ServiceNow Crashed 25% In One Year: Generative AI Will Catalyze 80% Gains According to One Wall Street Guru

Impact · against what's priced in

The article contains no catalysts for CRM or WDAY, as its mentions are limited to confirming the general sector decline already reflected in their valuations. For NOW, the strong AI ACV and raised guidance are offset by significant operating income drops and downward EPS revisions, leaving the stock's price largely in alignment with current consensus despite outlier bull targets.

CRM+0.00

Already priced in

The price assumes

11% overall revenue growth just reported