Demand for Ciena's networking components is accelerating as companies build new data centers. Sandisk's flash memory products are in high demand as AI development picks up.
SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Bearing, a physical security operations software company built natively on ServiceNow, is announcing their close of an oversubscribed $4.5 million seed round. The round was led by AZ-VC, with continued investment from High Alpha and participation from PHX Ventures and Lightbank. Today, companies are increasingly seeking tighter integration between physical an...
Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions.
This tech has successfully managed to expand its services and integrate AI across its entire portfolio. It aims to be the core platform for managing agentic AI services from itself and third parties.
After reaching an all-time high of $239.62 in January 2025, ServiceNow's share price is now hovering around $104.00, a drawdown of almost 60%. Following the largest drawdown in its history, ServiceNow is currently trading at a free cash flow yield of ~4.4% and a forward price-to-earnings ratio of ~20.7x. The company's significant free cash flow generation is also underpinned by a net cash balan...
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