ServiceNow finalized Armis and Veza acquisitions in recent months to integrate cybersecurity and access governance capabilities into its Control Tower agentic AI orchestration solution. The combined technologies aim to streamline management of both software bots and AI agents across enterprise workflows.

Analysts predict agentic AI—platforms that autonomously orchestrate tasks via intelligent agents—will be the dominant tech theme of 2026, and ServiceNow’s Control Tower positions it to capture growing demand from enterprises seeking automated AI governance.

Goldman strategists note that asset-heavy tech stocks have outperformed capital-light peers by 35% since early 2025, reflecting a shift toward companies with tangible infrastructure. This trend may support ServiceNow’s valuation by attracting investors seeking resilience against AI-driven valuation pressure.