Software stocks surged as ServiceNow, Snowflake, Microsoft and others rally on upbeat earnings and AI optimism.

ServiceNow got a boost from a Wall Street analyst in a note on Monday. The stock is far off its highs, despite posting generally solid revenue and earnings growth. The analyst believes ServiceNow will ...

In a note today, Bank of America analyst Tal Liani restarted coverage of ServiceNow, giving the stock a Buy rating and a $130 price target, relative to the $95 stock price at which ServiceNow started ...

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Shares of enterprise software giant ServiceNow (NYSE: NOW) rallied roughly 8.4% on Monday as of 3:23 p.m. EDT. ServiceNow has been a casualty of the "SaaS-pocalypse" this year, in which the emergence ...

Enterprise software has long operated on a relatively stable hierarchy of power: The companies that owned the interface largely owned the customer relationship. Employees moved through dashboards, ...

ServiceNow's gross margin has slipped from about 80% in fiscal year 2024 to 75% as of the end of the first quarter this year. While subscription margins appear relatively strong in the mid-70% range, ...

ServiceNow's Knowledge 2026 announcements - an expanded AI Control Tower, a broader Autonomous Workforce and the debut of Autonomous Security & Risk - show how its recent acquisitions of Armis, Veza ...

The Nasdaq slipped from record highs on Thursday after the first big wave of tech earnings failed to save the day. The tech-heavy index fell 0.9%. The S&P 500 dropped 0.4%. The Dow dropped 180 points, ...

Shares of technology companies fell as the sector gave back some of its recent gains due to concerns about the software business. Business software maker ServiceNow warned that delayed closings of ...