analyst expectations [3] - Subscription revenue grew by 21% year over year to $3.47 billion, while professional services revenue increased by 13% to $102 million [3] - Remaining performance obligations (RPO) rose by 26.5% to $28.2 billion, with current RPO (cRPO) increasing by 25% to $12.85 billion [4] Group 2: Future Outlook - The company forecasts Q1 subscription revenue growth of 21.5%, estimating a range of $3.650 billion to $3.655 billion, and anticipates cRPO to increase by 22.5% [5] - For the full year, ServiceNow projects subscription revenue between $15.53 billion and $15.57 billion, indicating growth of 20.5% to 21% [5] Group 3: Strategic Initiatives - ServiceNow is transitioning to an AI-first company, with its generative AI suite, Now Assist, achieving a $600 million annual contract value (ACV) and aiming for over $1 billion by the end of 2026 [2] - The company is acquiring AI cybersecurity firms Armis and Veza to integrate security and AI capabilities, and is developing its AI Control Tower platform to serve as an orchestration platform for agentic AI [2][6]

ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer shared his thoughts on. Cramer praised the company and CEO, but added the stock has “become a nightmare,” as he commented: First, let me just say that ServiceNow is a tremendous company with a highly respected CEO… I know dozens of their clients. I’ve never heard anything but praise. However, this stock has become a nightmare, down more than 50% over the last 12 months, including a nearly 10% beating today in response to last night’s quarter. Eve ...

Group 1 - ServiceNow is a significant player in the cloud computing industry, specializing in digital workflows to help businesses streamline operations [1] - The company competes with major tech firms like Salesforce and Microsoft in the enterprise software market [1] - Despite facing valuation concerns in 2025, ServiceNow is viewed as having a promising future [1] Group 2 - Goldman Sachs has set a price target of $216 for ServiceNow, indicating a potential price increase of approximately 84.6% from its current price of $117.01 [2][6] - The stock's addition to the US Conviction List by Goldman Sachs emphasizes its growth potential [2][6] Group 3 - ServiceNow's recent Q4 release confirmed its strengths, with a market capitalization of approximately $122.39 billion [3][6] - The stock price saw a slight increase of 0.28, or 0.24%, indicating potential for a rebound in 2026 [3] Group 4 - The stock has experienced fluctuations, with a daily low of $115.89 and a high of $118.83, and over the past year, it reached a high of $211.48 and a low of $113.13 [4] - This volatility presents a potential buying opportunity for investors, especially given the positive outlook from Goldman Sachs [4] Group 5 - Today's trading volume for ServiceNow is 28.05 million shares, reflecting strong investor interest [5] - The company is well-positioned for growth in the competitive cloud computing market as it addresses valuation concerns [5]

ServiceNow, Inc. ( NOW ) looks like a clear buy; the market is fundamentally misreading the "SaaS disruption" narrative by lumping ServiceNow with legacy software providers. The truth is that ServiceNow isn't just another app collection; I view it as the underlyingA curious investing mind focused on strong-moat companies across various industries. Admirer of Buffett and Munger's investing style. Long term horizon. I am also a Contributor in Yahoo Finance Community (beta stage). Featured contributor on Yahoo ...

Core Viewpoint - ServiceNow, Inc. (NOW) is positioned as a strong investment opportunity, as the market is misinterpreting its role in the SaaS disruption narrative by associating it with legacy software providers [1] Company Analysis - ServiceNow is not merely a collection of applications; it is viewed as a foundational platform that offers significant competitive advantages [1] - The company is recognized for its strong moat, which is essential for long-term investment strategies [1] Investment Philosophy - The investment approach emphasizes a long-term horizon, focusing on price and margin of safety while considering risks often overlooked by short-term analysts [1]