Search: NOW - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 19	NOW	$107.81 $107.81 -0.0%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow (NOW) Valuation Check As Insider B...
Feb 18	NOW	$107.81 $107.81 -0.0%	LONG	Gil Luria Technology Strategist at D.A. Davidson	Software stocks have underperformed the broader market by the widest margin since 2000. Luria notes MSFT, NOW, SNOW, and DDOG are trading at attractive valuations relative to growth. Newman highlights CRM and NOW are proving AI is an accelerator, not a displacer. The market is pricing in "obsolescence risk" (AI replacing software), but the counter-narrative is that AI is a "labor enhancer." These companies provide the essential infrastructure for AI (MSFT/SNOW) or the "rules and rails" of business (CRM/NOW) that cannot be easily replaced by LLMs. LONG. The sell-off is a tactical opportunity to buy high-quality compounders at depressed multiples. If "Agentic AI" actually begins replacing seat-based SaaS licenses faster than anticipated.	Bloomberg Markets Bloomberg Surveillance 2/18/2026
Feb 18	NOW	$107.81 $107.81 -0.0%	LONG	Michael Batnick Managing Partner, Ritholtz Wealth Management	Software stocks like Salesforce and ServiceNow have crashed recently due to fears that AI will replace their business models (the "AI killing SaaS" narrative). The market is over-extrapolating. Enterprise buyers don't just buy software for features; they buy it for "career risk" management (i.e., "You don't get fired for buying Salesforce"). Incumbents have distribution, data, and support teams that a "vibecoded app" created over a weekend cannot replicate. Michael bought these stocks during the drawdown, viewing the valuation compression as an overreaction to the AI threat. The stocks could remain "dead money" for years if the market refuses to re-rate them higher, or if AI actually does erode their seat-based pricing models faster than anticipated.	The Compound News Is AI a Mistake? \| Animal Spirits 452
Feb 18	NOW	$107.81 $107.81 -0.0%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow, Inc. (NOW) is Attracting Investor...
Feb 18	NOW	$107.81 $107.81 -0.0%	N/A	Finnhub News	—	Finnhub - NOW Pathlock Announces Integration with ServiceNo...
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW How Strong Q4 Results, AI Push And Buybacks A...
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow CEO Is Buying $3 Million of Stock....
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow Cancels Insider Sales Fails to Lif...
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW Tiger Global Management Increases Stake In Se...
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow, Inc. (NOW): Needham Maintains a B...
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow AI Deals And Leadership Shift Rais...
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow Inc (NOW) Sees Subscription Sales ...
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW 'ServiceNow Executives Cancel Stock Sales, CE...
Feb 17	NOW	$105.91 $107.81 +1.8%	N/A	Finnhub News	—	Finnhub - NOW 2 Profitable Stocks on Our Watchlist and 1 We...
Feb 16	NOW	$107.08 $107.81 +0.7%	N/A	Finnhub News	—	Finnhub - NOW Is Wall Street Bullish or Bearish on ServiceN...
Feb 16	NOW	$107.08 $107.81 +0.7%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow AI Push Tests Workflow Ambitions A...
Feb 15	NOW	$107.08 $107.81 +0.7%	LONG	David Autor Professor of Economics, MIT	"I don't think the incentives of the private sector are ideally aligned... its objectives are much, you know, around reducing labor costs, right? People want to automate." Autor confirms that the "San Francisco Consensus" (tech leadership) is aggressively pursuing labor cost reduction. This implies sustained, high-volume spending on enterprise software that promises efficiency gains and headcount reduction (Microsoft Copilot, Salesforce, ServiceNow). Long the enterprise software vendors selling the "efficiency" narrative to CFOs. "AI disillusionment" if productivity gains do not materialize quickly enough to justify the software costs.	Bloomberg Markets Who will survive and thrive in the new AI era...
Feb 14	NOW	$107.08 $107.81 +0.7%	LONG	Finnhub News	Jim Cramer expresses a positive view on ServiceNow, calling it a great company.	Finnhub - NOW ServiceNow (NOW) Is a Great Company, Says Jim...
Feb 14	NOW	$107.08 $107.81 +0.7%	LONG	@ReutersBiz	Nancy Tengler of Laffer Tengler Investments said that although the precipitous drop in shares of software firm ServiceNow ‘hasn't been fun,’ she believes the company will be ‘one of the survivors and	@ReutersBiz Nancy Tengler of Laffer Tengler Investments s...
Feb 13	NOW	$107.08 $107.81 +0.7%	LONG	Dmitry Solodin Trader / Investor	Adobe (ADBE) is down ~60%, Intuit (INTU) ~50%, and Workday (WDAY)/ServiceNow (NOW) have seen significant corrections despite stable or growing revenues. Similar to Salesforce, these companies are industry standards. For Adobe, while AI image generation exists, professional workflows require the full Adobe suite (editing, layers, vector). Professionals won't switch to a generic AI tool for complex deliverables. The "AI threat" is overstated; AI will be a feature within these platforms (e.g., Firefly in Photoshop). LONG. Buying the "best in breed" during a sector-wide panic. Pricing pressure from clients demanding AI-driven cost reductions.	Dmitry Solodin Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
Feb 13	NOW	$107.08 $107.81 +0.7%	N/A	Finnhub News	—	Finnhub - NOW ServiceNow Leadership Shift And AI Push Shape...
Feb 13	NOW	$107.08 $107.81 +0.7%	N/A	Finnhub News	—	Finnhub - NOW Radcom: AI Traction, Strong Cash, And A Mispr...
Feb 12	NOW	$103.29 $107.81 +4.4%	LONG	Richard Saperstein Founding Principal and CIO of Hightower Treasury Partners	He points to "Operating cash flows of ServiceNow, CRM... It's going up as these prices of the stocks go down becoming more attractive." While he prefers the ETF for the broad market, he notes he is "selective in the larger cap companies" that have "domain expertise." The divergence between rising OCF and falling stock prices creates a valuation entry point for these specific category leaders. LONG. High-quality large caps are being unfairly dragged down with the broader software slump. Enterprise software spending slowdown; AI displacing seat-based pricing models.	CNBC Stock pullback presents opportunities for cli...
Feb 12	NOW	$103.29 $107.81 +4.4%	N/A	Finnhub News	—	Finnhub - NOW Down 50% in the Past Year, Wedbush Wants You ...
Feb 12	NOW	$103.29 $107.81 +4.4%	N/A	Finnhub News	—	Finnhub - NOW Live On CNBC, Malcolm Ethridge Announces Boug...
Feb 12	NOW	$103.29 $107.81 +4.4%	N/A	Finnhub News	—	Finnhub - NOW Trade Tracker: Malcolm Ethridge trims Nvidia ...
Feb 12	NOW	$103.29 $107.81 +4.4%	N/A	Finnhub News	—	Finnhub - NOW Bearing Raises $4.5M Oversubscribed Seed Roun...
Feb 12	NOW	$103.29 $107.81 +4.4%	N/A	Finnhub News	—	Finnhub - NOW Fiserv Turnaround Weighed By ServiceNow AI Pu...
Feb 11	NOW	$100.58 $107.81 +7.2%	LONG	Dan Ives Star Analyst at Wedbush	Ives calls the current software selloff the "most head scratching sell off... I've ever seen." He explicitly names ServiceNow (NOW), Mongo (MDB), Snowflake (SNOW), and Palantir (PLTR) as companies that will play "instrumental roles." The market fears AI (like Anthropic) will replace software (the "Sasspocalypse"). However, Ives argues the opposite: AI requires vast data and security infrastructure to function in enterprise. Therefore, these incumbents with "decades of data" will integrate AI to become incrementally bigger, making the current dip a "golden buying opportunity." LONG these specific software names as the "hearts and lungs" of AI use cases. AI startups (like the tax strategy example mentioned) successfully disrupting legacy pricing models faster than incumbents can adapt.	Bloomberg Markets Ives Still Sees Big Winners Despite Software ...
Feb 11	NOW	$100.58 $107.81 +7.2%	AVOID	Josh Brown CEO, Ritholtz Wealth Management	"We are separating the market into two camps... Information merchants... and legacy platforms... the value of selling information to people is declining at a precipitous rate." For 15 years, the market fetishized "asset-light" software models. AI has flipped this. If AI reduces corporate headcount, the "per-seat" pricing model (SaaS) of companies like Salesforce and Workday collapses because there are fewer humans to sell subscriptions to. Furthermore, AI can replicate "information merchant" value propositions cheaply. Avoid "Vertical Market Software" and companies selling pure IP/Information; they are the "losers" in the AI shift. AI adoption might be slower than expected, or these companies successfully pivot to consumption-based pricing.	The Compound News Is It Time to Buy Software Stocks?
Feb 11	NOW	$100.58 $107.81 +7.2%	LONG	Dan Ives Star Analyst at Wedbush	Ives calls the recent software selloff ("SaaS Apocalypse") a "knee-jerk" reaction. He notes hyperscalers are committing $650B+ to CapEx this year. The market is wrongly assuming AI models (Anthropic/OpenAI) will replace enterprise software. In reality, AI requires the "hearts and lungs" of established data layers (Salesforce, ServiceNow, Oracle) to function. Ives cites a multiplier effect: for every $1 spent on NVDA, $8-10 will eventually flow to software/infrastructure. LONG. Buy the dip in marquee software names and cloud infrastructure providers. Enterprise spending slowdowns or faster-than-expected displacement of legacy SaaS by AI agents.	Bloomberg Markets AI Winners vs Losers on Wall Street \| Open In...
Feb 09	NOW	$103.87 $107.81 +3.8%	LONG	Dan Ives Star Analyst at Wedbush	Enterprise software giants are currently mispriced due to exaggerated fears of AI disruption. Ives has moved Salesforce (CRM) and ServiceNow (NOW) into his "AI 20" list. He notes Salesforce is trading at ~15x earnings, which he views as a massive dislocation. The market currently believes AI will "disintermediate" (replace) these companies. Ives argues the opposite: AI will be integrated into their stacks, driving 20-30% incremental revenue that is not currently factored into their stock prices. He views the sell-off as the "most disconnected call" of his career. Ives conducted "stress tests" by speaking to 40-50 CTOs and IT managers, confirming that these platforms remain essential to enterprise stacks. The market continues to view them as "guilty until proven innocent" regarding their ability to grow amidst AI competition.	CNBC Dan Ives: Software will be the heart and lung...
Feb 07	NOW	$100.74 $107.81 +7.0%	AVOID	Brad Gerstner Altimeter Capital / CEO	Gerstner notes Salesforce (CRM) has compressed from 30x to 15x Free Cash Flow despite hitting revenue numbers. Sacks argues AI agents (like Claude Co-work) will work across applications, turning current SaaS tools into a commoditized "legacy infrastructure" layer. The market is discounting the terminal value of these companies. If AI agents can execute tasks across databases without a human needing a UI "seat," the per-seat pricing model collapses. The profit pool moves from the application layer to the agentic layer. Avoid or Short. The multiple compression is not a temporary dip but a structural repricing of future cash flow durability. These incumbents successfully pivot to become the "agentic workspace" themselves (e.g., Salesforce successfully monopolizing the agent layer).	All-In Podcast Epstein Files, Is SaaS Dead?, Moltbook Panic,...
Feb 07	NOW	$100.74 $107.81 +7.0%	LONG	Jim Cramer Host, Mad Money	Enterprise software stocks have been decimated (down 30-70%) due to fears that Generative AI will allow companies to write their own code and replace SaaS providers. The sell-off is overdone for profitable companies with strong growth. * Intuit (INTU): AI is not a threat to the consumer TurboTax business or SMBs who cannot afford to build internal software. * Salesforce (CRM): Trading at its lowest P/E multiple in history (14x), cheaper than during the 2008 recession. * ServiceNow (NOW): Strong growth (19%) and a massive buyback program ($2B). * Box (BOX): Cheap (16x earnings) with consistent execution. * Atlassian (TEAM): Down 70% from highs but growing earnings at 30%. * Workday (WDAY): Trading at less than 15x earnings despite 18% expected growth. A proprietary screen identified these specific names as having >25% drawdowns but above-market earnings growth and profitability. The market may continue to punish software stocks irrationaly in the short term if AI fears persist.	CNBC Mad Money 02/06/26 \| Audio Only
Feb 05	NOW	$102.63 $107.81 +5.0%	SHORT	Thread Guy Crypto Commentator / Streamer	The host notes that SaaS stocks (Salesforce, ServiceNow, Workday, HubSpot) are down 40-70% and look like they are "falling off a cliff." He cites the "Crowding Out" effect: AI CapEx is draining the economy's dry powder. Every dollar invested in GPUs and AI infrastructure is a dollar taken away from traditional SaaS subscriptions. These companies are being "hollowed out like termites" as the market rotates capital from software to AI hardware/infrastructure. SHORT / AVOID. These legacy cloud names are the funding source for the new AI bubble. Oversold bounce if the rotation pauses or if AI monetization stalls.	Thread Guy Bitcoin is 63K!? Crypto is FINISHED? - Market...

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