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]

​ServiceNow, Inc. (NYSE:NOW) is one of the Best Software Stocks to Buy According to Wall Street Analysts. On January 30, Peter Weed from Bernstein reiterated a Buy rating on the stock with a $219 price target. On the same day, RBC Capital lowered the price target on ServiceNow, Inc. (NYSE:NOW) from $195 to $185, but maintained an Outperform rating on the stock. ​The ratings follow the company’s fiscal Q4 2025 earnings release, announced on January 28. The company grew its revenue by 20.66% year-over-year ...

Uh let's get let's get more about this deal. Just so people know this is Service Now uh buying uh Amos and Armis and that's to expand cyber exposure. So let's go right to it. Uh this is a CNBC exclusive. Bill, welcome back to Squawk on the Street. >> Thank you very much, Jim. >> Okay, so Bill, why do you need to do this? You've come on many, many times and said, "Look, we are the single source of truth. We've got the AI control tower for business. Why do you need to have a layer of of cyber security.Because ...

ServiceNow, Inc. (NYSE:NOW) is one of the AI Stocks on the Market’s Radar. On December 17, Bernstein SocGen reiterated an “Outperform” rating on the stock with a $1,093.00 price target. Deeming NOW as the “cheapest large-cap software stock” after selloff, the firm sees the stock’s valuation as overly discounted compared to fundamentals and peers. “The ‘cheapest’ large cap software stock?!? This is a title we didn’t think we’d ever write for a business we labeled as ‘the next Microsoft’. Yesterday we defen ...

ServiceNow, Inc. (NYSE:NOW) is one of the Buzzing AI Stocks on Wall Street. On December 15, KeyBanc downgraded ServiceNow to Underweight, flagging disruption risks around artificial intelligence, valuation and growth momentum as the enterprise software sector heads into 2026. While near-term strengths do exist for NOW, they are being outweighed by structural and competitive headwinds. The firm holds a $775 price target on the stock. Analyst Jackson Ader noted in the firm’s Enterprise Software 2026 stock ...

​ServiceNow, Inc. (NYSE:NOW) is one of the Best SaaS Stocks to Buy Right Now. On December 2, ServiceNow, Inc. (NYSE:NOW) announced its intent to acquire Veza, which is a leader in Identity Security. The share price has risen by around 5% since the announcement. However, the stock remains down 17.95% year-to-date. ​Management noted that this acquisition targets a critical cybersecurity gap between managing access permissions for humans, machines, and AI agents with the rise of AI-powered threats. With the ...

Core Insights - ServiceNow's focus on agentic AI is yielding positive results, highlighted by the launch of AI Experience and the Zurich platform, which enhance the speed and security of agentic AI deployment [1] Group 1: Challenges in AI Adoption - Enterprises face hurdles in understanding how to start and implement AI for their specific use cases, often requiring guidance and packaged solutions [4] - ServiceNow offers over 100 agentic workflows and processes that help customers quickly realize value and build confidence in AI applications [4] - The volume of agentic usage among customers has increased sixfold quarter-over-quarter, indicating a growing comfort with the technology [5] Group 2: Transitioning from Pilot to Scale - Many enterprises previously experimented with disparate technologies, leading to challenges in keeping pace with advancements in AI [6] - Failures in deriving value from AI often stemmed from a fragmented approach, while successful implementations utilized a platform-first strategy that integrates AI within the product [7] - A comprehensive platform approach allows customers to avoid the complexities of technology changes and focus on driving value from AI solutions [7]