ServiceNow, Inc. Aktie News

There's an idea that AI could be “the death of software,” RBC analyst Rishi Jaluria says.

“We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst wrote.

ServiceNow (NYSE: NOW) started this week on weak footing following reports that the workflow automation company is in advanced talks to take over Armis Security. NOW is reportedly willing to pay nearly $7.0 billion to acquire the Palo Alto-headquartered firm that specializes in protecting connected devices and operational technology from cyber threats.

On Dec. 15, 2025, trading screens focused on ServiceNow NYSE: NOW turned a deep shade of red. Shares of the enterprise software giant dropped by more than 11.5%, leading the S&P 500's list of daily decliners.

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced it has completed its acquisition of Moveworks. The acquisition advances ServiceNow's vision to put AI to work for people, combining ServiceNow's trusted agentic AI and intelligent workflows with Moveworks' intuitive front-end AI assistant, enterprise search, and agentic R...

Bloomberg reported ServiceNow is eying a $7 billion cybersecurity acquisition. A Wall Street analyst also downgraded shares due to the disruptive potential of generative AI.

Shares of ServiceNow (NOW) sank Monday following a report the the AI-driven enterprise software provider was close to purchasing Internet of Things security startup Armis for as much as $7 billion.

The stock drop reflects concerns that ServiceNow could get more acquisitive in a bid to ignite growth.