Jim Cramer Discusses ServiceNow (NOW) & OpenAI Deal

1 week ago 9

Ramish Cheema

Sat, January 24, 2026 astatine 9:36 AM CST 2 min read

We precocious published 14 Stocks Jim Cramer Talked About. ServiceNow, Inc. (NYSE:NOW) is 1 of the stocks Jim Cramer talked about.

Enterprise workflow absorption bundle supplier ServiceNow, Inc. (NYSE:NOW)’s shares person struggled amidst the broader bundle sector’s woes, arsenic they are down by 43.6% implicit the past twelvemonth and by 13.9% year-to-date. Baird reduced the stock terms people to $190 from $250 successful January and kept an Outperform standing connected the stock. RBC Capital kept an Outperform standing and a $195 stock terms people aft the bundle institution announced its concern with OpenAI. The fiscal steadfast commented that the woody reflected the company’s penetration and beingness successful the endeavor workflow market. Citi besides shared optimism for ServiceNow, Inc. (NYSE:NOW)’s income pipeline arsenic it acceptable a $250.60 stock terms target. The steadfast had announced its concern with OpenAI successful January. Through the deal, OpenAI’s frontier exemplary capabilities volition beryllium disposable successful ServiceNow, Inc. (NYSE:NOW)’s level to its customers. However, Cramer wondered whether the woody would payment OpenAI much by allowing the AI institution to summation a foothold successful the business-to-business market:

“Right, I mean look, it makes OpenAI look much business-to-business. Now, Ben Reitzes from Melius would argue, look this is conscionable different happening that looks bully for ServiceNow, is really bully for OpenAI.”

While we admit the imaginable of NOW arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns and person constricted downside risk. If you are looking for an highly inexpensive AI banal that is besides a large beneficiary of Trump tariffs and onshoring, spot our escaped study connected the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double successful 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This nonfiction is primitively published at Insider Monkey.