ServiceNow, Inc. (NOW) Stock News

In a comparison of two IT services stocks, Fujitsu Ltd. (FJTSY) emerges as the better value investment option compared to ServiceNow (NOW). Fujitsu holds a Zacks Rank of #2 (Buy) versus ServiceNow's #4 (Sell), and demonstrates more attractive valuation metrics including a lower forward P/E ratio (21.13 vs 36.33), better PEG ratio (1.12 vs 1.43), and lower P/B ratio (3.25 vs 12.23). Fujitsu also received a Value grade of B compared to ServiceNow's D grade.

Rosen Law Firm is reminding investors in DNOW Inc., EquipmentShare.com Inc., and Gildan Activewear Inc. of important class action deadlines. The firm has filed securities class actions against these companies, with DNOW's lead plaintiff deadline set for October 2, 2026. The lawsuits allege false and misleading statements regarding business operations and merger-related challenges.

A class action lawsuit has been filed against DNOW Inc. and certain officers, alleging violations of federal securities laws. The complaint claims defendants made materially false statements regarding challenges in DNOW's merger with MRC Global Inc., specifically related to issues with MRC Global's enterprise resource planning system that were not properly disclosed to investors.

While Wall Street analysts show strong bullish sentiment on ServiceNow with an average brokerage recommendation of 1.35 (Strong Buy), the article cautions that brokerage recommendations often have a positive bias and may not reliably predict stock performance. The Zacks Rank system, which relies on earnings estimate revisions, rates ServiceNow as a Hold (Rank #3) with unchanged consensus earnings estimates, suggesting the stock may perform in line with the broader market in the near term.

Snowflake is expected to report Q2 earnings of $0.45 per share (up 28.6% YoY) with revenues of $1.47 billion (up 28.8% YoY). Analysts project strong growth across key metrics including product revenue of $1.42 billion (+30% YoY), remaining performance obligations of $9.48 billion, and an increase in high-value customers. SNOW has outperformed the S&P 500 with +10.4% returns over the past month and holds a Zacks Rank #2 (Buy) rating.

ServiceNow's AI annual contract value surpassed $1 billion in Q2 2026 with net new AI ACV growing over 40% sequentially, driven by rapid agentic AI adoption and new AI-native pricing models. However, the company faces intensifying competition from Microsoft and Salesforce, which are aggressively expanding their own AI agent offerings and monetization strategies.

A class action lawsuit has been filed against DNOW Inc. and certain officers, alleging violations of federal securities laws. The complaint claims defendants made materially false statements regarding challenges in DNOW's merger with MRC Global Inc., specifically related to issues with MRC Global's enterprise resource planning system that were not properly disclosed to investors.

Schall, Brown & Schwartz LLP announced a class action lawsuit against DNOW Inc. for alleged violations of securities laws. The firm claims DNOW made false and misleading statements regarding challenges in its merger with MRC Global Inc., specifically problems implementing a new enterprise resources planning system. Shareholders who purchased shares during the class period are encouraged to participate, with an October 2, 2026 deadline.

Rosen Law Firm has filed a class action lawsuit against DNOW Inc. on behalf of shareholders, alleging that defendants made false and misleading statements regarding the challenges of DNOW's merger with MRC Global Inc., specifically related to material issues with MRC Global's enterprise resource planning system. Investors who held DNOW common stock as of August 5, 2025 may be eligible for compensation. The deadline to serve as lead plaintiff is October 2, 2026.

Rosen Law Firm has filed a class action lawsuit against DNOW Inc. on behalf of shareholders who held common stock as of August 5, 2025. The lawsuit alleges that defendants made false and misleading statements regarding DNOW's merger with MRC Global Inc., specifically negligently understating challenges related to MRC Global's enterprise resource planning system issues. Investors who held DNOW stock may be entitled to compensation. The deadline to serve as lead plaintiff is October 2, 2026.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. after the company reported disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing the stock to plummet 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) for allegedly issuing materially misleading business information. The company reported disappointing fourth-quarter 2025 financial results with significant losses and missed Wall Street expectations, causing the stock to fall 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.

Salem Media's streaming platform SalemNOW has partnered with Kappa Studios to distribute faith-based and conservative content. The partnership expands SalemNOW's library with Kappa Studios' films, documentaries, and original programming, with the first wave of content already rolling out.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. after the company reported disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing the stock to plummet 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. after the company reported disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing the stock to fall 19.1% on February 20, 2026. Investors who purchased DNOW securities may be entitled to compensation through a class action lawsuit.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. after the company reported disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing the stock to plummet 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) for allegedly issuing materially misleading business information. The company reported disappointing fourth-quarter 2025 financial results with significant losses and missed Wall Street expectations, causing the stock to fall 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) following the company's disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing a 19.1% stock decline on February 20, 2026. The firm is also investigating claims against UP Fintech Holding Limited (NASDAQ: TIGR) and GeneDx Holdings Corp. Investors who suffered losses are encouraged to join prospective class actions.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. after the company reported disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing the stock to plummet 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. after the company reported disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing the stock to plummet 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.

Enterprise software stocks have staged a dramatic reversal after months of AI-displacement fears. ServiceNow posted a historic 40% rally in four sessions, while the software sector ETF (IGV) climbed 15% in three days. The narrative shift was catalyzed by Nvidia CEO Jensen Huang's endorsement that the AI agent era represents one of the best moments to be a software company, as platforms will be essential infrastructure for AI agents to operate through.

Enterprise software stocks began the year with a brutal selloff, suffering their worst quarter since the Lehman Brothers collapse in 2008. The sector — as tracked by the iShares Expanded Tech-Software Sector ETF (CBOE: IGV) — was down almost 25%, and ServiceNow, Inc. (NYSE: NOW ) had slumped 32%. The losses deepened into April, with both IGV and ServiceNow hitting 2026 lows in the second week. The consensus was settled: AI would disrupt software and grind down the sector's earnings for years. Less than two months later, the story has reversed. IGV is now up 3.3% year-to-date, erasing the entire drawdown. The sector has climbed 15% in three days, its best three-day run on record. And ServiceNow has posted a rally of nearly 40% in four sessions — the strongest in the stock's history. The disruption thesis didn't just stall. It inverted. Why Did Wall Street's Least-Loved Corner Become The Market Leader? Enterprise software is the plumbing companies run their operations on — the systems that route IT tickets, track sales, manage employees and move data between applications. The fear of 2026 was that AI agents ... Full story available on Benzinga.com

Wedbush Securities has raised its price target on Snowflake Inc. (NYSE: SNOW ) to $280 from $270, maintaining an outperform rating on the data cloud enterprise . The adjustment signals roughly 10% upside from its current level as enterprise software shifts into a critical phase of artificial intelligence (AI) monetization. The Shift To Software Monetization Speaking to CNBC, Dan Ives , global head of tech research at Wedbush, said the broader AI market has moved beyond semiconductor hardware into the crucial infrastructure layer. Following robust cloud utilization data, Ives emphasizes that data integration is proving to be the primary engine for software enterprise growth. "What it's showing you is the data layer is now the monetization. It's not just chips. It's gone to the data layer," Ives stated. This transformation cements Snowflake 's underlying infrastructure as an essential enterprise resource. Ives directly countered ongoing market skepticism regarding software obsolescence, describing data warehousing and cloud repository systems as the ultimate proprietary asset. “That data layer like that is the new oil, the new gold, that’s the moat,” he noted. data-variant="card" data-news-mode="manual" > Read Also: Snowflake Surges 35% After AI-Fueled Blowout ... Full story available on Benzinga.com

Rosen Law Firm is investigating potential securities claims against DNOW Inc. after the company reported disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing the stock to fall 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.

President Donald Trump said he is in no rush to make a peace deal, claiming the Iran war has harmed stocks and oil prices less than he expected.

The Rosen Law Firm is investigating potential securities claims against DNOW Inc. after the company reported disappointing fourth-quarter 2025 financial results that missed Wall Street expectations, causing the stock to plummet 19.1% on February 20, 2026. Investors who suffered losses are encouraged to join a prospective class action lawsuit.