A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.

An AI scare cut this software stock in half -- but the company's own growth never got the memo.

What Happened? Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) fell 5% in the afternoon session after a stronger-than-expected jobs report signaled that the Federal Reserve may ...

ServiceNow (NYSE:NOW) grew revenue 20.88% for the full year with CEO Bill McDermott promising to build “the AI control tower for business reinvention.” Yet shares sit at $95.04, down 37.96% YTD ...

Tech stocks were riding high in recent years thanks to artificial intelligence, but the situation changed in 2026. Wall Street was gripped by fears that AI could make some technology companies ...

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 9.4% in the afternoon session after it continued to rally extending double digit gains from the previous session, which ...

Fears of AI displacing software companies resulted in share price drops for ServiceNow and Salesforce. Salesforce saw 9% year-over-year revenue growth in the third quarter and raised its 2025 ...

Salesforce's fiscal first quarter of 2027 (the period ended April 30, 2026) was solid. Revenue rose 13% year over year to $11.1 billion, an acceleration from the 9% growth it reported two quarters ...

"We obviously put our money where our mouth is," ServiceNow CEO Bill McDermott said of the company's increased buybacks. ServiceNow touted artificial-intelligence momentum in its latest earnings ...

ServiceNow (NOW) jumps on Guggenheim’s Buy upgrade. See valuation rationale, growth outlook, AI risks, and why NOW may still ...

Application-software stocks are getting more love from Wall Street ServiceNow shares rallied after Bank of America reinstated coverage with a buy rating and $130 price target. Just a few weeks ago, ...