I'm neutral on ServiceNow after a 30% drawdown in 2025, citing strong fundamentals despite the AI seat-attrition fears, but no near-term catalyst at an 89x forward P/E. AI seat-attrition fears look ...
ServiceNow announced a deal to acquire cybersecurity company Armis on Tuesday, marking a new milestone in the software giant’s artificial-intelligence business strategy. The $7.75 billion all-cash ...
Together, ServiceNow and Armis will create a unified, end-to-end security exposure and operations stack that can see, decide, and act across the entire technology footprint Acquisition expected to ...
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