News

Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business. Recent customer survey data points to strong interest in the company’s platform for building and deploying AI agents, Agentforce, as the company expands the platform through new editions and capabilities. We recently examined whether […]

Recent commentary highlights that ServiceNow is seeing strong demand for its workflow platform, benefiting from AI-focused partnerships, cross-selling success, and an expanded ecosystem that has led management to raise its 2026 subscription revenue midpoint. At the same time, ServiceNow is increasingly positioned as a key competitor in AI-driven, cloud-based enterprise software, facing off against players like Salesforce and Atlassian while leveraging collaborations with Microsoft and...

Palantir has gone from ice cold to white hot in a matter of weeks, and Wall Street analysts cannot agree on what that rally is actually worth. The gap between the most bullish and most bearish targets reveals a fundamental disagreement about where this AI story goes from here.

Okta Gets Major Wall Street Boost as AI Security Takes Center Stage

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index’s 15.1% and the MSCI ACWI Value Index’s 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The […]

ServiceNow (NYSE:NOW) shares rose 2. 6% in pre-market trading to around $136 after several Wall Street firms raised their price targets on the enterprise software company.

UiPath (PATH) sells software that brings AI agents, robots, and people together to run business processes. Its Q2 FY2027 results beat management's guidance and the fiscal 2027 outlook went up, yet the shares fell 16.6% on September 4, the first trading day after the report, while the S&P 500 slipped 0.4%. The earnings call also carried an analyst's question about a new AI model said to be far better at workflow jobs.

Wall Street has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep missing.

The software stock selloff may have just reached a turning point.

Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

Jefferies and BMO said some of the upside reflected favorable deal timing and a richer sales mix, though both remained constructive on the company's outlook.

Netflix upgraded, Microsoft initiated: Wall Street's top analyst calls

Shares in software companies are among the biggest losers in premarket trading: Salesforce (CRM), IBM (IBM) and ServiceNow (NOW) are down around 4.5% Adobe (ADBE) and Workday (WDAY) fall over 3% ...

KeyBanc downgraded Salesforce on views its AI strategy isn't jelling. Salesforce stock stumbled on the news as other software companies also retreated.

Guggenheim Securities senior research analyst and senior managing director for software, John DiFucci, explains why he upgraded ServiceNow (NOW) and Salesforce (CRM) despite the AI-driven SaaSpocalypse.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

ServiceNow Inc. (NYSE:NOW) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, TheFly reported that Guggenheim upgraded its rating on ServiceNow to Buy from Neutral with a price target of $125. The analyst highlighted that at its current share price, the stock offers an attractive opportunity for investors […]

Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.

In recent days, Guggenheim analyst John DiFucci upgraded ServiceNow from Neutral to Buy, arguing that AI-disruption fears had pushed software valuations too low and that the harshest scenarios were already reflected in prices. This upgrade, coming from a previously skeptical voice, has acted as a sector-wide signal that earlier pessimism toward enterprise SaaS may have been excessive, prompting investors to reassess ServiceNow’s role in AI-enabled workflows and security. We’ll now examine...

Investing.com -- Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software valuations to overly pessimistic levels despite limited evidence of severe business disruption.

Guggenheim sees a better valuation entry point despite concerns about AI-related risks.

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

Guggenheim turns bullish on valuation despite AI concernsShares of ServiceNow (NYSE:NOW) rose about 4% on Wednesday after Guggenheim upgraded the enterprise software company to Buy from Neutral, assigning a price target of $125. Following Tuesday’s closing price of $99.

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter is available to download here. The first quarter was marked by volatility in equity markets, driven by geopolitical tensions, concerns about the private credit sector, a government shutdown, and ongoing […]

Wall Street sometimes loves to misread particular kinds of stocks. And it is always the ones that look disrupted from the outside but are actually getting more deeply embedded on the inside. ServiceNow (NOW) has spent much of 2026 carrying that misread. The stock fell roughly 38% year to date the ...

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

Shares of C3.ai (NYSE:AI) caught a modest vote of confidence from Canaccord Genuity on May 13, as the firm raised its price target to $8 from $7 while keeping a Hold rating. The revision follows the release of preliminary Q4 FY2026 results and the announcement that Chairman Tom Siebel will resume his role as chief ... Canaccord Raises C3.ai Price Target as Tom Siebel Returns to the CEO Seat

ServiceNow’s long term story is gaining more weight, landing it sixth place on our list of AI Stocks Wall Street Is Watching Now. On May 5, Evercore ISI analyst Kirk Materne raised the price target on the stock to $150.00 (from $140.00) while maintaining an “Outperform” rating. The firm particularly pointed to a $30 billion plus […]