BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.

ServiceNow's launch of Autonomous Workforce and EmployeeWorks marks a credible step from AI assistance to AI execution - with governance and repeatability at its core. Whether enterprises are ready to ...

ServiceNow is pivoting to be an artificial intelligence (AI) first company, and its generative AI suite of solutions, Now Assist, continues to be a growth driver, reaching a $600 million annual ...

ServiceNow shares sank despite strong results and guidance. Investors continue to fret over the impact AI will have on SaaS businesses. The stock now trades at an attractive price. 10 stocks we like ...

The software-as-a-service (SaaS) sector has been in the dumps, and right now, these companies can do no right in the eyes of investors. ServiceNow (NYSE: NOW) became the latest example of this, with ...

ServiceNow reported strong growth in the 2025 fourth quarter. It serves a network of more than 8,000 clients globally who rely on its workflow automation software. Investors are down on ...

Concerns that AI tools like Anthropic’s Claudebot could effectively execute enterprise processes and weaken the SaaS business model appear to be spooking investors, with major US-based SaaS companies ...

After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...

The two-decade reign of the seat-based software-as-a-service (SaaS) model is facing a major threat from AI agents—and software stocks are already feeling the pain. Customers paid for a software ...