#SaaS

ServiceNow beat every line and re-accelerated cRPO to 21.5%, yet the gap-up vanished in 16 minutes. Why a beat went nowhere, and the $130 target.

ServiceNow was perfect on revenue, profit and cash flow, but one line about a 'slight slowdown' triggered a 17.75% crash. Markets trade acceleration.

A trillion dollars gone from software stocks. Fact-checking the AI fear trade with seat compression data and dot-com comparisons, plus rebound picks.