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Analysts reset ServiceNow stock price target after earnings

ServiceNow (NOW) just delivered the kind of results in the first quarter that usually send a stock higher. Revenue and earnings beat estimates, subscription growth exceeded 20%, and management raised full-year guidance. Yet shares plummeted 18% in a single day. Investors are concerned about how AI will impact the company’s organic growth, margins, and valuation

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QuantumScape has a bold message for investors

QuantumScape (QS) stock jumped about 9% after earnings, but the reaction says more about shifting expectations than a breakout quarter. What moved the stock was a clearer step into manufacturing, early signs of commercial diversification, and the first real hint that the company’s model can generate revenue before full-scale battery sales begin. Management’s message to

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Equifax exposes AI fraud threat hitting modern business

A scammer can imitate your voice, forge your invoices, and create new identities in seconds, leaving the old fraud playbook mostly useless for modern businesses. Equifax warns that artificial intelligence is rewriting the rules of financial crime, and criminals have crossed a threshold many business owners believed was years away. What makes this moment different

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Morgan Stanley resets NOC stock price target after earnings

There’s a particular kind of Wall Street moment that tends to confuse retail investors when a company reports solid earnings, raises nothing alarming, and the stock falls anyway. Northrop Grumman (NOC) just had one of those. The 32-year-old defense and aerospace giant reported first-quarter 2026 results that, by most measures, were fine. A modest earnings

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