KeyBanc downgrades Adobe and ServiceNow on AI risks [Yahoo! Finance]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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Source: Yahoo! Finance
intelligence, valuation and growth momentum are rising as the enterprise software sector heads into 2026. In its Enterprise Software 2026 stock outlook, KeyBanc analyst Jackson Ader stated that the “biggest change and the stock for which we expect to receive the most pushback is our downgrade of ServiceNow to Underweight,” calling it “more than a narrative call.” The firm set a $775 price target on ServiceNow and pointed to “worrying trends in IT back-office employment data” that it believes increase the risk the company becomes “at-risk-from-AI” in coming quarters. KeyBanc acknowledged that ServiceNow's AI products include “a hybrid monetization structure that should mitigate some of the headwinds that would come from seat-count pressure,” but said similar structures “have not kept other SaaS sub-sectors afloat when this narrative has come for them.” The firm also warned that ServiceNow's perceived position as an AI orchestration winner “may cede ground to Microsoft in 2026,”
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News
- iRobot files for bankruptcy, ServiceNow to acquire Armis for $7B [Yahoo! Finance]Yahoo! Finance
- iRobot files for bankruptcy, ServiceNow to acquire Armis for $7B [Yahoo! Finance Canada]Yahoo! Finance Canada
- ServiceNow, Adobe downgraded at KeyBanc; Akamai, Fastly, Asana, ZoomInfo upped [Seeking Alpha]Seeking Alpha
- ServiceNow's $7 Billion Power Move: The Cyber Deal That Could Rewrite Its Future [Yahoo! Finance]Yahoo! Finance
- ServiceNow mulls $7bn acquisition of Armis [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 10/29/25 - Beat
NOW
Sec Filings
- 12/9/25 - Form 4
- 12/5/25 - Form 8-K
- 12/5/25 - Form 144
- NOW's page on the SEC website