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Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.
Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.
Rimini Street (NASDAQ:RMNI) reported second-quarter revenue growth and reiterated its full-year outlook, citing demand for its core support offerings, expansion of its enterprise software services portfolio and progress in selling AI-focused solutions. Revenue for the quarter ended June 30 was $111
Despite a slight revenue dip, TeamViewer SE (TMVWF) strengthens its market position through strategic alliances and increased AI integration, while navigating macroeconomic uncertainties.
The Claude Portfolio X account runs a simulated portfolio managed by AI. ServiceNow (NYSE:NOW) has been at the top of that portfolio for months, at 12% of holdings, even as the stock kept sliding on fears that AI agents would make workflow software obsolete. The account never sold. Its reasoning: deployment and trust matter more […]
ServiceNow's Q2 earnings beat estimates as subscription revenues rise 24.5%, AI ACV tops $1 billion and 2026 subscription guidance increases.
ServiceNow tops Q2 earnings and revenue estimates as AI demand accelerates, driving a higher full-year subscription outlook and stronger enterprise growth.
ServiceNow beat Q2 Wall Street consensus estimates and raised revenue forecasts. The company's shares now show signs of escaping the 'SaaSpocalypse'.
ServiceNow Inc (NOW) reports a strong Q2 with 23% subscription revenue growth and AI ACV surpassing $1 billion, despite facing market uncertainties.
ServiceNow (NYSE:NOW) reported stronger-than-expected second-quarter 2026 results, with executives pointing to broad demand across artificial intelligence, cybersecurity, IT operations, customer relationship management and employee workflows. Chairman and Chief Executive Officer Bill McDermott said
Tech firms are showing that while the AI trade continues its upward surge, it's coming with a high price tag.
The headline numbers for ServiceNow (NOW) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
ServiceNow (NOW) delivered earnings and revenue surprises of +4.65% and +1.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
ServiceNow reported Q2 earnings and revenue that topped estimates but the software maker's guidance came in slightly below views.
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
Alphabet and Tesla will kick off the Magnificent 7 earnings season later Wednesday, while several other large tech companies are also scheduled to release results that will help determine where the AI trade is headed next.
Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Wednesday, Jul. 22, including Alphabet (GOOG, GOOGL) and Tesla (TSLA) quarterly earnings results.
ServiceNow Inc (NYSE:NOW, XETRA:4S0) is expected to report a solid second-quarter performance, with Jefferies analysts forecasting results above guidance for key subscription metrics and a potential increase to its full-year subscription revenue outlook, supported by strong execution, early...
Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other faces a very different kind of pressure.
Enterprise workflow automation company ServiceNow (NYSE:NOW) will be reporting results this Wednesday afternoon. Here’s what to expect.
Today Earnings (a.m.): General Motors, Charles Schwab, Danaher, 3M, Equifax, Hasbro, Northrop Grumman, Halliburton Earnings (p.m.): Chubb, Capital One, Interactive Brokers Economic data: ADP weekly ...
ServiceNow (NOW) shares slipped about 0.7% to $102.50 in midday trading July 20 after CLSA began covering the enterprise-software company with an Underperform rating and a $72 price target, implying about 30% downside from the stock’s midday price. CLSA analyst Bhavtosh Vajpayee said ServiceNow’s ...
ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS. But Reddit value investors think this is exactly the setup Peter Lynch loved. Buy quality companies when fear crushes the stock. Hold while fundamentals stay solid. Wait for fear to fade. Then profit. Despite market fears about AI, […]
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