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Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) both just delivered results that reset the enterprise AI conversation. Salesforce posted $11.13 billion in Q1 FY27 revenue on May 27, 2026, leaning on Agentforce and a massive buyback. ServiceNow closed FY25 on January 28, 2026 with $3.568 billion in Q4 revenue and a wave of security-focused acquisitions. Two AI ... Salesforce vs ServiceNow: One Buys Back Shares, Other Buys Companies

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.

Guggenheim Securities senior research analyst and senior managing director for software, John DiFucci, explains why he upgraded ServiceNow (NOW) and Salesforce (CRM) despite the AI-driven SaaSpocalypse.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

Both software companies are chasing growth, but Gen Digital is delivering a clearer, more tangible business acceleration right now, at a fraction of the price.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

ServiceNow, Inc. (NYSE:NOW) is one of our Best Software Stocks to Buy in 2026. The company is set to release its fiscal Q2 2026 earnings on July 22. The stock recently rebounded around 18% after a selloff of roughly 27% over the past 6-months. ​Management expects fiscal Q2 2026 subscription revenue to grow by 22.5% […]

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 3.4% in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

ACN's ServiceNow deal brings agentic AI to cybersecurity, aiming to cut risk management complexity and expand AI services opportunities.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

The generative AI in customer services market is experiencing substantial growth, with its size expected to escalate from $0.66 billion in 2025 to $1.95 billion by 2030. Key market drivers include the integration of generative AI into CRM platforms, increased customer expectations for immediacy, and the adoption of hybrid cloud AI solutions. Notable advancements such as AI-driven self-service, predictive customer interaction analytics, and real-time sentiment detection are reshaping the...

After a punishing slide, Salesforce stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.

NOW stock: what recent performance suggests for investors NOW Corporation (PSE:NOW) has drawn fresh attention after recent trading left the stock at ₱0.54, with its year to date return down 22.86% and its 1 year total return at 42.11%. See our latest analysis for NOW. The recent 1 day share price return of 1.89% sits against a year to date share price decline of 22.86%, while the 1 year total shareholder return of 42.11% contrasts with a 3 year total shareholder return decline of 57.81%. This...

ServiceNow (NOW) is back in focus after Cyberhill Partners selected its AI Platform as the foundation for a biosurveillance system under a Defense Innovation Unit prototype, putting the company directly into mission critical threat monitoring. See our latest analysis for ServiceNow. Despite the recent contract wins and partnerships, ServiceNow’s share price return paints a mixed picture, with a 7.96% 7 day gain and 7.34% 90 day rise contrasting with a year to date decline of 26.80% and a 1...

ServiceNow (NYSE:NOW) has recently announced multiple government and defense collaborations centered on its AI platform. These include an AI powered biosurveillance system for the Department of War and a project to modernize state health and human services systems. The partnerships place ServiceNow’s AI at the core of mission critical operations in national defense and public health. For investors tracking ServiceNow, the new government and defense work extends the company’s reach beyond...

In the latest trading session, ServiceNow (NOW) closed at $107.93, marking a +1.51% move from the previous day.

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Many analysts now believe ServiceNow (NYSE:NOW) is mispriced. The market’s fear that AI agents would gut enterprise workflow software looks increasingly disconnected from what the company keeps reporting. The workflow platform large enterprises use to run IT, HR, customer service, security, and CRM has been ServiceNow’s territory for a decade. Under CEO Bill McDermott, it ... ServiceNow Was the SaaS Stock AI Was Supposed to Kill. Its Numbers Say Otherwise.

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) […]

TEAM's cloud revenues surge 29% in Q3 FY26 as AI adoption, Rovo usage and enterprise commitments strengthen recurring revenue visibility.

Retail and cloud giant faces its next reinvention

Artificial intelligence could become one of ServiceNow's biggest growth drivers. But what if it also creates the company's biggest long-term risk?

It comes on the heels of a surge the month before.

ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer noted the AI worries around the stock, as he commented: Next up, after cratering all year, the software-as-a-service stocks like Salesforce, like ServiceNow, oh, they were flying today. Now, these […]

Cognizant Technology Solutions expands its AI portfolio with OpenAI to strengthen AI-powered cybersecurity for enterprises.