Gewinn- und Verlustrechnung von ServiceNow, Inc.

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.

Dan Deming focuses on rising software giants and existing hardware mega caps for Thursday's Big 3. He sees Cloudflare's (NET) steady rise as favorable for the stock's momentum, likes ServiceNow (NOW) as the company expands its customer base, and believes Nvidia (NVDA) will push into new record highs.

Being right about a technology and right about its stock price are two different trades. AI investors learned that distinction the hard way over the past year.

Enterprise software is leading a rebound across technology stocks, and shares of ServiceNow (NYSE:NOW | NOW Price Prediction) sit at the front of the group. ServiceNow stock is up 4% to $139.