Look, it could be worse. If you own a Salesforce, Service Now, Adobe, workday, Atlassian, simple team. These are enterprise software companies.You are watching extreme price to earnings multiple shrinkage as nervous holders think that the generative AI platforms will make these software outfits obsolete. Like the minute seven, no enterprise software companies actually missed its estimates. This is all in the come all psychological.The money's pouring out of enterprise software head right to storage. The wea ...

Core Insights - ServiceNow is a leading player in the enterprise software industry, recognized for its cloud-based solutions that enhance business process automation and streamline operations [1] - The company has a strong market capitalization of approximately $130.11 billion, indicating its robust position in the industry [5] Stock Performance - BTIG has maintained a "Buy" rating for ServiceNow, reflecting confidence in the company's future despite a minor stock fluctuation, with the stock price at $125.30 and a slight decrease of 0.08% [2][6] - The stock has shown resilience with a trading range between $123.78 and $128.01, and a 52-week high of $239.62 [5] Innovation and Partnerships - ServiceNow has announced significant improvements to its global Partner Program, aimed at accelerating innovation in AI agents, showcasing its commitment to technological advancements [3][6] - The strategic collaboration with OpenAI focuses on integrating AI technology into business software, highlighting the trend of embedding AI within corporate solutions [4][6]

Market Overview - The stock market experienced volatility over the past month, influenced by geopolitical events and tariff discussions [1] - The S&P 500 and Nasdaq saw gains of 0.8% and 0.7% respectively from December 15 to the recent close [1] Top Performing Stocks - **Qnity Electronics**: Increased by 30.1%, driven by strong demand in the semiconductor sector and positive earnings from Taiwan Semiconductor Manufacturing [1] - **Boeing**: Rose by 22.6%, supported by new orders from Ethiopian Airlines and outselling Airbus for the first time since 2018 [1] - **Texas Roadhouse**: Gained 14.1%, with expectations of improved consumer spending due to tax refunds, despite previous margin pressures from cattle inflation [1] Underperforming Stocks - **Salesforce**: Declined by 15.5%, facing challenges from AI-driven disruptions that threaten its business model, although the CEO remains optimistic about AI's role [1] - **CrowdStrike**: Fell by 11.7% after reports of a ban on its software in China due to national security concerns, but the company’s acquisition of SGNL for $740 million is seen as a positive move [1] - **Apple**: Decreased by 11%, attributed to rising memory costs and a shift away from large tech stocks, though a new AI partnership with Alphabet is viewed positively [1]

Workday, Inc. (WDAY) is an enterprise cloud software company that develops and delivers on-demand applications for financial management, human capital management, analytics and planning to organizations worldwide. The company’s platform helps businesses streamline core functions such as accounting, payroll, workforce management and reporting across industries including technology, healthcare, education and government. Workday is headquartered in Pleasanton, California, and has a market cap of almost $50 bi ...

Core Insights - ServiceNow has experienced a significant decline in stock performance, with a nearly 28% drop in 2025, reflecting investor skepticism despite positive developments [1][6] - The company's stock split and high-profile acquisition did not generate the expected investor interest, indicating a lack of confidence in the stock [2][7] Financial Performance - In the first quarter of 2025, ServiceNow reported a 19% year-over-year increase in overall revenue, reaching just under $3.1 billion, and net income of $846 million, exceeding analyst expectations [5] - Despite initial positive momentum from earnings, the stock price began to decline in the second half of the year, even after a brief increase following the stock split announcement [6] Product Developments - ServiceNow launched significant updates to its AI-enhanced platform in 2025, including the Yokohama upgrade, which transitioned the platform to more autonomous AI functionalities [3][4] - A subsequent upgrade, named Zurich, was also announced later in the year, further enhancing the platform's capabilities [4] Acquisition Impact - The company announced its largest acquisition to date, the all-cash purchase of cybersecurity firm Armis for nearly $7.8 billion, which raised concerns among investors regarding the valuation [7] - The acquisition is expected to enhance the attractiveness of ServiceNow's platform, particularly in addressing security concerns for clients [9]

Core Viewpoint - Strategy, formerly known as MicroStrategy, has seen its stock value decline by 62% since its peak last June, primarily due to falling Bitcoin prices and investor concerns about its financial structure [2][9]. Company Overview - Strategy went public in June 1998 at $10 per share, reaching a peak of approximately $320 before experiencing significant declines due to the dot-com bubble and accounting issues [3]. - The company rebranded to Strategy last year, focusing on Bitcoin development and holding about 3.2% of the total Bitcoin supply, equating to over 672,000 BTC [4]. Financial Performance - The value of Strategy's Bitcoin holdings surged from $1.9 billion in March 2021 to $23.9 billion by the end of 2024 [4]. - In the first half of 2025, $8.1 billion of the company's earnings were attributed to Bitcoin price appreciation, but the value of its Bitcoin holdings dropped by $17 billion in the fourth quarter [5][6]. Debt and Liabilities - The company has significant financial obligations, owing $21 billion to lenders and preferred shareholders, with over $844 million due to investors in the next year [6]. - The stock's decline reflects a loss of premium over its Bitcoin holdings, with the multiplier-to-net asset value decreasing from over 2.4 in late 2024 to around 1.1 in January 2026 [6]. Market Sentiment and Stock Valuation - The stock's performance is closely tied to Bitcoin's price movements, with analysts suggesting a potential upside of 153% if Bitcoin appreciates [8]. - Investor fear has led to a significant drop in the company's net asset value multiplier, contributing to the stock's decline [14]. Future Scenarios - Three potential scenarios for Strategy's stock are outlined: - Status Quo: If Bitcoin remains between $85,000 and $100,000, the stock could trade between $150 and $250 [15]. - Optimistic: If Bitcoin rises to between $100,000 and $150,000, price targets could reach between $450 and $474 [15]. - Pessimistic: If Bitcoin falls below $80,000, the stock could drop below $100 due to financial constraints [15].

Core Viewpoint - Strategy, formerly known as MicroStrategy, has experienced a significant decline in stock value, losing 62% since its peak last June, primarily due to the volatility of Bitcoin prices and investor concerns regarding the company's financial structure [2][5][10]. Company Overview - Strategy transitioned from a traditional enterprise software company to a hybrid Bitcoin Development Company, with current Bitcoin holdings representing approximately 3.2% of the total supply, equating to over 672,000 BTC [4]. - The company's stock was initially valued at around twice the value of its Bitcoin holdings, but this premium has diminished significantly [5][7]. Financial Performance - The value of Strategy's Bitcoin holdings surged from $1.9 billion in March 2021 to $23.9 billion by the end of 2024, but the stock began to decline as Bitcoin's price fell [5]. - In the first half of 2025, $8.1 billion in earnings were attributed to Bitcoin price appreciation, while the value of Bitcoin holdings dropped by $17 billion in the fourth quarter [6]. Debt and Obligations - Strategy has substantial financial obligations, including $21 billion owed to lenders and preferred shareholders, and must pay over $844 million to investors within the next year [7]. - The company's liquidity is not immediately threatened, with $8.2 billion in unsecured debt and 21 months of cash reserves [9]. Stock Valuation and Market Sentiment - The stock's net asset value multiplier has decreased from over 2.4 in late 2024 to around 1.1 in January 2026, reflecting investor fears and high share dilution [7]. - Analysts suggest that the stock could have a 153% upside potential if Bitcoin prices increase, with average price targets around $440 [9]. Future Scenarios - Three potential scenarios for Strategy's stock are outlined based on Bitcoin's price movements: - Status Quo (Bitcoin between $85,000 and $100,000): Stock likely trades between $150 and $250 - Optimistic (Bitcoin between $100,000 and $150,000): Price targets set between $450 and $474 - Pessimistic (Bitcoin falls below $80,000): Stock could drop below $100 [10][15]. Leadership and Market Influence - Executive Chair Michael Saylor has made bold predictions about Bitcoin's future value, which could influence investor sentiment and stock performance [8][13]. - The company's aggressive strategy of leveraging debt to acquire Bitcoin has led to increased volatility in stock performance, particularly during market downturns [15].

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. What’s the ROI of AI? That’s the question dogging finance and HR teams around the world. Even as tech giants tout the time-saving potential of large language models and companies continue pouring more money into the nascent technology, its purpose in the finance function is still to be determined. Now, new data indicates that in some cases, the technology is forcing worker ...

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