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INSANE: 3 - The Real Truth

Wall Street Is Warming Up to ServiceNow Stock. That’s Because It’s Now a Bet on Agentic AI.

Analysts are increasingly seeing ServiceNow not as an AI loser, but as a potential control center for the coming wave of agentic AI.

Barchart · May 20

The Great Cloud Divide: How AI Is Reshuffling the Software Deck

ServiceNow and Salesforce are charting divergent paths in the AI revolution, with one building core infrastructure and the other leveraging its massive scale.

MarketBeat · May 20

Experian H2 Earnings Call Highlights

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

MarketBeat · May 20

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Are Wall Street Analysts Predicting ServiceNow Stock Will Climb or Sink?

Although ServiceNow has underperformed the broader market over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Barchart · May 19

US software stocks attempt a rebound as investors reassess AI risks

The beleaguered sector's rebound coincided with a slide in chipmakers, which began to cool off following a blistering rally ‌that took ⁠the Philadelphia ⁠SE Semiconductor Index to a record high earlier this month.

The Economic Times · May 19

Radcom Q1 Earnings Call Highlights

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

MarketBeat · May 19

New Partnerships Are Sending ServiceNow Up. What It Means for NOW Stock.

ServiceNow shares pop as the company announces a partnership with Experian. Here’s why the EXPN team-up is bullish for NOW stock in 2026.

Barchart · May 18

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$96 billion giant ServiceNow doesn't see a 'SaaSpocalypse.' It sees the 'hard lift, heavy lifting' phase just beginning

From the sidelines of its biggest-ever annual conference, ServiceNow COO Amit Zavery talked to Fortune about what should and shouldn't be sexy.

Fortune · May 8

The ITSM complexity crisis and how to control it

Preventing technical debt in modern ITSM platforms requires governance, disciplined development, and platform health management.

TechRadar · May 7

ServiceNow just told Wall Street it's going to double again. Here's why $30 billion of revenue isn't crazy

The enterprise software company grew from $3.5 billion to nearly $16 billion in six years. Now it says $30 billion by 2030 is conservative.

Fortune · May 6

Your company's AI could delete everything in 9 seconds. ServiceNow wants to be the kill switch

Enterprises are deploying AI agents without identities, audit trails, or guardrails. Bill McDermott is betting $30 billion on fixing it.

Fortune · May 6

Jensen Huang on why 'agentic' will rewire a $50 trillion economy: 'operated by robots, managed by more robots, and the entire factory is a robot'

The Nvidia CEO keeps showing up at ServiceNow's annual conference. The reason why explains the next decade of the AI economy.

Fortune · May 6

The rising cost of technical debt in IT service management

How technical debt quietly slows ITSM platforms and why governance determines innovation success.

TechRadar · May 1

ServiceNow Stock Trading Near Its 52-Week Low—Should You Buy the Dip?

ServiceNow faces near-term risks. However, its expanding enterprise footprint and accelerating AI monetization point to a resilient and growing business.

Barchart · Apr 27

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MarketBeat · Apr 24

ServiceNow's 18% Drop: AI Fears Continue, But May Be Overblown

ServiceNow got battered after its latest earnings. The reaction suggests that fear is driving investors as results continue to hold up.

Kiplinger · Apr 23

Nasdaq Sinks as Software Stocks Slump: Stock Market Today

Wall Street wasn't happy with earnings from IBM and ServiceNow, while Tesla's big spending boost weighed on the Mag 7 stock.

Barchart · Apr 23

Should You Buy the Dip in ServiceNow Stock Today?

ServiceNow shares tank as muted Q1 earnings and guidance weighs on sentiment. Here’s the case against buying the post-earnings dip in NOW stock.

Fortune · Apr 23

The numbers are good, but the vibes are bad. ServiceNow’s strong earnings can’t shift anti-SaaS sentiment

ServiceNow CEO Bill McDermott tells Fortune that customers are buying what he’s selling—and he’s got the numbers to prove it—even as Wall Street remains unconvinced.

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Barchart · Apr 20

Option Volatility And Earnings Report For April 20-24

It’s a big week on the earnings front with some key names due to report this week. We have Tesla, Intel, UnitedHealth Group, Boeing, Servicenow, Freeport McMoran and Newmont Mining all reporting.

Barchart · Apr 9

The Selloffs in ServiceNow and Salesforce Stocks Are Disconnected, Says Wedbush. Should You Buy the Dips?

AI jitters have shaken software stocks, but Wedbush says the sell-off in Salesforce and ServiceNow looks overdone. So, is this buy-the-dip moment?

Barchart · Mar 27

ServiceNow Earnings Preview: What to Expect

ServiceNow is poised to unveil its first-quarter results shortly, and analysts are forecasting a double-digit expansion in earnings.

TechRadar · Mar 20

Want to improve ITSM workflows and efficiencies? Here are the top 5 AI features to look for

Barchart · Mar 19

2 Beaten-Down AI Stocks Investors Shouldn’t Dump Yet

These AI stocks look weak but their story is far from over.

Barchart · Mar 17

'The Miami Cab Driver Is Bearish on Software Stocks': Why You Should Buy the Dip in These 5 Oversold Names Now

Dan Ives believes these software stocks are now undervalued after the sector took an asymmetric beating in the past few months.

Fortune · Mar 17

Benchmark's Bill Gurley: the AI bubble is about to burst—and a reset is coming

"One day, I just think we trip and run out of money," the legendary venture capitalist said. "I do think that moment stands in front of us."

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