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 ...

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

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'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 ...

Guggenheim’s upgrade is explicitly valuation-driven, not an AI-winner bet, and it targets double-digit growth with improving US federal business as procurement delays ease. With investors shifting ...

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 ...

ServiceNow, Salesforce, Ubisoft, Quizlet, and Verily Health revealed plans to slash a combined 370 jobs, affecting workers in Santa Clara, San Francisco, and San Bruno. The layoffs are permanent, ...

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' ...

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 ...