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Freshworks has appointed Ryan Manning as Chief Product and Technology Officer, taking charge of both product and technology strategy. The move is aimed at sharpening the company’s focus on mid market and enterprise customers. Manning brings previous leadership experience from ServiceNow and BMC Helix. Freshworks, traded as NasdaqGS:FRSH, is drawing fresh attention with this leadership change at a time when the stock trades around $12.04. The shares are up 7.7% over the past week and 16.4%...

Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.

The software provider sits on a map of the enterprise that dedicated security vendors can't match.

In late July 2026, ServiceNow reported Q2 revenue of US$3,987 million and net income of US$298 million, while also filing shelf registrations for common stock related to its employee stock ownership plans. At the same time, ServiceNow’s AI portfolio surpassed US$1 billion in annual contract value and the company began implementing sizable layoffs to support margin improvement, underscoring a push to pair growth in AI-driven workflows with tighter cost control. We’ll now examine how...

Salesforce (NYSE:CRM) currently trades at $184.02, while the Wall Street consensus price target sits at $241.72. That implies roughly 31% upside from current levels. Salesforce sells cloud-based CRM software and has repositioned itself as the operating system for what CEO Marc Benioff calls the “agentic enterprise,” with Agentforce and Data 360 driving growth. Wall Street ... Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst

Palantir posted blowout earnings while its stock cratered 30% this year, creating a tension that forces a hard question about whether the market is punishing a compounding machine or finally pricing in a valuation that was never sustainable.

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others.

The corporate world has taken more than just algorithms and platforms from the tech world. It has absorbed some of the tech mindset, too.

Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to a very specific price target that cuts against the bearish narrative still dominating Wall Street.

Rimini Street (NASDAQ:RMNI) reported second-quarter revenue growth and reiterated its full-year outlook, citing demand for its core support offerings, expansion of its enterprise software services portfolio and progress in selling AI-focused solutions. Revenue for the quarter ended June 30 was $111

IBM's enterprise AI strategy centers on governance, security and hybrid control, but converting demand into durable revenue remains gradual.

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

A substantial stock rally has investors asking whether it's backed by real business fundamentals and, if so, whether the shares still have room to run or are now fully valued.

Investing.com -- ServiceNow (NYSE: NOW) could cut up to 1,000 roles this year as part of a planned rightsizing following a string of acquisitions, people familiar with the matter told Investing.com.

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where they belong is far wider than Wall Street admits.

One of the genuine fears surrounding agentic AI is the question nobody likes to say out loud: What happens when it goes wrong? Or becomes unmanageable? We all know what AI can do. It can operate autonomously across enterprise systems, make decisions, and take actions without constant human ...

NOW is seeing accelerating Agentic AI adoption as rising customer demand and expanding AI products support long-term revenue growth.

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

FJTSY vs. NOW: Which Stock Is the Better Value Option?

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.

The average brokerage recommendation (ABR) for ServiceNow (NOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

TeamViewer and ServiceNow (NYSE:NOW) have agreed a multi-year partnership to connect TeamViewer’s Digital Employee Experience and Remote Connectivity with the ServiceNow AI Platform. The collaboration focuses on building more autonomous IT operations through joint product work and capital investment from both companies. Separately, Experian is expanding its deployment of the ServiceNow AI Platform to support broader AI driven workflows and automation across its business. ServiceNow, which...

Worries about AI making software companies obsolete may be overblown.