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In recent days, Ciroos, Esri and Hexnode each announced new AI-powered, bidirectional integrations and listings on the ServiceNow Store, while Hitachi Digital Services expanded its partnership with ServiceNow to connect infrastructure monitoring data directly into the ServiceNow AI Platform. These integrations deepen ServiceNow’s role as a central workflow and data hub across incident management, location intelligence, endpoint security and critical infrastructure operations, potentially...

ServiceNow (NYSE:NOW) has introduced new AI-powered integrations with Ciroos and Esri. The Ciroos integration brings autonomous, bidirectional incident investigations into ServiceNow workflows. The Esri integration adds advanced location intelligence and GIS insights directly into enterprise processes. These integrations aim to reduce data silos and manual work across IT and business operations. ServiceNow sits at the center of many enterprise IT and business workflows, and these new...

The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.

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, […]

The software maker's own numbers keep contradicting the fear that crushed its stock.

PATH's ARR increased from $1.46 billion to $1.9 billion through Q1 2027, reflecting resilient enterprise demand for AI-powered automation despite ongoing concerns over software spending.

The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price reflects a temporary problem or a permanent one.

Roper Technologies' bright outlook, software momentum and acquisition gains outweigh Accenture's AI-related risks and weak bookings.

Netflix upgraded, Microsoft initiated: Wall Street's top analyst calls

Evaluate the expected performance of ServiceNow (NOW) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Wall Street is coming into a busy week of earnings with high expectations.

Wall Street kicked off the week with a flurry of analyst calls spanning energy, tech, and consumer names, and not everyone got good news. Find out which stocks earned fresh upgrades and which ones faced brutal target price cuts amid a turbulent market backdrop.

Earnings season ramps up this week with some key tech earnings on tap. This week we have Tesla, Intel, Alphabet, GE Verona, International Business Machines, ServiceNow, Freeport-Mcmoran and American Express all reporting in what shapes as a busy and pivotal week for stocks.

Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.

Agentic AI is a compelling long-term opportunity.

NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.

Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.

Cloudera and VAST Data have announced a strategic partnership to enhance the accessibility and efficiency of AI data platforms across enterprises. By integrating Cloudera’s lakehouse data services with VAST’s AI Operating System and leveraging NVIDIA’s AI Data Platform reference design, the collaboration aims to resolve common challenges like GPU starvation. This integrated solution, designed for enterprises operating in both on-premises environments and public clouds, promises to streamline...

After a steep sell-off, this profitable software company trades at a discount to the market, forcing investors to decide if the price is a gift or a warning sign.

It was a blue chip day for IBM.

With the stock beaten down by fears of AI disruption, one number reveals a surprising foundation of long-term customer commitment that the market seems to be overlooking.

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.

Roper Technologies (ROP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. With interest payments less of a worry, these businesses can invest more in growth, innovation, or buybacks and dividends.

NOW stock has delivered a steep 76.0% decline over the past five years, yet current valuation checks still flag the shares as expensive rather than a clear bargain. The 76.0% fall over five years leaves long term holders with sizeable losses, which raises the question of whether the recent share price now better reflects the company’s fundamentals or still embeds too much optimism. Future revenue and cash flow expectations can help support the current price if they are met. However, any...

ServiceNow's share price has fallen sharply over the past year, yet the stock still screens as expensive on broad valuation checks, which leaves investors weighing a steep drawdown against a market that is not treating it as a clear bargain. The stock is down 45.8% over the past 12 months, a move that has reset expectations but not erased concerns about what investors are paying for future growth. Ongoing investment in ServiceNow's AI platform and partnerships, such as new integrations...

BNP Paribas says conservative guidance and improving demand could support an earnings beat.

BNP sees conservative guidance and improving federal demand

Atlassian's Service Collection tops $1B ARR as AI gains, enterprise adoption and cloud migration broaden its growth runway amid stiff competition.