智通财经APP获悉，周一，ServiceNow(NOW.US)股价走低，截至发稿，该股大幅跌超10%，报774.21美 元。消息面上，该公司正就收购网络安全初创公司Armis进行深入谈判，这笔交易的估值最高可能达到 70亿美元，若最终达成，将成为ServiceNow成立以来规模最大的一次并购。 据知情人士透露，相关交易有望在未来几天内公布。不过，由于谈判仍属私下进行，交易仍存在变数， 不排除谈判破裂或出现其他竞购方的可能。 ...

Welcome back. Seven minutes before we get uh started with trading here to begin a new week, one of our final weeks of the year. Of course, I like to keep an eye on the calendar.Let's talk a little service now for the Mad Dash. >> First, they came after Adobe and people said that's okay. They had particular characteristics involving advertising and uh you know just kind of overall too linked to perhaps um let's just say fancy, too expensive versus cheaper.Then they came after uh Sal Sal Sal Sal Sal Sal Sal S ...

Welcome back. Seven minutes before we get uh started with trading here to begin a new week, one of our final weeks of the year. Of course, I like to keep an eye on the calendar.Let's talk a little service now for the Mad Dash. >> First, they came after Adobe and people said that's okay. They had particular characteristics involving advertising and uh you know just kind of overall too linked to perhaps um let's just say fancy, too expensive versus cheaper.Then they came after uh Sal Sal Sal Sal Sal Sal Sal S ...

Group 1 - Stellantis shares increased by 1.3% as the European Commission is expected to withdraw the ban on internal combustion engine vehicles by 2035 [1] - Dollar General shares rose by 1.6% after JPMorgan upgraded its rating to "Overweight," with the target price raised from $128 to $166 [1] - iRobot, a leading company in the robotic vacuum sector, saw a significant decline of 72.7% as it filed for bankruptcy protection in the U.S. [1] - ServiceNow shares fell by 7.2% as it is nearing a deal to acquire cybersecurity startup Armis [1]

ServiceNow stock was falling following a report that it could be about to make its largest ever acquisition. ...

ServiceNow's potential acquisition of Armis could significantly enhance its cybersecurity capabilities and market position.Armis reports impressive growth, with annual recurring revenue increasing to $300 million from $200 million in 2024.Despite a potential downside in stock price as per KeyBanc's analysis, ServiceNow's strategic moves could bolster long-term value.ServiceNow (NYSE:NOW) is a leading provider of workflow automation solutions, helping businesses streamline their operations. The company is cu ...

Core Insights - ServiceNow announced the acquisition of identity security platform Veza for over $1 billion, emphasizing its focus on AI and data governance as organizations accelerate AI agent deployment [2] - The acquisition comes at a time when enterprises face challenges in managing access permissions and outputs of non-human identities, with the AI agent market projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030 [2][3] Group 1: Acquisition Details - ServiceNow's acquisition price for Veza reflects a 24% premium over its recent valuation of $8.08 billion, indicating the strategic importance of Veza's capabilities [2] - The integration of Veza's technology into ServiceNow's AI Control Tower aims to create a unified control plane for managing context-aware permissions and monitoring agent actions [5][12] Group 2: Challenges in AI Governance - Traditional identity and access management systems struggle to handle the complexities introduced by AI agents, which require dynamic permission sets based on context [3][8] - Research indicates that 89% of IT security leaders in the U.S. have integrated AI agents into their identity infrastructure, with 58% expecting AI to drive at least half of network attacks in the coming year [2][3] Group 3: Security Risks - 23% of IT professionals reported credential leaks through AI agents, and 80% experienced unexpected agent behavior, highlighting significant security risks [4][11] - Veza's core technology, Access Graph, visualizes access relationships among human, machine, and AI identities, providing essential visibility for enterprises deploying autonomous agents [4] Group 4: Competitive Landscape - The acquisition may enhance ServiceNow's competitive position against companies like Salesforce, Microsoft, and Oracle, which offer varying degrees of security and governance for AI agents [6] - Unlike its competitors, ServiceNow's strategy involves acquiring a dedicated identity platform designed for non-human identity governance, potentially accelerating value realization for enterprises [6] Group 5: Regulatory and Pricing Considerations - The regulatory environment for tech mergers has become more complex, with scrutiny over AI-related acquisitions, although ServiceNow's deal has not raised significant antitrust concerns [7] - ServiceNow has not disclosed its pricing strategy for Veza's features, which could impact customer adoption rates [7] Group 6: Importance of Identity Governance - The transition from experimental AI assistants to large-scale deployment of autonomous agents necessitates a reevaluation of identity governance within enterprises [8][9] - As organizations scale their use of agents, the ability to audit actions and enforce permissions becomes critical to mitigate risks associated with security incidents and compliance violations [9]

Group 1: Acquisition Details - ServiceNow is in advanced discussions to acquire Armis, a cybersecurity startup, in a deal potentially valued at up to $7 billion, which would significantly expand ServiceNow's cybersecurity capabilities [1] - A formal announcement regarding the acquisition could be imminent, although there is a possibility that negotiations may falter or another bidder could emerge [1] Group 2: Armis Overview - Armis, founded in 2016 and headquartered in California, specializes in real-time security for connected devices across various industries, focusing on managing cyber risk and securing digital infrastructures [2] - The company’s services are utilized by over 40% of Fortune 100 companies, including seven of the top ten [2] Group 3: Financial Performance and Growth - In November 2025, Armis raised $435 million in pre-IPO funding, valuing the company at $6.1 billion, with significant participation from Goldman Sachs Alternatives and other investors [3] - Armis has observed over 50% growth in annual recurring revenue (ARR), now surpassing $300 million, and has expanded its capabilities through strategic mergers and acquisitions [4] - The company aims to achieve $1 billion in ARR while continuing to pursue both organic and inorganic growth opportunities [4] Group 4: Partnerships and Other Acquisitions - Recently, Armis partnered with KODE Labs and IntelliBuild to provide integrated solutions that combine cybersecurity with operational intelligence for building lifecycle management systems [5] - ServiceNow also announced plans to acquire Veza, an identity security firm, to enhance its Security and Risk portfolios, pending regulatory approvals [5] - Earlier in 2025, ServiceNow signed a deal worth $2.85 billion to acquire Moveworks, an AI assistant and enterprise search technology company [6]

ServiceNow(NOW.US)盘前跌超2%，报846.84美元。消息面上，ServiceNow据报正在就收购网络安全初 创公司Armis进行深入谈判，这笔交易的估值可能高达70亿美元。该交易可能会在未来几天内宣布，谈 判也可能会破裂，或出现另一个潜在竞购者。网络安全公司Armis在11月份的一轮融资中筹集了4.35亿 美元，当时公司估值达61亿美元。(格隆汇) ...

Core Insights - ServiceNow is in advanced discussions to acquire cybersecurity startup Armis for up to $7 billion, with an announcement expected soon [2] - Armis, founded by veterans of Israel's military cyber intelligence, specializes in identifying and tracking security threats across various industries [3] - The acquisition aligns with a trend of increasing mergers and acquisitions in the cybersecurity sector, driven by the rising use of AI to combat cyber threats [4] Company Overview - Armis has achieved $300 million in annual recurring revenue, up from $200 million in 2024, indicating significant growth [3] - The company recently raised $435 million in a pre-IPO funding round, valuing it at $6.1 billion, with plans to reach $1 billion in annual recurring revenue [4] Industry Trends - The cybersecurity industry is experiencing a surge in AI adoption, with a significant increase in the use of AI-powered automated cybersecurity management systems among chief operating officers [5] - Research indicates that 55% of COOs have implemented AI systems for cybersecurity, up from 17% in May 2024, highlighting the growing reliance on AI for threat detection and risk management [5][6] - Despite the increased use of AI, 77% of chief product officers using generative AI for cybersecurity still emphasize the need for human oversight, indicating a balance between AI capabilities and human intervention [6]