Salesforce has shed nearly a third of its value this year while continuing to beat earnings estimates, and at least one analyst on Wall Street thinks that disconnect sets up a return most investors are not pricing in.

Palantir posted blowout earnings while its stock cratered 30% this year, creating a tension that forces a hard question about whether the market is punishing a compounding machine or finally pricing in a valuation that was never sustainable.

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others.

The corporate world has taken more than just algorithms and platforms from the tech world. It has absorbed some of the tech mindset, too.

Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to a very specific price target that cuts against the bearish narrative still dominating Wall Street.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Silicon Valley tech company ServiceNow has laid off almost 300 jobs.

Rimini Street (NASDAQ:RMNI) reported second-quarter revenue growth and reiterated its full-year outlook, citing demand for its core support offerings, expansion of its enterprise software services portfolio and progress in selling AI-focused solutions. Revenue for the quarter ended June 30 was $111

IBM's enterprise AI strategy centers on governance, security and hybrid control, but converting demand into durable revenue remains gradual.

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...

A substantial stock rally has investors asking whether it's backed by real business fundamentals and, if so, whether the shares still have room to run or are now fully valued.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

Investing.com -- ServiceNow (NYSE: NOW) could cut up to 1,000 roles this year as part of a planned rightsizing following a string of acquisitions, people familiar with the matter told Investing.com.

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

ServiceNow stock has fallen 40.8% over the past year, yet the valuation checks still lean expensive rather than cheap, which raises questions about how much of the recent AI and cybersecurity story is already reflected in the price. Over the last 12 months the share price declined 40.8%, which suggests a lot of optimism has already unwound even as the business continues to attract attention around its AI platform and security offerings. Partnerships and product expansion around the...

ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where they belong is far wider than Wall Street admits.

One of the genuine fears surrounding agentic AI is the question nobody likes to say out loud: What happens when it goes wrong? Or becomes unmanageable? We all know what AI can do. It can operate autonomously across enterprise systems, make decisions, and take actions without constant human ...

NOW is seeing accelerating Agentic AI adoption as rising customer demand and expanding AI products support long-term revenue growth.

A number of stocks jumped in the afternoon session after a drop in Treasury yields and growing concerns over the artificial intelligence investment cycle improved the market's appetite for enterprise software.

Despite a slight revenue dip, TeamViewer SE (TMVWF) strengthens its market position through strategic alliances and increased AI integration, while navigating macroeconomic uncertainties.

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

FJTSY vs. NOW: Which Stock Is the Better Value Option?

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

ServiceNow (NOW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...

Crude tumbled as geopolitical tensions eased, while semiconductor losses dragged the Nasdaq lower, today, July 27, 2026.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.2% while the S&P 500 searched for direction. The Dow was up, 0.

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.

The average brokerage recommendation (ABR) for ServiceNow (NOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The stock is down 37% this year, but management is raising its full-year guidance.

The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

TeamViewer and ServiceNow (NYSE:NOW) have agreed a multi-year partnership to connect TeamViewer’s Digital Employee Experience and Remote Connectivity with the ServiceNow AI Platform. The collaboration focuses on building more autonomous IT operations through joint product work and capital investment from both companies. Separately, Experian is expanding its deployment of the ServiceNow AI Platform to support broader AI driven workflows and automation across its business. ServiceNow, which...

ServiceNow stock has been caught in the SaaS sell-off this year.

Worries about AI making software companies obsolete may be overblown.

Seven years ago, on an earnings call, ServiceNow CEO Bill McDermott promised the company would become the defining enterprise software company of the 21st century, according to a transcript published by Benzinga. That promise rested almost entirely on IT ticket routing, the unglamorous software ...

These companies are turning AI from a threat into an opportunity.

Salesforce stock has cratered over 38% this year while its AI business quietly explodes in the background, and the gap between those two realities is exactly where opportunity hides or evaporates.

Big tech earnings week punished spenders despite beats. Price, money flow, options, and analyst data reveal who won and lost.

ServiceNow's revenue has grown steadily to $4 billion, while Navitas has contracted sharply — but its recent uptick hints at a potential inflection point.

A software firm's stock chart looks like a wreck, but its financial engine keeps humming a very different tune.

ServiceNow reported second-quarter results the evening of Wednesday, July 22, beating Wall Street’s expectations on revenue, margin, and bookings. The backdrop made that harder than it sounds. Investors had spent the prior week watching IBM and Pegasystems blame artificial intelligence spending ...

Bank of America reiterated its Buy rating and $130 price target on ServiceNow (NOW) after the software company reported stronger-than-expected second-quarter contract growth. The target represents about a 36% upside from the $95.46 share price listed in BofA’s July 23 report. According to the ...

While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.

NOW Corporation (PSE:NOW) is back on investor radars after Oracle secured a multiyear US Department of War software deal. Traders see this development as positive for several software and cloud peers, including ServiceNow and related workflow platforms. See our latest analysis for NOW. At a share price of ₱0.51, NOW Corporation has seen its short term momentum soften, with the 30 day share price return down 15%. However, the 1 year total shareholder return of 34.21% signals that earlier...

ServiceNow just posted a blowout quarter with AI deployments scaling at a pace no enterprise software company has matched, yet the stock sits 50% below where it traded a year ago. Something about that gap does not add up.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.