As market sentiment sours, prominent technology leaders are publicly challenging the "death of software" thesis. Nvidia CEO Jensen Huang recently dismissed the idea that AI will replace software tools ...

Intapp reports strong Q2 FY26 resilience and legal market insulation following a 50% price drop from SaaS sector rotation.

The current environment places a new burden of proof on established software companies. Vey-Sern Ling, a Senior Equity Advisor at UBP, summarized the challenge: "For valuations to recover, companies ...

Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compound returns.

Recent share performance and business snapshot ServiceNow (NOW) has seen its share price move lower over multiple time frames ...

The average one-year price target for ServiceNow (NYSE:NOW) has been revised to $199.14 / share. This is a decrease of 10.96% ...

This leads to a paradox where a company can be fundamentally strong yet experience declining stock prices due to broader market perceptions. Cramer’s acceptance of the market’s judgment highlights a ...

Among the 25 software stocks in the S&P 500, there are 14 rated a buy or the equivalent by at least two-thirds of analysts polled by LSEG. Here they are, sorted by 12-month upside potential implied by ...

In late January 2026, ServiceNow reported fourth-quarter 2025 results showing higher revenue and earnings, expanded its AI partnerships and customer deployments, and increased its share repurchase ...

ServiceNow delivered a robust set of financial results for its fourth quarter and full fiscal year 2025, surpassing all growth expectations. However, investor r ...

UiPath (NYSE:PATH) reported its first quarter of operating profit, signaling progress in its move toward more disciplined operations. Around the same time, CEO Daniel Dines sold shares under a ...

Over almost three months from late October to January, ServiceNow (NOW)’s stock fell 37%, despite modest revenue growth.