BREAKING
Guggenheim: AI Threat 'Overdone'
Two Key Upgrades to Buy
ServiceNow
NOW
●
Neutral to Buy
●
Target $125
●
Embedding AI agents
Salesforce
CRM
●
Neutral to Buy
●
Target $228
●
~46% upside
0
$
CRM target
0
%
implied upside
0
x
recurring revenue
0
B
value wiped
Why Fears May Be Overdone
1
AI sell-off hits SaaS
↓
2
Agents embedded in platforms
↓
3
AI seen as opportunity
↓
4
Analyst sentiment reverses
Sentiment Turns on Software
AI NEWS BLITZ
Guggenheim upgrades three software names, saying AI fears are overdone.