NOW Ticker Curator

Major institutional buy-in amid NOW's slump: Sumitomo Mitsui Trust Group surged its stake 385.9% in Q4, adding 2,064,440 shares to hold 2.6M shares...

UBS Downgrade and AI Risks

• 🔥 Downgrade to Neutral: UBS downgraded ServiceNow to Neutral from Buy with price target cut from $170 to $100 due to...

• Nasdaq resilient: Up 0.4% despite hotter-than-expected inflation and oil shocks, signaling rebuilding confidence.
• Software hit hard: Sector down...

UBS downgrade slams NOW: Buy to Neutral, PT $170→$100 as AI agents threaten core software moat.

• Stock tumbles 8% to $89.81, YTD -45% amid...

Benioff brags about poaching Sunrun, Cornerstone from ServiceNow via Agentforce (200 signups total).

• McDermott rebuts: Only one real loss ($42k on...

Venturi Wealth acquired ServiceNow ($NOW) shares as the IT provider reported Q4 EPS of $0.92, beating estimates of $0.89 by $0.03.

Institutional confidence shines through volatility:

• Telos Capital boosted holdings 706% to 50,940 shares ($7.8M).
• Others piled in: Mass Financial...

UBS Downgrade Pressures

• 🔥 Downgrade to Neutral: UBS downgraded ServiceNow to Neutral from Buy and cut price target to $100 from $170, citing AI...

Institutional buying surges despite dip:

• Factory Mutual boosted stake 464.7% to 469,850 shares ($71.98M)
• Joins others hiking 286-428%: CCLA (546k...

• AI Native Across Portfolio: Context Engine, Build Agent skills, and ESM Foundation bundle eliminate AI add-on taxes and give agents institutional...

• Q1 Earnings: Report due April 22, analysts forecast $3.75B revenue (+21% YoY)
• Retail Buy Signal: Stocktwits extremely bullish amid 39% YTD...

UBS slashes ServiceNow rating from Buy to Neutral, $100 PT (from $170), citing AI agents threatening workflows and weaker revenue beats.

• Shares...

ServiceNow ditches fragmented sidecar AI for a complete AI-native platform baked into every product—no separate buys needed.

• Context Engine grounds...

UBS bearish call: Downgraded to neutral with $100 PT as AI forces enterprise budgets to shift from core workflow tools to infra/data.

• 45% YTD...

Beaten-down SaaS valuations hit lows: NOW EV/EBITDA at 16.34x (vs mean 39.54x); CRM deeper discount at 9.12x (vs 27.21x).

• Faster growth: NOW 17.7%...

Market split on NOW plunge: UBS cites non-AI software budget cuts for 2026 AI infra, fading AI edge, driving 7.5% drop to $83 new 52-wk low.

• Bear...

UBS pivot: Downgrades ServiceNow to Neutral from Buy, PT $100 from $170, as AI emerges as bigger threat.

• Shares crater: closed $89.81 (-7.86%),...

AI Platform Overhaul

• 🔥 AI Standard Across Portfolio: ServiceNow announced its entire product portfolio now includes AI, data connectivity,...

Mixed analyst views on $NOW amid SaaS selloff:

• UBS to Neutral from Buy, PT slashed to $100 (11% upside)
• Benchmark/BNP Buy ratings highlight...

Congressional vote of confidence: Rep. Josh Gottheimer bought $1,001-$15,000 in NOW shares on March 6 via Morgan Stanley account.

• Volatility hit:...