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Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]
PATH's ARR increases from $1.46 billion in Q4 fiscal 2024 to $1.9 billion in Q1 fiscal 2027, highlighting resilient demand for AI-powered automation.
Here’s what could happen to NOW shares next.
Friday’s midday bid across AI is concentrated in government-facing names, not enterprise software. Palantir Technologies (NASDAQ:PLTR) stock is up 4% to $181.25, clearing a $180 level that traders had been watching. BigBear.ai (NYSE:BBAI) stock is rising 4% to $3.20, moving in sympathy with the leader. Meanwhile, ServiceNow (NYSE:NOW) stock is unchanged/flat at $129.81 as the ... Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Win
ServiceNow (NOW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Salesforce and ServiceNow both planted their flags on agentic AI this quarter, but their bets look almost nothing alike, and only one of those bets prices in the risk of being wrong.
ServiceNow’s Dave Wright breaks down the reality of the “SaaSpocalypse” and why businesses need to pay attention to quantum computing.
The companies aim to fast-track enterprise AI deployment with dedicated validation and industry-focused solutions.
The company is deepening its relationship with a systems integrator in India.
Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the market is already pricing in.
In recent days, Tribal announced its partnership with ServiceNow to launch Tribal for ServiceNow, bringing Tribal’s Metadata Fabric and AI agents onto the ServiceNow AI Platform to help enterprises maintain, migrate, and enhance workflows without breaking dependencies or governance. This move highlights how third‑party, metadata‑aware AI builders are increasingly using ServiceNow as a core orchestration layer for enterprise‑wide automation, potentially deepening the platform’s role at the...
The cloud-based digital workflow specialist got some love from a Wall Street analyst.
Investors have become all too familiar with the fact that the software sector is under pressure as Wall Street worries about the impacts of artificial intelligence. As AI models become more advanced, fears that those models will eventually replace critical software functions escalate. Shares of creative software firm Adobe for example, have dropped 23% this year while shares of enterprise software company ServiceNow have fallen 17%.
PATH's agentic AI adoption and enterprise growth support its outlook, but slowing revenue and flat near-term earnings could cap gains after a 44% rally.
TEAM's AI adoption is driving customer expansion, larger deals and cross-selling, strengthening its position in cloud software.
Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.
The deal for Yevgeny Dibrov’s Armis was Israel’s second-largest tech startup exit ever.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
Salesforce Inc. (NYSE:CRM) and ServiceNow Inc. (NYSE:NOW) could face growing pressure on one of enterprise software’s most lucrative business models as AI agents reduce the need for human software users, according to Parnassus Investments Chief Investment Officer Todd Ahlsten. "The...
ServiceNow offers more proven, durable growth, while Palantir offers much higher growth potential.
ServiceNow has significantly underperformed the market, but analysts remain bullish, citing strong earnings growth and substantial upside to price targets.
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
ServiceNow just crossed a milestone that Wall Street has barely noticed, and our model says the window to act is closing faster than most investors realize.
ServiceNow (NYSE: NOW) agreed to acquire cybersecurity firm Armis for US$7.75b to expand its AI driven security platform. The Armis deal is intended to strengthen ServiceNow's position in autonomous and preventive cyber defense for enterprise customers. Following the acquisition, former Armis Chief Marketing Officer Simon Mouyal has been appointed as ServiceNow's new CMO. These moves indicate a sharper focus on AI, cybersecurity leadership and go to market execution across ServiceNow's...
The S&P 500 Index ($SPX ) (SPY ) is down by -0.15% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.17%, and September E-mini...
ServiceNow stock has had a rough year, with a sharp share price fall sitting alongside valuation checks that suggest the company is not an obvious bargain right now. Investors are weighing that weaker recent share performance against an expanding role in AI driven security and workflow software. Over the past 12 months, ServiceNow has declined 30.5%, which raises the question of whether sentiment has reset enough to support the current valuation. The expansion of AI native security products...
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