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TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter is available to download here. The first quarter was marked by volatility in equity markets, driven by geopolitical tensions, concerns about the private credit sector, a government shutdown, and ongoing […]
ServiceNow shares surged this week after a Bank of America upgrade, AI optimism from NVIDIA, and strong free cash flow momentum.
CRM's Agentforce hits nearly $800M ARR and more than 29,000 deals as an agentic AI push aims to reignite subscription growth.
Experian (LON:EXPN) reported what Chief Executive Officer Brian Cassin called a “record year” for the year ended March 31, 2026, with organic revenue growth at the top end of expectations, margin expansion ahead of guidance and a new GBP 1 billion share buyback program. Cassin said the company deli
The Korea rollout gives UiPath local cloud infrastructure for enterprises with data-residency needs, making customer adoption and Microsoft-led deployments the next markers for regional cloud revenue.
Short term moves and recent performance snapshot NOW Corporation (PSE:NOW) has drawn fresh attention after recent price swings, with the stock up 6.25% over the past day but down 10.53% over the past month and 21.54% over the past 3 months. For context, NOW's shares are currently trading at ₱0.51, giving the company a market value of about ₱921,430,420. Year to date, the stock is down 27.14%, while the 1 year total return stands at 32.47%. See our latest analysis for NOW. That mix of a strong...
A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with the S&P hitting a record high above 7,500.
A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with the S&P hitting a record high above 7,500.
A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with the S&P hitting a record high above 7,500.
A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with the S&P hitting a record high above 7,500.
A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with the S&P hitting a record high above 7,500.
A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with the S&P hitting a record high above 7,500.
Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 8.1% in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with the S&P hitting a record high above 7,500.
ADSK's AI-driven cloud push, rising subscription revenues and lower valuation may give it an edge over NOW.
U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered for much of the year on fears of disruption from artificial intelligence. The iShares Expanded Tech‑Software Sector ETF rose 1.1%, hitting its highest level since January. Workday, ServiceNow and Salesforce rose between 3.7% and 4.3%.
ServiceNow, Palo Alto Networks, and other software providers are rebounding as the market shakes off AI disruption fears.
ServiceNow Shares Jump After BofA Sets $130 Price Target
ServiceNow (NOW) shares are extending their gains in this trading week, jumping by nearly 5% on Tuesday morning in a new push by software stocks. Yahoo Finance Senior Reporter Ines Ferré takes a closer look at why investors may be rotating out of semiconductor stocks into software. AI semiconductor giant Nvidia (NVDA) is scheduled to report first quarter earnings this Wednesday, May 20.
Radcom (NASDAQ:RDCM) reported a stronger first quarter of 2026, with management highlighting revenue growth, expanded profitability and continued investment in AI-driven telecom service assurance. Chief Executive Officer Benny Eppstein said the company delivered revenue of $18.6 million in the quar
Software stocks lagged the S&P 500 on AI disruption fears, but strong earnings and buybacks are reviving confidence in SaaS leaders.
Investing.com -- U.S. software stocks are pushing higher in premarket trading on Tuesday, extending a potential recovery in a sector that has been under sustained pressure.
Home Depot rose 1.2% after the home-improvement retailer posted first-quarter earnings that beat analysts’ estimates and revenue rose 4.8% to $41.8 billion, with comparable sales up 0.6%. ServiceNow gained 4% and was set to build on its 9% jump in the previous session after Bank of America reinstated coverage of the software company with a Buy rating and a $130 price target. Agilysys jumped more than 15% after the hospitality software provider beat earnings and revenue estimates in its fiscal fourth quarter.
↗️ ServiceNow (NOW): Bank of America analysts said ServiceNow would benefit from AI, and gave the stock a buy rating yesterday, sending it up 8%. The business-software company's shares are up again premarket; they were still down about a third year to date as of yesterday's close.
Wall Street sometimes loves to misread particular kinds of stocks. And it is always the ones that look disrupted from the outside but are actually getting more deeply embedded on the inside. ServiceNow (NOW) has spent much of 2026 carrying that misread. The stock fell roughly 38% year to date the ...
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.
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.
