Software Is 2026's Strongest Buy Opportunity: Here's Why [Seeking Alpha]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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US:NYSE Investor Relations:
servicenow.com/company/investor-relations.html
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Source: Seeking Alpha
AI-driven monetization is now tangible: Workday, Adobe, Salesforce, ServiceNow, and Snowflake report accelerating AI ARR and contract growth, often outpacing market expectations. Valuations for leading enterprise software names (e.g., Workday, Adobe, ServiceNow) are at multi-year lows despite improving fundamentals and positive estimate revisions. The best risk/reward lies in orchestration platforms, infrastructure beneficiaries, and AI monetization leaders; weak, easily replicated software faces structural decline. Jonathan Kitchen/DigitalVision via Getty Images A Reading Error Let's begin with the facts. My belief is that the facts are the place to begin. The software segment suffered some very serious setbacks in 2026. I am referring here to major players in This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of SPX, NDX, IGV either through stock ownership, options, or other derivatives. I wrote this article myself, an
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News
- ServiceNow inches up after it closes Armis acquisition [Seeking Alpha]Seeking Alpha
- ServiceNow (NOW) Reports Q1: Everything You Need To Know Ahead Of Earnings [Yahoo! Finance]Yahoo! Finance
- ServiceNow's Rapid Growth Is Enough To Avoid A Bearish Rating [Seeking Alpha]Seeking Alpha
- ServiceNow completes $7.75bn Armis deal to boost cyber visibility [Yahoo! Finance]Yahoo! Finance
- Pernas Research Q1 2026 Investment Letter [Seeking Alpha]Seeking Alpha
NOW
Earnings
- 1/28/26 - Beat
NOW
Sec Filings
- 4/20/26 - Form S-8
- 4/6/26 - Form ARS
- 4/6/26 - Form DEFA14A
- NOW's page on the SEC website