- Entry
- $90.45
- Now
- $100.58 +11.2%
- Target
- —
- Score
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"Software is dead. SaaSpocalypse is happening because AI is taking over!" That's the sensational headlines often thrown against companies like Service NOW. I agree AI **commoditization** is causing a lot of companies to no longer need SaaS shops like Service NOW. Yes also Service NOW's per seat/user **licensing model** goes against the AI shift of outcomes and code generation. But I think NOW has some *potential* upside. 1. AI agents still need data, workflows, governance, security, orchestration layers - things …
— ORIGINAL POST ·
NOW - ServiceNow a bargain or avoid?
· r/stocks
· Apr 28, 2026