SERVICENOW, INC. (NOW)

Despite a brutal tech sell-off driven by AI disruption concerns, Wall Street analysts see significant upside in ServiceNow and Microsoft. ServiceNow has fallen 58% from highs but maintains strong enterprise demand with 85 billion workflows in flight and 21% subscription revenue growth. Microsoft is down 35% but shows accelerating cloud revenue growth of 26% year-over-year and strong AI adoption. Both stocks trade well below historical valuation multiples, with analysts projecting 80% and 63% upside respectively.

The Motley Fool•John Ballard

Apr 3

The global SaaS Management Market is expected to grow from $4.58 billion in 2025 to $9.37 billion by 2030 at a 15.4% CAGR. Growth is driven by increasing demand for automated governance, cost optimization, and multi-cloud visibility. Recent acquisitions by major vendors are accelerating advancements in AI-driven analytics and compliance monitoring, with cloud deployment and strategic advisory services emerging as the fastest-growing segments.

GlobeNewswire Inc.•Marketsandmarkets™

Apr 3

ServiceNow's stock has declined nearly 50% as the company faces a strategic paradox: it must sell AI technology (Now Assist) that could commoditize its core business. While the company's Configuration Management Database provides switching costs and 98% customer renewal rates, AI is automating the process-driven workflows that form ServiceNow's foundation. The shift to AI products introduces higher compute costs, pressuring margins, while traditional growth is maturing with 85% of large enterprises already customers. Competition from embedded rivals like Microsoft further threatens ServiceNow's platform value.

The Motley Fool•Bryan White

Apr 2

Glasswing Ventures announced the appointment of 14 distinguished AI and enterprise leaders to its Connect and Protect Advisory Councils. The advisors, drawn from companies like Google, ServiceNow, Microsoft, and others, will provide portfolio companies with strategic guidance on AI adoption, go-to-market initiatives, and enterprise readiness. The move reflects the firm's growth as enterprises accelerate AI deployment from experimentation to production.

GlobeNewswire Inc.•Glasswing Ventures

Apr 1

While Palantir has shown strong financial performance with 70% YoY revenue growth and expanding margins, its valuation is extremely high at a forward P/E of 113. ServiceNow is positioned to outperform Palantir over the next year due to its diversified software suite, strong AI integration through NowAssist and AI Control Tower, and more attractive valuation at 25x earnings with conservative guidance that could drive upside surprises.

The Motley Fool•Adam Levy

Mar 31

While Palantir has impressive growth, its valuation at 47x forward P/S is considered excessive. The article recommends UiPath and ServiceNow as better AI investment opportunities, both positioned in AI agent orchestration with more attractive valuations and strong growth potential.

The Motley Fool•Geoffrey Seiler

Mar 30

The article recommends eight AI-focused technology stocks for building a foundational tech portfolio: Nvidia, AMD, Broadcom, Micron, TSMC, Alphabet, Meta Platforms, and ServiceNow. These companies are positioned to benefit from AI infrastructure buildout, custom chip development, advanced manufacturing, and AI integration into core business operations.

The Motley Fool•Geoffrey Seiler

Mar 27

Crescendo, an AI-native customer experience solution company, has been certified as a Great Place To Work across five global regions. The certification is based on employee feedback, with 87% of employees rating it as a great place to work—30 points above the U.S. average. The company emphasizes trust, belonging, and impact, with high employee satisfaction scores across fairness, wellness, and work-life balance metrics.

GlobeNewswire Inc.•Globe Newswire

Mar 24

BeyondTrust's Phantom Labs research reveals a 466.7% year-over-year increase in enterprise AI agents, creating a 'shadow AI workforce' with significant identity security risks. Many organizations operate over 1,000 AI agents with administrative-level privileges that security teams are unaware of, driven by rapid adoption of AI-enabled platforms from Microsoft, Salesforce, ServiceNow, and others.

GlobeNewswire Inc.•Beyondtrust

Mar 23

BeyondTrust announced expanded capabilities in its Pathfinder Platform to secure AI agent coworkers and autonomous AI workloads across cloud and SaaS environments. The company's research found enterprises are running shadow AI agents with privileged access that security teams cannot see or govern, with AI agent growth accelerating at 466.7% year-over-year. The platform now provides unified visibility and control over AI, human, and machine identities across endpoints, cloud infrastructure, and SaaS platforms.

GlobeNewswire Inc.•Beyondtrust

Mar 23