Nine weeks is all it took for Eric Bleeker's AI Portfolio pick to clear the 25% mark, a gain most investors wait years for. The path there was anything but smooth, with the position giving back more than half its advance twice before recovering.
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NOW Coverage
Palantir Rises 4% as Barclays Starts Coverage at Overweight With $265 Target; ServiceNow Holds Steady, Salesforce Sits Tight
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is at $205.77, up 4% in afternoon trading, after Barclays opened coverage with an Overweight rating and a $265 price target. That’s the second…
Palantir Advances 3% as Goldman Sachs Upgrades to Buy With $230 Target; Salesforce and ServiceNow Hold Steady
A Wall Street upgrade is lifting Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) while the rest of enterprise software stalls. Palantir stock is up 3% to $199.13 in morning trading, pulling clear…
Prediction: This AI Stock Could Be Much Bigger by 2028
ServiceNow's AI business is accelerating while its stock sits near a 52-week low, and that disconnect has our model flagging an opportunity most investors are pricing wrong.
ServiceNow Crashed 25% In One Year: Generative AI Will Catalyze 80% Gains According to One Wall Street Guru
ServiceNow has shed a quarter of its value while software stocks bleed out across the sector, yet one Wall Street analyst just slapped an outlier target on it that implies an 82%…
This AI Software Stock Could Surprise Investors by 2028
ServiceNow just crossed $1 billion in AI contract value while its stock sits near a multi-year low, and Wall Street's consensus price target barely scratches the surface of what our model projects…
The Biggest Buyers in Cybersecurity Now Are Not Cybersecurity Companies
A search giant, a workflow platform, a payment network, and a consultancy are now among the most aggressive acquirers in cybersecurity, and their motivations have little to do with selling security products.
Cramer Warned Viewers That Meta’s AI Would Crush This Stock, and Someone Just Bet Millions It Won’t
Jim Cramer rattled off the companies he thinks Meta's new AI platform will hurt, but one glaring omission caught traders' attention and sent them rushing into short-dated call options before they even…
Palantir’s Growth Could Justify a Much Higher Stock Price
Palantir just posted its ninth consecutive earnings beat and revenue growth that left Wall Street scrambling to revise its models upward, yet the stock still sits 9% below its peak. Whether that…
ServiceNow Climbs 4% as Software Names Lead a Rebound; Intuit Jumps 4%, Adobe Rises 3%
Enterprise software is leading a rebound across technology stocks, and shares of ServiceNow (NYSE:NOW | NOW Price Prediction) sit at the front of the group. ServiceNow stock is up 4% to $139.73,…
Salesforce Is Down Double Digits This Year. Our Model Sees 48% Upside
Salesforce shares have shed double digits this year while Wall Street quietly revised its earnings estimates sharply higher, creating a gap between price and fundamentals that few investors are watching closely enough.
Oracle Jumps 5% as Fusion Claw Launch Adds 25 Agentic Applications; Salesforce Holds Flat, ServiceNow Slips
A product launch has made Oracle (NYSE:ORCL | ORCL Price Prediction) the standout in enterprise software, with Fusion Claw extending the company’s push into agentic AI. Oracle stock is at $139.54, up…
Salesforce Price Prediction: The Cheapest Way to Own AI Software
Salesforce trades at a fraction of what Microsoft and ServiceNow charge for AI growth, and that valuation gap is drawing serious attention. Whether it closes or widens depends on a bet most…
Salesforce Is Cheap. ServiceNow Is Growing Faster. Here’s the Stock I’d Buy.
Two AI software giants both reported strong agentic bookings this summer, but they sit at opposite ends of the valuation spectrum. The case for buying the cheaper one is stronger than it…
Why Salesforce, ServiceNow and Snowflake All Dropped 4% Within Minutes of a Meta Announcement Monday
At 8:36 AM ET this morning, Meta (NASDAQ:META | META Price Prediction) published “Meta launches enterprise platform, MongoDB CEO exits” to its newsroom, confirming it hired MongoDB (NASDAQ:MDB) CEO CJ Desai as…
Meta and ServiceNow Drop 4% as Enterprise Platform Launch Reprices Software; MongoDB Tumbles 19%
The software group is being repriced. An enterprise software launch from Meta Platforms (NASDAQ:META | META Price Prediction) is behind the move, and the company behind the announcement is falling alongside the…