<p>作者：Christine Ji</p>
<p>应用软件股票在华尔街获得更多关注</p>
<p>在美国银行重新启动对 ServiceNow 的覆盖并给予买入评级和 130 美元的目标价后，ServiceNow 的股价上涨。</p>
<p>就在几周前，ServiceNow 因其令人失望的财报拖累了整个软件行业，引发了对客户支出健康状况的担忧。</p>
<p>但现在，ServiceNow（NOW）的股票有望迎来一年多以来的最佳表现，可能暗示软件行业的复苏。</p>
<p>周一早些时候，ServiceNow 的股价上涨了最多 8%，截至午盘交易时上涨了 5%，有望实现连续第三个交易日的上涨。这家企业工作流软件提供商的股票在标准普尔 500 指数中表现第二好。根据道琼斯市场数据，该股票有望实现自 2025 年 4 月以来的最佳单日百分比涨幅。</p>
<p>推动今天上涨的是华尔街重新燃起的乐观情绪，美国银行分析师 Tal Liani 周一重新启动了对该股票的覆盖，给予买入评级和 130 美元的目标价。Liani 写道，该公司在管理和审计组织中的人工智能代理方面发挥着 “关键任务” 的作用。</p>
<p>关于人工智能解决方案取代传统企业软件的担忧导致 ServiceNow 的股价自年初以来下跌了 34%，但 Liani 表示，考虑到公司的增长和自由现金流生成，当前股价具有吸引力。</p>
<p>“虽然人工智能正在扰乱软件领域，但我们认为 [ServiceNow] 将从新的人工智能解决方案中受益，而不是被取代，” Liani 说。由于该公司已经深度嵌入企业工作流，ServiceNow 在为人工智能代理提供合规保障和确定性商业规则方面具有独特优势，Liani 表示。</p>
<p>该公司成功地从基于席位的定价模式转向考虑人工智能消费的混合定价模式。Liani 指出，随着客户转向更高层次的套餐，管理层预计平均价格将上涨 20% 至 30%。Liani 还强调，ServiceNow 最近收购的网络安全公司 Armis 和 Veza 扩大了公司的可服务市场，并增强了其人工智能控制塔的产品。</p>
<p>阅读：为什么 ServiceNow 的股票在财报发布后下滑</p>
<p>更广泛的软件行业也出现了其他的绿 shoots。iShares Expanded Tech-Software Sector ETF IGV 的股票在过去一周上涨了超过 1%，在过去一个月上涨了近 7%。</p>
<p>Jefferies 分析师 Jeffrey Favuzza 在周一早上的报告中写道，基础设施软件和网络安全股票最近表现尤为突出。投资者押注这些公司更能抵御人工智能的冲击，因为它们的商业模式与对人工智能计算需求的激增密切相关。</p>
<p>然而，应用软件股票也参与了这波上涨。上周，设计软件公司 Figma（FIG）以强劲的财报令投资者惊艳，显示其基于使用的信用系统通过人工智能实现了更多的货币化。该公司表示，75% 的重度企业用户在达到每月上限后选择购买额外的信用。</p>
<p>自上周四以来，Figma 的股票上涨了 14%，此前该公司自去年上市以来股价遭受重创。</p>
<p>查看更多：Figma 为其疲软的股票找到了一个解决方案——一种通过其人工智能产品赚钱的新方式</p>
<p>-Christine Ji</p>
<p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>05-18-26 1305ET</p>

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<p>ServiceNow 的股票有望迎来一年多以来的最佳表现，股价上涨 5%，原因是美国银行重新覆盖并给予买入评级，目标价为 130 美元。这是在经历了一段因对人工智能对传统软件影响的担忧而导致的下滑后发生的。分析师认为，ServiceNow 在人工智能进步中处于有利位置，成功转向混合定价模式以及近期的收购增强了其市场覆盖率。更广泛的软件行业也显示出复苏的迹象</p>

<p>By Christine Ji</p>
<div class="lb-trans"><p>作者：Christine Ji</p>
</div><p>Application-software stocks are getting more love from Wall Street</p>
<div class="lb-trans"><p>应用软件股票在华尔街获得更多关注</p>
</div><p>ServiceNow shares rallied after Bank of America reinstated coverage with a buy rating and $130 price target.</p>
<div class="lb-trans"><p>在美国银行重新启动对 ServiceNow 的覆盖并给予买入评级和 130 美元的目标价后，ServiceNow 的股价上涨。</p>
</div><p>Just a few weeks ago, ServiceNow dragged down the entire software sector after its disappointing earnings report raised concerns about the health of customer spending.</p>
<div class="lb-trans"><p>就在几周前，ServiceNow 因其令人失望的财报拖累了整个软件行业，引发了对客户支出健康状况的担忧。</p>
</div><p>But now ServiceNow's (NOW) stock is on track for its best day in over a year, potentially hinting at a software revival.</p>
<div class="lb-trans"><p>但现在，ServiceNow（NOW）的股票有望迎来一年多以来的最佳表现，可能暗示软件行业的复苏。</p>
</div><p>ServiceNow shares rose as much as 8% earlier Monday and were up 5% as of midday trading, heading for their third consecutive session of gains. Shares of the enterprise workflow software provider are the second-best performer in the S&amp;P 500 index SPX. The stock is on track for its best one-day percentage increase since April 2025, according to Dow Jones Market Data.</p>
<div class="lb-trans"><p>周一早些时候，ServiceNow 的股价上涨了最多 8%，截至午盘交易时上涨了 5%，有望实现连续第三个交易日的上涨。这家企业工作流软件提供商的股票在标准普尔 500 指数中表现第二好。根据道琼斯市场数据，该股票有望实现自 2025 年 4 月以来的最佳单日百分比涨幅。</p>
</div><p>Powering today's rally is a renewed sense of optimism from Wall Street, with Bank of America analyst Tal Liani reinstating coverage of the stock on Monday with a buy rating and a $130 price target. Liani wrote that the company serves a &#34;mission-critical&#34; role in governing and auditing artificial-intelligence agents in organizations.</p>
<div class="lb-trans"><p>推动今天上涨的是华尔街重新燃起的乐观情绪，美国银行分析师 Tal Liani 周一重新启动了对该股票的覆盖，给予买入评级和 130 美元的目标价。Liani 写道，该公司在管理和审计组织中的人工智能代理方面发挥着 “关键任务” 的作用。</p>
</div><p>Concerns about AI solutions replacing traditional enterprise software have caused ServiceNow shares to shed 34% since the beginning of the year, but Liani said the stock is attractively priced at current levels given the company's growth and free-cash-flow generation.</p>
<div class="lb-trans"><p>关于人工智能解决方案取代传统企业软件的担忧导致 ServiceNow 的股价自年初以来下跌了 34%，但 Liani 表示，考虑到公司的增长和自由现金流生成，当前股价具有吸引力。</p>
</div><p>&#34;While AI is disrupting the software landscape, we think [ServiceNow] stands to benefit from, rather than be replaced by, new AI solutions,&#34; Liani said. Because the company is already deeply embedded inside corporate workflows, ServiceNow is uniquely positioned to provide compliance guardrails and deterministic business rules for AI agents, Liani said.</p>
<div class="lb-trans"><p>“虽然人工智能正在扰乱软件领域，但我们认为 [ServiceNow] 将从新的人工智能解决方案中受益，而不是被取代，” Liani 说。由于该公司已经深度嵌入企业工作流，ServiceNow 在为人工智能代理提供合规保障和确定性商业规则方面具有独特优势，Liani 表示。</p>
</div><p>The company has been successfully pivoting from a seat-based to a hybrid pricing model that accounts for AI consumption. Liani noted that executives expect an average price bump of 20% to 30% as clients move into higher-tier bundles. Liani also highlighted that ServiceNow's recent acquisitions of cybersecurity companies Armis and Veza expand the company's addressable market and strengthen its AI Control Tower offering.</p>
<div class="lb-trans"><p>该公司成功地从基于席位的定价模式转向考虑人工智能消费的混合定价模式。Liani 指出，随着客户转向更高层次的套餐，管理层预计平均价格将上涨 20% 至 30%。Liani 还强调，ServiceNow 最近收购的网络安全公司 Armis 和 Veza 扩大了公司的可服务市场，并增强了其人工智能控制塔的产品。</p>
</div><p>Read: Why ServiceNow's stock is sliding in the wake of earnings</p>
<div class="lb-trans"><p>阅读：为什么 ServiceNow 的股票在财报发布后下滑</p>
</div><p>The broader software sector is seeing other green shoots as well. Shares of the iShares Expanded Tech-Software Sector ETF IGV are up over 1% in the past week and nearly 7% in the past month.</p>
<div class="lb-trans"><p>更广泛的软件行业也出现了其他的绿 shoots。iShares Expanded Tech-Software Sector ETF IGV 的股票在过去一周上涨了超过 1%，在过去一个月上涨了近 7%。</p>
</div><p>Jefferies analyst Jeffrey Favuzza wrote in a Monday morning note that infrastructure software and cybersecurity stocks have been particular outperformers recently. Investors have bet on these companies to be more AI-resistant, as their business models are tied to the boom in demand for AI computing.</p>
<div class="lb-trans"><p>Jefferies 分析师 Jeffrey Favuzza 在周一早上的报告中写道，基础设施软件和网络安全股票最近表现尤为突出。投资者押注这些公司更能抵御人工智能的冲击，因为它们的商业模式与对人工智能计算需求的激增密切相关。</p>
</div><p>However, application-software stocks are also participating in the rally. Last week, design-software company Figma (FIG) wowed investors with a strong earnings report that showed increasing AI monetization through its usage-based credit system. The company shared that 75% of heavy enterprise users opted to buy additional credits after hitting their monthly caps.</p>
<div class="lb-trans"><p>然而，应用软件股票也参与了这波上涨。上周，设计软件公司 Figma（FIG）以强劲的财报令投资者惊艳，显示其基于使用的信用系统通过人工智能实现了更多的货币化。该公司表示，75% 的重度企业用户在达到每月上限后选择购买额外的信用。</p>
</div><p>Shares of Figma, which have been heavily battered since the company's public listing last year, have risen 14% since last Thursday.</p>
<div class="lb-trans"><p>自上周四以来，Figma 的股票上涨了 14%，此前该公司自去年上市以来股价遭受重创。</p>
</div><p>See more: Figma has a fix for its ailing stock - a new way to make money off its AI products</p>
<div class="lb-trans"><p>查看更多：Figma 为其疲软的股票找到了一个解决方案——一种通过其人工智能产品赚钱的新方式</p>
</div><p>-Christine Ji</p>
<div class="lb-trans"><p>-Christine Ji</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>05-18-26 1305ET</p>
<div class="lb-trans"><p>05-18-26 1305ET</p>
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ServiceNow's stock heads for best day in a year - flashing a green light for the software sector

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ServiceNow 的股票迎来一年中表现最好的一天——为软件行业亮起绿灯