NOW ServiceNow, Inc.

Enterprise software names are surging ahead of the broader tech market, but one company in the group carries something the others do not, and it changes how you should read this rally.

UiPath (PATH) is down about a third from its late-August high, including a fall after a DA Davidson downgrade over its AI pricing. A price that much lower can tempt you to buy, but a stock that falls this fast can also keep falling. So should you buy UiPath stock on this drop, or expect further losses.

CDW accelerated 2026 shareholder returns as buybacks surged, while second-half cash flow hinges on inventory normalization and working-capital improvement.

ServiceNow has seen its share price fall back over the past year, which puts fresh focus on a simple question for you as an investor. Is the current valuation actually supported by the earnings the business is generating today and what it can plausibly earn in the future? The stock has declined 29.4% over the past year. Anyone looking at ServiceNow now is implicitly taking a view on whether that reset lines up with the company’s earnings power. Recent security issues around critical...

Salesforce (CRM) stock has gained about 44% over the past three months, while the S&P 500 rose 3.5%. Investors entering at current levels are buying after a substantial run-up. Consequently, the valuation places greater pressure on upcoming earnings to justify recent gains. Have you already missed the move in Salesforce stock.

Salesforce shares have shed double digits this year while Wall Street quietly revised its earnings estimates sharply higher, creating a gap between price and fundamentals that few investors are watching closely enough.

Oracle surged while its two closest agentic AI rivals slid into the red, and the gap comes down to one product launch that claims to change how enterprises run their most critical workflows.

An innovative AI sales strategy has boosted Palantir stock. But Gartner warns that software rivals may struggle copying the model.

Salesforce trades at a fraction of what Microsoft and ServiceNow charge for AI growth, and that valuation gap is drawing serious attention. Whether it closes or widens depends on a bet most investors have not fully priced in yet.

GWRE exited fiscal 2026 with 30% higher operating cash flow and $606 million in share repurchases, backed by stronger profitability and operating leverage.

A number of stocks fell in the afternoon session after a deepening Treasury selloff and higher oil prices pushed the benchmark 10-year yield to 5.218%, reinforcing expectations of further Federal Reserve rate hikes.

ServiceNow (NYSE:NOW) disclosed multiple critical flaws in its AI Platform, including a severe SQL injection vulnerability affecting customer instances. The company urged enterprise clients to apply security patches immediately to reduce the risk of unauthorized access and data modification. ServiceNow announced a new partnership with Reco to integrate Reco's AI agent security controls directly into the ServiceNow AI Platform. The mix of disclosed AI Platform vulnerabilities and the Reco...

A new AI competitor just entered enterprise software

Shares of MongoDB Inc (NASDAQ:MDB) fell more than 18% Monday morning after CEO Chirantan "CJ" Desai left to lead a new Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) business bringing its AI tools to corporate customers. MongoDB appointed Dev Ittycheria interim CEO. Desai will report...

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has launched Meta Enterprise Platform to turn its AI stack into products and services that companies can deploy for their businesses. The platform will initially bring businesses and developers tools including the Muse agent, Meta Business...

At 8:36 AM ET this morning, Meta (NASDAQ:META) published “Meta launches enterprise platform, MongoDB CEO exits” to its newsroom, confirming it hired MongoDB (NASDAQ:MDB) CEO CJ Desai as chief enterprise platform officer. Enterprise software repriced within minutes. Salesforce (NYSE:CRM) fell 4.23% to $224.13, ServiceNow (NYSE:NOW) fell 4.99% to $128.85 and Snowflake (NYSE:SNOW) fell 4.06% to […]

A single newsroom post from Meta Platforms sent shockwaves through enterprise software in minutes, pulling down companies that had nothing to do with the announcement and one that lost something far more concrete than market confidence.

AI agents are starting to move from lab demos into real-world systems, and Nvidia’s new Open Agent Safety Platform puts hard security and governance questions on the table. That shift creates a fresh angle for investors watching how AI risk controls shape budgets and buying decisions. This article looks at three stocks exposed to that news and explains how each might be positioned in light of the growing focus on AI agent safety. The three stocks discussed below are a sample set, and the full...

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Salesforce shares are down nearly 10% this year, and one investor keeps scheduling purchase after purchase anyway. The reasoning comes down to a single strategic asset that every AI model will eventually need to borrow.

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

Palantir's latest quarter left analysts scrambling to justify a valuation that looks either wildly overpriced or strangely reasonable depending on one number that keeps accelerating beyond every model built to contain it.

CrowdStrike Holdings (NasdaqGS:CRWD) has joined peers as a founding member of the new Blueprint Alliance to secure AI agents. The Blueprint Alliance brings together AWS, Google Cloud, Okta, Salesforce, ServiceNow, Zscaler and others in a shared security effort. Members plan to create common principles and a reference architecture that enterprises can use to manage and protect AI agents. The Blueprint Alliance launch only captures one angle of CrowdStrike's AI agent push, which extends beyond...

Today, Sept. 24, 2026, the enterprise cloud giant filed to shield itself from cost and payment risk as the New Mexico facility faces public opposition and permitting delays.

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.

In the latest trading session, ServiceNow (NOW) closed at $137.78, marking a -2.13% move from the previous day.

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 names are climbing while the broader tech complex falls and long-dated Treasury yields hit their highest point in nearly two decades, a combination that rewrites what the textbook says should be happening to these stocks right now.

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

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?

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...

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.