Software-as-a-service (SaaS) stocks have sold off on artificial intelligence (AI) fears. However, these fears look overblown. Meanwhile, some SaaS stocks, like ServiceNow, look well positioned to be ...

BNP Paribas Equity Research analyzed software-as-a-service, or SaaS, valuations using stock-based compensation, or SBC, in the terminal value framework and noted that investors are "looking for even ...

ServiceNow's CEO will buy $3 million worth of shares in his company this month. Several other top ServiceNow execs cancelled their trading plans, putting them in a position to buy shares later. The ...

Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 3:20 PM ESTCompany ParticipantsWilliam McDermott ...

According to Citrini Research, AI is setting off a powerful feedback loop. Companies deploy AI to cut labor costs. They then reinvest those savings into more AI, accelerating the very disruption that ...

CLSA sees strong upside potential in TCS on SaaS and AI-driven demand CLSA has rated Tata Consultancy Services ‘Outperform’ with a 12-month target price of Rs 3,593, implying a 33.7% upside from ...

While the market is still trading near all-time highs, not every part is in the middle of a bull market, not even within the tech sector. In fact, the software-as-a-service (SaaS) space has been ...

The stock market can’t make up its mind. On one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure. On the other hand, the same ...

ServiceNow has set itself up to be an AI orchestration platform. Salesforce has made sure it can be organizations' master record of data from which to launch AI agents. Both stocks are trading at ...

At a time when the Nifty IT index has corrected sharply, falling nearly 20 percent this month, brokerage firm CLSA has reiterated its ‘Outperform’ rating on Tata Consultancy Services (TCS), sharing a ...