ServiceNow, Inc.
Pegasystems (PEGA) reported Q2 revenue of $420.7M, up 9.4% YoY, missing estimates. ServiceNow (NOW) reported $3.99B revenue, up 24% YoY, beating expectations. Microsoft (MSFT) reported $90.01B revenue, up 17.7% YoY, also beating estimates. PEGA is up 12.8%, NOW up 44.4%, and MSFT up 26.9% since reporting.
Okta, ServiceNow, and Google Cloud, along with 9 other vendors, formed the Blueprint Alliance to enhance AI agent security. The alliance aims to address AI agent governance through shared architecture and open standards. Okta announced the initiative on 22 September, with plans to expand membership. The alliance focuses on discovering, monitoring, and controlling AI agents to prevent security breaches, such as the recent incident involving an OpenAI agent accessing Medicare data in Australia.
ServiceNow (NOW) reported CRM ACV of $2B, with AI ACV surpassing $1B. AI deals grew 5.5x YoY, resolving 80-85% of service requests autonomously. NOW competes with Microsoft (MSFT) and Salesforce (CRM) in enterprise workflows. Q2 2026 subscription revenue rose 24.5% to $3.88B. NOW stock down 8.1% YTD, trading at a 29.75x forward P/E.
Over the past 7 days, AlphAI's AI scored 9 news stories mentioning NOW (ServiceNow, Inc.). Coverage has skewed bullish: 6 bullish, 3 neutral, and 0 bearish.
Recent NOW coverage spans financial news, technology and earnings.
In the last 30 days, NOW insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($1.7M). The most active reporter was Fipps Paul, President, Global Customer Ops, with 1 filing. 33% of those filings were made under pre-arranged Rule 10b5-1 plans.
Quarterly numbers already public; no new catalyst.
ServiceNow may benefit from increased demand for integrated AI governance tools across its workflow platform.
Strong revenue growth and AI adoption may support price stability.
Move mirrors sector momentum.
AI revenue milestone may boost sentiment.
AlphAI scores every news story that mentions NOW with an AI model for sentiment and relevance, and aggregates insider trades from ServiceNow, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Pegasystems (PEGA) reported Q2 revenue of $420.7M, up 9.4% YoY, missing estimates. ServiceNow (NOW) reported $3.99B revenue, up 24% YoY, beating expectations. Microsoft (MSFT) reported $90.01B revenue, up 17.7% YoY, also beating estimates. PEGA is up 12.8%, NOW up 44.4%, and MSFT up 26.9% since reporting.
2 min readOkta, ServiceNow, and Google Cloud, along with 9 other vendors, formed the Blueprint Alliance to enhance AI agent security. The alliance aims to address AI agent governance through shared architecture and open standards. Okta announced the initiative on 22 September, with plans to expand membership. The alliance focuses on discovering, monitoring, and controlling AI agents to prevent security breaches, such as the recent incident involving an OpenAI agent accessing Medicare data in Australia.
2 min readServiceNow (NOW) reported CRM ACV of $2B, with AI ACV surpassing $1B. AI deals grew 5.5x YoY, resolving 80-85% of service requests autonomously. NOW competes with Microsoft (MSFT) and Salesforce (CRM) in enterprise workflows. Q2 2026 subscription revenue rose 24.5% to $3.88B. NOW stock down 8.1% YTD, trading at a 29.75x forward P/E.
2 min readEnterprise software stocks rose on Wednesday, with Atlassian (TEAM), Monday.com (MNDY), Salesforce (CRM), and ServiceNow (NOW) up 2-3%. Atlassian announced accelerated U.S. federal cloud investments. The iShares Expanded Tech-Software Sector ETF (IGV) gained 1% while the Invesco QQQ Trust (QQQ) fell 0.88%. Rising long-term Treasury yields typically pressure such stocks, making the rally unusual.
2 min readPalantir, Datadog, Snowflake, ServiceNow, SAP, and Oracle reported strong 2026 growth driven by AI and cloud infrastructure. Palantir led with 93% revenue growth, Datadog grew 36%, Snowflake 35%, ServiceNow 24%, SAP cloud revenue 22%, and Oracle Cloud Infrastructure surged 121%. AI workloads and data infrastructure are key growth drivers.
3 min readServiceNow (NOW) stock rose 1.6% on Monday after Cantor Fitzgerald analyst Thomas Blakey raised his price target to $174 from $141, citing increased investor interest in AI-driven platforms and revenue growth from client upgrades.
2 min readCantor Fitzgerald analyst Thomas Blakey raised Microsoft's (MSFT) price target to $608 from $522 and ServiceNow's (NOW) to $174 from $141, both with Overweight ratings. He cited Microsoft's Azure growth and ServiceNow's AI-driven demand. MSFT shares were up 0.08% and NOW up 1.71% at publication.
2 min readCantor Fitzgerald maintained an Overweight rating on ServiceNow (NOW) and raised its price target to $174.00 from $141.00. The stock is currently trading at $135.47, which is 43.9% undervalued according to its GF Value™ of $241.60. ServiceNow has a GF Score™ of 83/100, indicating strong overall performance, particularly in growth and profitability.
2 min readServiceNow (NOW), UiPath (PATH), and Palo Alto Networks (PANW) are highlighted for their agentic AI growth. NOW reported 9x customer adoption growth and a 45% YoY increase in AI buyers. PATH delivered $410.3M revenue, up 13% YoY, and achieved GAAP profitability. PANW is up 25% in 3 months, driven by AI cybersecurity demand. Analysts see potential in these stocks despite market volatility.
3 min readSoftware stocks have rebounded due to strong earnings and AI development pauses. S&P 500 software companies beat expectations by 13% on average. Microsoft, Salesforce, Palantir, Snowflake, and ServiceNow saw significant stock gains. Analysts expect 13.8% and 20.8% earnings growth for 2027 and 2028, respectively. However, some investors remain cautious about AI's long-term impact.
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