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.

24/7 Wall Street • 3 hours ago

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.

Seeking Alpha • 4 hours ago

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).

Benzinga • 3 hours ago

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.

The Motley Fool • 16 hours ago

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.

Seeking Alpha • Aug 20, 2026

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.

PRNewsWire • Aug 20, 2026

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.

Business Wire • Aug 20, 2026

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.

Invezz • Aug 20, 2026

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).

Seeking Alpha • Aug 20, 2026

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 Motley Fool • Aug 19, 2026