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FJTSY vs. NOW: Which Stock Is the Better Value Option?

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

ServiceNow (NOW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...

Crude tumbled as geopolitical tensions eased, while semiconductor losses dragged the Nasdaq lower, today, July 27, 2026.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.

The average brokerage recommendation (ABR) for ServiceNow (NOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The stock is down 37% this year, but management is raising its full-year guidance.

The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

TeamViewer and ServiceNow (NYSE:NOW) have agreed a multi-year partnership to connect TeamViewer’s Digital Employee Experience and Remote Connectivity with the ServiceNow AI Platform. The collaboration focuses on building more autonomous IT operations through joint product work and capital investment from both companies. Separately, Experian is expanding its deployment of the ServiceNow AI Platform to support broader AI driven workflows and automation across its business. ServiceNow, which...

ServiceNow stock has been caught in the SaaS sell-off this year.

Worries about AI making software companies obsolete may be overblown.

Seven years ago, on an earnings call, ServiceNow CEO Bill McDermott promised the company would become the defining enterprise software company of the 21st century, according to a transcript published by Benzinga. That promise rested almost entirely on IT ticket routing, the unglamorous software ...

These companies are turning AI from a threat into an opportunity.

Salesforce stock has cratered over 38% this year while its AI business quietly explodes in the background, and the gap between those two realities is exactly where opportunity hides or evaporates.

Big tech earnings week punished spenders despite beats. Price, money flow, options, and analyst data reveal who won and lost.

ServiceNow's revenue has grown steadily to $4 billion, while Navitas has contracted sharply — but its recent uptick hints at a potential inflection point.

A software firm's stock chart looks like a wreck, but its financial engine keeps humming a very different tune.

ServiceNow reported second-quarter results the evening of Wednesday, July 22, beating Wall Street’s expectations on revenue, margin, and bookings. The backdrop made that harder than it sounds. Investors had spent the prior week watching IBM and Pegasystems blame artificial intelligence spending ...

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

ServiceNow Inc. CEO Bill McDermott has revealed that the company’s competitive position is being fortified by the swift adoption of artificial intelligence (AI). In an interview with CNBC’s “Mad Money” on Wednesday, McDermott disclosed that the company has a “kill...

Bank of America reiterated its Buy rating and $130 price target on ServiceNow (NOW) after the software company reported stronger-than-expected second-quarter contract growth. The target represents about a 36% upside from the $95.46 share price listed in BofA’s July 23 report. According to the ...

While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.

NOW Corporation (PSE:NOW) is back on investor radars after Oracle secured a multiyear US Department of War software deal. Traders see this development as positive for several software and cloud peers, including ServiceNow and related workflow platforms. See our latest analysis for NOW. At a share price of ₱0.51, NOW Corporation has seen its short term momentum soften, with the 30 day share price return down 15%. However, the 1 year total shareholder return of 34.21% signals that earlier...

ServiceNow just posted a blowout quarter with AI deployments scaling at a pace no enterprise software company has matched, yet the stock sits 50% below where it traded a year ago. Something about that gap does not add up.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.