ServiceNow Stock Is Having a Blockbuster Day. Software Is a Haven, for Now. - Barron's
1. ServiceNow reported better-than-expected first-quarter earnings, boosting investor confidence. 2. Management's optimistic revenue forecast positions NOW well amid potential economic downturns. 3. Shares rose 15%, marking the largest increase since April 2013. 4. Analysts remain cautious about closing enterprise deals amid tariff uncertainties. 5. Broader software sector showing resilience despite potential risks and policy uncertainties.