ServiceNow, Inc. presents a rare 'unrepeatable' investment opportunity amid sector-wide panic, with a 33% YTD decline not justified by fundamentals. NOW's Q1 '26 results beat revenue estimates, raised ...

Armis acquisition expected to impact margins in 2026 Shares down about 12% in extended trading First-quarter revenue and adjusted EPS beat estimates Company boosts annual subscription revenue forecast ...

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ServiceNow (NOW) fell 36.9% year to date amid SaaS sell-offs but beat Q4 EPS by 3.37% and grew revenue 20.7% YoY, with Now Assist net new ACV more than doubling. Enterprises are adopting AI-powered ...

From left to right: Nolan McLean, Cam Schlittler, Braxton Ashcraft Illustration: Will Tullos / The Athletic; Jim McIsaac, Jeff Dean, Brian Rothmuller / Getty Images Hitters give us tiny bits of ...

UBS downgraded ServiceNow (NOW) to Neutral from Buy as it expects revenue beats for the next few quarters to be less than normal and current remaining performance obligations to decline slightly.

UBS downgraded ServiceNow (NOW) from Buy to Neutral with a $100 price target, citing concern that autonomous AI agents could disrupt enterprise software incumbents and compete with traditional ...

Software companies were supposed to benefit from the AI revolution, incorporating models into their platforms and applications and building value on that foundation. That thesis was shaken in November ...

Threat actors are exploiting the recent Claude Code source code leak by using fake GitHub repositories to deliver Vidar information-stealing malware. Claude Code is a terminal-based AI agent from ...

Over the years, generative AI has exploded in usage, but the party is coming to an end. For a while, the industry operated in some sort of "subsidy window" where giant AI labs and venture capitalists ...

Anthropic launched a tool that can operate a computer remotely from smartphone commands. While ServiceNow's results have been solid, there is some evidence that AI programs are taking share from ...