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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.
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.
Guggenheim analyst John DiFucci says now is the time for Wall Street to take advantage of the deep software selloff.
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.
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.
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. This was a valuation call from a skeptic, not an AI endorsement.
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.
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.
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. This was a valuation call from a skeptic, not an AI endorsement.
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.
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.
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