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

Discover which AI productivity platform could redefine enterprise software today.

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 ...

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 ...

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 ...

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' ...

ServiceNowNOW and SalesforceCRM are two of the most important enterprise cloud software companies, helping large organizations modernize operations, automate workflows and manage critical business ...

Salesforce wants to own the data, content, integration and agent layers AI needs to operate across the enterprise. Here's ...

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 ...