Systems Software

ServiceNow

Today’s Key News Recap

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May 6 | Dolphin Research Focus: Macro/Industry. The US SEC has proposed allowing listed companies to voluntarily file semiannual reports instead of quarterly reports, reducing periodic disclosures from four times a year to two. 🐬Companies could continue using Form 10-Q or switch to a new Form 10-S for half-year reporting. The proposal now enters a 60-day comment period and would take effect once adopted.The aim is to ease compliance burdens, curb short-termism among management, and support long-term planning. However, lower transparency and delayed data could weaken price discovery and exacerbate information asymmetry...

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Anthropic inks multi-bn compute pact with GOOGL; cloud chips ignite QCOM AI rally | Daily News Recap

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Below is Dolphin Research's Trans of $Salesforce(CRM.US) FY26 Q4 earnings call.For our earnings analysis, cf. 'Salesforce: The AI replacement thesis sweeps the field — has the SaaS leader been cast aside?'Key takeaways recap1) Q1 guidance: revenue of $11.03–11.08bn, implying reported growth of ~12–13%.Management also guides Q1 CRPO to grow ~14% YoY on a reported basis ...

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CRM Trans: Organic rev. growth to re-accelerate in H2 FY

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BYD: Once the King of Competition, Now Being Outcompeted, Can the King of BYD Successfully Break the Deadlock?

BofA Securities Initiates Coverage on ServiceNow with Buy Rating, $130 Target Price

ServiceNow Issues $4 Billion Bonds to Refinance Armis Security Acquisition Loan

Experian Partners with Now to Expand Trusted Decision-Making in Autonomous AI

Atlantic Union Bankshares Corp Significantly Increases Holdings in ServiceNow

ServiceNow plans to raise $4 billion through bond issuance

ServiceNow Receives Bullish Cover With Target Price Up To $236

AG2R LA Mondiale Gestion D Actifs Significantly Increased Stake in ServiceNow

ServiceNow Build Agent Updates to Support Major AI Coding Tools

ServiceNow Reaches $1B in Transactions on AWS Marketplace

Tanium and ServiceNow Collaborate to Launch ITOM AI Prime

C1Secure Launches SmartAI Ops to Enhance ServiceNow AI Control Tower

ServiceNow Unveils Autonomous Workforce AI Experts at Knowledge 2026

ServiceNow Tames Enterprise AI Chaos with Governance and Autonomous Workflows Platform

ServiceNow Launches Connector to Expand Partnership with Cloudera

EPAM to Showcase ServiceNow Development at Knowledge 2026

ServiceNow sets a goal of $30 billion in annual subscription revenue

Danica Pension Corporation Increased Holdings in ServiceNow in Q4

Simplify Alpha collaborates with ServiceNow to improve health plan operations

ServiceNow's European Strategy Focused on AI and Sovereignty

Bender Robert & Associates Significantly Increased Holdings in ServiceNow to $9.65 Million

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Latest News In Cloud AI - LaunchDarkly's AgentControl Revolutionizes AI Agent Management

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LaunchDarkly has launched AgentControl, enabling real-time management of AI agents without redeployment. This innovation allows teams to adapt agent behavior dynamically, enhancing operational efficiency. In market movements, ServiceNow's stock rose 8.8%, while Hyundai Autoever fell 10.6%. Microsoft, Alphabet, and Apple stocks showed minor fluctuations, with Microsoft up 0.4% and Apple down 0.8%. The article also discusses potential growth in Cloud AI and quantum computing investments.

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Software stocks experienced a significant rally on Tuesday, led by ServiceNow, which rose over 5.6% following an 8% increase the previous day. Other companies like Salesforce and Workday also saw gains. This rebound comes as investors shift focus from semiconductor stocks to software firms, which have been undervalued amid AI concerns. Analysts at Bank of America reinstated a buy rating for ServiceNow, highlighting its potential benefits from AI integration. European software stocks also outperformed, indicating a broader recovery in the sector.

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From ServiceNow to Salesforce: why are software stocks rallying today?

C1Secure has launched C1 SmartReady, a release assurance product designed for ServiceNow platform owners to validate, govern, and assure production releases. This tool complements the recently introduced SmartAI Ops, enhancing visibility into AI operations. SmartReady analyzes ServiceNow artifacts, assembles evidence for Change Requests, and generates an App Passport for better governance. It aims to accelerate AI adoption by providing structured oversight for rapid application releases across various industries.

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09:16 ETC1Secure Launches SmartReady, Giving Every ServiceNow Platform Owner the Tools to Validate, Govern, and Assure Rapid Production Releases

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Stock Index Futures Slip as Tech Selloff Continues Despite Trump’s Iran Remarks

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Stock Index Futures Slip as Tech Selloff Continues Despite Trump’s Iran Remarks

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On CNBC's 'Final Trades', ServiceNow gained 8.8% to $103.42, with Bank of America reinstating it as a Buy at a $130 target. Alibaba rose 0.5% to $133.26 after mixed Q4 results. Archer-Daniels-Midland reported strong Q1 results and raised FY26 EPS guidance, closing up 0.6% at $80.91. iShares U.S. Basic Materials ETF fell 0.3%.

- On CNBC's “Halftime Report Final Trades,” Jason Snipe highlighted ServiceNow, Inc. as his final trade, with Bank of America supporting a Buy rating and a $130 target.  
- Stephen Weiss chose Alibaba Group, which reported mixed earnings with a revenue increase to $35.28 billion, while Joseph M. Terranova recommended Archer-Daniels-Midland, citing its strong financial results.  
- Price movements included ServiceNow up 8.8% and Alibaba gaining 0.5%, whereas the iShares U.S. Basic Materials ETF slipped 0.3%.

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ServiceNow, Alibaba, Archer-Daniels-Midland And More On CNBC's 'Final Trades'

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Software stocks are experiencing a mini bull market despite semiconductor shares dragging down the Nasdaq-100. The iShares Expanded Tech-Software Sector ETF (IGV) rose over 1%, marking a 20% increase since April. Options traders are showing bullish sentiment, with significant call buying in Microsoft and ServiceNow. Cybersecurity stocks are also performing well, with Amplify's ETF up 16% since April. However, software stocks remain down 12% for the year amid fears of AI replacing software companies.

- Software stocks are showing signs of recovery with the iShares Expanded Tech-Software Sector ETF (IGV) rising over 1% and gaining more than 20% since April.  
- The market's optimism is reflected in options trading, with significant bullish bets on Microsoft and strong demand for ServiceNow, which saw a 9% jump following a positive analyst rating.  
- Despite recent gains, the IGV remains down 12% for the year, illustrating ongoing concerns regarding the impact of AI on software companies.

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Software stocks stage 'mini' bull market. Some traders see more gains

ServiceNow shares rose 4% after Bank of America reinstated coverage with a Buy rating and a $130 price target. Analysts view the company as an 'AI beneficiary' due to its critical role in workflow orchestration. They believe that AI will increase demand for ServiceNow's products, as replacing its systems would be costly and complex. Recent initiatives are expected to capture value from AI adoption, providing a much-needed boost for the stock, which had previously dropped over 40% this year.

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ServiceNow rises after Bank of America analysts reinstate as a Buy with a $130 price target

ServiceNow(NOW.US)

Latest News In Cloud AI - LaunchDarkly's AgentControl Revolutionizes AI Agent Management

From ServiceNow to Salesforce: why are software stocks rallying today?

09:16 ETC1Secure Launches SmartReady, Giving Every ServiceNow Platform Owner the Tools to Validate, Govern, and Assure Rapid Production Releases

Stock Index Futures Slip as Tech Selloff Continues Despite Trump’s Iran Remarks

ServiceNow, Alibaba, Archer-Daniels-Midland And More On CNBC's 'Final Trades'

Software stocks stage 'mini' bull market. Some traders see more gains

ServiceNow rises after Bank of America analysts reinstate as a Buy with a $130 price target

Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Tuesday; Sandisk to Fall, ServiceNow to Rise

Trending | NOW Surges 8% on Monday, Some Call options Soar 566%

Trending