ServiceNow $NOW price target raised to $155 from $115 at Needham Needham analyst Mike Cikos raised the firm's price target on ServiceNow to $155 from $115 and keeps a Buy rating on the shares. The firm left a conversation with ServiceNow earlier this week "incrementally more positive" on the company's positioning and roadmap, particularly for AI governance. Needham attributes the 37% rally since the company's fiscal Q2 report to the "solid -beat-and-raise" and shifting investor sentiment regarding software-as-a-service.

SERVICETITAN $TTAN Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $292.8M (Est. $286M) 🟢; +21% YoY 🔹 Adj. EPS: $0.40 (Est. $0.35) 🟢 🔹 GTV: $26.8B; +17% YoY 🔹 Non-GAAP FCF: $50.5M FY27 Guide: 🔹 Revenue: $1,139M-$1,144M (Est. $1.14B) 🟡 🔹 Non-GAAP Oper Income: $152M-$154M (Est. $149M) 🟢 Q3 Guide: 🔹 Revenue: $285M-$287M (Est. $288M) 🔴 🔹 Non-GAAP Oper Income: $29M-$30M (Est. $28.3M) 🟢 Other Q2 Metrics: 🔹 Platform Revenue: $284.5M; +22% YoY 🔹 Non-GAAP Operating Margin: 15.2% 🔹 Net Dollar Retention: >110% Comments: 🔸 “Our strong momentum delivering the Agentic Operating System to the Trades resulted in 21% year-over-year revenue growth and over $50 million of non-GAAP free cash flow this quarter” 🔸 “We exceeded our goal of doubling Max locations during Q2. As a result of strong execution with existing customers and progress with select new customers, we now expect to end this fiscal year with over 700 enrolled Max locations.”

"Service, Strength & Second Acts" 🎖️ Episode 42: From military dedication to award-nominated performances, David Lee proves that purpose can evolve—and greatness can take many forms🎙️ Deep Thots!🎧 🔗 @ray_ray_xxx @RebelRhyderXXX @MrDavidLeexxx

ServiceNow reported better-than-expected quarterly sales and bookings, boosting Wall Street’s hopes that the software maker’s new artificial intelligence tools will spur growth

“Services delivered its highest ever quarterly revenue and a return of over 30%. Clients continue to lean on our global network more and more – we saw a 13% increase in cross-border transactions and a 19% increase in deposits.” – Jane Fraser, Chair & CEO

[Service Notice｜Tsubaki.2 Image Generation Issue] Due to a malfunction caused by an upgrade to our inference service framework, between 6/30 23:50 and 7/1 00:30 (JST / UTC+9) today, some Tsubaki.2 image generation tasks may intermittently and unexpectedly produce "noise images" (see the attached example). Accordingly, we will refund the Credits for all Tsubaki.2 image generation tasks during this period (including both the PixAI main site and Mio.2), regardless of whether a noise image occurred. The refunded Credits will be added to eligible PixAI accounts by 7/1 23:59 (JST / UTC+9). We sincerely apologize for any inconvenience this may have caused.