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

ServiceNow is a strong buy, given its impressive technology, along with the low valuation relative to fundamentals. Click here to read why NOW is a Strong Buy.

We recently published 10 Stock Titans With Massive Losses. ServiceNow Inc. (NYSE:NOW) was one of the worst performers on Thursday. ServiceNow dropped for a third straight day on Thursday, shedding ...

ServiceNow CEO Bill McDermott has been on a mission to persuade investors to stop thinking of his enterprise software company as a standard SaaS (software-as-a-service) business. So far, McDermott has ...

ServiceNow reported quarterly earnings that beat expectations. The results weren't enough to quell concerns about slowing growth amid the company's acquisition spree. For the fourth quarter, ...

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 ...

Jeffries termed the SaaS selloff ‘SaaSapocalypse’ as Asana fell 59% and DocuSign fell 52% over one year. BDCs hold roughly 20% exposure to SaaS companies through direct equity investments and debt ...

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 ...