A number of stocks jumped in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.
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A number of stocks jumped in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.
President Trump said he delayed a planned attack on Iran, but Sandisk, Bloom Energy and other AI leaders still tumbled.
ServiceNow will be an AI winner, one Wall Street analyst says.
Ultimately, Wall Street's blanket punishment of the software sector has created a classic "baby out with the bathwater" scenario.
Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which currently represents 28% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.
PATH falls 25% in six months as investors weigh UiPath's AI orchestration potential against moderate growth and rising competition.
ServiceNow shares rallied Monday after Bank of America analysts relaunched coverage of the enterprise software maker with a bullish rating.

Market Catalysts host Julie Hyman takes a look at some of Monday's trending tickers and stories. ServiceNow (NOW) stock is climbing after Bank of America (BAC) restarted its coverage of the name. Space stocks, including Rocket Lab (RKLB), Intuitive Machines (LUNR), and Firefly (FLY), are moving higher on SpaceX's (SPAX.PVT) upcoming S-1 filing. Ryanair (RYAAY) warned of higher costs due to fuel prices.
Bank of America (NYSE:BAC) reinstated its coverage of ServiceNow (NYSE:NOW) with a Buy rating and a $130 price target on May 18. The call frames the workflow software leader as a clear AI beneficiary, even as Bank of America reinstated Salesforce (NYSE:CRM) at Underperform on the same day. For prudent investors, the split call matters: ... BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era
ServiceNow shares pop as the company announces a partnership with Experian. Here’s why the EXPN team-up is bullish for NOW stock in 2026.
In early May 2026, ServiceNow unveiled a wave of AI-focused product launches and partnerships, spanning Experian, AWS, Microsoft, NVIDIA, Accenture and others, while also completing multi-tranche fixed‑rate note offerings maturing between 2028 and 2056 to strengthen its long-term financing. Together, these moves deepen ServiceNow’s ambition to be an AI “control tower” for governed, autonomous enterprise workflows, while giving it additional capital flexibility to fund acquisitions, platform...
Stock Market Today: Dow futures pared losses as oil prices reversed on Iran state media reports of waived sanctions. Nvidia, Walmart earnings loom.
Investing.com -- ServiceNow (NYSE:NOW) shares rose 5% following BofA Securities analyst Tal Liani initiating coverage with a Buy rating and a $130 price target, implying 37% upside from Friday’s close of $95.07.
Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,
ServiceNow Inc. (NYSE:NOW) is one of the best large cap stocks to buy under $100. On May 15, ServiceNow and Experian announced a new global, multi-year partnership to embed Experian’s Ascend data and decisioning capabilities directly into the ServiceNow AI Platform. This collaboration allows autonomous AI agents to seamlessly access trusted intelligence within existing enterprise workflows, […]
PATH's debt-free balance sheet and $1.47B cash position give it the flexibility to invest aggressively in AI, expansion and automation growth.
NOW expands enterprise clientele as AI-driven demand and platform adoption fuel growth, with subscription revenues up 22% and strong cRPO visibility.
President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.
ServiceNow (NYSE:NOW) and Accenture launched a forward-deployed engineering program to embed AI-native teams directly into client environments. The program focuses on moving agentic AI and workflow automation projects from pilots into full production at enterprise scale. ServiceNow expanded its partnership with FedEx Dataworks, integrating real-time logistics data into Source-to-Pay workflows. The FedEx Dataworks integration targets automated responses to supply disruptions and more...
Will AI disrupt this software stock, or will it provide a major tailwind?
ServiceNow stock has been falling. A bearish options trade seeks a return from further weakness in the enterprise software maker's shares.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.40%, and June E-mini Nasdaq futures...
ServiceNow Inc. (NYSE:NOW) is one of the best NYSE stocks to buy according to Wall Street analysts. On May 6, ServiceNow and Accenture launched a forward-deployed engineering/FDE program designed to transition agentic AI from pilot phases into full-scale enterprise production. The initiative embeds AI-native engineers from both companies directly into client environments to build workflows […]
Network insights from the logistics giant will help enable data-driven supplier management and boost visibility, per a news release.
ServiceNow (NYSE:NOW) has expanded its partnership with Boomi to support integrated, real-time data activation across enterprise systems. The company launched the Workflow Data Network Passport Program, aimed at improving connectivity for enterprise AI use cases. These developments are intended to support ServiceNow's positioning as a control tower for agentic AI and its broader AI Platform. For investors watching NYSE:NOW, this move sits at the intersection of workflow automation,...