Latest news with #ServiceNow
Yahoo
5 hours ago
- Business
- Yahoo
3 growth stocks I've bought for the ‘AI agent' revolution
As a long-term investor, I tend to focus on big, powerful investment themes. And one theme I'm really excited about today is the emergence of 'AI agents' – software that can perform business tasks autonomously. I believe the investment potential here is enormous. With that in mind, here are three growth stocks I've bought for the agentic AI revolution. My number one play on AI agents today is software company Salesforce (NYSE: CRM). It has a product called Agentforce and it's having a lot of success with it. Indeed, since its launch in October last year, the company has signed over 8,000 customers. Of these, around half are now paying for the service. The main reason I'm bullish here is that Agentforce integrates really well with Salesforce's apps and data services (Data Cloud and Tableau Next). This is important – without the right data, agents are likely to be useless. I'll point out that ServiceNow's agentic AI offering also integrates well with data and apps. So, competition from this firm is a risk. However, I like the risk-reward proposition here at today's share price and valuation. Salesforce trades on a price-to-earnings (P/E) ratio of just 23. I believe the stock offers value at present and is worth considering. Microsoft (NASDAQ: MSFT) is well known for its generative AI capabilities (it's a part-owner of ChatGPT-owner OpenAI). What a lot of investors don't realise, however, is that this company is also a major player in the agentic AI space. Today, it offers a range of services designed to help developers/organisations build and deploy agents to increase business productivity. For example, Azure AI Foundry Agent Service allows professional developers to build specialised agents to handle complex business tasks. I was buying this growth stock a few months ago when it was near $350. It's now at $480, so doesn't look as attractive as it did back then. That said, I think it's still worth considering for the long term (especially on a 5%-10% pullback). While competition from other cloud computing giants such as Amazon and Alphabet is a risk, I believe this stock has bags of potential. Finally, I think CrowdStrike (NASDAQ: CRWD) could be a major player in the agentic AI revolution. It's one of the world's leading cybersecurity companies. It offers a solution called Charlotte AI, which CEO George Kurtz refers to as the company's agentic security analyst. This is designed to transform threat detection and response by bringing automation and autonomous reasoning to cybersecurity operations. CrowdStrike should also benefit from other companies' rollout of AI agents. Given that they typically have access to massive amounts of data, they are going to significantly increase the surface area of IT that needs to be protected. Now, this stock is the riskiest of the three. That's because it's a much younger company (meaning it's a little more unproven) and doesn't have a lot of profits at this stage. It has also had a huge run this year, rising over 40%. I still believe it's worth considering, but I think investors are better off waiting for a pullback before buying. The post 3 growth stocks I've bought for the 'AI agent' revolution appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Edward Sheldon has positions in Alphabet, Amazon, CrowdStrike, Microsoft, and Salesforce. The Motley Fool UK has recommended Alphabet, Amazon, CrowdStrike, Microsoft, ServiceNow, and Salesforce. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
Ascendion Joins ServiceNow (NOW) to Accelerate AI-Driven Business Transformation
ServiceNow, Inc. (NYSE:NOW) is one of the 11 must-buy AI stocks analysts are betting on. On June 16, the company received a significant boost after Ascendion, a leading force in artificial intelligence-driven software, joined its Consulting and Implementation Partner Program. A professional banker inside a retail bank branch, providing services to a customer. Ascendion plans to help businesses move beyond basic artificial intelligence integration by joining ServiceNow Consulting and Implementation Partner Program. It plans to accelerate the embedding of intelligent solutions directly into workflows to achieve tangible business-focused results. Ascendion is also leveraging the ServiceNow Platform to help organizations modernize their operations and improve service delivery. 'Our partnership with ServiceNow is not just about digital transformation—it's about preparing businesses to lead in an AI-first world. We combine smart tools with strategic execution, helping our clients stay competitive and relevant,' said Dharam Gurbani, Chief Growth Officer – Global Growth Markets at Ascendion. Ascendion is to contribute expertise across several areas of the ServiceNow ecosystem, including AI-powered services. The partnership also aligns with the company's vision to blend cutting-edge AU with human creativity. ServiceNow, Inc. (NYSE:NOW) is a technology company that helps organizations manage and automate their business processes. It provides solutions for various areas, including IT, customer service, employee experience, and security. While we acknowledge the potential of NOW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None.
Yahoo
2 days ago
- Business
- Yahoo
3 S&P 500 Stocks to Own for Decades
The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for long-term success. Identifying the best companies in the S&P 500 isn't always easy, and that's why we started StockStory. That said, here are three S&P 500 stocks positioned to outperform. Market Cap: $203.7 billion Founded by Fred Luddy, who coded the company's initial prototype on a flight from San Francisco to London, ServiceNow (NYSE:NOW) is a software provider helping companies automate workflows across IT, HR, and customer service. Why Will NOW Beat the Market? Growth in its current remaining performance obligations (cRPO) has averaged 22.3% over the last year, showing it has a steady sales pipeline that will drive future revenue Excellent operating margin highlights the efficiency of its business model, and it turbocharged its profits by achieving some fixed cost leverage Strong free cash flow margin of 32.1% enables it to reinvest or return capital consistently ServiceNow's stock price of $983.97 implies a valuation ratio of 15.1x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it's free. Market Cap: $93.64 billion With low-pressure heating systems as its first product, Trane (NYSE:TT) designs, manufactures, and sells HVAC and refrigeration systems, the former to commercial and residential building customers and the latter to commercial truck manufacturers. Why Do We Love TT? Annual revenue growth of 11.6% over the past two years was outstanding, reflecting market share gains this cycle Share repurchases over the last two years enabled its annual earnings per share growth of 23.7% to outpace its revenue gains Market-beating returns on capital illustrate that management has a knack for investing in profitable ventures, and its rising returns show it's making even more lucrative bets At $419.83 per share, Trane Technologies trades at 32.1x forward P/E. Is now a good time to buy? See for yourself in our comprehensive research report, it's free. Market Cap: $57.52 billion Formerly known as AmerisourceBergen until its 2023 rebranding, Cencora (NYSE:COR) is a global pharmaceutical distribution company that connects manufacturers with healthcare providers while offering logistics, data analytics, and consulting services. Why Are We Bullish on COR? Unparalleled scale of $310.2 billion in revenue enables it to spread administrative costs across a larger membership base Share repurchases have amplified shareholder returns as its annual earnings per share growth of 14.5% exceeded its revenue gains over the last five years ROIC punches in at 57.3%, illustrating management's expertise in identifying profitable investments Cencora is trading at $298.14 per share, or 18.3x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Tahawul Tech
2 days ago
- Business
- Tahawul Tech
'We have an opportunity to unleash a human renaissance by helping our people reach their full potential.' – Jacqui Canney, ServiceNow
ServiceNow has introduced ServiceNow University, an innovative learner experience to empower individuals to grow, develop, and build skills that matter the most. The new world of work is as much about a human transformation as a technological one, and for humans to transform, a safe space is needed outside of one's comfort zone and it is why the science of play in learning is at the core of the ServiceNow University vision. Unlike other learning environments with static, one‑size‑fits‑all programming, ServiceNow University builds skills for the future, flexes with the world's needs, and unlocks full talent potential through a customized learning toolkit—no matter an individual's needs and interests. ServiceNow University is available to organizations and individuals throughout the entire ServiceNow ecosystem—employees, customers, and partners—connecting people to the learning they need to contribute with impact. 'In the age of AI, we have an opportunity to unleash a human renaissance by helping our people reach their full potential, simplify their lives, and focus on the meaningful, innovative work that drives business success,' said Jacqui Canney, chief people and AI enablement officer at ServiceNow. 'The speed of change also demands an agile learning and development approach that focuses as much on how people learn in the flow of work as it does on the right skills people need to thrive. That's why we designed ServiceNow University to foster a culture of continuous learning and adaptation with our people at the center.' According to the third annual research report from ServiceNow and Pearson that will be published in September, agentic AI is set to disrupt millions of jobs, both technical and non‑technical, fueling the demand to upskill. In fact, more than 8 million roles are estimated to transform because of agentic AI in the U.S. alone. Additionally, significant tech workforce growth is expected in all surveyed regions by 2030—from 27% in Germany to 36% in the U.S. to 95% in India. ServiceNow University leverages cutting‑edge AI and a personalized development toolkit to set all learners up for success, whether their role is evolving, or they are diving into a technology‑focused role for the first time. The vast curriculum covering human and technical skills helps talent future‑proof their careers and enable organizations to remain competitive. 'As technology continues to transform the workplace at an unprecedented pace driven by AI, there is a learning imperative that leaders need to address. ServiceNow University is uniquely positioned to help them do just that,' said Jayney Howson, SVP of global learning and development at ServiceNow. 'Built around you and your unique learning journey, it combines the power of AI with the science of play to create an experience that brings together an individual's background, talents, and goals. Whether you're looking to learn a quick new skill or make a complete career change, ServiceNow University delivers learning that is accessible—creating a safe space where people can step outside of their comfort zone, try new things, experiment, fail, and learn.' ServiceNow University equips learners to grow with purpose and contribute with impact Historically, organizations have harnessed a fixed approach to growth and development with scheduled programs, such as 30‑60‑90‑day onboarding cycles, periodic online courses, and mandatory compliance trainings. However, as ever‑evolving technology impacts the way we work, learning experiences must evolve as well. ServiceNow University addresses this need by offering the space to turn skill‑building into a dynamic journey to help ensure learners not only excel today but create resilient career paths for the future, too, broadening the breadth and depth of learning and experiences. Key features include: Completely FREE and gamified with hundreds of on‑demand courses and hands‑on performance‑based assessments in which learners can earn credentials and receive points, badges, and ranks to not only reward personal development but help them advance skills needed for this digitally transformed workforce. with hundreds of on‑demand courses and hands‑on performance‑based assessments in which learners can earn credentials and receive points, badges, and ranks to not only reward personal development but help them advance skills needed for this digitally transformed workforce. AI‑powered unified profile that connects a person's skills, experiences, and achievements in one place to create the 'University of You' with curated content and a free on‑demand catalog, to cultivate engagement and drive tangible growth. that connects a person's skills, experiences, and achievements in one place to create the 'University of You' with curated content and a free on‑demand catalog, to cultivate engagement and drive tangible growth. Comprehensive learning curriculum with intuitive, bite‑sized content for varying skill levels that helps ensure information is easily consumed and retained. ServiceNow University offers a wide range of content across multiple disciplines, including a robust AI learning pathway designed to help learners know, use, and lead with AI in today's rapidly evolving workplace. ServiceNow University also strengthens ServiceNow's existing RiseUp initiative, which helps underrepresented and underserved communities gain better access to technology, knowledge, and opportunities. RiseUp aims to create meaningful career pathways in the tech industry and meet the talent demand for customers and partners. Through ServiceNow University, the company plans to reach 3 million learners by the end of 2027. Availability ServiceNow University is generally available now to ServiceNow employees, customers, partners, and individuals. Learn more about ServiceNow University here.
Yahoo
2 days ago
- Business
- Yahoo
5 Insightful Analyst Questions From ServiceNow's Q1 Earnings Call
ServiceNow's first quarter results were well received by the market, reflecting management's focus on broad-based workflow adoption and rapid expansion in artificial intelligence-driven solutions. CEO Bill McDermott credited the quarter's growth to substantial increases in large enterprise deals, particularly within technology, CRM, and public sector workflows. The company highlighted significant acceleration in its Pro Plus and Now Assist AI products, noting that the number of Pro Plus deals more than quadrupled year over year. Management also emphasized strong renewal rates and customer expansion, with CFO Gina Mastantuono noting, 'Our renewal rate remained best in class at 98%, underscoring the consistent value that ServiceNow delivers to our customers.' Is now the time to buy NOW? Find out in our full research report (it's free). Revenue: $3.09 billion vs analyst estimates of $3.08 billion (18.6% year-on-year growth, in line) Adjusted EPS: $4.04 vs analyst estimates of $3.83 (5.4% beat) Adjusted Operating Income: $953 million vs analyst estimates of $928 million (30.9% margin, 2.7% beat) The company provided subscription revenue guidance for the full year of $12.66 billion at the midpoint Operating Margin: 14.6%, up from 12.8% in the same quarter last year Market Capitalization: $208.5 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Keith Weiss (Morgan Stanley) asked whether macro uncertainty or elongated sales cycles factored into guidance. CFO Gina Mastantuono replied that guidance incorporates a healthy degree of conservatism, but 'demand that we're seeing remains strong,' with comprehensive pipeline analysis supporting outlook. Kash Rangan (Goldman Sachs) inquired about the impact of the Moveworks acquisition and any changes to the sales playbook amid customer tariff concerns. President and Chief Product Officer Amit Zavery explained Moveworks will accelerate the roadmap and user experience, while CEO Bill McDermott emphasized continued strong demand despite macro variables. Mark Murphy (JPMorgan) questioned ServiceNow's ambitions in CRM and whether the company intends to be a core system of record. McDermott confirmed broader aspirations, aiming to deliver a fully integrated, AI-powered front office that connects sales and service for improved customer productivity. Alex Zukin (Wolfe Research) asked about the quarterly mix shift in workflows and whether manufacturing and federal results reflected pull-forward demand. Mastantuono noted that all workflows continue to perform well and no material pull-forwards were seen, attributing results to strong execution. Kylie (Citi) asked about the adoption trajectory for Pro Plus and its importance to growth targets. Zavery said adoption is expected to continue accelerating, and Mastantuono reiterated Now Assist and AI as key contributors to ServiceNow's multi-year growth goals. In coming quarters, our analysts will watch (1) the adoption rate and customer expansion of AI-powered products like Pro Plus and AgenTek, (2) integration progress and customer impact from the Moveworks and acquisitions, and (3) continued momentum in public sector and regulated industry segments. Execution on these priorities, along with the rollout of new workflow automation features, will be critical markers of ServiceNow's ability to sustain growth. ServiceNow currently trades at $1,007, up from $814.07 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
