AI-driven growth, $1B Now Assist ACV watch, margins and cRPO catalysts, plus key risks. See here for more details.
NOW trades at $95, having fallen 52% in a year, yet our model projects $305 by June 2027, implying a 221% gain. Salesforce faces the same AI-native pricing headwinds, confirming the selloff is a ...
Update 6/10/26: Added details below from a new ServiceNow advisory regarding the observed activity and bug bounty submissions. ServiceNow is warning about a security incident after attackers exploited ...
The Silicon Valley software giant’s shares soared 14.4 percent on Friday to $124.37, up $15.64. That marked a third consecutive day of impressive gains, including Thursday’s 6.47 percent jump on heavy ...
ServiceNow investors (NOW) have a good May to look back on as we enter the final week of the month. After seeing the stock take a tumble in April, it seems like the worst selling pressure is behind us ...
Enterprise software has long operated on a relatively stable hierarchy of power: The companies that owned the interface largely owned the customer relationship. Employees moved through dashboards, ...
ServiceNow's gross margin has slipped from about 80% in fiscal year 2024 to 75% as of the end of the first quarter this year. While subscription margins appear relatively strong in the mid-70% range, ...
ServiceNow touted artificial-intelligence momentum in its latest earnings report, but investors are sweating a cut to the company’s margin guidance. The software giant now expects a 31.5% margin on ...
SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced that its entire product portfolio will be AI-enabled. Every ServiceNow ...
The new capability connects enterprise data, policies, and decision history to guide AI‑driven workflows as ServiceNow pushes deeper into enterprise AI operations. ServiceNow is rolling out a broad ...
Software companies were supposed to benefit from the AI revolution, incorporating models into their platforms and applications and building value on that foundation. That thesis was shaken in November ...
ServiceNow has agreed to acquire Pyramid Analytics, the developer of a data preparation and analytics platform, to boost its existing business intelligence (BI) and self-service analytics capabilities ...
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