ServiceNow – One SaaS Stock That Gets Better as AI Gets BiggerServiceNow – NOW
Pitch Summary: ServiceNow is currently undervalued, with its shares down 54% over the past year despite strong financial performance. The market’s fear of SaaS disruption due to AI does not apply to ServiceNow, which is well-positioned to benefit from AI adoption. The company continues to deliver high revenue growth, strong customer retention, and expanding margins. […]
TCW Concentrated Large Cap Growth Fund – PLTR
Bull thesis on Palantir Technologies Inc. from TCW Concentrated Large Cap Growth Fund
TCW Concentrated Large Cap Growth Fund – NOW
Bull thesis on ServiceNow, Inc. from TCW Concentrated Large Cap Growth Fund
Ithaka US Growth Strategy – NOW
Bear thesis on ServiceNow from Ithaka US Growth Strategy
Harding Loevner Global Equity NOW
Bull thesis on ServiceNow from Harding Loevner Global Equity
ClearBridge Investments All Cap Growth NOW
Bull thesis on ServiceNow Inc from ClearBridge Investments All Cap Growth
Polen Capital – International Growth MNDY
Bull thesis on Monday.com Ltd. from Polen Capital – International Growth
Vulcan Value Partners – Large Cap – NOW
Bull thesis on ServiceNow, Inc. from Vulcan Value Partners – Large Cap
Nightview Capital – NOW
Bull thesis on ServiceNow from Nightview Capital
Magellan Global Opportunities Fund No. 1 – SAP
Bull thesis on SAP SE from Magellan Global Opportunities Fund No. 1
Hertford Capital FNOX.ST
Bull thesis on Fortnox AB from Hertford Capital
Ithaka US Growth Strategy NOW
Bull thesis on ServiceNow, Inc. from Ithaka US Growth Strategy
Ithaka US Growth Strategy NOW
Neutral thesis on ServiceNow, Inc. from Ithaka US Growth Strategy
Columbia Global Technology Growth Fund NOW
Neutral thesis on ServiceNow, Inc. from Columbia Global Technology Growth Fund
Impax US Sustainable Economy Fund NOW
Bull thesis on ServiceNow from Impax US Sustainable Economy Fund
Baron Small Cap Fund INTC
Bull thesis on Intapp, Inc. from Baron Small Cap Fund
Lakehouse Global Growth Fund NOW
Bull thesis on ServiceNow Inc. from Lakehouse Global Growth Fund
Ithaka US Growth Strategy NOW
Bull thesis on ServiceNow, Inc. from Ithaka US Growth Strategy
Ithaka US Growth Strategy NOW
Bull thesis on ServiceNow, Inc. from Ithaka US Growth Strategy
Invesco Discovery Fund PEGA
Bull thesis on Pegasystems Inc from Invesco Discovery Fund
