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Parnassus CIO Todd Ahlsten warns AI could pressure Salesforce and ServiceNow’s per-seat model as companies do more work with fewer employees.
Wells Fargo analyst Michael Turrin maintains ServiceNow (NYSE:NOW) with a Overweight and raises the price target from $160 to $175.
ServiceNow (NYSE:NOW) has quietly built one of the fastest-growing cybersecurity businesses in the industry, and on August 4, it made that ambition explicit. The company rolled out six new Autonomous Security solutions built to catch and fix threats before they turn into breaches, tied together under what it calls Shift Zero. The timing lines up […]
This was the month when many investors discovered software stocks were not so toxic.