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 - The market is shifting as rate pressures ease and earnings visibility improves, creating opportunities for fundamentally sound investments that were previously overlooked [1][14]. Group 1: Market Dynamics - A narrow group of mega-cap companies dominated the market in the past two years, particularly in AI and cloud sectors, while other sectors were neglected [1]. - As 2026 begins, sectors that faced challenges in 2025 are gaining renewed interest from investors [1][14]. Group 2: Investment Opportunities - The article highlights three companies that are undervalued and poised for recovery: Verizon Communications Inc., Crown Castle Inc., and ServiceNow Inc. [3][14]. Verizon Communications Inc. - Verizon is seen as a dividend giant that has been overlooked due to its perceived slow growth and sensitivity to rising rates [4]. - The company is stabilizing subscriber growth, increasing free cash flow, and improving its dividend outlook as rate pressures ease [4][6]. - Verizon has focused on tightening its balance sheet and reducing unnecessary spending, which positions it well for a market that rewards discipline [5][6]. Crown Castle Inc. - Crown Castle, a major player in wireless towers and fiber infrastructure, suffered in 2025 due to rising interest rates and a slowdown in 5G buildouts [7][8]. - The sell-off was excessive, as Crown Castle owns critical infrastructure that supports the wireless system, which is expected to see increased demand due to AI applications [8][9]. - The company is streamlining operations and focusing on high-return segments, setting the stage for improved margins and cash flow visibility [10]. ServiceNow Inc. - ServiceNow faced a slump in 2025 as it was overshadowed by the AI hype, despite having strong fundamentals and a focus on automation [11][12]. - The company is well-positioned for growth in 2026, with recurring revenue and expanding product offerings, making it a candidate for a significant breakout [13]. Group 3: Broader Market Trends - The current market reset is characterized by cooling inflation and the end of aggressive rate hikes, allowing for a broader range of companies to gain attention beyond the mega-cap tech giants [14][15]. - Companies like Verizon, Crown Castle, and ServiceNow are not merely rebound plays but represent a shift back to fundamental investing, as they were mispriced rather than fundamentally broken [15].

Core Insights - The integration between authID and ServiceNow aims to enhance identity verification at contact centers, thereby protecting accounts and reducing fraud [1][2][5] - The collaboration secures over 8,400 ServiceNow-powered contact centers globally, including 85% of Fortune 500 companies [1] Group 1: Integration Features - authID's solutions, including ProofTM, VerifiedTM, and PrivacyKeyTM, integrate with ServiceNow to provide a secure and interactive user experience for both workforce and consumer use cases [3] - Contact center agents can utilize SMS or email notifications to verify user identities before making account changes or completing high-risk transactions [3][4] Group 2: Business Impact - The integration is designed to accelerate business transformation by ensuring that agents perform account updates on behalf of trusted users, thereby enhancing user experience [5] - As a Build Partner in the ServiceNow Partner Program, authID develops applications that enhance the capabilities of the ServiceNow AI Platform [5] Group 3: Company Overview - authID specializes in biometric identity authentication, ensuring enterprises can accurately verify user identities with a False Positive Rate of 1 in 1 billion [6] - The company's IDX platform secures a distributed workforce and provides a comprehensive solution to prevent fraud, account takeovers, and other security risks [6]

Core Insights - ServiceNow has successfully closed the acquisition of Move Works, a company specializing in AI-driven employee experience solutions, which enhances its organic growth strategy [1][2][3] - The company has consistently achieved over 20% organic revenue growth annually for the past decade, positioning itself as a leader in the enterprise software sector [2] - ServiceNow differentiates itself from competitors by emphasizing its platform capabilities rather than relying on acquisitions for growth, stating it is not a traditional SaaS company [5] Acquisition Strategy - The role of mergers and acquisitions (M&A) in ServiceNow's growth strategy is minimal, as the company is already experiencing significant organic growth [4][5] - The acquisition of Move Works is seen as a strategic enhancement rather than a necessity for growth [2][4] AI and Control Tower - ServiceNow's AI Control Tower integrates various data sources and models, allowing for seamless interaction across different software environments, which is crucial for managing both human and non-human agents [10][11] - The Control Tower provides a unified view of workflows and security, which is unique to ServiceNow and adds significant value to its offerings [8][12] Market Position - The company currently manages 75 billion workflows, showcasing its extensive operational scale and capability [8] - ServiceNow's confidence in its market position is reflected in its decision to execute a five-for-one stock split, indicating strong performance expectations [7]

Core Viewpoint - ServiceNow is positioned as a leading player in the cloud computing industry, focusing on automation and streamlining business operations through innovative solutions [1] Group 1: Company Performance - Goldman Sachs upgraded ServiceNow to a "Buy" recommendation on October 30, 2025, with the stock priced at $911.70, despite a 2.79% drop on the same day [2][5] - The company's market capitalization is approximately $189.2 billion, indicating a strong presence in the industry [4][5] - Over the past year, ServiceNow's stock performance ranged from a low of $678.66 to a high of $1,198.09, reflecting significant volatility [4][5] Group 2: Strategic Initiatives - ServiceNow's decision to raise its full-year outlook is driven by increasing demand for artificial intelligence, aiming to unify cloud, language models, and data sources under a single AI-driven platform [3] - CEO Bill McDermott highlighted the importance of enhancing operational efficiency and streamlining business operations through this strategic move [3]

Core Insights - Tandym Group has announced a strategic partnership with ServiceNow to address talent gaps in the digital workforce, focusing on the development and deployment of ServiceNow-certified professionals [1][4] - The collaboration aims to create accessible pathways for professionals to gain in-demand skills and certifications, thereby enhancing career opportunities in digital transformation [3][4] Group 1: Partnership Details - Tandym Group is now part of a select group of organizations authorized to train and deploy ServiceNow-certified professionals [2] - The partnership will provide accelerated pathways to certification, hands-on project experience, and career placement opportunities for candidates [3] Group 2: Workforce Development - The initiative includes specialized programs for job seekers to reskill and gain certification in ServiceNow technologies, combining technical training with career readiness support [4] - This effort is designed to prepare participants for placements with ServiceNow partners and enterprise clients across the nation [4] Group 3: Industry Impact - The demand for certified ServiceNow professionals is outpacing supply, highlighting the importance of this partnership in closing the skills gap [4] - The collaboration is expected to help organizations access the certified talent necessary for innovation and growth, while also creating new career pathways for professionals [5] Group 4: Future Directions - This partnership represents an expansion of Tandym Group's technology practice and its commitment to workforce innovation, following its work in AI-enabled talent platforms [5]

Core Insights - Atos has launched the SecureHorizons NIS2 Compliance Manager Application, powered by ServiceNow, to automate compliance processes for organizations facing the NIS2 Directive [1][4] - The NIS2 Directive aims to enhance cybersecurity across the EU, making compliance mandatory for all companies operating within or trading in the EU [2][3] Company Overview - Atos is a global leader in digital transformation with approximately 74,000 employees and annual revenue of around €10 billion [8] - The company specializes in cybersecurity, cloud services, and high-performance computing, providing tailored solutions across 68 countries [8] Product Features - The SecureHorizons application replaces manual processes with automated workflows, offering a unified dashboard for compliance monitoring [4][7] - It integrates people, processes, and technology to streamline compliance efforts and reduce enterprise risk [7] - The application is designed to help organizations proactively address compliance gaps and respond to audit requirements [5][6]