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A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.
ServiceNow (NYSE:NOW) Chief Financial Officer Gina Mastantuono said the company sees artificial intelligence as an expansion opportunity rather than a source of budget pressure, citing customer demand for AI-enabled workflow automation and the company’s own reported efficiency gains. Speaking with
Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.
Cramer says investors should take some profits in the AI software giant while keeping a stake for further upside.
Today, Aug. 27, 2026, the cloud software giant's stock jumped 22.6% after record quarterly results and lifted fiscal 2027 outlook, sparking broad enthusiasm across enterprise software peers.
Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.
The software sector got a lift from Salesforce's earnings report last night, showing that fears of a "SaaS-pocalypse" may have been overblown.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ServiceNow (NYSE:NOW) and the best and worst performers in the automation software industry.
ServiceNow stock nears a buy point as easing AI disruption fears and AI product sales fuel a sharp rebound from early 2026 plunge.
ServiceNow's Agentic AI momentum drives $1B-plus AI ACV, broader enterprise adoption and new monetization opportunities despite rising competition.
The benchmark software ETF now above water for the year after Salesforce’s solid earnings. Salesforce is turning itself into a force because of its partnership with Anthropic.
ACN's COMWARE deal adds more than 180 professionals and SAP, CRM and manufacturing expertise to expand AI-led services for Japan's mid-market.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.
ServiceNow (NOW) is back in focus after Tech Mahindra expanded a multi year partnership aimed at scaling AI deployments on the ServiceNow platform, while a separate employee stock offering adds another wrinkle for investors to assess. For context, ServiceNow shares trade at US$127.00 after a strong 30 day share price return of 28.57% and a 90 day share price return of 24.36%. However, the year to date share price return is down 13.87% and the 1 year total shareholder return is down 26.56%,...
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on what to do next is trickier than it looks.
Palantir just delivered one of the most explosive earnings reports in enterprise tech history, and September options positioning suggests traders are bracing for another major move. The question is whether the fundamentals justify what happens next.
Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector into the fallout.
ServiceNow has surged nearly 30% in a single month and left the broader software sector in the dust, but Wall Street's price targets and a quietly sobering Q3 forecast reveal just how much the stock still needs to prove before bulls can claim victory.
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Datadog edges out ServiceNow as faster growth, stronger earnings surprises and expanding AI opportunities help support its premium valuation.
Salesforce stock is still down badly for the year, yet something in the recent numbers keeps pulling me back to the buy button. Here is what the financials revealed that made me stop questioning the thesis and start questioning the position size.
Rovo adoption is strengthening TEAM's customer expansion, seat growth and cross-selling, supporting its ARR growth opportunity.
Jim Cramer declared the data center trade dead on live television and named the stocks he wants instead, but the rotation he described carries a flaw that Wall Street is quietly ignoring.
ServiceNow's expanded Tech Mahindra deal aims to scale enterprise AI, strengthen governance and support AI monetization amid rising competition.
ServiceNow (NYSE:NOW) and Tech Mahindra announced an expanded multi-year partnership to move enterprises from AI pilots to production deployments. Tech Mahindra plans to set up a dedicated AI & Innovation Center of Excellence focused on ServiceNow's platform. The alliance targets faster AI adoption, stronger platform governance, and improved cost efficiency for enterprise customers. Mahindra Group will act as a real world testing ground for joint AI solutions across multiple industries. For...
CRM heads into Q2 earnings with 10.6% revenue growth expected as AI cloud demand, acquisitions and disciplined spending support results.
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