High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com -- Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software valuations to overly pessimistic levels despite limited evidence of severe business disruption.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 6.8% in the afternoon session after Guggenheim's John DiFucci upgraded the stock from Neutral to Buy with a $125 price target.
ServiceNow stock has fallen sharply over the past year, yet current valuation checks still suggest the shares are not an obvious bargain. This sets up a clear tension between recent price weakness and what the numbers say about value. ServiceNow is down 50.9% over the past 12 months, which means anyone looking at the stock today is assessing a company that has already gone through a steep reset in market expectations. On the upside, enthusiasm around ServiceNow's AI partnerships and product...
Shares of CRM software giant Salesforce (NYSE:CRM) jumped 5.4% in the afternoon session after Guggenheim's John DiFucci upgraded the stock from Neutral to Buy with a $228 price target implying roughly 45% upside.
Shares of mobile app technology company AppLovin (NASDAQ:APP) jumped 10.7% in the afternoon session after the stock's positive momentum continued as Raymond James initiated coverage on the company with a Strong Buy rating.
Palantir stock is rising following the announcement of a partnership with Nvidia to build custom artificial intelligence models for the U.S. government.
Guggenheim sees a better valuation entry point despite concerns about AI-related risks.
Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.
Palantir's recent pullback contrasts with accelerating AI adoption, rising profitability and growing commercial momentum, supporting its long-term outlook.
ServiceNow rides enterprise AI demand with new security offerings, strategic partnerships, and strong workflow adoption, but risks still cloud the outlook.
After a poor performance through the first six months of 2026, this cloud stock is off to a bullish start for the second half of the year.
ServiceNow (NOW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
NOW is expanding its AI-powered security business through partnerships and acquisitions, strengthening its platform for long-term enterprise growth.
It might be time to revisit software stocks, according to Guggenheim. The iShares Expanded Tech-Software Sector ETF is up 3.3% after Guggenheim analysts said investors should reconsider the unloved area of the AI trade. The analysts pushed back on the “fatal AI bear case” that tanked software stocks earlier in the year, leaving roughly 80% of software stocks trading below their intrinsic value.
Guggenheim turns bullish on valuation despite AI concernsShares of ServiceNow (NYSE:NOW) rose about 4% on Wednesday after Guggenheim upgraded the enterprise software company to Buy from Neutral, assigning a price target of $125. Following Tuesday’s closing price of $99.
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor letter for the “Growth Equity Strategy.” A copy of the letter can be downloaded here. The first quarter proved challenging for investors. AI fears negatively impacted software and intermediary stocks. Later, geopolitical conflicts shifted focus toward energy and […]
TEAM's rising enterprise adoption, $4B RPO and cloud momentum may support higher recurring revenue growth despite AI-led competition.
Accenture (NYSE:ACN) has been named an inaugural AI Specialization partner by NiCE. The company is expanding AI focused partnerships, including work with ServiceNow and initiatives under the Accenture Edge business. These developments reflect a shift toward delivering concrete enterprise AI solutions rather than only reporting AI related bookings. Accenture enters this phase of AI focused activity with its stock at $124.44 and multi year returns that have moved lower, including declines of...
Investing.com - U.S. stock futures pointed lower on Wednesday as investors awaited fresh remarks from Federal Reserve Chair Kevin Warsh and monitored uncertain peace talks between the United States and Iran.
Pre-Market Stock Futures: Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up 0.26% to finish the venerable index’s best first half since 2021, while the Nasdaq finished the session at 26,213, up 1.52% for the ... Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX,
Investing.com -- ServiceNow (NYSE:NOW) shares caught a 4% lift on Wednesday after Guggenheim analyst John DiFucci upgraded the software giant from Neutral to Buy, slapping on a $125 price target. After closing at $99.28 on Tuesday, DiFucci’s new target values the company at 7.5x EV/NTM Recurring Revenue—a premium compared to its SaaS peers, but a price Guggenheim argues is worth paying. "We believe current levels present an attractive opportunity for investors to purchase a comfortably profitabl
Accenture (NYSE:ACN) is one of the best value stocks to buy right now. On June 29, Accenture and ServiceNow launched a joint initiative to accelerate the modernization of enterprise risk management through agentic AI. The collaboration introduces managed security services built on the ServiceNow (NYSE:NOW) AI Platform, combined with an Accenture-developed migration solution designed to […]
It’s no secret that Salesforce (CRM) stock has been a tough holding. With shares down 41% over the last year, the market’s verdict seems clear: the era of hyper-growth is over, and with it, the premium valuation. The conversation is almost entirely about the top line.
Adobe boasts a 30% net margin, while ServiceNow posts 20.9% revenue growth and fresh AI acquisitions, yet risk and valuation set them further apart.
Recent research by Skyhawk Security highlights a significant security concern within cloud AI environments, demonstrating how their AI Autonomous Attack Simulation was able to take control of a company's AWS organization in mere seconds. The simulation revealed a critical cloud security blind spot where a chain of legitimate configurations can be exploited to gain full organizational control, challenging traditional security measures. Despite the target company adhering to best practices in...
ServiceNow is scheduled to announce its second-quarter results soon, with analysts anticipating a single-digit earnings decline.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
