Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence.

ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer mentioned the stock while discussing the ...

A student holds up a sign at the CalArts graduation ceremony on Friday, May 15, 2026. (photo used with permission) California Institute of the Arts (CalArts) President Ravi S. Rajan was met with loud ...

For much of the recent stock market advance, software lagged badly as investors concentrated capital in semiconductors, AI infrastructure, and megacap hardware names.

Just a few weeks ago, ServiceNow dragged down the entire software sector after its disappointing earnings report raised concerns about the health of customer spending. But ServiceNow’s NOW stock just ...

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 ...

Buy NOW. The “SaaSpocalypse” fear is already priced in (massive drawdown + death cross), while fundamentals are still strong: Q1 revenue +22% and RPO +25% signal customers are not abandoning the ...

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, ...

Ricky oversees and leads the editorial team for BizTech magazine. He's a writer, technology enthusiast, superhero lover and eternally curious. While many thought leaders, policy makers and tech ...

Bernstein analyst Peter Weed raised his price target on ServiceNow (NYSE:NOW | NOW Price Prediction) to $236 from $226 while maintaining an Outperform rating, framing the company’s Analyst Day as a ...

ServiceNow CEO Bill McDermott set the mood music for this year’s Knowledge conference in Las Vegas by banging the drum for the dawn of agentic cyber security. Agentic artificial intelligence (AI) was ...

Forbes contributors publish independent expert analyses and insights. Victor Dey is an analyst and writer covering AI and emerging tech. This voice experience is generated by AI. Learn more. This ...