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BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.
Barrons.com130d agoneutral
BofA Reinstates Coverage of ServiceNow, Salesforce. It Says 1 Is an AI Beneficiary.

Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which currently represents 28% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.

SpaceX filing boosts space stocks, BofA resumes ServiceNow coverage
Yahoo Finance Video130d agoneutralVIDEO
SpaceX filing boosts space stocks, BofA resumes ServiceNow coverage

Market Catalysts host Julie Hyman takes a look at some of Monday's trending tickers and stories. ServiceNow (NOW) stock is climbing after Bank of America (BAC) restarted its coverage of the name. Space stocks, including Rocket Lab (RKLB), Intuitive Machines (LUNR), and Firefly (FLY), are moving higher on SpaceX's (SPAX.PVT) upcoming S-1 filing. Ryanair (RYAAY) warned of higher costs due to fuel prices.

BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era
24/7 Wall St.130d agobullish
BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era

Bank of America (NYSE:BAC) reinstated its coverage of ServiceNow (NYSE:NOW) with a Buy rating and a $130 price target on May 18. The call frames the workflow software leader as a clear AI beneficiary, even as Bank of America reinstated Salesforce (NYSE:CRM) at Underperform on the same day. For prudent investors, the split call matters: ... BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era

Did AI “Control Tower” Ambitions and New Debt Issuance Just Shift ServiceNow’s (NOW) Investment Narrative?
Simply Wall St.130d agoneutral
Did AI “Control Tower” Ambitions and New Debt Issuance Just Shift ServiceNow’s (NOW) Investment Narrative?

In early May 2026, ServiceNow unveiled a wave of AI-focused product launches and partnerships, spanning Experian, AWS, Microsoft, NVIDIA, Accenture and others, while also completing multi-tranche fixed‑rate note offerings maturing between 2028 and 2056 to strengthen its long-term financing. Together, these moves deepen ServiceNow’s ambition to be an AI “control tower” for governed, autonomous enterprise workflows, while giving it additional capital flexibility to fund acquisitions, platform...

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More
24/7 Wall St.130d agoneutral
Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,

ServiceNow (NOW) Partners With Experian to Power Autonomous AI Agents With Trusted Data
Insider Monkey130d agoneutral
ServiceNow (NOW) Partners With Experian to Power Autonomous AI Agents With Trusted Data

ServiceNow Inc. (NYSE:NOW) is one of the best large cap stocks to buy under $100. On May 15, ServiceNow and Experian announced a new global, multi-year partnership to embed Experian’s Ascend data and decisioning capabilities directly into the ServiceNow AI Platform. This collaboration allows autonomous AI agents to seamlessly access trusted intelligence within existing enterprise workflows, […]

Trump Bought the Software Stock Slump—and More Revelations From His Trades
Barrons.com133d agobearish
Trump Bought the Software Stock Slump—and More Revelations From His Trades

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

ServiceNow AI Partnerships Aim To Turn Pilot Projects Into Core Workflows
Simply Wall St.133d agobullish
ServiceNow AI Partnerships Aim To Turn Pilot Projects Into Core Workflows

ServiceNow (NYSE:NOW) and Accenture launched a forward-deployed engineering program to embed AI-native teams directly into client environments. The program focuses on moving agentic AI and workflow automation projects from pilots into full production at enterprise scale. ServiceNow expanded its partnership with FedEx Dataworks, integrating real-time logistics data into Source-to-Pay workflows. The FedEx Dataworks integration targets automated responses to supply disruptions and more...

ServiceNow (NOW), Accenture Launch Engineering Program to Scale Agentic AI for Enterprises
Insider Monkey134d agoneutral
ServiceNow (NOW), Accenture Launch Engineering Program to Scale Agentic AI for Enterprises

ServiceNow Inc. (NYSE:NOW) is one of the best NYSE stocks to buy according to Wall Street analysts. On May 6, ServiceNow and Accenture launched a forward-deployed engineering/FDE program designed to transition agentic AI from pilot phases into full-scale enterprise production. The initiative embeds AI-native engineers from both companies directly into client environments to build workflows […]

ServiceNow And Boomi Deepen Ties To Power AI Control Tower Ambitions
Simply Wall St.135d agoneutral
ServiceNow And Boomi Deepen Ties To Power AI Control Tower Ambitions

ServiceNow (NYSE:NOW) has expanded its partnership with Boomi to support integrated, real-time data activation across enterprise systems. The company launched the Workflow Data Network Passport Program, aimed at improving connectivity for enterprise AI use cases. These developments are intended to support ServiceNow's positioning as a control tower for agentic AI and its broader AI Platform. For investors watching NYSE:NOW, this move sits at the intersection of workflow automation,...

Canaccord Raises C3.ai Price Target as Tom Siebel Returns to the CEO Seat
24/7 Wall St.135d agoneutral
Canaccord Raises C3.ai Price Target as Tom Siebel Returns to the CEO Seat

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