ServiceNow (NOW) January 31 weekly puts active into quarter results
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ServiceNow (NOW) PT Lowered to $1,200 at Needham
January 30, 2025 6:17 AM UTCNeedham analyst Mike Cikos lowered the price target on ServiceNow (NYSE: NOW) to $1,200.00 (from $1,500.00) while maintaining a Buy rating.
The analyst comments "We laud ServiceNow's willingness to bend, not break - with its introduction of Consumption-based monetization in CY25. As highlighted in... More
DeepSeek launch: This group of tech stocks is likely a major beneficiary - Bernstein
January 28, 2025 6:00 PM UTCDeepSeeks disruptive AI model launch could spark significant benefits for infrastructure software providers, according to Bernstein analysts.
While much attention has focused on AI CapEx and compute players, Bernstein believes the ripple effects of DeepSeeks low-cost inferencing performance may make infrastructure software a clear winner.
The firm said lower inferencing costs typically lead to higher demand. Bernstein highlighted OpenAIs release of the cost-efficient 4o-mini model last... More
