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

ServiceNow's revenue is growing considerably faster than Salesforce's. Salesforce trades at a far lower valuation than ServiceNow. One company's business model looks better equipped for the AI era. 10 ...

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 ...

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

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 ...

Salesforce, ServiceNow, and Check Point had been among the harder-hit names, with declines ranging from nearly 30% for Check Point to more than 40% for Salesforce, which also posted its longest losing ...

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

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

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' ...

Several tech firms disclosed plans to chop hundreds of jobs in the Bay Area in fresh disclosures that show the pace of layoffs this year is running ahead of last year’s totals. Related Articles US ...

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 ...