Enterprise software company ServiceNow (NYSE: NOW)'s third-quarter demand trends appear stable with some improvement, while rising interest in artificial intelligence (AI) and security could support growth, UBS said after discussions with the software company's partners. UBS expects a normal, rather than outsized, guidance beat and raised its estimates for third-quarter cRPO, or current remaining performance obligations, and subscription revenue growth by 50 basis points.

A couple of analysts raised the price forecasts for ServiceNow (NYSE:NOW) on Tuesday. Stifel analyst Brad Reback raised the price forecast from $120 to $160, while maintaining a Buy rating.

@ProsperTradingAcademy's Mike Shorr touches on trading opportunities he sees powering the AI trade. He takes investors through his example options trades for Coherent (COHR), Bloom Energy (BE), and ServiceNow (NOW).

Zscaler (ZS) shares surged after reiterating guidance ahead of its investor day. Diane King Hall explains how the demand for cybersecurity amid AI's acceleration is powering a need for the company.

ServiceNow's AI business is accelerating while its stock sits near a 52-week low, and that disconnect has our model flagging an opportunity most investors are pricing wrong.

ServiceNow has shed a quarter of its value while software stocks bleed out across the sector, yet one Wall Street analyst just slapped an outlier target on it that implies an 82% surge from here.

ServiceNow just crossed $1 billion in AI contract value while its stock sits near a multi-year low, and Wall Street's consensus price target barely scratches the surface of what our model projects for 2028.

A search giant, a workflow platform, a payment network, and a consultancy are now among the most aggressive acquirers in cybersecurity, and their motivations have little to do with selling security products.

ServiceNow is rated a 'Strong Buy' due to its pivotal role in enterprise AI adoption and deeply embedded workflow platform. NOW's hybrid seat- and consumption-based pricing, especially AI-driven 'assist packs,' is fueling rapid annual contract value growth, with AI ACV expected to reach $1.5B by year-end. Management projects AI to comprise ~30% of total ACV by 2030, driving subscription revenues to $30–32B and supporting high free cash flow margins.

ServiceNow (NOW) closed the most recent trading day at $137.76, moving +2.8% from the previous trading session.