ServiceNow, Inc. Aktie News

ServiceNow (NOW) und Salesforce-Aktien kletterten am Mittwoch um 4 %, nachdem Guggenheim die Softwareunternehmen hochgestuft hatte und argumentierte, ihre Bewertungen seien trotz anhaltender Risiken durch künstliche Intelligenz attraktiv geworden. Das Upgrade folgt auf ein schwieriges Jahr für Unternehmenssoftware-Aktien, in dem Investoren die Wachstumsaussichten neu bewerteten, während AI die ...

Ein Analyst von Guggenheim sagt, dass die Bewertungen der beiden Software‑Aktien zu depressiv seien, obwohl die KI‑Bedrohung real sei.

Top software stocks have slumped this year amid the lingering concerns that artificial intelligence tools by companies like OpenAI and Anthropic will hurt their revenue growth in the long term. ServiceNow (NOW) stock is down by 35% this year, while Salesforce (CRM), Workday (WDAY), and Adobe (ADBE) have fallen by over 40%.

NEW YORK & SANTA CLARA, Calif.--(BUSINESS WIRE)--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...

Oracle's stock missed out on the broader software rally, as the company is tied to OpenAI's success through its cloud-infrastructure business.

ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?

ServiceNow remains a Strong Buy as AI-driven demand and backlog growth accelerate, with the stock retracing to an attractive entry point. NOW's integration moat is expanding through major partnerships (IBM, Cognizant, HPE), reinforcing its role as the orchestration layer for AI agents. Security and identity acquisitions have tripled NOW's TAM, with the security unit surpassing a $1B run-rate an...

Software stocks have lost their valuation premium, with the sector shedding roughly 5 points of P/E as agentic AI raises questions about its long term terminal value. I see the sell-off as overdone, since the expected growth rates of software firms still sit well above the rest of the market, signaling fear rather than rational repricing. Microsoft is my core holding here, trading at 22.7x blen...