A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.

Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software ...

A contrarian analyst call argues that AI fears have compressed both stocks past what the actual competitive dynamics warrant ...

Salesforce maintains a larger revenue base, while ServiceNow posts steadier gains each quarter. Explore how their financial ...

ServiceNow's superior revenue and AI momentum, especially with Now Assist, position it for stronger long-term growth than Salesforce. Despite Salesforce's higher margins, its revenue growth and AI ...

It has been a brutal start to 2026 for many software stocks. While the S&P 500 is down about 0.5% year to date as of this writing, shares of enterprise software giants Salesforce (NYSE: CRM) and ...

Oracle’s stock missed out on the broader software rally, as the company is tied to OpenAI’s success through its cloud-infrastructure business.

ServiceNow (NYSE:NOW | NOW Price Prediction) grew revenue 20.88% for the full year with CEO Bill McDermott promising to build ...

Genesys, a provider of cloud-based customer experience orchestration solutions, has received $1.5 billion in new investment commitments from Salesforce and ServiceNow. This investment deepens Genesys' ...

Salesforce wants to own the data, content, integration and agent layers AI needs to operate across the enterprise. Here's ...

The technology industry remains a hot investment area in 2026 thanks to artificial intelligence (AI), but the situation is complicated for software stocks. Wall Street analysts predict some software ...