ServiceNow Partners with Tata Consultancy for AI Adoption
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NOW?
Source: seekingalpha
- Partnership Agreement: ServiceNow has signed a multi-year partnership with Tata Consultancy Services (TCS) to accelerate AI adoption across various business functions, which is expected to significantly enhance operational efficiency for enterprises.
- Solution Development: Under this collaboration, TCS will develop solutions on the ServiceNow platform that leverage trusted AI and a unified governance model, making enterprise workflows more efficient, proactive, and insight-driven, thereby driving measurable business outcomes.
- AI Integration Advancement: ServiceNow's Chief Product Officer Amit Zavery stated that this partnership will help enterprises move beyond isolated AI experiments by integrating agentic AI natively into workflows, modernizing legacy environments, and driving quantifiable business results.
- Market Leadership Position: Currently, TCS is the largest user of ServiceNow's IT Asset Management, deploying the solution across thousands of devices within three months, further solidifying its leadership position in the enterprise services market.
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Analyst Views on NOW
Wall Street analysts forecast NOW stock price to rise
32 Analyst Rating
30 Buy
2 Hold
0 Sell
Strong Buy
Current: 104.270
Low
172.00
Averages
222.81
High
263.00
Current: 104.270
Low
172.00
Averages
222.81
High
263.00
About NOW
ServiceNow, Inc. provides an artificial intelligence (AI) platform for business transformation. The Company’s AI platform connects people, processes, data, and devices to increase productivity and maximize business outcomes. Its intelligent platform, the Now Platform, is a cloud-based solution that helps enterprises and organizations across public and private sectors digitize workflows. The workflow applications built on the Now Platform are organized into four primary areas: Technology, CRM and Industry, Core Business and Creator. Its products include IT Service Management, IT Operations Management, HR Service Delivery, ServiceNow AI Agents, AI Experience, Build Agent, ServiceNow AI Control Tower, AI Agent Fabric, RaptorDB, Workflow Data Fabric, Workplace Service Delivery, ServiceNow Platform Encryption, Telecommunications Service Operations Management, and others. The Company also offers identity security, helping organizations secure access across the enterprise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ServiceNow Partners with Tata Consultancy for AI Adoption
- Partnership Agreement: ServiceNow has signed a multi-year partnership with Tata Consultancy Services (TCS) to accelerate AI adoption across various business functions, which is expected to significantly enhance operational efficiency for enterprises.
- Solution Development: Under this collaboration, TCS will develop solutions on the ServiceNow platform that leverage trusted AI and a unified governance model, making enterprise workflows more efficient, proactive, and insight-driven, thereby driving measurable business outcomes.
- AI Integration Advancement: ServiceNow's Chief Product Officer Amit Zavery stated that this partnership will help enterprises move beyond isolated AI experiments by integrating agentic AI natively into workflows, modernizing legacy environments, and driving quantifiable business results.
- Market Leadership Position: Currently, TCS is the largest user of ServiceNow's IT Asset Management, deploying the solution across thousands of devices within three months, further solidifying its leadership position in the enterprise services market.
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- Market Share Competition: OpenAI's CFO noted that enterprise clients currently account for 40% of its business, with expectations to reach nearly 50% by year-end, indicating the company's aggressive push to capture more users in a competitive landscape.
- Implementation Support: The consulting partners will assist clients in defining strategies and accelerating the integration of AI agents into real production workflows, leveraging the expertise of OpenAI's forward-deployed engineers to ensure effective technology implementation and enhance enterprise AI capabilities.
- Growing Industry Demand: The collaboration with consulting firms underscores the overwhelming demand for AI that exceeds what any single company can address, emphasizing the importance of collective efforts to achieve large-scale AI technology deployment in a complex technological environment.
See More
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- DoorDash Business Growth: DoorDash's stock has fallen approximately 38% since October 2025; however, its Q4 revenue surged 38% year-over-year to $29.7 billion, with earnings soaring 51% to $213 million, demonstrating strong performance in its diversified business, particularly in third-party retailer fulfillment services.
- ServiceNow Market Rebound: ServiceNow's stock is nearly 50% below its record high from last summer, yet CEO Bill McDermott emphasized in the Q4 earnings call that enterprise AI will be a major driver of the multi-trillion-dollar investment cycle, and he personally invested $3 million in company stock, reflecting confidence in future growth.
- Toast Expansion Momentum: Toast's stock has plummeted 44% since August 2025, but it added 30,000 new restaurant clients in 2025, with 8,000 in Q4, and its annual recurring revenue (ARR) grew 26% year-over-year to $2 billion, indicating strong growth potential in the restaurant sector.
- Valuation Appeal: Despite market pressures, Toast's price-to-earnings growth (PEG) ratio is only 0.25, suggesting an attractive valuation, and the company is expanding into new verticals like food and beverage retail, further enhancing its competitive position in the market.
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US Peace Corps Launches Tech Corps Initiative
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- Volunteer Recruitment and Training: The new Tech Corps will recruit engineers and STEM graduates to provide 'last-mile' support for implementing American AI solutions in partner nations, which is anticipated to enhance their technological capabilities in sectors like agriculture, education, and economic development.
- International Cooperation and Investment: The launch of the Tech Corps aligns with the U.S. AI Exports Program, expected to attract participation from countries like India, further solidifying the U.S.'s leadership in advanced technologies while fostering tech collaboration and investment with other nations.
- Service Duration and Benefits: Tech Corps volunteers will serve abroad for 12 to 27 months, receiving benefits such as housing, healthcare, and living stipends, with on-ground deployments expected to begin in fall 2026, reflecting the U.S.'s long-term commitment to promoting AI technology globally.
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- Market Confidence Erosion: The stocks of private equity firms like KKR, Blackstone, and Apollo have dropped between 20% and 21% year-to-date, reflecting a decline in investor confidence regarding their future profitability, which could impact their financing capabilities and market position.
- Blue Owl Capital Crisis: Blue Owl's stock, OWL, has fallen over 27% this year due to its suspension of regular redemptions on certain funds, raising investor concerns about its ability to fulfill capital commitments, potentially triggering broader market panic.
- Rising Credit Risks: The opacity of the private credit market, particularly loans to small and medium-sized enterprises, has increased skepticism about the credit quality of these
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ServiceNow Readded to AI Investment List by Wedbush
- Market Rebound Expectation: Wedbush has re-added ServiceNow (NYSE:NOW) to its IVES AI 30 list, arguing that the recent sell-off in software stocks has been excessive, indicating a market undervaluation of the company’s potential.
- AI Revolution Outlook: Analyst Dan Ives emphasizes that the AI revolution is still in its early stages, expected to unfold over a 10-year growth cycle, and while short-term challenges may arise, ServiceNow is poised to benefit.
- Misguided Short-term Concerns: Despite the recent sell-off impacting ServiceNow's stock, analysts believe the market is overly focused on short-term risks, overlooking the company's long-term growth potential and key advantages.
- Cloud Service Advantage: ServiceNow offers cloud-based and AI-embedded end-to-end workflow automation solutions, and as a company founded in 2004, its positioning in enterprise services enhances its competitiveness in the AI era.
See More
ServiceNow Partners with Tata Consultancy for AI Adoption
- Partnership Agreement: ServiceNow has signed a multi-year partnership with Tata Consultancy Services (TCS) to accelerate AI adoption across various business functions, which is expected to significantly enhance operational efficiency for enterprises.
- Solution Development: Under this collaboration, TCS will develop solutions on the ServiceNow platform that leverage trusted AI and a unified governance model, making enterprise workflows more efficient, proactive, and insight-driven, thereby driving measurable business outcomes.
- AI Integration Advancement: ServiceNow's Chief Product Officer Amit Zavery stated that this partnership will help enterprises move beyond isolated AI experiments by integrating agentic AI natively into workflows, modernizing legacy environments, and driving quantifiable business results.
- Market Leadership Position: Currently, TCS is the largest user of ServiceNow's IT Asset Management, deploying the solution across thousands of devices within three months, further solidifying its leadership position in the enterprise services market.
See More
OpenAI Forms Strategic Partnerships with Four Consulting Firms
- Strategic Partnerships: OpenAI has announced the formation of 'Frontier Alliances' with four consulting firms (Accenture, Boston Consulting Group, Capgemini, and McKinsey) to accelerate the deployment of its enterprise platform, Frontier, highlighting the company's commitment to the enterprise market despite not disclosing financial details.
- Market Share Competition: OpenAI's CFO noted that enterprise clients currently account for 40% of its business, with expectations to reach nearly 50% by year-end, indicating the company's aggressive push to capture more users in a competitive landscape.
- Implementation Support: The consulting partners will assist clients in defining strategies and accelerating the integration of AI agents into real production workflows, leveraging the expertise of OpenAI's forward-deployed engineers to ensure effective technology implementation and enhance enterprise AI capabilities.
- Growing Industry Demand: The collaboration with consulting firms underscores the overwhelming demand for AI that exceeds what any single company can address, emphasizing the importance of collective efforts to achieve large-scale AI technology deployment in a complex technological environment.
See More
Three Growth Stocks to Buy After Recent Sell-Offs
- DoorDash Business Growth: DoorDash's stock has fallen approximately 38% since October 2025; however, its Q4 revenue surged 38% year-over-year to $29.7 billion, with earnings soaring 51% to $213 million, demonstrating strong performance in its diversified business, particularly in third-party retailer fulfillment services.
- ServiceNow Market Rebound: ServiceNow's stock is nearly 50% below its record high from last summer, yet CEO Bill McDermott emphasized in the Q4 earnings call that enterprise AI will be a major driver of the multi-trillion-dollar investment cycle, and he personally invested $3 million in company stock, reflecting confidence in future growth.
- Toast Expansion Momentum: Toast's stock has plummeted 44% since August 2025, but it added 30,000 new restaurant clients in 2025, with 8,000 in Q4, and its annual recurring revenue (ARR) grew 26% year-over-year to $2 billion, indicating strong growth potential in the restaurant sector.
- Valuation Appeal: Despite market pressures, Toast's price-to-earnings growth (PEG) ratio is only 0.25, suggesting an attractive valuation, and the company is expanding into new verticals like food and beverage retail, further enhancing its competitive position in the market.
See More
US Peace Corps Launches Tech Corps Initiative
- Tech Corps Initiative: The White House has announced the establishment of a 'Tech Corps' within the Peace Corps, aimed at promoting the application of American AI abroad by recruiting tech-skilled volunteers, which is expected to positively impact the U.S.'s influence in the global tech landscape.
- Volunteer Recruitment and Training: The new Tech Corps will recruit engineers and STEM graduates to provide 'last-mile' support for implementing American AI solutions in partner nations, which is anticipated to enhance their technological capabilities in sectors like agriculture, education, and economic development.
- International Cooperation and Investment: The launch of the Tech Corps aligns with the U.S. AI Exports Program, expected to attract participation from countries like India, further solidifying the U.S.'s leadership in advanced technologies while fostering tech collaboration and investment with other nations.
- Service Duration and Benefits: Tech Corps volunteers will serve abroad for 12 to 27 months, receiving benefits such as housing, healthcare, and living stipends, with on-ground deployments expected to begin in fall 2026, reflecting the U.S.'s long-term commitment to promoting AI technology globally.
See More
Risks of Private Equity and Private Debt
- Market Confidence Erosion: The stocks of private equity firms like KKR, Blackstone, and Apollo have dropped between 20% and 21% year-to-date, reflecting a decline in investor confidence regarding their future profitability, which could impact their financing capabilities and market position.
- Blue Owl Capital Crisis: Blue Owl's stock, OWL, has fallen over 27% this year due to its suspension of regular redemptions on certain funds, raising investor concerns about its ability to fulfill capital commitments, potentially triggering broader market panic.
- Rising Credit Risks: The opacity of the private credit market, particularly loans to small and medium-sized enterprises, has increased skepticism about the credit quality of these
See More
ServiceNow Readded to AI Investment List by Wedbush
- Market Rebound Expectation: Wedbush has re-added ServiceNow (NYSE:NOW) to its IVES AI 30 list, arguing that the recent sell-off in software stocks has been excessive, indicating a market undervaluation of the company’s potential.
- AI Revolution Outlook: Analyst Dan Ives emphasizes that the AI revolution is still in its early stages, expected to unfold over a 10-year growth cycle, and while short-term challenges may arise, ServiceNow is poised to benefit.
- Misguided Short-term Concerns: Despite the recent sell-off impacting ServiceNow's stock, analysts believe the market is overly focused on short-term risks, overlooking the company's long-term growth potential and key advantages.
- Cloud Service Advantage: ServiceNow offers cloud-based and AI-embedded end-to-end workflow automation solutions, and as a company founded in 2004, its positioning in enterprise services enhances its competitiveness in the AI era.
See More
