Core Insights - ServiceNow, Inc. has completed the acquisition of Moveworks, enhancing its AI capabilities and positioning itself as a leading quality stock before 2026 [1][2] Group 1: Acquisition Details - Moveworks specializes in enterprise search and conversational AI, which will integrate with ServiceNow's backend strengths in agentic AI and intelligent workflows [2] - The acquisition results in a unified platform that acts as an "AI-native front door" for employees, improving user interactions through natural language [2] Group 2: Strategic Alignment - The acquisition aligns with ServiceNow's goal to embed AI throughout business operations, with the company already resolving 90% of IT tickets and 89% of support requests autonomously using AI [3] - Moveworks introduces a "Reasoning Engine" for enhanced query handling and integrates with over 100 tools, trusted by major companies like Siemens, Toyota, and Unilever [3] Group 3: Market Response - Following the acquisition, Stifel lowered its price target for ServiceNow from $1,150 to $230 while maintaining a Buy rating, indicating that long-term prospects remain unchanged despite the adjustment reflecting the stock split [4]

Core Viewpoint - The article discusses the potential investment opportunities in companies that have recently executed stock splits, highlighting that these splits can make shares more affordable and liquid without altering the company's overall market value. Group 1: Netflix - Netflix executed a 10-for-1 stock split on November 17, 2025, with shares currently trading around $94, and analysts have a median 12-month price target of $133, indicating a potential upside of about 40% [4][6] - The company is benefiting from its ad-supported tier launched in late 2022, with expectations to double advertising revenue by 2025, reaching 190 million monthly active viewers [5] - In Q3 2025, Netflix reported a 17% year-over-year revenue increase to $11.5 billion, driven by successful content such as the animated film "KPop Demon Hunters" and the second season of "Wednesday" [9] - Netflix's acquisition of Warner Bros. Discovery for $82.7 billion is expected to enhance its content library and market position, despite regulatory scrutiny [10] Group 2: Broadcom - Broadcom executed a 10-for-1 stock split on July 15, 2024, with shares trading around $350, and analysts project a potential upside of 35% to 58% over the next 12 months [11] - The company reported record revenue of $64 billion for fiscal year 2025, a 24% increase from the previous year, with AI semiconductor revenue reaching $20 billion, up 65% year-over-year [12][13] - Broadcom's acquisition of VMware in November 2023 positions it as a full-stack AI infrastructure vendor, contributing to stable, high-margin recurring revenue [15] Group 3: ServiceNow - ServiceNow executed a 5-for-1 stock split on December 18, 2025, with shares trading around $155, and analysts have a median 12-month price target suggesting a potential upside of 640% [18] - The company reported Q3 2025 subscription revenue of $3.3 billion, a 22% increase year-over-year, and has a remaining performance obligation of $11.4 billion, up 21% [23] - ServiceNow is strategically positioned to capitalize on the generative AI boom, with its Now Assist suite expected to reach $1 billion in annual contract value by the end of 2026 [21]

Market Performance - On December 24, 2025, U.S. stocks reached record highs, with the S&P 500 closing at 6,932.05, up 22.26 points (0.3%), the Dow Jones Industrial Average at 48,731.16, up 288.75 points (0.6%), and the Nasdaq Composite at 23,613.31, up 51.46 points (0.2%) [2] - This performance marked the third consecutive year of double-digit percentage gains, driven by optimism surrounding artificial intelligence, anticipated interest rate cuts, and sustained economic growth despite recession fears [2] Economic Insights - The U.S. economy expanded at a robust annual pace of 4.3% in Q3 2025, exceeding economists' expectations, supported by a healthy labor market and falling unemployment claims [4] - Consumer confidence has dipped to its lowest level since April due to concerns over high prices, while Personal Consumption Expenditures (PCE) inflation increased to 2.8%, presenting challenges for the Federal Reserve [4] Corporate News - Novo Nordisk A/S saw a 7.3% increase in shares following FDA approval of its GLP-1 pill for treating obesity [6] - Huntington Ingalls Industries Inc. experienced a 0.3% rise in stock due to U.S. government plans for a new class of battleships [10] - ServiceNow Inc. shares fell 1.5% after announcing the acquisition of cybersecurity startup Armis for $7.75 billion [10] - ZIM Integrated Shipping Services Ltd. surged 5.8% as its board evaluates potential acquisitions [10] - Marvell Technology Inc. gained 3.4% driven by strong performance in AI [10] - Nvidia's stock rose 3% on December 24, contributing significantly to market gains [10] - DENSO CORPORATION announced a joint development agreement with MediaTek Inc. to advance next-generation automotive system-on-chips [10] Upcoming Events - The minutes from the December Federal Open Market Committee meeting will be released on December 30, 2025, providing insights into the Fed's monetary policy outlook [5] - Key Chinese economic data, including PMI figures, are expected on December 31, 2025, along with global PMI surveys and crucial U.S. non-farm payroll data in early January 2026 [5]

Market Performance Leading into the Holiday - The S&P 500 advanced 0.3% (22.26 points) to close at 6,932.05, while the Dow Jones Industrial Average climbed 0.6% (288.75 points) to end at 48,731.16, and the Nasdaq Composite edged up 0.2% (51.46 points) to reach 23,613.31 on December 24, 2025 [2] - The Russell 2000 index of smaller companies rose 0.3% to 2,548.08, reflecting a year of significant growth with the S&P 500 up 17.8%, the Dow up 14.5%, and the Nasdaq up 22.3% for the year [2] - Positive market sentiment is largely driven by optimism surrounding advancements in artificial intelligence (AI) and expectations regarding the Federal Reserve's interest rate policy [2] Upcoming Market Events and Economic Outlook - The Federal Reserve cut the federal funds rate by 25 basis points to a range of 3.5%–3.75%, the lowest since 2022, amid signs of a cooling labor market [3] - Major Wall Street firms anticipate further easing in 2026, with forecasts of 50 to 75 basis points of additional rate cuts expected primarily in March and June [3] - Key economic data releases, including the December 2025 Consumer Price Index (CPI) report on January 13, 2026, and updates on GDP growth, are anticipated to influence market sentiment and the Fed's future decisions [4] Major Stock News and Corporate Developments - Dynavax Technologies (DVAX) surged 38.2% following Sanofi's announcement to acquire the company for $2.2 billion [5] - Nike (NKE) shares gained 4.6% after Apple CEO Tim Cook purchased approximately $3 million worth of Nike shares [5] - Intel (INTC) shares dipped 0.5% due to reports that Nvidia ceased testing Intel's 18A chip manufacturing process, highlighting competition in the semiconductor industry [5] - Novo Nordisk (NVO) climbed 7.3% after receiving FDA approval for its GLP-1 pill for weight management [5] - Huntington Ingalls Industries (HII) saw a 0.3% rise amid reports of new U.S. government battleship plans [5] - ServiceNow (NOW) shares fell 1.5% after announcing the acquisition of cybersecurity startup Armis for $7.75 billion [9] - ZIM Integrated Shipping Services (ZIM) surged 5.8% as its board evaluates potential acquisitions, indicating possible expansion in the shipping sector [9]

In the current session, ServiceNow Inc. (NYSE:NOW) is trading at $152.40, after a 1.27% drop. Over the past month, the stock decreased by 6.09%, and in the past year, by 29.45%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. A Look at ServiceNow P/E Relative to Its CompetitorsThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance agains ...

Core Viewpoint - TCW Concentrated Large Cap Growth Fund's third-quarter 2025 performance was impacted by the overall equity market rally, with the fund returning +4.11% compared to +10.51% for the Russell 1000 Growth Index, amid optimism around AI investments and positive corporate earnings [1] Company Performance - ServiceNow, Inc. (NYSE:NOW) reported a one-month return of -4.95% and a 52-week decline of 30.99%, closing at $152.59 per share with a market capitalization of $158.448 billion as of December 24, 2025 [2] - The company experienced strong year-over-year growth in current Remaining Performance Obligations (cRPO) at +21.5%, exceeding consensus expectations of +19.4%, and subscription revenue grew by 20.5% year-over-year in constant currency, reaching $3.299 billion in the third quarter [3][4] Competitive Position and Outlook - Despite challenges, ServiceNow's competitive position as a leading workflow platform is emphasized, with the potential to integrate AI solutions across various enterprise systems [3] - The company added six new government clients during the quarter and closed 21 deals involving AI-embedded products, indicating strong demand and a solid market position [3] - Investor concerns regarding ServiceNow's exposure to the U.S. Federal government are noted, but the company has adopted a conservative approach in its guidance for the next quarter [3]

Citi likes the “industrial logic” of ServiceNow’s (NOW) acquisition of Armis. The deal adds predictive security features to the company’s AI Control Tower offering, the analyst tells investors in a research note. Citi, however, says the deal is not “transformative,” despite being ServiceNow’s largest ever. It believes the company can continue posting 20% organic subscription growth and keeps a Buy rating on the shares with a $250.60 price target Claim 70% Off TipRanks This Holiday Season Published first ...

TD Cowen将软件供应商ServiceNow的目标价从250美元下调至230美元。此前ServiceNow同意以77.5亿 美元收购网络安全初创公司Armis。 ...

Zane Rowe, CFO, Workday: “There has never been a more exciting time to be a CFO, with AI unlocking new opportunities for value creation through unprecedented data and insights. Most of the focus has been on experimentation and discovering the art of the possible, but this year, leaders will shift from ‘What can AI do?’ to ‘How do we build the foundation for scale?’ They will manage a more nuanced AI portfolio that balances launching pilots with rolling out proven solutions, and they will prioritize the ungl ...

此次收购旨在将ServiceNow在安全与风险解决方案的市场机会扩大三倍，并强化其在AI技术安全市场中 的地位，以构建未来的安全平台，应对智能体AI时代企业在部署AI时对智能信任与治理体系的需求。 Armis由以色列军方网络情报部门的资深人士创立，专注于识别和追踪各类设备上的安全威胁，服务于 医疗、金融和国防等多个行业，其年度经常性收入已达3亿美元。 交易完成后，ServiceNow计划将Armis的威胁防护服务数据整合到自身更大的网络安全产品体系中，以 提升客户抵御网络攻击的能力，提供预警、事件管理及分级处置。 ServiceNow将以77.5亿美元现金收购网络安全初创公司Armis，该交易是ServiceNow迄今最大规模的收 购，预计通过自有现金和债务组合融资，并计划于2026年下半年完成。 ...