The first-quarter earnings report wasn't the only problem.

ServiceNow has been a casualty of the "SaaS-pocalypse" this year, in which the emergence of AI agents, especially Claude Code from AI firm Anthropic, is prompting investors to consider whether new AI ...

Here's what could happen to NOW shares next.

Note: Numbers are rounded for presentation purposes and may not foot.

ServiceNow's stock may be a bargain after a 60%-plus fall.

Nonetheless, Anthropic's revenue is soaring, and there is anecdotal evidence that smaller companies are beginning to use AI tools to design custom software programs, rather than buy them from ...