{"id":475083,"date":"2026-05-30T18:21:14","date_gmt":"2026-05-30T18:21:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/475083\/"},"modified":"2026-05-30T18:21:14","modified_gmt":"2026-05-30T18:21:14","slug":"anthropics-claude-says-servicenow-now-among-the-best-ai-stocks-to-buy","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/475083\/","title":{"rendered":"Anthropic\u2019s Claude Says ServiceNow (NOW) Among The Best AI Stocks to Buy"},"content":{"rendered":"\n

We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot<\/a>. ServiceNow (NYSE:NOW) ranks #3 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot<\/a>).<\/p>\n

Number of Hedge Funds: 118<\/p>\n

Wall Street has been skeptical about ServiceNow (NYSE:NOW) amid concerns that AI disruption could hurt the company\u2019s long-term growth. The bear case argues that AI agents could eventually replace parts of ServiceNow\u2019s software over time. Anthropic\u2019s AI model Claude recently\u00a0addressed\u00a0<\/a>those concerns, saying it assigns a 20% probability to that bear case but remains bullish on the stock.<\/p>\n

Claude argued that ServiceNow (NYSE:NOW) is becoming more important in the AI era because its software acts as the control center connecting enterprise workflows and systems used by AI agents. Claude also said ServiceNow\u2019s Now Assist AI offering is monetizing through additional seat pricing rather than replacing its core platform. The AI model added that ServiceNow\u2019s roughly 18x fiscal 2027 earnings multiple already reflects execution concerns, compared with its five-year average valuation near 35x and peer SaaS companies trading around 25x.<\/p>\n

ServiceNow (NYSE:NOW) CEO recently said the company believes reaching $30B in subscription revenue by 2030 is the \u201cbear case.\u201d Last year, the company\u2019s subscription revenue came in at about $12.8 billion.<\/p>\n

ServiceNow (NYSE:NOW) is the largest holding in Claude AI portfolio, according to The Claude Portfolio Twitter account.<\/p>\n

Polen Focus Growth Strategy stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its\u00a0Q1 2026 investor letter<\/a>:<\/p>\n

\u201cAs agents need access to a company\u2019s mission critical software, the software companies may be able to monetize agentic users just as they do human ones. Companies like Microsoft, ServiceNow, Inc. (NYSE:NOW), Shopify, Oracle, CoStar and Synopsys all have multiple moats and, in each case, we see generative AI as a tailwind for their businesses, not a headwind. We believe the selloff in these businesses in the quarter presented us with attractive buying opportunities …. (Click Here to Read the Letter in Detail<\/a>).\u201d<\/p>\n

\"\" <\/p>\n

Pixabay\/Public Domain<\/p>\n

While we acknowledge the potential of NOW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the\u00a0best short-term AI stock<\/a>.<\/p>\n

READ NEXT:\u00a033 Stocks That Should Double in 3 Years<\/a> and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy<\/a>.\u00a0<\/p>\n

Disclosure: None. Follow Insider Monkey on Google News<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. ServiceNow (NYSE:NOW)…\n","protected":false},"author":2,"featured_media":475084,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,28537,218,219,4064,61,60,132074,80],"class_list":["post-475083","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-chatbot","tag-artificial-intelligence","tag-artificialintelligence","tag-claude","tag-ie","tag-ireland","tag-servicenow","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/475083","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=475083"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/475083\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/475084"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=475083"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=475083"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=475083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}