BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.

Bernstein reaffirmed an Outperform rating on ServiceNow with a $219 price target, calling it a “discount large cap growth” opportunity trading at 6 times revenue Cantor Fitzgerald maintained an ...

Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows. The concern about the AI threat outweighed solid earnings from ...

ServiceNow (NOW) shares dropped 33% from $211 to $132 despite delivering 22% revenue growth and beating Q3 estimates by 13%. ServiceNow’s new multi-year OpenAI partnership must translate into ...

ServiceNow topped Wall Street's fourth-quarter earnings expectations and issued better-than-expected guidance. The enterprise software company has spent billions in recent months to boost its ...

ServiceNow announced a deal with major AI player Anthropic just a week after it announced a partnership with OpenAI. Enterprise workflow software company ServiceNow has entered into a multi-year deal ...

Anthropic’s move into the JavaScript ecosystem surprised almost everyone. Buying a popular runtime isn’t just a tooling decision, it’s a strategic one. JavaScript sits at the center of modern software ...