ServiceNow

ServiceNow: Jefferies Maintains Buy, PT Down to $175 from $230

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Citigroup

Citigroup Keeps Buy Rating on ServiceNow, Lowers PT to $235

ServiceNow, SAP remain resilient in software despite hyperscaler dominance: BNP Paribas report.

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Adobe

AI-Driven Demand Suppression: Why 'Cheap' Software Stocks Could Be the Next Big Value Trap

Catalyst<ul> <li>Most analysts rate NOW Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Bearish signals are obviously dominant (3 bearish vs 0 bullish) in technical indicators.</li> <li>Fund flows show net outflows across all order sizes, indicating lack of institutional and retail confidence.</li></ul>

Key Factors

ServiceNow announces a three-year partnership with OpenAI to integrate GPT-5.2 into its platform, embedding frontier AI models directly into enterprise workflows. ServiceNow enhances its global Partner Program to accelerate AI agent innovation, featuring simplified pricing and expanded opportunities for partners to build and distribute AI solutions. ServiceNow's stock surges 2.64% on the OpenAI collaboration announcement, breaking above its 52-week low, with heightened options activity in January 30th $125 calls and $123 puts. Citigroup downgrades ServiceNow to Buy with a price target of $235, while RBC and Mizuho reaffirm Outperform ratings, and BMO and Oppenheimer lower their price targets.

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