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ServiceNow

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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?

ServiceNow Director Anita M Sands Sells 16,445 Shares, Stock Rises 2.1% Despite Insider Selling

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

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Insider Selling: Anita M Sands Unloads $1.48M Of ServiceNow Stock

Anita M Sands, a Board Member at ServiceNow, sold 16,445 shares worth $1.48M on May 19, as per SEC filings. Despite this insider selling, ServiceNow's shares rose by 2.1% to $105.59. The company reported a 22.09% revenue growth but has a low gross margin of 75.07% and an EPS of 0.45, below industry averages. Its P/E ratio is 61.56, indicating a premium price, while the P/S ratio of 7.74 suggests potential undervaluation.

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ServiceNow (NYSE:NOW) shares gapped up from $103.42 to $110.14, closing at $107.43 with significant trading volume. Positive sentiment surrounds the stock due to Bank of America's Buy rating and a $130 price target, alongside a partnership with Experian. However, concerns about insider selling and AI disruption persist. Analysts have mixed ratings, with an average target price of $141.89. The company reported $0.97 EPS, meeting estimates, and a 22.1% year-over-year revenue increase.

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ServiceNow (NYSE:NOW) Shares Gap Up   - Time to Buy?

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ServiceNow (NOW) stock is under discussion, with Bernstein analyst Peter Weed setting a price target of $236, indicating a potential 125% upside. Despite a year-to-date decline of 32.37%, Weed's bullish outlook is supported by the company's growth plans and improving profitability. However, concerns about long-term subscription revenue growth remain. Today's trading saw 27.43 million shares exchanged, slightly below the three-month average.

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How High Can ServiceNow's Stock (NOW) Price Rise?

ServiceNow stock surged 5% following Bank of America’s $130 price target and a shift in investor focus back to enterprise software. The company is benefiting from positive market dynamics and a recent partnership with Experian to enhance AI-driven automation. Analysts maintain a Buy rating with an average target of $139, while ServiceNow aims for over $30 billion in annual subscription revenue by 2030, expecting to keep gross margins above 80%. The stock has gained 11.6% in the past month.

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What's Going On With ServiceNow Stock Tuesday?

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The Dow declined following Home Depot's earnings report during a significant retail earnings week, contributing to a drop in the Nasdaq as well. Market attention is now on upcoming retail earnings and Google's I/O event.

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Stock Market Today: Dow Slides As Home Depot Falls During Big Retail Earnings Week; Nasdaq Drops

Bank of America analyst Tal Liani believes ServiceNow (NOW) will benefit from AI advancements rather than be replaced by them. Despite a 50% decline over the past year, NOW's stock has rebounded 17% recently. Liani projects revenue growth of 18-22% from 2026 to 2028 and reinstated a Buy rating with a price target of $130, suggesting a 21% increase in share value. The consensus among analysts is a Strong Buy, with an average target of $141.68, indicating potential one-year returns of 32%.

- ServiceNow is benefiting from a recovery in the enterprise software sector, with its stock rebounding despite a 50% decline over the past year.  
- Analyst Tal Liani from BofA believes that ServiceNow will profit from new AI solutions rather than being replaced, citing its essential role in managing enterprise workflows.  
- Liani forecasts revenue growth of 18-22% from 2026 to 2028 and recommends a buy rating with a target price of $130, supported by a consensus rating showing 34 analysts optimistic about its future.

Bank of America Thinks ServiceNow (NOW) Stock Is an AI Winner – Here’s Why

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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.

ServiceNow(NOW.US)

Insider Selling: Anita M Sands Unloads $1.48M Of ServiceNow Stock

ServiceNow (NYSE:NOW) Shares Gap Up - Time to Buy?

How High Can ServiceNow's Stock (NOW) Price Rise?

What's Going On With ServiceNow Stock Tuesday?

Stock Market Today: Dow Slides As Home Depot Falls During Big Retail Earnings Week; Nasdaq Drops

Bank of America Thinks ServiceNow (NOW) Stock Is an AI Winner – Here’s Why

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

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