Anthropic’s Claude Says ServiceNow (NOW) Among The Best AI Stocks to Buy

Number of Hedge Funds: 118

Wall Street has been skeptical astir ServiceNow (NYSE:NOW) amid concerns that AI disruption could wounded the company’s semipermanent growth. The carnivore lawsuit argues that AI agents could yet regenerate parts of ServiceNow’s bundle implicit time. Anthropic’s AI exemplary Claude recently addressed those concerns, saying it assigns a 20% probability to that carnivore lawsuit but remains bullish connected the stock.

Claude argued that ServiceNow (NYSE:NOW) is becoming much important successful the AI epoch due to the fact that its bundle acts arsenic the power halfway connecting endeavor workflows and systems utilized by AI agents. Claude besides said ServiceNow’s Now Assist AI offering is monetizing done further spot pricing alternatively than replacing its halfway platform. The AI exemplary added that ServiceNow’s astir 18x fiscal 2027 net aggregate already reflects execution concerns, compared with its five-year mean valuation adjacent 35x and adjacent SaaS companies trading astir 25x.

ServiceNow (NYSE:NOW) CEO precocious said the institution believes reaching $30B successful subscription gross by 2030 is the “bear case.” Last year, the company’s subscription gross came successful astatine astir $12.8 billion.

ServiceNow (NYSE:NOW) is the largest holding successful Claude AI portfolio, according to The Claude Portfolio Twitter account.

Polen Focus Growth Strategy stated the pursuing regarding ServiceNow, Inc. (NYSE:NOW) successful its Q1 2026 capitalist letter:

“As agents request entree to a company’s ngo captious software, the bundle companies whitethorn beryllium capable to monetize agentic users conscionable arsenic they bash quality ones. Companies similar Microsoft, ServiceNow, Inc. (NYSE:NOW), Shopify, Oracle, CoStar and Synopsys each person aggregate moats and, successful each case, we spot generative AI arsenic a tailwind for their businesses, not a headwind. We judge the selloff successful these businesses successful the 4th presented america with charismatic buying opportunities .... (Click Here to Read the Letter successful Detail).”

Pixabay/Public Domain

While we admit the imaginable of NOW arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double successful 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey connected Google News.