Salesforce Vs. ServiceNow: The Platform Play is On as AI Capital Pivots
Salesforce (NYSE:CRM | CRM Price Prediction) and ServiceNow (NYSE:NOW) both reported into a market rotating capital out of AI hardware and into the application layer.
NOW - ServiceNow, Inc.
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$139.61
DETAILS
HIGH:
$236.00
LOW:
$85.00
MEDIAN:
$134.00
CONSENSUS:
$139.61
UPSIDE:
7.40%
Stock News
Uber, ServiceNow And A Health Care Stock On CNBC's ‘Final Trades'
On CNBC's “Halftime Report Final Trades,” Rob Sechan, CEO of NewEdge Wealth, picked ServiceNow, Inc. (NYSE:NOW).
ServiceNow: The Growth Story Isn't Done Yet
ServiceNow has surged 50% since my last update, outperforming the benchmark's 8% rise. Despite NOW trading at a 31x forward P/E, a 35% sector premium, I view the valuation as justified. Multi-year catalysts in AI, cloud, and SaaS markets continue to support robust demand and revenue acceleration.
Bowie Capital Management LLC Buys Shares of 233,502 ServiceNow, Inc. $NOW
Bowie Capital Management LLC bought a new stake in ServiceNow, Inc. (NYSE: NOW) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 233,502 shares of the information technology services provider's stock, valued at approximately $23,182,000. ServiceNow makes
B. Metzler seel. Sohn & Co. AG Acquires Shares of 92,987 ServiceNow, Inc. $NOW
B. Metzler seel. Sohn and Co. AG bought a new position in ServiceNow, Inc. (NYSE: NOW) during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 92,987 shares of the information technology services provider's stock, valued at approximately $9,232,000. Several other institutional investors
Why ServiceNow Stock Topped the Market on Thursday
This will focus on advancing AI projects for clients. The financial details of this expanded relationship weren't divulged.
ServiceNow: Path To $412
ServiceNow, Inc. (NOW) is positioned as a major AI beneficiary, targeting $33B in FY2030 revenues. I expect net income margins to expand from 11% to 20%, driven by reduced SBC costs and savings through AI. My conservative base case projects 152% upside to $311/share by 2030, with a bull case of $412/share (244% upside).
Tech Mahindra and ServiceNow Expand Partnership to Deliver Production-Ready Enterprise AI at Scale
Combining ServiceNow's AI Platform with Tech Mahindra's industry expertise to accelerate enterprise-wide automation, AI adoption, and measurable business outcomes across global organizations PUNE, India and SANTA CLARA, Calif., Aug. 20, 2026 /PRNewswire/ -- Tech Mahindra (NSE: TECHM), a leading global provider of technology consulting and digital solutions to enterprises across industries, and ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced an expanded multi-year partnership designed to accelerate how enterprises move from AI pilots to production-scale deployments.
Ondaro Launches Outcome-Based, AI-Enabled Managed Services Offering for the ServiceNow Platform
SAN DIEGO--(BUSINESS WIRE)--Ondaro, a ServiceNow Elite Partner, today announced the launch of Ondaro Propel, a managed services offering that delivers ServiceNow platform operations and development as committed delivery capacity the client directs, replacing the traditional reactive, hours-based model most common in the market. "You shouldn't have to manage your managed services," said Jameson Ford, Practice Strategy Lead, AI and Managed Services at Ondaro. "Propel gives you an expert advisor w.
ServiceNow, Adobe, Workday stocks get BofA PT boost: what's driving optimism
Bank of America is growing more bullish on a group of software companies that it believes are well positioned to benefit from artificial intelligence, helping fuel a broader rally in the sector on Wednesday. The bank raised its price targets for ServiceNow, Figma, Workday, Adobe and Snowflake, arguing that these companies have shown strong potential to monetize AI.
3 Growth Stocks to Buy With $5,000 Right Now
Investors who want to beat the S&P 500 may want to give these growth stocks a closer look.
AssuredPartners Investment Advisors LLC Takes $2.77 Million Position in ServiceNow, Inc. $NOW
AssuredPartners Investment Advisors LLC acquired a new stake in ServiceNow, Inc. (NYSE: NOW) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 27,919 shares of the information technology services provider's stock, valued at approximately $2,772,000. A number of other
ServiceNow: A Clear AI Winner With Scope For A Q3 Beat
ServiceNow continues to demonstrate robust fundamentals, dispelling AI disruption fears and reinforcing its competitive position. Subscription revenues surged 23% to $3.8 billion, with cRPO and RPO growing 21.5% and 22% year over year, respectively. Professional services revenue remains a minor contributor at $109 million, not materially impacting the stock's trajectory.
ServiceNow's stock leads a software rally. Here's what's energizing investors.
There's growing confidence in the idea that traditional software companies will be able to withstand AI disruption.
Why ServiceNow Stock Rallied Today
Like many software providers, ServiceNow stock has been punished. One analyst believes the selling has simply gone too far.
“The Selling Goes Too Far”: Jim Cramer Defends ServiceNow, Salesforce, and Other Software Giants Against Extinction Fears
In a recent Mad Money segment, Jim Cramer argued that the market has misread the software selloff of 2026, treating profitable, growing enterprise franchises as if their business models were about to disappear.
Semiconductors Are Collapsing While ServiceNow May Be Bottoming (Rating Downgrade)
ServiceNow has reclaimed an uptrend, forming a bullish symmetrical triangle after a prolonged downtrend. NOW trades at a normalized valuation with a 3-5Y EPS CAGR estimate of 24.5%, outpacing the sector median. I assign the company a Buy rating, targeting $156 in 18 months based on a 25 P/E and $6.25 normalized EPS.
Banco BTG Pactual S.A. Buys Shares of 4,405 ServiceNow, Inc. $NOW
Banco BTG Pactual S.A. purchased a new position in ServiceNow, Inc. (NYSE: NOW) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 4,405 shares of the information technology services provider's stock, valued at approximately $437,000. Other institutional
ServiceNow vs. Palantir: Both Sell AI SaaS Platforms to Governments and Enterprises.
ServiceNow is growing steadily at 20% or more as AI expands an already huge enterprise customer base and backlog. Palantir is accelerating much faster, with U.S. commercial revenue surging 149% year over year to $764 million.
Buckland Partners Management Co LLC Makes New $596,000 Investment in ServiceNow, Inc. $NOW
Buckland Partners Management Co LLC bought a new position in shares of ServiceNow, Inc. (NYSE: NOW) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 6,000 shares of the information technology services provider's stock, valued at approximately $596,000. Other large investors also
Price Targets
ServiceNow price target raised to $175 from $160 at Wells Fargo
$175.00
(was $127.54)
Wells Fargo
ServiceNow price target raised to $118 from $115 at BMO Capital
$118.00
(was $97.33)
BMO Capital
ServiceNow price target raised to $160 from $150 at Evercore ISI
$160.00
(was $96.73)
Kirk Materne
·
Evercore ISI
ServiceNow price target lowered to $110 from $115 at UBS
$110.00
(was $95.46)
UBS
ServiceNow price target raised to $248 from $236 at Bernstein
$248.00
(was $95.46)
UBS
ServiceNow (NOW) Reiterated at Market Outperform by Citizens on Strong Q2 Results
$157.00
(was $95.46)
UBS
ServiceNow price target raised to $140 from $135 at Jefferies
$140.00
(was $95.46)
Samad Samana
·
Jefferies
ServiceNow assumed with an Overweight at Morgan Stanley
$180.00
(was $102.91)
Morgan Stanley
ServiceNow price target lowered to $170 from $190 at DA Davidson
$170.00
(was $103.24)
Gil Luria
·
D.A. Davidson
ServiceNow price target raised to $130 from $121 at RBC Capital
$130.00
(was $100.22)
RBC Capital
ServiceNow (NOW) PT Raised to $140 at Oppenheimer
$140.00
(was $104.85)
Brian Schwartz
·
Oppenheimer
ServiceNow price target raised to $130 from $120 at Truist
$130.00
(was $107.78)
Truist Financial
ServiceNow price target lowered to $145 from $163 at Goldman Sachs
$145.00
(was $107.78)
Gabriela Borges
·
Goldman Sachs
ServiceNow upgraded to Buy from Neutral at Guggenheim
$125.00
(was $99.28)
Guggenheim
ServiceNow (NOW) PT Raised to $130 at Benchmark After Investor Chat
$130.00
(was $105.78)
Cantor Fitzgerald
ServiceNow price target raised to $236 from $226 at Bernstein
$236.00
(was $92.01)
Peter Weed
·
Bernstein
ServiceNow price target raised to $150 from $140 at Evercore ISI
$150.00
(was $90.73)
Kirk Materne
·
Evercore ISI
ServiceNow price target raised to $134 from $132 at Barclays
$134.00
(was $91.97)
Barclays
ServiceNow price target lowered to $125 from $175 at Wolfe Research
$125.00
(was $84.68)
Wolfe Research
ServiceNow reinstated with an Overweight at Barclays
$132.00
(was $86.31)
Raimo Lenschow
·
Barclays