ServiceNow (NOW) CEO McDermott Bought $3 Million Worth Company Shares, Here's What You Need to Know
ServiceNow (NOW) CEO, William McDermott, recently purchased $3 million worth of company shares on the open market, stating his strong conviction in the company's value amidst a sector downturn. Other executives also cancelled planned share sales, opting to hold their stock. Despite this move and McDermott's belief in ServiceNow's leadership in AI innovation, the stock price fell by roughly 1.30% following the announcement, and has declined over 27.3% since the start of 2026.
KKR explores $1.5 billion sale of BMC Helix, sources say
Private equity firm KKR is actively pursuing the sale of its information services provider, BMC Helix, for an estimated $1.5 billion. This move comes as the software sector faces dealmaking slowdowns due to concerns about AI's impact on valuations. KKR also plans an IPO for BMC Software in 2026, subsequent to the Helix sale.
Morgan Stanley issues sharp take on the stock market
Morgan Stanley's Katie Huberty argues that the recent stock market sell-off has been "indiscriminate," leading to a rotation where leadership is broadening beyond big tech and AI builders to AI adopters. The firm's analysis suggests that businesses effectively integrating AI are seeing margin expansion, and recent sector performance in autos, homebuilders, and retail supports this shift.
NICE Ltd. (NASDAQ:NICE) Q4 2025 Earnings Call Transcript
NICE Ltd. reported strong Q4 2025 results with an EPS of $3.24, beating analyst expectations. The company highlighted significant acceleration in AI adoption, including a 66% increase in AI ARR and the strategic acquisition of Cognigy to create a fully AI-native CX platform.
Five9, Inc. (NASDAQ:FIVN) Q4 2025 Earnings Call Transcript
Five9, Inc. (NASDAQ:FIVN) reported strong Q4 2025 results, with total revenue reaching $300 million and subscription revenue growing 12% year-over-year, driven by accelerating enterprise AI and core CCaaS growth. The company's enterprise AI annual run rate revenue surpassed $100 million, highlighting its strong position in AI-powered Customer Experience. Five9 welcomed new CEO Amit Mathradas, who expressed confidence in the company's future growth and market opportunity, especially in the evolving AI-driven CX landscape.
Tequity Advisors Welcomes Thomas Moewe as ServiceNow Leader, M&A Advisor
Tequity Advisors, a leading M&A advisory firm for B2B Enterprise Cloud, SaaS, and technology-enabled services companies, has appointed Thomas Moewe as its ServiceNow Leader, M&A Advisor. Moewe, with over a decade of experience in building and scaling ServiceNow-native businesses, will advise ServiceNow-focused services firms on positioning, growth strategy, and M&A readiness. His role will strengthen Tequity's capacity to guide founders through strategic decisions in the growing ServiceNow partner ecosystem.
Rimini Street, Inc. (NASDAQ:RMNI) Q4 2025 Earnings Call Transcript
Rimini Street, Inc. (NASDAQ:RMNI) held its Q4 2025 earnings call, discussing solid execution despite the Oracle PeopleSoft support wind-down. The company highlighted accelerating sales growth, strong ARR subscription renewals, and the launch of its next-generation Agentic AI ERP solutions. Management expressed confidence in achieving growth in 2026 by leveraging AI innovation to modernize ERP infrastructure without costly upgrades, while also seeing improved sales momentum post-litigation settlement.
Elizabeth Meloy Hepding Sells 18,246 Shares of Ingersoll Rand (NYSE:IR) Stock
Elizabeth Meloy Hepding, an insider at Ingersoll Rand, sold 18,246 shares of the company's stock for approximately $1.77 million, reducing her stake by over 52%. This transaction occurred despite Ingersoll Rand's strong Q4 earnings, which surpassed analyst expectations, and positive FY 2026 guidance. However, significant insider selling, including by EVP Vicente Reynal, has negatively impacted market sentiment.
Rimini Street (NASDAQ: RMNI) returns to profit and sets 2026 growth targets
Rimini Street (NASDAQ: RMNI) reported its 2025 financial results, showing a return to profitability with a net income of $37.1 million, despite a slight 1.7% decrease in revenue to $421.5 million. The company's remaining performance obligations hit a record $652.9 million, and cash and cash equivalents increased to $120.0 million. Rimini Street also provided Q1 2026 revenue guidance and reiterated full-year 2026 targets for revenue growth of 4% to 6% and Adjusted EBITDA margins of 12.5% to 15.5%, highlighting new Agentic AI ERP solutions.
Rimini Street, Inc. SEC 10-K Report
Rimini Street, Inc. has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives. The company achieved profitability in 2025 with $37.1 million in net income, driven by a litigation settlement, despite a 1.7% revenue decrease to $421.5 million. Rimini Street is focusing on expanding its solutions portfolio, including Agentic AI ERP innovation, and navigating challenges like intense competition and ongoing litigation with Oracle.
Salesforce Bets on Agentforce: Will It Power CRM's Next Growth Cycle?
Salesforce is heavily investing in its new Agentforce platform to revive revenue growth, which has slowed to single digits. Agentforce, which integrates AI across various CRM functions, generated $540 million in recurring revenues in Q3 fiscal 2026, marking a 330% year-over-year increase. While competitors like Microsoft and ServiceNow are also advancing AI in enterprise solutions, Salesforce hopes Agentforce will drive sustained adoption and reaccelerate its growth trajectory, with analysts projecting revenue increases of 9.5% and 10.7% for fiscal 2026 and 2027, respectively.
Citigroup Inc. $C Position Trimmed by Pzena Investment Management LLC
Pzena Investment Management LLC reduced its stake in Citigroup Inc. by 7.7% in Q3, selling over 1 million shares but still holding 12.5 million shares valued at $1.272 billion, making it their third-largest holding. This reduction comes amid an insider sale by Cantu Ernesto Torres and a positive outlook from analysts who have raised price targets, citing Citi's exit from Russia and strategic plans to boost Return on Tangible Common Equity (ROTCE) by 2026. The company recently announced a quarterly dividend and analysts maintain a "Moderate Buy" consensus rating for the stock.
ServiceNow COO Expects AI-Driven Consolidation In Software Industry Amid Rout – Calls It ‘Software Darwinism’
ServiceNow COO Amit Zavery predicts an AI-driven consolidation within the software industry, terming it "software Darwinism." He warns that companies failing to adopt AI and transition from traditional SaaS models focused on increasing "seats" will struggle. This shift towards agentic AI platforms that automate work is driving a market correction and will benefit companies like ServiceNow that embrace the change.
Is It Time To Reassess ServiceNow (NOW) After Sharp Share Price Swings?
ServiceNow (NOW) has experienced significant share price volatility, with recent mixed returns including a 7.2% gain over 7 days but a 15.3% decline over 30 days. Despite a valuation model giving it a score of 2 out of 6, suggesting some undervaluation, a Discounted Cash Flow (DCF) analysis implies a 35.9% discount, indicating it's undervalued. However, its P/E ratio of 64.51x is higher than the industry average, suggesting it may be overvalued by this metric.
Nationwide expands Ting program; AIG completes $2.7B acquisitions: Insurtech news
Nationwide is expanding its Ting program to 500,000 additional homes, offering free smart sensors for fire prevention. AIG has completed strategic acquisitions of stakes in Convex Group and Onex Corporation totaling $2.7 billion. The article also covers various appointments, new partnerships, and product launches within the insurtech industry.
Jim Cramer Discusses Salesforce (CRM) Stock
Jim Cramer discussed Salesforce (NYSE:CRM) stock, highlighting a comparison with Walmart regarding cash flow and growth rates. While Salesforce's shares have seen a significant decline, Stifel reiterated a Buy rating, citing the potential of its Agentforce platform in the AI era. Piper Sandler, however, cut its price target on the stock.
Salesforce.com (CRM) Earnings Expected to Grow: Should You Buy?
Salesforce.com (CRM) is projected to report increased earnings and revenues for the quarter ended January 2026. While the Zacks Consensus Estimate for EPS is $3.03, the Earnings ESP is slightly negative at -0.05%, suggesting analysts are leaning bearish. Despite a strong Zacks Rank #2 and a history of beating past EPS estimates, the combination makes predicting an earnings beat for CRM difficult.
Pathlock Announces Integration with ServiceNow to Embed Risk-Aware Access Governance into Enterprise Workflows
Pathlock has announced an integration with ServiceNow to embed risk-aware access governance directly into enterprise workflows. This collaboration will enhance ServiceNow's access request experience by providing fine-grained access risk insights and compliant provisioning. The integration allows for automated Segregation of Duties (SoD) analysis and sensitive-access checks within ServiceNow's approval flows, streamlining compliance and ensuring audit readiness.
Defense supplier skips costly SAP upgrade, funds AI push
Cubic Corporation, a defense and transportation technology provider, has partnered with Rimini Street to optimize its SAP support. By avoiding a costly SAP S/4HANA upgrade and instead utilizing Rimini Street's services, Cubic is saving 50% on annual maintenance fees. This strategy allows Cubic to free up resources to invest in modernization, automation, and AI initiatives, including improving touchless invoice processing.
The Hackett Group Inc (HCKT) Q4 2025 Earnings Call Highlights: Navigating Revenue Shifts and AI ... By GuruFocus
The Hackett Group (HCKT) announced Q4 2025 revenues of $74.8 million and adjusted EPS of $0.40, exceeding guidance. The company is actively integrating Gen AI platforms, such as AI Explorer, to drive new revenue streams and improve efficiency, despite experiencing revenue decreases in its global SMBT and Oracle solution segments. Hackett Group is also transitioning to outcome-based fee structures and expects AI-related productivity gains to lead to margin expansion.
ServiceNow Insiders Buy as Wall Street Panics Over an AI SaaSpocalypse
Amidst a "SaaSpocalypse" narrative driven by fears of AI automating white-collar work and reducing software license needs, ServiceNow insiders are making significant purchases of company stock, signaling strong confidence. CEO Bill McDermott bought $3 million in shares, and other executives terminated automated selling plans, indicating they believe the stock is undervalued. ServiceNow's strategy counters market fears by positioning itself as the "AI Control Tower" for managing autonomous AI agents, supported by strategic acquisitions and strong financial performance including high revenue growth and free cash flow margins.
Appian Earnings Report 2025 Q4: Forecast, Analyst Expectations & Stock Performance - News and Statistics
Appian is set to release its Q4 2025 earnings, with analysts forecasting revenue of $189.3 million, a 13.6% year-on-year growth, and adjusted earnings of $0.08 per share. Despite consistent outperformance of revenue expectations, the company's stock, like others in the automation software sector, has declined due to market uncertainty and economic debates. The average analyst price target for Appian is $40, significantly higher than its current share price of $22.59.
Diodes inc (DIOD) SVP Yang sells $71,891 in stock By Investing.com
Emily Yang, SVP Worldwide Sales/Marketing at Diodes Inc (NASDAQ:DIOD), recently sold 1,000 shares of the company's common stock for $71,891. The sale occurred on February 13, 2026, and was disclosed in an SEC filing. Despite the sale, Diodes Inc has shown strong stock performance, with a 15.19% gain in the past week and a 34.73% return over six months.
ServiceNow executives cancel stock sales to boost investor faith
ServiceNow executives canceled stock sales in a move to reassure investors and demonstrate confidence in the company's future performance. This decision comes after recent market fluctuations and aims to signal leadership's commitment to the company's long-term success. The cancellation of stock sales is intended to be a positive gesture towards investor faith.
Is Cipher Mining Inc. (CIFR) among the Best Bitcoin and Blockchain Stocks to Invest in?
Cipher Mining Inc. (NASDAQ: CIFR) is featured as one of the top Bitcoin and blockchain stocks, following recent executive appointments and an "Overweight" rating from Morgan Stanley with a $38 price target. The company is actively expanding its operations, including a 15-year partnership with Amazon Web Services for an AI campus data center and a joint venture for a 1-gigawatt facility in West Texas. Despite its potential, the article suggests that certain AI stocks may offer even greater promise for higher returns and limited downside risk.
ServiceNow Leadership Halts Planned Stock Sales as CEO Commits to $3 Million Share Purchase
ServiceNow CEO William McDermott and four other senior executives canceled their planned stock sales (Rule 10b5-1 trading plans), with McDermott committing to purchase $3 million in company stock. This move signals strong executive confidence in ServiceNow's value and future direction, despite the stock's nearly 30% year-to-date decline amidst broader software sector weakness and AI disruption concerns. Analysts view this as one of the first notable insider buying signals in the software sector, suggesting management believes the shares are undervalued.
Independence Realty Trust Inc earnings beat by $0.05, revenue fell short of estimates
Independence Realty Trust Inc (NYSE: IRT) reported Q4 EPS of $0.14, beating analyst estimates by $0.05, despite revenue of $166.8M falling short of the consensus estimate of $170.27M. The company provided FY 2026 EPS guidance between $0.21 and $0.28, which brackets the analyst consensus of $0.24. InvestingPro indicates the company has "fair performance" in terms of financial health, with its stock price up 1.57% in the last three months but down 18.03% over the past year.
ServiceNow CEO Is Buying $3 Million of Stock. There’s ‘No Better Entry Point.’
ServiceNow CEO Bill McDermott is purchasing $3 million worth of the company's stock, signaling strong confidence in the software company's future despite recent market conditions. This move is seen as an example for other software companies facing economic challenges. McDermott believes the current stock price offers an excellent entry point for investment.
ServiceNow CEO IS Buying $3 Million of Stock. Executives Cancel Planned Sales.
ServiceNow's CEO, Bill McDermott, is purchasing $3 million worth of the company's stock, demonstrating confidence in the hard-hit software company. This move comes as other executives within the company are canceling their planned stock sales. The article highlights ServiceNow as a positive example for other software companies facing similar challenges.
QLYS Stock Price, Forecast & Analysis | QUALYS INC (NASDAQ:QLYS)
This article provides an in-depth analysis of Qualys Inc. (NASDAQ: QLYS), including its current stock price, financial performance, and analyst forecasts. It highlights the company's strong fundamental ratings, consistent growth in EPS and revenue, and a significant upside potential based on average analyst price targets. The report also details Qualys's business as a provider of cloud security and compliance solutions.
5 ways to achieve rapid IT incident resolution
Rapid IT incident resolution is crucial for modern organizations to avoid negative impacts on revenue, customer interaction, brand trust, security, and compliance. This article outlines five key strategies for achieving this: establishing unified dashboards, adding automation, defining clear escalation procedures, maintaining strong documentation, and implementing intelligent incident prioritization. By focusing on these areas, IT leaders can transform incident response into a strategic business capability.
Pan American Silver Set to Announce Q4 Earnings
Pan American Silver (PAAS) is scheduled to announce its Q4 earnings on February 18, with Wall Street anticipating a significant year-over-year increase in EPS to $0.89 and revenue of $1.12 billion. The company achieved a record silver production of 7.3 million ounces in Q4 and expects continued growth, contributing to a positive long-term outlook despite short-term market fluctuations for precious metals. Analysts have raised price targets for PAAS, citing increased gold and copper price forecasts and strong demand drivers.
Bolt Data Announces Bolt Data Connect, developed on the ServiceNow AI Platform to Unify Equipment Data and Operational Workflows Across the Enterprise
Bolt Data has announced Bolt Data Connect, a new solution developed on the ServiceNow AI Platform designed to unify equipment data and operational workflows. This platform enables real-time field asset monitoring and service automation for industrial equipment manufacturers, allowing them to predict maintenance needs and automate service responses. The collaboration aims to transform reactive service into proactive strategies, improving customer satisfaction and field team efficiency.
United Maritime sells offshore investment, oldest vessel in fleet reshuffle By Investing.com
United Maritime Corporation is reallocating capital by selling its equity stake in a Norwegian energy construction vessel project for approximately €13.0 million, realizing a €1.7 million profit, and selling its oldest Kamsarmax vessel, MV Cretansea, for $14.7 million. Concurrently, the company has acquired a 2010-built Japanese Capesize vessel, MV Dukeship, through a bareboat charter agreement. These transactions are expected to generate $15.5 million in liquidity and will reduce the company's fleet size from six to five vessels.
Morgan Stanley upgrades Veeva after 45% plunge from peak to stock’s 10-year low
Morgan Stanley has upgraded Veeva Systems to Equal-weight following a 45% drop in its stock price from its October peak, bringing it to a 10-year low in valuation. The firm believes competitive risks in its core CRM business are now better understood, and investor sentiment may have become overly pessimistic. Despite ongoing risks from client losses and pricing pressure, these factors appear to be reflected in the current valuation, with potential support from a $2 billion share buyback and a strong balance sheet.
ServiceNow CEO steps up with $3 million stock purchase announcement as executives cancel stock-selling plans
ServiceNow's CEO, Bill McDermott, announced a $3 million stock purchase, and several executives, including the CFO, canceled their 10b5-1 trading plans to restore confidence in the company's stock. Shares saw a brief jump in early trading. This move comes after the software company's stock struggled despite positive earnings, with investors concerned about AI's potential disruption and recent acquisitions.
ServiceNow CEO Plans Significant Insider Share Purchase
ServiceNow announced that its top executives, including CEO William R. McDermott, have terminated their Rule 10b5-1 trading plans, halting future pre-planned stock sales. McDermott further signaled confidence in the company by entering an agreement to purchase $3 million of ServiceNow shares on February 27, 2026. These actions suggest a stronger alignment between executive interests and shareholder value, potentially influencing investor perception positively.
ServiceNow (NYSE: NOW) CEO to buy $3M in shares as 10b5-1 plans end
ServiceNow reported that several top executives, including CEO William R. McDermott, terminated their Rule 10b5-1 stock trading plans, canceling all future planned sales of the company's common stock. Simultaneously, CEO McDermott entered an agreement to purchase $3 million of ServiceNow common stock on February 27, 2026, at prevailing market prices. This purchase will be reported later on a Form 4.
ServiceNow stock rises after executives cancel share sales, CEO plans purchase By Investing.com
ServiceNow Inc. (NYSE:NOW) stock rose 4% after several top executives, including the CEO, cancelled their planned share sales under Rule 10b5-1 trading plans. Adding to investor confidence, CEO William R. McDermott announced plans to purchase $3 million worth of ServiceNow shares on February 27, 2026. This combined action of cancelled sales and a significant purchase by the CEO boosted investor sentiment.
ServiceNow executives cancel 10b5-1 plans; CEO to buy $3M of shares
ServiceNow executives have canceled their 10b5-1 trading plans, halting all future planned sales of company stock. CEO William R. McDermott plans to purchase $3 million worth of ServiceNow shares on February 27, 2026, at market prices. This move signals a strong belief in the company's future from its leadership.
AI to coordinate two-thirds of field service teams by 2028, ISG says
Information Services Group (ISG) predicts that by 2028, two-thirds of enterprises will use AI to coordinate their field service teams. New research from ISG highlights the shift towards comprehensive, AI-enhanced platforms for field service management, offering end-to-end visibility and predictive maintenance capabilities. This move aims to improve operational efficiency, reduce costs, and enhance customer satisfaction by integrating various service functions and providing technicians with AI-boosted knowledge.
Earnings call transcript: Ares Commercial RE misses EPS forecast, revenue beats in Q4 2025
Ares Commercial Real Estate Corporation (ACRE) reported a Q4 2025 GAAP net loss of $4 million (-$0.07 EPS), missing analyst forecasts, but significantly exceeded revenue expectations with $13.22 million. The company's stock rose 7.63% in pre-market trading, reflecting investor optimism for a strong operational performance despite the earnings miss. ACRE continues to focus on resolving high-risk loans, expanding its loan portfolio through co-investment opportunities, and has declared a Q1 2026 dividend of $0.15 per share.
ServiceNow, Inc. (NOW): Needham Maintains a Buy Rating
Needham has reiterated a "Buy" rating on ServiceNow, Inc. (NYSE: NOW), setting a price target of $155.00, citing healthy customer adoption of its Pro Plus modules and strong operating metrics, with Now Assist surpassing $600 million in annual contract value. Conversely, Truist lowered its price target to $175 from $240 but maintained a "Buy" rating due to broad-based sectoral decline concerns rather than fundamental issues. The article also promotes an AI stock with 100x upside potential.
ServiceNow, Inc. (NOW): Needham Maintains a Buy Rating
Needham has maintained a "Buy" rating on ServiceNow, Inc. (NOW) with a price objective of $155.00, citing robust growth driven by healthy customer adoption of its Pro Plus modules, particularly Now Assist capabilities. The analyst highlighted the strong momentum in operating metrics and noted that the annual contract value for Now Assist exceeded $600 million. This positive outlook comes despite Truist recently reducing its price objective for ServiceNow, attributed to broader sectoral declines.
ServiceNow CEO looks to call a bottom on software stocks with this $3 million move
ServiceNow CEO Bill McDermott plans to buy $3 million in company shares and has terminated his automated stock-selling plan, along with four other executives. This move signals conviction in ServiceNow's stock amidst a broader software-sector selloff. The company's shares were down 3% on the day of the announcement.
ServiceNow Inc (NOW) Sees Subscription Sales Accelerating in 2026
ServiceNow Inc (NYSE:NOW) is projected to see accelerating subscription sales in 2026, with Q1 forecasting 21.5% YoY growth. This comes after strong Q4 2025 results surpassed expectations, with revenue up 20.5% and subscription sales rising 21% YoY. Analyst firms Oppenheimer and Truist have acknowledged ServiceNow's potential, particularly its adoption of AI and shift away from seat-based models, despite Truist cutting its price target.
ServiceNow Inc (NOW) Sees Subscription Sales Accelerating in 2026
ServiceNow Inc (NOW) is projected to see an acceleration in its subscription sales in 2026, following strong Q4 2025 results where revenue and EPS surpassed expectations. The company's subscription business, which accounts for the majority of its revenue, grew 21% year-over-year, and this growth is expected to increase further due to strategic initiatives and the acquisition of Moveworks. Truist and Oppenheimer, while having different price targets, both acknowledge ServiceNow's potential, emphasizing the importance of AI adoption and a shift away from seat-based models in the software industry.
Dan Ives Calls AI-Driven Software Selloff 'Most Disconnected Trade,' Says Salesforce And ServiceNow Are Historic Buys
Wedbush analyst Dan Ives stated that the recent AI-driven selloff in large-cap software stocks like Salesforce and ServiceNow is a "disconnected trade." He argues that investors are overestimating the immediate disruptive impact of AI on enterprise software, emphasizing that these companies have strong customer retention and that AI will likely accelerate their revenue growth in the long run. Ives believes Salesforce and ServiceNow remain core participants in the AI revolution, with their stock declines being "overdone."
Amazon's 9-Day Losing Streak Is Overdone, Says Futurum's David Nicholson, Calling $400 Billion Rout A 'Game Of Chicken'
Futurum Chief Research Officer David Nicholson believes Amazon's recent 9-day losing streak, which wiped out $400 billion in market cap, is an overreaction driven by investor anxiety rather than fundamental business changes. He describes the market's response to AI investments as a "game of chicken," with investors getting anxious about ROI timelines, but asserts that the long-term growth prospects for AI and the stability of enterprise software remain strong. Nicholson suggests the sell-off is rooted in sentiment, not structural issues, and highlights that major players like Salesforce and ServiceNow are protected by their established roles.
ServiceNow-Armis Security deal to be reviewed by Australian watchdog
The Australian competition regulator will review ServiceNow's proposed acquisition of Armis Security under the new merger regime. Both US-based companies specialize in software with continuous threat-exposure management and operational technology security solutions. This review follows ServiceNow's recent approval to acquire identity-security startup Veza by the same Australian regulator.
