Palantir, Microsoft, and ServiceNow look like potential big AI SaaS winners.
The software provider sits on a map of the enterprise that dedicated security vendors can't match.
LAS VEGAS--(BUSINESS WIRE)--ServiceNow delivers Autonomous Security, the industry's most complete security offering.
I've been co-hosting The AI Investor Podcast with Eric Bleeker since 2024, and worked with him as an investor for far longer.
Constellation Research Chairman Ray Wang went on CNBC Monday morning to argue that the AI capital cycle has split the megacaps into two camps: hyperscalers with a clear line of sight to AI monetizatio
SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced that Simon Mouyal has been appointed Chief Marketing Officer, effective imm

How ServiceNow's CEO Weighs Long-Term Bets

05:45am, Monday, 03'rd Aug 2026
The corporate world has taken more than just algorithms and platforms from the tech world. It has absorbed some of the tech mindset, too.
Arkadios Wealth Advisors raised its position in shares of ServiceNow, Inc. (NYSE: NOW) by 17.0% in the undefined quarter, according to the company in its most recent disclosure with the Securities and
ServiceNow reported earnings late last week. It beat guidance and raised its full-year revenue projections.
ServiceNow (NYSE:NOW | NOW Price Prediction) currently trades at $115.76 while the average Wall Street price target sits at $140.25, a gap of roughly 21%.
ServiceNow is rated Buy with a raised fair value estimate of $160, reflecting updated management guidance and accelerated expansion metrics. ServiceNow targets $30–32 billion in subscription revenue
NOW is seeing accelerating Agentic AI adoption as rising customer demand and expanding AI products support long-term revenue growth.
ServiceNow cuts jobs, reflecting broader challenges in the software sector. CEO Bill McDermott has urged staff to make workflows more efficient as a model for customers.
AI's next winners may emerge from an overlooked part of the market. See how three software companies are turning proprietary expertise into a potentially powerful growth engine.
ServiceNow is upgraded to Buy in a pair trade against Salesforce, leveraging NOW's superior organic growth while hedging AI disruption risks. Q2 2026 showed NOW's revenue and subscription growth (~24%
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