ServiceNow has been upgraded to a Buy rating in a paired trade against Salesforce due to its superior organic growth and strong AI-related performance. In Q2 2026, ServiceNow's revenue and subscription growth of around 24% exceeded expectations, with AI bookings rising 40% sequentially and agentic deployments increasing ninefold in nine months. Despite valuation multiples compressing to about 6.5 times EV/forward revenue, ServiceNow's growth outpaces Salesforce's 7%, making it a more attractive investment. However, Salesforce's aggressive share buybacks present some risk to this trade strategy.
ServiceNow reported stronger-than-expected Q2 results with $3.99 billion in revenue and $0.90 non-GAAP EPS, fueled by rapid adoption of its generative AI services like Now Assist. The company raised its subscription revenue forecast due to robust ent...
Markets are currently dealing with a rare combination of shocks: conflict in the Middle East, renewed disruptions in shipping, and an expanding US tariff barrier. These factors push Brent crude oil prices near $100, impacting more than just energy st...
ServiceNow is experiencing accelerated growth driven by AI, with increasing new contracts, cross-selling, and a growing customer base. Concerns about AI risks have boosted its security-related revenue, highlighting further sales opportunities. Despit...
ServiceNow is rated a strong buy due to its strategic shift to become a central AI agent control tower for enterprises. The company's aggressive acquisitions, including Armis and Veza, target key governance and security challenges essential for AI ad...
Learning Tree International has become an Authorized Training Partner of ServiceNow, enhancing its ability to help organizations develop skills and strategies for adopting the ServiceNow platform. This partnership integrates ServiceNow's authorized t...
