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A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 4.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
May 29 (Reuters) - Shares of Wipro rose 4.67% before the market bell on Friday, after the IT services company said it had expanded its partnership with U.S.-based software provider ServiceNow to
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 4.6% in the morning session after Snowflake's impressive first quarter results provided a tailwind for the workflow platform.
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at ServiceNow (NYSE:NOW) and its peers.
CoStar (CSGP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
The market reaction to Salesforce (CRM) centers on a mild deceleration in top-line metrics. Current remaining performance obligation (cRPO) growth cooled to 14% year-over-year from 16% in the prior quarter, while second-quarter revenue guidance of $11.27 billion to $11.35 billion fell slightly below expectations. However, focusing solely on this top-line friction misses the structural transformation taking place within the company's business model.
Oracle and ServiceNow post double-digit revenue growth, but their financial health, risk profiles, and valuations reveal key differences for investors.
(Bloomberg) -- Salesforce Inc. gave a revenue outlook for the current period that just fell short of analysts’ estimates, unnerving investors already concerned about the possibility that artificial intelligence will disrupt the software business.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing Inter
(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I
Recently, Zacks.com users have been paying close attention to ServiceNow (NOW). This makes it worthwhile to examine what the stock has in store.
Everyone wants to talk about ServiceNow (NYSE:NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what you should actually be watching. ServiceNow’s story is the same story every cycle. A premium software name catches the AI updraft, the multiple expands faster than the ... Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure
A clean balance sheet can signal disciplined management and stability. It also means a company can expand and thrive without relying on borrowed capital.
Intuit's 63% plunge highlights a brutal software selloff as investors debate whether AI fears create value or signal deeper disruption.
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?
A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.
Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 3.1% in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the sector recover from the previous day's Intuit-driven sell-off.
A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.
A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 3.8% in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.
We recently published Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks. ServiceNow, Inc. (NYSE:NOW) is one of the stocks discussed by Jim Cramer. Enterprise workflow management software provider ServiceNow, Inc. (NYSE:NOW)’s shares are down by 50.9% over the past year and by 32% year-to-date. Bank of America discussed the […]
Bridgewater’s massive exit from top SaaS stocks is fueling fears that AI could upend the traditional software business model and reshape the next era of tech investing.
ServiceNow (NYSE:NOW) and Experian have entered a global partnership to integrate Experian's data and decisioning capabilities into the ServiceNow AI Platform. The collaboration is aimed at helping enterprises automate governance heavy workflows, including employee onboarding, risk assessment, and identity verification, using autonomous AI agents. The partnership is positioned to help enterprises run production grade AI workflows, particularly in regulated sectors that rely on trusted...
This top software stock is down 60%, but Nvidia just strengthened the bull case.
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