<p>ServiceNow 在周二早盘交易中上涨 4%，此前美国银行分析师重新覆盖该股票，并给予买入评级和 130 美元的目标价。</p>
<p>美国银行分析师 Tal Liani 领导的团队现在将该公司视为 “人工智能受益者，因为其在工作流程中的根深蒂固的地位”，并表示 “人工智能增加了治理的需求，使 ServiceNow 处于工作流程编排和控制的中心。” 考虑到该公司在现有企业工作流程中的 “深度嵌入的关键任务地位”，用新的人工智能工具替代 NOW 将是 “成本高昂且复杂的”，这是许多今年抛售该股票的投资者的主要担忧（该公司的收益就是最新的例子）。</p>
<p>能够自主执行任务的人工智能代理的威胁，实际上可能会导致对 ServiceNow 产品的需求增加，Liani 写道，代理人工智能的部署 “将提升对编排、权限、审批、政策执行和可审计性的需求，直接与 ServiceNow 的核心能力对齐，使其成为人工智能驱动周期中的编排层。”</p>
<p>团队还强调，ServiceNow 最近的举措将受益于人工智能，而不是受到威胁：</p>
<blockquote>
<p>“我们看到公司在人工智能采用规模化时捕获增量价值：AI 控制塔定义了战略角色；行动织物提供了与工作流程的连接层；混合定价创造了货币化模型；Armis/Veza 的收购增强了安全性和身份背景。”</p>
</blockquote>
<p>这对 NOW 来说是一个急需的信心投票，该公司的股价在 2026 年下跌超过 40%，直到上周的反弹。其他软件同行如 Workday、Atlassian、HubSpot 和 Intuit 在周二开盘前也表现良好。</p>

现在服务

NOWL

<p>ServiceNow 的股价上涨了 4%，因为美国银行重新启动了对其的覆盖，给予 “买入” 评级和 130 美元的目标价。分析师认为该公司是 “人工智能受益者”，因为它在工作流程编排中扮演着关键角色。他们认为，人工智能将增加对 ServiceNow 产品的需求，因为更换其系统将是昂贵且复杂的。近期的举措预计将从人工智能的采用中获取价值，为此前下跌超过 40% 的股票提供急需的提振</p>

<p>ServiceNow is up 4% in early trading on Tuesday, after Bank of America analysts reinstated coverage of the stock with a buy rating and a $130 price objective.</p>
<div class="lb-trans"><p>ServiceNow 在周二早盘交易中上涨 4%，此前美国银行分析师重新覆盖该股票，并给予买入评级和 130 美元的目标价。</p>
</div><p>Now seeing the company as an “AI beneficiary given its entrenched workflow position,” Bank of America analysts, led by Tal Liani, wrote that “AI increases the need for governance, positioning ServiceNow at the center of workflow orchestration and control.” Replacing NOW with new AI tools, which has been the primary concern for many investors who have dumped the stock this year (the company's earnings being the latest example), will be “costly and complex,” considering the company’s “deeply embedded mission-critical position” within existing enterprise workflows, according to BofA's analysts.</p>
<div class="lb-trans"><p>美国银行分析师 Tal Liani 领导的团队现在将该公司视为 “人工智能受益者，因为其在工作流程中的根深蒂固的地位”，并表示 “人工智能增加了治理的需求，使 ServiceNow 处于工作流程编排和控制的中心。” 考虑到该公司在现有企业工作流程中的 “深度嵌入的关键任务地位”，用新的人工智能工具替代 NOW 将是 “成本高昂且复杂的”，这是许多今年抛售该股票的投资者的主要担忧（该公司的收益就是最新的例子）。</p>
</div><p>The threat of AI agents, which can autonomously do tasks once set up, might actually lead to more demand for ServiceNow's products, with Liani writing that agentic AI deployments &#34;would elevate the need for orchestration, permissions, approvals, policy enforcement and auditability, aligning directly with ServiceNow's core capabilities and making it the orchestration layer in an AI-driven cycle&#34;.</p>
<div class="lb-trans"><p>能够自主执行任务的人工智能代理的威胁，实际上可能会导致对 ServiceNow 产品的需求增加，Liani 写道，代理人工智能的部署 “将提升对编排、权限、审批、政策执行和可审计性的需求，直接与 ServiceNow 的核心能力对齐，使其成为人工智能驱动周期中的编排层。”</p>
</div><p>The team also highlighted how ServiceNow’s recent initiatives would benefit from AI, rather than being threatened:</p>
<div class="lb-trans"><p>团队还强调，ServiceNow 最近的举措将受益于人工智能，而不是受到威胁：</p>
</div><blockquote>
<p>“[W] e see the company capturing incremental value as AI adoption scales: AI Control Tower defines the strategic role; Action Fabric provides the connective layer into workflows; hybrid pricing creates the monetization model; and the Armis/Veza acquisitions strengthen the security and identity context.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“我们看到公司在人工智能采用规模化时捕获增量价值：AI 控制塔定义了战略角色；行动织物提供了与工作流程的连接层；混合定价创造了货币化模型；Armis/Veza 的收购增强了安全性和身份背景。”</p>
</blockquote>
</div><p>That’s a much-needed vote of confidence for NOW, which has seen its shares drop more than 40% in 2026 until the past week’s uptick. Other software peers like Workday, Atlassian, HubSpot, and Intuit are also in the green before the bell on Tuesday.</p>
<div class="lb-trans"><p>这对 NOW 来说是一个急需的信心投票，该公司的股价在 2026 年下跌超过 40%，直到上周的反弹。其他软件同行如 Workday、Atlassian、HubSpot 和 Intuit 在周二开盘前也表现良好。</p>
</div>

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

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在美国银行分析师重新将现在服务评级为买入并设定 130 美元目标价后，现在服务股价上涨