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Investing.com -- Zscaler Inc (NASDAQ:ZS) shares dropped more than 4% in after-hours trading Thursday following the announcement of a leadership change in its revenue organization.

Figma is growing fast and finding its footing as a newly public company. ServiceNow is generating substantial free cash flow and deepening its grip on enterprise operations. The gap in financial maturity tells the whole story.

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

UiPath is sinking again while the broader software sector barely budges, and the automation corner of the market may be telling investors something the headline numbers are not.

ServiceNow is gaining traction, replacing legacy CRM and workflow tools as AI automation boosts expansion across enterprise workflows and drives customer growth.

ServiceNow (NOW) stock is back in focus after partner INRY reported tangible efficiency gains from its EmployeeWorks rollout, putting fresh attention on how AI driven workflows could influence investor expectations for the platform. ServiceNow has ridden a sharp rebound in sentiment, with a 90 day share price return of 57.26% and a 30 day share price return of 9.94%. This points to clear upward momentum despite a year to date share price decline of 4.52% and a 1 year total shareholder return...

ServiceNow (NOW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

From commerce to culture, software is digitizing every aspect of our lives. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 47.5% return has topped the S&P 500 by 29.1 percentage points.

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 […]

Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%. The Invesco QQQ Trust (NASDAQ:QQQ) is down 0.88%, moving in the opposite direction from the software group and giving the session an unusual split within technology. Atlassian Corporation (NASDAQ:TEAM) […]

The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.43%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...

Based on the average brokerage recommendation (ABR), ServiceNow (NOW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop in premarket trade.

Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands alone on the Street. The bull case hinges on a single AI product that either rewrites the CRM story entirely or confirms the market has been right to look away.

Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs from about $152 to about $368. The bottom of that band is a price the stock has already traded through within the past year, and the market is pricing the band a little calmer than the stock has actually moved.

UiPath (PATH) has fallen about 27% from its one-month high, though it is still up 34% over three months. The stock trades at 19.5 times earnings, against an S&P 500 median of 22.6. For a software company growing faster than most of the market, that looks like a gift. The question is whether investors see an AI threat the numbers do not show yet.

Salesforce offers a more attractive valuation and proven cash generation. ServiceNow offers faster growth and a more defensible market position.

Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in that gap looks like an opportunity Wall Street has not yet caught up to.

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...

Okta is opening its Oktane 2026 in Las Vegas on Sept. 22 and hopes that its AI agent security platform will steal the show.

GWRE exits fiscal 2026 with 19% ARR growth as cloud ARR jumps 35% and contracted backlog supports fiscal 2027 visibility.

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

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite. The benchmark 10-year Treasury yield fell roughly 3 basis points to 4.97%, slipping below the 5% threshold, according to CNBC. A retreat in bond yields provides relief for enterprise software equities, whose valuations are anchored by cash flows projected years into the future. Separately, attention turned to the U.S.–Chin

An analyst raised his price target on the enterprise software solutions developer.

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

ServiceNow benefits from broad workflow demand, cross-selling and AI partnerships that are fueling growth as competition with CRM and MSFT intensifies.

TEAM's cloud growth, cross-sell gains and agentic automation are driving momentum, while subscription ARR growth is expected to moderate.

ServiceNow, UiPath, and Palo Alto Networks show real agentic AI traction through earnings growth, enterprise adoption, and partnerships, making their fundamentals worth watching amid market volatility.

UiPath (PATH) trades at about $14, some 29% below its high of the past year, and it has lost 11.7% over the past month. Its results are not what did that. The fall is recent: the stock is still up 34.5% over the past three months, and over the past twelve months it returned 18.9% against 17.0% for the S&P 500. What matters is how far a stock like this falls in a real shock.