ServiceNow (NOW) Stock Faces Armis Acquisition, AI Push, and Year-End Watchlist
December 27, 2025, 2:02 AM EST. ServiceNow (NOW) ended Friday near $153.88, up ~0.85% in a light, post-holiday session. The big driver is its $7.75 billion cash deal to acquire Armis, expanding security coverage across IT, OT, medical devices, and cyber-physical environments. Management frames the deal as building the security platform of tomorrow to pair Armis' real-time discovery with ServiceNow's workflow automation. The transaction follows a recent 5-for-1 stock split and comes as investors weigh AI-driven growth against valuation and deal risk. With the market in a thin year-end mood and macro cues from the Fed rate path, investors will watch next week for M&A cadence, AI pricing implications, and whether NOW can sustain AI-driven enterprise software demand amid rising yields.
ServiceNow's Armis deal tests AI push as year-end watchers weigh valuation
December 27, 2025, 2:01 AM EST. ServiceNow (NOW) traded sideways in a light post-holiday session, finishing near $153.9 and up about 0.9% as investors digest big headlines: a transformative $7.75 billion Armis acquisition, a recent 5-for-1 stock split, and fresh analyst debates about how AI could reshape enterprise software pricing and competing moats. The setup comes as broad indices hover near all-time highs, with the market awaiting the Fed rate path and year-end positioning. ServiceNow envisions an end-to-end security platform, pairing Armis real-time discovery with its own workflow automation to create see, decide, act capabilities. CEO Amit Zavery says this builds the security platform of tomorrow. If the deal closes in H2 2026, the path will hinge on valuation, deal risk, and AI-led disruption in software.
Stifel Lifts Expeditors Target Amid Emphasis on Quality Transport Names
December 27, 2025, 1:46 AM EST. Stifel raised its price target on Expeditors International of Washington (EXPD) to $136 from $130 and kept a Hold rating. Looking toward 2026, the firm expects transport stocks to center on supply rationalization and cost discipline, favoring high-quality names that preserve or expand share in a mild pullback. Expeditors' service mix stays well-balanced: airfreight 34%, ocean 30%, and customs brokerage 36%, underscoring a diversified model across electronics, healthcare, automotive, and retail. Tariff-rule changes add pressure to global volumes while boosting supply-chain complexity and opportunities in foreign-trade zones and tariff-efficient restructuring. The company's EXP.O NOW platform, plus TMS and OMS, and tools like Tradeflow and Cargo Signal improve visibility and decisions, supporting durable client relationships and organic growth.
BMNR Stock Dips to $28.31 as Ethereum Treasury Boost and 50 Billion Shares Vote Take Center Stage
December 27, 2025, 1:31 AM EST. BitMine Immersion Technologies (BMNR) closed at $28.31 on Friday, slipping about 3.6% with roughly 32.7 million shares traded as light holiday volumes cap price moves. The stock remains a volatile crypto-linked equity with a market cap near $12.06B and a P/B around 0.79. A key driver for next moves is BitMine's crypto treasury, now about $13.2B, dominated by ETH (roughly 4,066,062 ETH) and BTC, underscoring the company's role as an equity proxy for crypto exposure. Investor focus also centers on the Jan. 15 annual meeting to boost authorized shares to 50B. In the near term, traders will watch broader crypto prices and upcoming updates amid the holiday Santa rally.
SGS SA (VTX:SGSN) Retail Investors Lead with 48% Ownership, Institutions at 37%
December 27, 2025, 1:30 AM EST. An ownership snapshot of SGS SA (VTX:SGSN) shows retail investors hold about 48% of shares, making them the largest bloc and giving the public substantial say in governance. Institutions own ~37%. The top 25 shareholders own about 44%, and collectively the top 25 own less than 50%, so no single owner has a majority. The largest holder is Groupe Bruxelles Lambert SA with 14%, followed by others at 6.2% and 5.1%. Hedge funds have a limited footprint, while analyst coverage remains present. The article notes potential price moves if sizeable investors act in concert, highlighting concentration risk and governance implications as retail power grows. Insiders are mentioned as a factor in alignment, though ownership levels vary.
Crypto ownership rises across Europe as MiCA rules boost investor confidence, ECB data show
December 27, 2025, 1:13 AM EST. Rising crypto ownership in Europe extends into 2025, with over 90% of adults in major economies aware of crypto assets. Data from the ECB show 9% of eurozone adults owned crypto in 2024, with shares from 6% (the Netherlands, Germany) to 15% (Slovenia). Between 2022 and 2024, eurozone owners climbed from 4% to 9%, with Greece and Lithuania posting the largest jumps. Analysts say country gaps reflect digital adoption, risk appetite, and local market structure, while stronger consumer protection under MiCA boosts trust. Investment is the primary use: 64% of holders invest, 16% use crypto for payments. A further 19% report other uses, though the excerpt cuts off. The UK remains highly active in volume.
Roots Stock (TSE: ROOT) Dips 3.8% as TD Securities Lifts Price Target to C$4
December 27, 2025, 12:57 AM EST.Roots Corp (TSE: ROOT) fell 3.8% on Friday, trading as low as C$3.02. Volume reached 8,704 shares, up about 14% vs. the 7,628-share avg. TD Securities boosted their price objective from C$3.75 to C$4.00 and reiterated a Buy rating in a note issued Sept. 11. The stock trades with a market cap near C$118.43 million and a P/E of about -3.78. The company reported Q earnings of C$0.06 per share on revenue of C$71.47 million; debt-to-equity sits at 69.31, with a current ratio of 1.31 and a quick ratio of 0.25. Analysts expect around C$0.29 in EPS for the current year.
Oracle Stock (ORCL) Heads Into Year-End With AI Capex in Focus: Price, News, Forecasts, and What to Watch
December 27, 2025, 12:45 AM EST. Oracle Corp. (NYSE: ORCL) closes the week amid a debate over whether its AI and cloud infrastructure spend flags a multi-year growth arc or a near-term margin test. As of late Friday, ORCL traded near $198 after-hours, with thin liquidity. The market is weighing its RPO backlog and capital intensity as investors gauge execution and financing risk. In fiscal 2026 Q2, Oracle posted revenue of $16.1B (up 14%), cloud (IaaS + SaaS) at $8.0B (+34%), and cloud infrastructure $4.1B (+68%), with non-GAAP EPS of $2.26 (+54%). A $2.7B pre-tax gain from Ampere boosts EPS. Oracle emphasizes cloud neutrality and multicloud momentum as it faces ongoing capex vs. margins questions.
Shopify Stock Falls 0.2% on Friday; Targets Raised by TD Securities, ATB Capital (TSE: SHOP)
December 27, 2025, 12:43 AM EST. Shopify Inc. (TSE:SHOP) slid 0.2% Friday, trading as low as C$230.03 and finishing near C$231.76, with about 424,770 shares traded-well below the 1.93 million-average. Analysts adjusted targets: TD Securities lifted their target to C$159 with a Hold rating, while ATB Capital raised to C$250. MarketBeat shows an average Hold rating and a target around C$184.75. The stock carries a debt-to-equity of 9.74, a current ratio of 3.71, and a quick ratio of 5.74. Valuation includes a trailing P/E of 170.41 and a P/E/G of 0.87, with a beta of 2.77. Last quarter, Shopify earned C$0.20 per share on C$3.96 billion revenue; analysts expect about C$1.93 EPS for the year.
(HISU.U:CA) Stock Analysis and Trading Signals – Stock Traders Daily Canada
December 27, 2025, 12:42 AM EST. On December 27, 2025, Stock Traders Daily Canada reviews HISU.U:CA (US High Interest Savings Account Fund). The piece presents Long-Term trading plans: Buy near 100.29 with a target of 100.34 and a stop at 99.79; and a Short near 100.34 with a target of 100.29 and a stop at 100.84. It notes AI Generated Signals for HISU.U:CA and shows Neutral ratings across Near, Mid, and Long terms. A chart for HISU.U:CA is referenced, with updated signals available. The timestamp reminds readers to check data timing. Overall, the analysis presents a neutral outlook with defined entry/exit levels supported by AI-driven signals.
Mizuho Trims Agree Realty ADC Target to $75, Keeps Neutral Rating
December 27, 2025, 12:27 AM EST. Mizuho trimmed its price target on Agree Realty (ADC) to $75 from $77 and kept a Neutral rating. ADC is a net-lease REIT focused on freestanding retail properties such as grocery stores, home improvement, dollar stores, and pharmacies, providing steady rents and a trusted income stream. Since its shift to monthly dividends in 2021, the payout has risen every year on a calendar basis, delivering about 5.3% average annual growth over the last decade. Through 2025, ADC plans to deploy up to $1.65B in new properties, and on Dec. 11 declared a monthly dividend of $0.262 per share. While the stock remains attractive on its dividend history, Mizuho's target cut suggests modest near-term upside relative to peers.
