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Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, […]
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 9.3% in the afternoon session after the company announced a strategic AI partnership with Nvidia, while a financial disclosure revealed President Donald Trump holds a significant stake.
In recent days, Guggenheim analyst John DiFucci upgraded ServiceNow from Neutral to Buy, arguing that AI-disruption fears had pushed software valuations too low and that the harshest scenarios were already reflected in prices. This upgrade, coming from a previously skeptical voice, has acted as a sector-wide signal that earlier pessimism toward enterprise SaaS may have been excessive, prompting investors to reassess ServiceNow’s role in AI-enabled workflows and security. We’ll now examine...
ServiceNow (NYSE:NOW) and Adobe (NASDAQ:ADBE) have both posted fresh results, with sharply different profiles. ServiceNow’s January 28, 2026 Q4 report showcased an enterprise AI workflow engine still compounding at 20%+. Adobe’s June 11, 2026 Q2 earnings report delivered record revenue, a raised outlook, and a leadership shake-up all at once. Agentic AI Lifts NOW. Creative ... Adobe vs ServiceNow: The Better Buy Amid Rising AI Competition
ServiceNow Inc. (NYSE:NOW) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, TheFly reported that Guggenheim upgraded its rating on ServiceNow to Buy from Neutral with a price target of $125. The analyst highlighted that at its current share price, the stock offers an attractive opportunity for investors […]
Concerns about AI disruption, temporary delay in the closure of large deals, and acquisition-related margin pressure have driven ServiceNow's stock sharply lower.
NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.
Check out the companies making headlines yesterday:
Guggenheim Upgrades ServiceNow (NOW)
The firm said AI fears may be overdone, lifting three beaten-down software stocks to Buy.
NOW stock has a mixed record for shareholders, with the share price down about 79% over the past 5 years yet still screening as expensive on the current valuation checks. Over the past 5 years, NOW has delivered a share price decline of about 79%, which raises questions about how much long term value has been created for investors. For holders of NOW, the key support for any premium valuation may come from confidence in the company’s ability to translate its business model into durable cash...
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 software sector during the year had pushed valuations too low.
An AI scare cut this software stock in half -- but the company's own growth never got the memo.
Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6.7% in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software 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 software 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 software 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 software 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 software 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.
ServiceNow rides enterprise AI demand with new security offerings, strategic partnerships, and strong workflow adoption, but risks still cloud the outlook.
Guggenheim sees a better valuation entry point despite concerns about AI-related risks.
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.
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 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.
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.
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.
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.
SANTA CLARA, Calif., July 01, 2026--ServiceNow (NYSE: NOW) today announced that it will release financial results for the second quarter ended June 30, 2026, following the close of market on Wednesday, July 22, 2026. ServiceNow will host a conference call and live webcast to discuss the financial results.
NOW is expanding its AI-powered security business through partnerships and acquisitions, strengthening its platform for long-term enterprise growth.
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.
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.
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.
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.
The AI-enabled security and migration services aim to help organisations reduce cyber risk and modernise legacy systems.
BTIG checks point to stronger bundle traction.
NEW YORK & SANTA CLARA, Calif., June 29, 2026--Accenture (NYSE: ACN) and ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today launched a joint offering with two core components: managed security services built on the ServiceNow AI Platform and an Accenture AI-powered solution that automates migration from legacy systems to ServiceNow. Together, Accenture and ServiceNow are removing two of the biggest barriers blocking enterprise risk modernization: cost and complexity of
ServiceNow (NYSE:NOW) and Accenture have launched a new AI powered cybersecurity services offering and migration tool, targeting enterprise clients looking to tighten cyber controls and shift workloads to the ServiceNow platform. ServiceNow has expanded its multi year AI partnership with IBM to help integrate legacy enterprise systems, with joint AI driven solutions scheduled for release in late 2026. Both moves focus on high impact use cases for large companies, including cyber risk...
The companies launched new AI-powered cybersecurity services for enterprise customers.
BTIG analyst Allan Verkhovski reiterates ServiceNow (NYSE:NOW) with a Buy and maintains $150 price target.
Accenture (NYSE:ACN) and ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today launched a joint offering with two core components: managed security services built on the ServiceNow AI Platform and
ServiceNow (NYSE: NOW) stock gains on Monday after launching a joint AI-driven cyber risk management offering with Accenture (NYSE: ACN).
Earlier this month, ServiceNow (NYSE:NOW) and IBM (NYSE:IBM) announced an expanded multi-year collaboration to make legacy enterprise systems “AI-ready,” integrating watsonx.data, Red Hat Ansible, Instana, HashiCorp Terraform and Vault, and IBM Bob into the ServiceNow AI Platform, with joint solutions expected in the second half of 2026. The pitch is serious. The market reaction, less so. ServiceNow ... ServiceNow’s New IBM Partnership: A Real Catalyst, or Just Software-Selloff Noise?
ServiceNow's deep enterprise integration and trusted workflow position it as a critical control tower in an AI-augmented future. See why NOW stock is a strong buy.
The latest trading day saw ServiceNow (NOW) settling at $114.19, representing a +1.55% change from its previous close.
