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AI Stocks: Salesforce vs ServiceNow
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AI Overview
Salesforce and ServiceNow, two major AI stocks, have seen contrasting market sentiment and analyst views in recent weeks.
On April 30, 2026, Citi raised its price target on ServiceNow (NOW) to $158, maintaining a Buy rating ahead of the company's analyst day on May 4. This bullish move comes despite a challenging year for SaaS stocks, with fears of a slowdown in tech spending driving a sector-wide sell-off. Meanwhile, Jim Cramer expressed caution about Salesforce (CRM) during a Mad Money episode, stating it's one of his smallest positions due to market sentiment against software stocks.
The differing analyst views have impacted investor sentiment, with ServiceNow (NOW) being identified as one of the 10 AI stocks with potential to rise 1000 percent, while Salesforce (CRM) faces headwinds due to market pessimism towards software stocks.
Looking ahead, investors should watch for ServiceNow's analyst day on May 4, where updates on AI strategies and growth prospects are expected. Additionally, the broader SaaS sector's performance will be crucial, as any signs of a turnaround could benefit both Salesforce and ServiceNow.
On April 30, 2026, Citi raised its price target on ServiceNow (NOW) to $158, maintaining a Buy rating ahead of the company's analyst day on May 4. This bullish move comes despite a challenging year for SaaS stocks, with fears of a slowdown in tech spending driving a sector-wide sell-off. Meanwhile, Jim Cramer expressed caution about Salesforce (CRM) during a Mad Money episode, stating it's one of his smallest positions due to market sentiment against software stocks.
The differing analyst views have impacted investor sentiment, with ServiceNow (NOW) being identified as one of the 10 AI stocks with potential to rise 1000 percent, while Salesforce (CRM) faces headwinds due to market pessimism towards software stocks.
Looking ahead, investors should watch for ServiceNow's analyst day on May 4, where updates on AI strategies and growth prospects are expected. Additionally, the broader SaaS sector's performance will be crucial, as any signs of a turnaround could benefit both Salesforce and ServiceNow.
AI Overview as of May 09, 2026
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Last UpdatedApr 30, 2026