ServiceNow: Overpaying For Armis And No Synergies In Sight (NYSE:NOW)

Core Insights - The stock market in 2025 is experiencing a buoyant phase, leading to a surge in dealmaking, particularly in the enterprise software sector, where large acquirers are capitalizing on declining share prices to make acquisitions [1] Group 1: Market Trends - The enterprise software sector has seen heightened activity in mergers and acquisitions as companies take advantage of lower valuations [1] Group 2: Analyst Background - Gary Alexander has extensive experience in technology companies, having worked on Wall Street and in Silicon Valley, and has been an adviser to several seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, with his articles reaching audiences through popular trading apps like Robinhood [1]