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NOW has had a steep share price decline over the past five years, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting some upside while market based multiples point the other way. NOW has fallen about 78.0% over the past five years, which puts the current share price in the context of a long and deep drawdown for existing holders. The key support for valuation can come from the company’s ability to convert expected revenue into steady...

Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and the five-year chart reveals what investors are actually betting on.

Palantir Technologies stock paces toward its worst day since February as Palo Alto Networks and other sector peers sell off.

ServiceNow's Aramco Digital pact could expand AI workflow adoption across 50+ countries and sharpen its push against Salesforce and Microsoft.

Jim Cramer dismissed Super Micro Computer on a Monday and then had to explain its massive August gain on a Monday just six trading days later. The bear case he keeps citing never went away, so what exactly is the market seeing that he is not?

Dow Jones software giant Microsoft, along with Palantir stock, Shopify and ServiceNow, are in or near buy zones.

Despite ServiceNow’s weak performance relative to its peers over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects

CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.

FJTSY vs. NOW: Which Stock Is the Better Value Option?

Moderna stock led the index after melanoma vaccine data, while a hedge fund's forced unwind turbocharged a rebound in enterprise software

We examine why software stocks are rebounding and highlight software ETFs.

With central banks still signalling they may keep interest rates higher for longer, investors are again paying close attention to balance sheet strength and cash generation. That backdrop puts the High Quality Undervalued Stocks screener in the spotlight. It filters for companies that pair resilient cash flows with solid finances and undemanding prices. This article profiles three of the most compelling stocks currently highlighted by that screener. The three stocks covered next are only a...

Most of the increase in the full-year outlook comes from two deals that have not closed, so the jump says more about what investors stopped believing than about what changed in the numbers.

Both UiPath and ServiceNow are betting on AI automation, but only one has the stronger position.

Software stocks broke out last week as Salesforce, ServiceNow, CrowdStrike, Palantir, and Adobe earnings showed AI is boosting, not eroding, demand and easing "SaaSpocalypse" fears.

ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives when agentic consumption scales.

Intel stock is rising but software names such as ServiceNow trade lower. Energy stocks are jumping as oil prices rises after U.S. strikes against Iran.

Strong quarterly results from Atlassian and a few other major SaaS firms are forcing investors to rethink the “SaaSpocalypse” thesis.

Serval, a San Francisco-based startup, is attempting to redefine enterprise IT operations with the launch of Catalyst, a platform that moves beyond the reactive, ticket-based workflows that have long defined the industry. While most tools in the era of agentic AI have focused on accelerating existing processes—such as helping chatbots summarize logs or answer basic […]

European bond yields are climbing as markets price in further European Central Bank rate hikes. Higher borrowing costs often push investors toward companies that help other businesses cut expenses and work smarter. That is where artificial intelligence comes in. This article highlights three stocks from our AI screener linked to chips, cloud and software that could help you focus your research on the ChatGPT and AI trend. The stocks below are just a starting sample, and the full screen...

The software industry is no longer unified.

Opening Bid Host Brooke DiPalma is joined by the panel of Prime Capital Financial chief investment officer Will McGough, Slatestone Wealth chief market strategist Kenny Polcari, and F.L. Putnam Investment Management co-chief market strategist & portfolio manager Ellen Hazen to weigh whether now is the time to buy into software stocks.

Vertiv (VRT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Globant recently appointed long-time executive Fernando Matzkin as Chief Operating Officer and named former ServiceNow and AWS leader Sarab Narang as CEO of Glob.AI, its AI-native services business. These leadership moves come as Glob.AI reports roughly 60% quarterly annual recurring revenue growth and a US$436 million pipeline, underlining management’s focus on scaling enterprise AI services. Next, we’ll explore how Narang’s enterprise AI product background may influence Globant’s...

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 average brokerage recommendation (ABR) for ServiceNow (NOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Investors spent months betting that AI would cannibalize enterprise software giants, but Salesforce and ServiceNow just reported quarters that turned that fear inside out. The question now is whether these results signal a permanent reversal or just a temporary reprieve.

ServiceNow just posted a 10% single-day surge on blockbuster AI numbers, but the stock still sits roughly 22% below last year's peak with its analyst target nearly in reach. Whether that combination signals a rare re-entry window or a value trap depends on one critical question about enterprise AI spending.

ServiceNow Stock Rockets 10% as AI Disruption Fears Lose Their Grip

Salesforce Inc. (NYSE:CRM)’s shares surged by a whopping 21% on August 27th, the day after the firm reported its second quarter earnings. The results saw the firm post $11.35 billion in revenue and $5.90 in adjusted earnings per share. Both the figures beat analyst estimates and the firm’s free cash flow marked an 81% annual […]