ServiceNow, Inc. provides end to-end intelligent workflow automation platform solutions for digital businesses in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company operates the Now platform for end-to-end digital transformation, artificial intelligence, machine learning, robotic process automation, process mining, performance analytics, and collaboration and development tools. It also provides asset management, cloud observability, integrated risk management; information technology (IT) service management applications; IT service management product suite for enterprise's employees, customers, and partners; strategic portfolio management product suite; IT operations management product that connects a customer's physical and cloud-based IT infrastructure; IT asset management; and security operations that connects with internal and third party. In addition, the company offers integrated risk management product to manage risk and resilience; environmental, social and governance management product; human resources, legal, and workplace service delivery products; customer service management product; and field service management applications. Further, the company provides app engine product; automation engine; platform privacy and security product; and source-to-pay operations. It serves to government, financial services, healthcare, telecommunications, manufacturing, IT services, technology, oil and gas, education, and consumer products through service providers and resale partners. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. ServiceNow, Inc. was founded in 2004 and is headquartered in Santa Clara, California.

ServiceNow, Inc. демонстрирует значительное превосходство по ряду ключевых метрик, таких как ROE, ROA и валовая маржа, что указывает на высокую эффективность компании по сравнению с отраслевыми стандартами. Однако, мультипликаторы P/E и P/S значительно превышают медианные значения, что может указывать на потенциальную переоцененность акций. Показатель текущей ликвидности ниже медианы, что создает определенные риски в финансовом положении компании. Несмотря на это, рост выручки и чистой прибыли на протяжении последних лет, а также низкий уровень долговой нагрузки говорят о стабильности и перспективности бизнеса. Важно отметить, что отсутствие дивидендов может быть воспринято как минус для некоторых инвесторов, однако это также говорит о том, что компания реинвестирует средства для дальнейшего роста. Общая картина указывает на высокие риски, но и на значительный потенциал для роста, обоснованный сильными финансовыми показателями и позицией в индустрии.

ServiceNow, Inc.

Key Points
ServiceNow is looking to become an agentic AI orchestration leader.
Salesforce has created a great launching pad for AI agents.
2026 has not been a good year for software-as-a-service (SaaS) stocks. The sector has been crushed by fears that artificial intelligence (AI) is going to disrupt the industry. That has led to a major sell-off across the board for SaaS stocks in what has been referred to as the "SaaSpocalypse."
While SaaS stocks struggled in 2025, the sector took a huge hit this year following Anthropic's release of Claude Code. Suddenly, agentic coding tools were here, and the potential to quickly create new software through AI was a reality. With the barrier to entry for software creation seemingly gone, investors punished SaaS companies across the board.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
What agentic coding tools do well is quickly create user interfaces and core features. What it doesn't handle is long-term maintenance, governance, compliance, and future integrations. It's never been that difficult for an organization to create its own proprietary software, but the maintenance and responsibility of keeping up with regulatory, application programming interface (API), and cybersecurity changes generally don't make it worthwhile.
At the same time, AI agents are only as good as the data they have access to within an organization. Instead of replacing the SaaS companies that are tightly integrated with their customers' data and workflows, it makes much more sense for these companies to bring AI features to their customers.
This is why both ServiceNow (NYSE: NOW) and Salesforce (NYSE: CRM), regardless of their recent price action, both look well positioned to be long-term AI winners, not losers. However, the question is which stock looks like the better buy in the age of agentic AI? Let's take a closer look at both.
ServiceNow: Becoming an AI orchestration platform
ServiceNow's platform just doesn't sit on top of data; it's basically the internal plumbing information that technology (IT) departments use to run their organizations' entire software stacks. Its configuration management database (CMDB) is deeply embedded within its customers' workflows, becoming an essential system of record built on top of years of proprietary business logic, audit trails, and custom security permissions. It's not something that can easily be ripped and replaced, or replicated.
With the introduction of its AI Control Tower and recent cybersecurity acquisitions of Armis and Veza to bolster its position around rights permissions and asset visibility, ServiceNow is looking to become a leader in agentic AI orchestration. As AI agents begin to proliferate, this has the potential to be a huge growth driver for the company.
Following a post-earnings sell-off, the stock trades at a forward price-to-sales (P/S) multiple of 6 and a forward price-to-earnings (P/E) multiple of 22, while growing its revenue by around 20%.
Salesforce: The ideal launching pad for agentic AI
Few SaaS companies have done as good a job of preparing themselves for agentic AI as Salesforce. Instead of just adding AI tools on top of its software, the company actively went out and positioned its platform to become an ideal AI agent launching pad. As noted above, AI agents are only as good as the data they have access to, and Salesforce has made sure it can be the master of its customers' data.
This starts with the introduction of its Data 360 solution, which uses zero-copy technology to bring in data from cloud providers and data warehouses, like Snowflake, without having to transfer it to its system. It then acquired master data management company Informatica to be able to clean up and structure this data, setting up its Agentforce platform to be one of the leading agentic AI solutions.
From a valuation standpoint, the stock trades at a forward P/S multiple of 3.7 and a forward P/E of 14. It is projecting low double-digit revenue growth over the next several years.
The verdict
I like both stocks and own both. However, if I were to choose only one, I'd pick ServiceNow. I think the company is more embedded with its customers and that the opportunity it has with AI orchestration could be huge. Meanwhile, it is the faster grower and is still trading at a great valuation.
Should you buy stock in ServiceNow right now?
Before you buy stock in ServiceNow, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ServiceNow wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
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*Stock Advisor returns as of April 30, 2026.
Geoffrey Seiler has positions in Salesforce and ServiceNow. The Motley Fool has positions in and recommends Salesforce, ServiceNow, and Snowflake. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Salesforce vs. ServiceNow: Which AI Stock Is the Better Buy?

The increasing effectiveness of AI is changing the enterprise landscape.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
*Stock prices used were the afternoon prices of April 27, 2026. The video was published on April 29, 2026.
Should you buy stock in ServiceNow right now?
Before you buy stock in ServiceNow, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ServiceNow wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 29, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ServiceNow. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ServiceNow Stock Investors Must Know This One Thing Before Buying or Selling the Stock

The management team tried to ease investor concerns in the conference call with analysts.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
*Stock prices used were the afternoon prices of April 25, 2026. The video was published on April 27, 2026.
Should you buy stock in ServiceNow right now?
Before you buy stock in ServiceNow, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ServiceNow wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $492,752!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,327,935!*
Now, it’s worth noting Stock Advisor’s total average return is 991% — a market-crushing outperformance compared to 201% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ServiceNow. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Down 20% After Earnings, Should You Buy ServiceNow Stock on the Dip?

The average one-year price target for ServiceNow (NYSE:NOW) has been revised to $149.78 / share. This is a decrease of 20.26% from the prior estimate of $187.83 dated April 12, 2026.
The price target is an average of many targets provided by analysts. The latest targets range from a low of $85.85 to a high of $252.00 / share. The average price target represents an increase of 65.58% from the latest reported closing price of $90.46 / share.
What is the Fund Sentiment?
There are 2,296 funds or institutions reporting positions in ServiceNow. This is an decrease of 1,144 owner(s) or 33.26% in the last quarter. Average portfolio weight of all funds dedicated to NOW is 0.38%, an increase of 34.41%. Total shares owned by institutions increased in the last three months by 272.71% to 894,339K shares. The put/call ratio of NOW is 0.78, indicating a bullish outlook.
What are Other Shareholders Doing?
Jpmorgan Chase holds 37,857K shares representing 3.67% ownership of the company. In its prior filing, the firm reported owning 7,903K shares , representing an increase of 79.12%. The firm decreased its portfolio allocation in NOW by 16.44% over the last quarter.
Price T Rowe Associates holds 32,396K shares representing 3.14% ownership of the company. In its prior filing, the firm reported owning 6,878K shares , representing an increase of 78.77%. The firm decreased its portfolio allocation in NOW by 20.99% over the last quarter.
Geode Capital Management holds 23,512K shares representing 2.28% ownership of the company. In its prior filing, the firm reported owning 4,658K shares , representing an increase of 80.19%. The firm decreased its portfolio allocation in NOW by 18.70% over the last quarter.
Ubs Asset Management Americas holds 14,005K shares representing 1.36% ownership of the company. In its prior filing, the firm reported owning 2,709K shares , representing an increase of 80.66%. The firm decreased its portfolio allocation in NOW by 16.21% over the last quarter.
Norges Bank holds 13,193K shares representing 1.28% ownership of the company. In its prior filing, the firm reported owning 0K shares , representing an increase of 100.00%.
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This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ServiceNow (NOW) Price Target Decreased by 20.26% to 149.78

ServiceNow’s NOW strong subscription growth continues to reinforce confidence in its long-term prospects. In the first quarter of 2026, subscription revenues increased 22% year over year to $3.671 billion, underscoring broad platform demand as customers lean into AI-enabled workflow automation. At constant currency (cc), subscription revenues increased 19% year over year to $3.57 billion. The reported quarter confirmed that subscription revenues remain the core growth engine, supported by strong renewals, expanding deal sizes, and increasing AI-led monetization.
NOW management highlighted robust expansion in high-value contracts, including 16 deals above $5 million in net new annual contract value (ACV) and accelerating adoption of AI-driven products. This is translating into strong forward visibility, with current remaining performance obligations increasing 22.5% year-over-year to $12.6 billion, supporting near-term subscription revenue conversion.
Subscription revenue growth is increasingly tied to AI monetization and pricing innovation. Management noted that roughly 50% of net new business now comes from non-seat-based pricing models, including consumption-based elements, signaling a structural shift in how subscription revenue scales. AI products such as Now Assist are seeing rapid uptake, with management indicating demand is ahead of expectations and contributing to upsell activity across the installed base. The company has $8 billion of current deferred revenue on the balance sheet and $27.7 billion in total remaining performance obligations, underscoring multi-year revenue visibility.
ServiceNow raised its full-year subscription revenue outlook to approximately $15.7–$15.8 billion, implying roughly 21% cc growth. On a non-GAAP basis, subscription revenues are expected to grow between 20.5% and 21%. Management expects additional acceleration from the Armis acquisition and continued AI-driven expansion, despite modest geopolitical headwinds.
NOW Faces Tough Competition
ServiceNow is facing stiff competition from the likes of Salesforce CRM and Atlassian TEAM.
Salesforce is strengthening its position in the subscription-led landscape with its AI-first platform strategy. Its Agentforce, Data Cloud and Slack create a unified ecosystem that drives recurring revenue growth and large enterprise deals. CRM benefits from embedding AI into workflows across sales and service, boosting efficiency and customer value. With strong adoption of AI-driven offerings and expansion into ITSM, Salesforce is increasingly competing with ServiceNow while enhancing its subscription-based growth model.
Atlassian continues to build strength in the subscription-led landscape through its cloud-based “system of work” platform. It benefits from a product-led model, strong enterprise adoption and growing cloud revenues, driving recurring subscriptions. TEAM’s AI-powered tools like Jira, Rovo and Teamwork Graph enhance workflows and collaboration, supporting long-term customer retention. With flexible pricing and rising enterprise deals, the company is expanding into IT workflows, positioning itself as a strong competitor in subscription-driven growth.
NOW’s Share Price Performance, Valuation & Estimates
ServiceNow shares have dropped 41.2% year to date, underperforming the broader Zacks Computer and Technology sector’s return of 8.8%. In comparison, shares of Salesforce and Atlassian have dropped 32.8% and 55.9%, respectively.
NOW Stock’s YTD Price Performance
Image Source: Zacks Investment Research
The NOW stock is trading at a premium, with a forward 12-month price/sales of 5.47X compared with Salesforce’s 3.1X and Atlassian’s 2.61X. ServiceNow has a Value Score of D.
Valuation: NOW vs. TEAM
Image Source: Zacks Investment Research
Valuation: NOW vs. CRM
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $4.13 per share, down by a penny over the past 30 days, suggesting 17.7% growth from 2025’s reported figure.
ServiceNow, Inc. Price and Consensus
ServiceNow currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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ServiceNow, Inc. (NOW) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NOW's AI-Driven Subscription Growth Accelerates: More Upside Ahead?

Key Points
Subscription revenue and RPO growth deceleration led to ServiceNow's stock selling off.
Yet, the software-as-a-service company is still performing well, and the stock is cheap.
The market has one clear message for software-as-a-service (SaaS) stocks: Accelerate revenue growth or get punished. That's a tough predicament to be in when many of their customers are trying to understand what artificial intelligence (AI) is going to mean for their own businesses and determine what their roadmaps should look like.
The latest victim of the market shooting first and asking questions later with SaaS stocks is ServiceNow (NYSE: NOW). The stock plunged after announcing its Q1 results, and its shares are down around 45% year to date, as of this writing.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
For a company that is the backbone of its customers' internal software plumbing, this sell-off looks like a gift -- at least over the long term.
Subscription revenue and RPO growth deceleration sink the stock
Based on its price reaction, you might assume that ServiceNow missed expectations or lowered guidance, but that was not the case. For Q1, revenue climbed 22% year over year to $3.77 billion, while adjusted earnings per share (EPS) rose 20% to $0.97. That topped the analyst consensus, which was looking for EPS of $0.96 on revenue of $3.74 billion, as compiled by the LSEG, despite the company saying a few large on-premise deals failed to close in the Middle East due to the war.
Subscription revenue jumped 22% year over year to $3.67 billion, while professional services revenue increased 18.5% to $99 million. While subscription revenue did accelerate, on a constant currency basis, it ticked down slightly from 19.5% growth in Q4 to 19% growth in Q1.
Another important SaaS metric is remaining performance obligations (RPO), which is deferred revenue plus backlog growth. This measure can be an indicator of future revenue growth, and thus tends to be closely scrutinized. In the quarter, ServiceNow saw its RPO increase by 23.5% to $27.3 billion, while current RPO (cRPO) rose by 21% to $12.45 billion. That was a deceleration from RPO growth of 26.5% and cRPO growth of 25% in Q4.
Looking ahead, the company expects its Q2 subscription revenue to grow 22.5% to a range of $3.815 billion to $3.82 billion. It anticipates cRPO to increase by 19%. For the full year, it raised its subscription revenue guidance to a range of $15.735 billion and $15.775 billion, representing growth of 22% to 22.5%. That was up from prior revenue guidance of between $15.53 billion and $15.57 billion, representing growth of 20.5% to 21%. However, the recent acquisition of cyber security business Armis should add 125 basis points of growth.
Time to buy the dip
Investors clearly need SaaS companies to prove the AI disruption thesis wrong this instant, or the stocks will take a hit. ServiceNow's latestquarter and guidance weren't bad, but investors want to see growth accelerate, given the promises of AI and its recent acquisitions.
At a forward price-to-sales (P/S) multiple of 5.5 and a forward P/E of 20, the stock is cheap for a high-gross-margin company growing its revenue at a 20% clip. Meanwhile, I think the company has a big opportunity with AI Control Tower, an agentic AI orchestration platform.
With investors clearly impatient, I'd take advantage of this dip and buy shares of one of the most deeply embedded and fast-growing SaaS companies out there while it remains in the bargain bin.
Should you buy stock in ServiceNow right now?
Before you buy stock in ServiceNow, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ServiceNow wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $498,522!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,276,807!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 27, 2026.
Geoffrey Seiler has positions in ServiceNow. The Motley Fool has positions in and recommends ServiceNow. The Motley Fool recommends London Stock Exchange Group Plc. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is ServiceNow Stock a Buy After Shares Sink?

Key Points
ServiceNow is well positioned to become an AI orchestration layer.
Salesforce has made moves to position its platform to be an AI agent launching pad.
While artificial intelligence (AI) stocks continue to be market darlings, the same can't be said for software stocks. Software-as-a-service (SaaS) stocks have been absolutely hammered this year, and there doesn't appear to be any let-up.
While many SaaS companies continue to put up solid revenue growth, few outside of Palantir have seen their growth accelerate due to AI tailwinds, as many of their customers try to navigate what AI means to their own businesses and what their roadmaps should look like. Stagnant or decelerating revenue growth, meanwhile, has helped fuel the bear argument that the software sector is ultimately an AI loser.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
The bears believe Claude Code and similar agentic AI coding tools will allow organizations to easily create their own custom software. Meanwhile, they believe AI agents will eventually start to replace workers, noting that AI agents don't care about user interfaces (UIs), which helps erode the software moat. Even if this doesn't play out, at the very least, they think AI will lead to companies needing fewer software seat licenses.
The counter argument is that while AI is fast at generating code, it often isn't good at maintaining it. In a study done by Alibaba, the Chinese company found that 75% of code created by AI models failed in less than a year as they would sacrifice quality in favor of speed. Meanwhile, Claude Code has actually gotten worse after its release, with several customers publicly venting how security issues were popping up and how it could not be trusted.
While SaaS companies that are simple UI wrappers are likely vulnerable to AI, the ones that sit at the center of their customers' data and workflow are much better positioned and likely to survive. Organizations generally don't want to take on the added responsibility and risks of their software failing or an AI agent going rogue and causing damage. There is still comfort in having a software vendor maintain the stability and safety of their core software systems. Meanwhile, as AI agents do become more prevalent, the old seat-based pricing models will likely evolve into usage or hybrid seat and consumption models.
Let's look at two SaaS stocks that sit at the center of their customers' data that have strong upside potential.
ServiceNow: 85% upside
While its recent stock performance may not indicate it, ServiceNow (NYSE: NOW) is one of the best-positioned SaaS companies in the AI era. The company's configuration management database (CMDB) is generally the heart of its customers' technical infrastructure, and it is the orchestration tool and plumbing for their whole software stack. It's deeply embedded into its customers' workflow and data, and is an invaluable systems of record grounded in security permissions, custom business logic, and audit trails.
The company is still growing quickly, with revenue growth around 20%, and it has the potential to be a major player as an agentic AI orchestration platform with its new AI Control Tower solution. Put a 10 times price-to-sales (P/S) multiple on the stock, which is appropriate given its growth, and the stock would be $160, representing more than 85% upside.
Salesforce: 70% upside
One of the most proactive companies in the SaaS space to position itself for the age of agentic AI has been Salesforce (NYSE: CRM). Long a leader in breaking down data siloes between departments and being a core customer relationship management platform, the company has transformed itself to become the master of records for its customers' data. This is huge in and of itself when it comes to agentic AI, as AI agents need clean, structured data to pull from to avoid hallucinations.
Salesforce's introduction of its Data 360 solution brought with it zero-copy technology that can capture data from data warehouses and cloud providers without the time-consuming and expensive process of transferring it. The company then acquired Informatica to cleanse, structure, and govern all this data, making it the perfect agentic AI launch platform. The company had projected it can grow its revenue at a compound annual growth rate of about 11% through fiscal 2030.
Place a six times P/S multiple on the stock given its revenue growth outlook, and it would be a $300 stock, representing 70% upside.
Should you buy stock in ServiceNow right now?
Before you buy stock in ServiceNow, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ServiceNow wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $498,522!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,276,807!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 25, 2026.
Geoffrey Seiler has positions in Salesforce and ServiceNow. The Motley Fool has positions in and recommends Palantir Technologies, Salesforce, and ServiceNow. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 AI Stocks With 85% and 70% Upside to Buy During a Software Bear Market

ServiceNow (NYSE: NOW) reported quarterly financial results that spooked the stock market and investors.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
*Stock prices used were the afternoon prices of April 23, 2026. The video was published on April 25, 2026.
Should you buy stock in ServiceNow right now?
Before you buy stock in ServiceNow, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ServiceNow wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $498,522!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,276,807!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ServiceNow. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ServiceNow Stock is Crashing! Is This a Generational Buying Opportunity?

Key Points
Poet's incredible rally was hit with a setback yesterday, but the stock saw a huge rebound today.
The rally for tech stocks resumed Friday, and investors see promising catalysts for Poet.
Poet recently confirmed that it has a partnership with Marvell, and investors are bullish on the optics specialist's prospects.
After a pullback in yesterday's trading, Poet Technologies (NASDAQ: POET) stock went on to deliver a massive rally in Friday's trading. The tech company's share price gained 28.8% in a day of trading that played host to an 0.8% gain for the S&P 500 and a 1.6% gain for the Nasdaq Composite.
While the market bristled at ServiceNow's quarterly results yesterday and broadly sold out of software and technology stocks, the trend proved to be short-lived. Friday delivered a big rebound rally for the tech sector, and the trend helped reignite a powerful bullish rally for Poet stock. The company's share price climbed 120.5% over the last week.
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Poet stock surges to new highs
On the heels of a big run-up, Poet stock got hit with a pullback in yesterday's trading as investors took a more cautious approach to tech stocks in response to ServiceNow's Q1 reports and other industry-outlook shifts. Investors seemingly did an about-face in today's trading and once again resumed buying into artificial intelligence (AI) names and other tech stocks with substantial appetite. Poet stock has been on a hot streak lately, and recent confirmation from the company that it has secured an order with Marvell has investors feeling optimistic about the fiber optics specialist's long-term prospects.
What's next for Poet?
Poet CFO Thomas Mika recently confirmed that Poet has secured orders with a company that Marvell acquired earlier this year. The news bodes well for the fiber-optics tech specialist's commercialization ramp. While management had previously guided for an order of roughly $5 million this year from a leading data-center systems integrator, confirmation that the company in question is Marvell is a very bullish development. With the confirmation, the door also seems to be left open for the total contract level to climb well above the previously announced target, and some investors are betting that Poet's wins are just getting started.
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Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Poet Technologies Stock Skyrocketed Today

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.80%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.16%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.95%. June E-mini S&P futures (ESM26) rose +0.72%, and June E-mini Nasdaq futures (NQM26) rose +1.86%.
Stock indexes settled mostly higher on Friday, with the S&P 500 and Nasdaq 100 posting new all-time highs. Intel rose more than +23% to a record high to lead chipmakers higher after forecasting Q2 revenue of $13.8 billion to $14.8 billion, well above expectations of $13.04 billion. The surge in Intel has reignited optimism over the economic potential of artificial intelligence for semiconductor manufacturers. Software stocks also rallied on Friday, adding to the bullish momentum.
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Stocks added to their gains Friday amid optimism that the US and Iran are moving toward talks after days of deadlock. President Trump said he will send two envoys to Pakistan this weekend for talks with Iran, and the New York Times reported that Iranian Foreign Minister Abbas Araghchi will meet with a US envoy in Islamabad on Saturday.
Stocks maintained their gains on Friday as bond yields fell, following the Department of Justice (DOJ) announcement that it was dropping its investigation into Fed Chair Powell over cost overruns in the Federal Reserve's renovation. The ending of the DOJ probe into Fed Chair Powell may now persuade Senator Tillis to drop his opposition to appointing Fed nominee Warsh as the next Fed Chair, as Tillis had vowed to block Warsh’s confirmation unless the DOJ investigation was dropped.
Friday’s US economic news was supportive of stocks. The University of Michigan US Apr consumer sentiment index was revised upward by +2.2 to 49.8, stronger than expectations of 48.5. The University of Michigan US Apr 1-year inflation expectations were revised downward by -0.1 to 4.7% from 4.8%. The Apr 5-10 year inflation expectations were revised upward by +0.1 to a 6-month high of 3.5% from 3.4%.
The US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The US increased pressure on Iran with its naval blockade as it seeks to get Iran to agree to talks, while Israel and Lebanon are set to extend a ceasefire for three weeks.
WTI crude oil prices (CLM26) fell by more than -1% on Friday after Pakistani officials said a second round of US-Iran talks was expected. The Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis. The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that crude output in the Persian Gulf has been curtailed by about 14.5 million bpd, or more than 50%, so far in April, and that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, which could hit a billion bbl by June.
Earnings season thus far has been supportive of stocks. As of Friday, 80% of the 139 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets settled mixed on Friday. The Euro Stoxx 50 fell to a 2-week low and closed down -0.19%. China's Shanghai Composite closed down -0.33%. Japan's Nikkei Stock 225 closed up +0.97%.
Interest Rates
June 10-year T-notes (ZNM6) on Friday closed up +5.5 ticks. The 10-year T-note yield fell -2.0 bp to 4.304%. Jun T-notes recovered from early losses on Friday and moved higher, and the 10-year T-note yield fell from a 1.5-week high of 4.353% and moved lower. T-notes rebounded on Friday after WTI crude oil gave up a +1% advance and fell more than -1%, easing inflation concerns.
Gains in T-notes accelerated on Friday after the DOJ said it was dropping its investigation of Fed Chair Powell over building-renovation costs at the Federal Reserve. The ending of the investigation into Fed Chair Powell may persuade Senator Tillis to drop his opposition to appointing Fed nominee Warsh as the next Fed Chair, as Tillis had vowed to block Warsh’s confirmation unless the DOJ investigation was dropped. Speculation is that Mr. Warsh will take a more dovish tone to Fed policy than outgoing Fed Chair Powell.
European government bond yields moved lower on Friday. The 10-year German bund yield fell -1.5 bp to 2.994%. The 10-year UK gilt yield fell from a 4-week high of 4.993% and finished down by -2.7 bp to 4.912%.
The German Apr IFO business confidence index fell -1.9 to a nearly 6-year low of 84.4, weaker than expectations of 85.7.
ECB Governing Council member Peter Kazimir said the war in Iran might necessitate a slight increase in ECB interest rates.
UK Mar retail sales ex-autos rose +0.2% m/m, stronger than expectations of no change m/m.
Swaps are discounting a 9% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Intel (INTC) closed up more than 23% to lead chip stocks higher and gainers in the S&P 500 and Nasdaq 100 after forecasting Q2 revenue of $13.8 billion to $14.8 billion, well above expectations of $13.04 billion. Also, Advanced Micro Devices (AMD) and ARM Holdings Plc (ARM) closed up more than +13%, and Qualcomm (QCOM) closed up more than +11%. In addition, KLA Corp (KLAC) closed up more than +5%, and Nvidia (NVDA) closed up more than +4% to lead gainers in the Dow Jones Industrials. Finally, Lam Research (LRCX) and Micron Technology (MU) closed up more than +3%, and Applied Materials (AMAT) and ASML Holding NV (ASML) closed up more than +2%.
Software stocks rallied on Friday, helping support gains in the broader market. ServiceNow (NOW) closed up more than +6%, and Atlassian (TEAM) and Cadence Design Systems (CDNS) closed up more than +5%. Also, (WDAY) closed up more than +4%, and Intuit (INTU) closed up more than +3%. In addition, Microsoft (MSFT), Salesforce (CRM), Adobe Systems (ADBE), and Autodesk (ADSK) closed up more than +2%.
Organon & Co. (OGN) closed up more than +32% after the Economic Times reported that Sun Pharma is planning to submit a binding offer of $13 billion for the company.
Chemed Corp (CHE) closed up more than +10% after reporting Q1 adjusted EPS of $5.65, stronger than the consensus of $5.30.
Hims & Hers Health (HIMS) closed up more than +8% after JPMorgan Chase initiated coverage on the stock with a recommendation of overweight and a price target of $35.
Edwards Lifesciences (EW) closed up more than +5% after reporting Q1 adjusted EPS of 78 cents, better than the consensus of 73 cents.
Procter & Gamble (PG) closed up more than +2% after reporting Q3 net sales of $21.24 billion, above the consensus of $20.50 billion.
Principal Financial Group (PFG) closed up more than +2% after reporting Q1 adjusted operating EPS of $2.07, better than the consensus of $2.01.
Charter Communications (CHTR) closed down more than -25%, leading losers in the S&P 500 and Nasdaq 100 after reporting Q1 EPS of $9.17, weaker than the consensus of $9.52.
Comcast (CMCSA) closed down more than -12% after Deutsche Bank downgraded the stock to hold from buy.
HCA Healthcare (HCA) closed down more than -9% after reporting Q1 net income of $1.62 billion, below the consensus of $1.63 billion.
Boyd Gaming (BYD) closed down more than -6% after reporting Q1 revenue of $997.4 million, below the consensus of $1 billion.
Eli Lilly (LLY) closed down more than -3% after weekly data showed total prescriptions for the company’s Zepbound obesity drug fell -2% compared to the prior week.
Earnings Reports(4/27/2026)
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On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	59.96 33.99
Price/Sales	7.90 2.90
P/B	0.01 2.94
P/FCF	22.91 25.07

Indicator	TTM Median
ROE	15.42 15.16
ROA	7.70 6.56
ROI	13.63 10.27
Net Worth	104.82 1.09
Quick Ratio	0.00 1.57
Current Ratio	1.00 1.88

Indicator	TTM Median
Net Profit Margin	13.16 9.72
Operating Margin	13.74 10.93
Gross Margin	77.53 49.53
Return on tangible equity	20.10 28.45

Indicator	TTM Median
EPS	0.49 0.27
EPS Forecast	0.55 0.23
Revenue	3.57B 74.50M
Gross Profit	2.73B —
EBITDA	822.00M —

ServiceNow, Inc.

Recent quarterly and TTM performance

Valuation

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Revenue