Baird upgrades Atlassian on upside from platform shift and GenAI push [Yahoo! Finance]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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Source: Yahoo! Finance
in generative AI, and an attractive valuation that offers nearly 30% upside from current levels. Analysts are "incrementally” bullish on Atlassian's enterprise ambitions and upgraded the stock with a $255 price target. Atlassian is becoming a true platform, Baird wrote, on improved product consistency, a three-cloud approach, and positive customer feedback on the company's positioning in the commercial and enterprise segments. The firm also pointed to new product bundles and the integration of Rovo, Atlassian's generative AI assistant, into standard subscriptions at no extra cost. The inclusion of Rovo was described as a meaningful catalyst for GenAI adoption among customers, and Baird noted that user feedback suggests the move is encouraging deeper platform engagement. While some on Wall Street remain concerned about the potential erosion of Jira seats due to automation, Baird argued that the growing importance of developers and engineers in AI-driven workflows actually rei
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News
- Roku upgraded, Lockheed downgraded: Wall Street's top analyst calls [Yahoo! Finance]Yahoo! Finance
- ServiceNow Stock Steadies After Tumbling Amid Talk of Mega Deal. What to Know. [Yahoo! Finance]Yahoo! Finance
- 5 CIO predictions for AI in 2026 [Yahoo! Finance]Yahoo! Finance
- ServiceNow (NYSE:NOW) was upgraded by analysts at Guggenheim from a "sell" rating to a "neutral" rating.MarketBeat
- ‘Foundation to the house' couldn't be stronger, says ServiceNow CEO Bill McDermott [CNBC]CNBC
NOW
Earnings
- 10/29/25 - Beat
NOW
Sec Filings
- 12/15/25 - Form 8-K
- 12/15/25 - Form 424B7
- 12/15/25 - Form S-8
- NOW's page on the SEC website