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ServiceNow Insiders Buy as Wall Street Panics Over an AI SaaSpocalypse
Author: Jeffrey Neal Johnson. Published: 2/17/2026.
Key Points
- Executives demonstrate strong confidence in the company's future by canceling automated selling plans and buying shares on the open market.
- The company pivots to become the essential control tower that manages and secures autonomous artificial intelligence agents for global enterprises.
- Strong cash flow generation and a massive share repurchase program highlight the underlying financial durability of the business model during this transition.
- Special Report: [Sponsorship-Ad-2-Format3]
The "SaaSpocalypse" narrative has gripped Wall Street, dragging the software and tech sector down roughly 22% this year. The fear behind the sell-off is simple and stark: artificial intelligence (AI) agents will automate white-collar work so effectively that businesses will no longer need to buy software licenses for human employees.
If an AI can replace three analysts, why pay for three software seats? That logic has prompted investors to dump shares of companies from Salesforce (NYSE: CRM) to Adobe (NASDAQ: ADBE), fearing their business models are evaporating.
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But while trading algorithms sell into fear, insiders at ServiceNow (NYSE: NOW) are buying with conviction.
In mid-February, ServiceNow CEO Bill McDermott made a $3 million open-market purchase of his company's stock. Even more telling, key members of the executive team, including the CFO and Chief People Officer, simultaneously terminated their automated 10b5-1 trading plans.
While the market panics about an AI future without software, ServiceNow's leadership is betting with personal capital that the company is not the victim of AI but its enabler.
Why Insiders Just Killed the Autopilot
To appreciate the significance of this move, investors should look past the headline purchase and focus on the legal mechanics. Most corporate executives use a 10b5-1 plan to sell stock: an automated schedule set up months in advance (for example, sell 1,000 shares on the first of every month).
Executives use these plans for legitimate personal reasons: they are paid largely in stock and need to sell shares to diversify or to pay taxes. These plans also protect executives from accusations of insider trading by placing sales on autopilot regardless of short-term price moves.
Terminating these plans early is rare. It's a legally complex maneuver that often triggers cooling-off periods, preventing executives from establishing new plans for months. By cancelling those plans now, ServiceNow's C-suite has removed a predictable source of selling pressure. They are signaling that they view the stock — trading near $105, down roughly 55% from its highs — as so undervalued that they refuse to sell even a single share.
This functions like a corporate put option: management is effectively saying their internal view of the business is far more optimistic than the market's. Analysts at firms like Evercore ISI have flagged the move as a deliberate vote of confidence. When an entire management team stops selling and starts buying during a market rout, it often marks both a psychological and financial floor for the stock.
The AI Control Tower Defense Strategy
The market's fear centers on seat compression — the idea that AI agents will shrink corporate headcounts and therefore reduce software subscriptions. ServiceNow's counterargument is different: it is no longer selling only tools for humans; it is selling the governance layer for AI agents.
As enterprises deploy billions of autonomous agents, IT environments will grow chaotic. These digital workers must be secured, audited, and managed. They need clear rules about what data they can access and what actions they may perform. ServiceNow calls this approach the AI Control Tower.
This strategy helps explain the company's aggressive, and at times controversial, M&A activity.
- Armis ($7.75 billion): This acquisition secures the Operational Technology (OT) segment — physical assets such as factory robots, HVAC systems, and medical devices that AI agents will increasingly interact with.
- Moveworks ($2.85 billion): This deal provides a sophisticated conversational interface that can act as the front door for employees to command these agents.
Critics argue these acquisitions dilute shareholder value and add integration risk. But the insider buying suggests leadership sees these assets as essential infrastructure. They are betting that as automation increases, a centralized, secure platform like ServiceNow will become more valuable. They aren't buying a legacy software vendor; they are building the regulatory infrastructure for an AI-driven economy.
The Double Down: Buybacks and Margins
There is a stark gap between ServiceNow's stock chart, which reflects a crisis, and its financial results, which show strength. While the share price has collapsed, the business continues to accelerate.
In the fourth quarter, subscription revenue grew 21% year over year to $3.47 billion. Even more impressive was the company's efficiency: free cash flow (FCF) margins hit about 57%. That puts ServiceNow comfortably above the Rule of 40 and effectively into the Rule of 50 territory (growth rate plus margin > 50), signaling exceptional performance — rapid growth with strong cash generation.
The Board of Directors has acknowledged the disconnect between price and performance by authorizing a new $5 billion share repurchase program and immediately triggering a $2 billion Accelerated Share Repurchase (ASR).
That's an important distinction: an authorization is a promise; an ASR is immediate execution. The company is aggressively buying back stock at discounted levels. That mechanically boosts earnings per share because fewer shares remain outstanding.
From a valuation standpoint, the math is compelling. The stock is trading in the $100–$107 range, while the median analyst price target sits at $192. This implies potential upside of nearly 80% if sentiment normalizes. Investors are pricing ServiceNow as if its growth were about to evaporate, even though company guidance calls for roughly 20% revenue growth in 2026.
The Binary Bet
Investors face a binary choice. One path accepts the SaaSpocalypse thesis: AI will render enterprise software obsolete faster than companies can adapt, turning industry leaders into value traps. The other path relies on hard financial data: accelerating revenue, massive cash-flow margins, and aggressive buying by the people who know the business best.
Bill McDermott, the former CEO of SAP and now ServiceNow's leader, has a track record of bold, consequential decisions. Betting against him when he invests his own money has often been a losing trade. The simultaneous termination of executive sales plans and the $3 million insider purchase suggest the stock may be close to a bottom. For investors willing to look past panic headlines, ServiceNow presents a rare opportunity to buy a market leader at a crisis discount. The insiders have placed their bets; now the market must decide whether to follow.
Up 135% in the Past Year, Can Cameco Continue Its Run?
Author: Jordan Chussler. Published: 2/17/2026.
Key Points
- As investors continue to rotate out of tech, energy continues to dominate in early 2026 with a 21% YTD gain.
- While fossil fuels have recovered, nuclear energy is also fueling the rally as demand is forecast to double by 2040.
- After gaining 135% over the past year, analysts remain bullish on Cameco, with the stock receiving a consensus Buy rating.
- Special Report: [Sponsorship-Ad-2-Format3]
Since leading the market in 2021 and 2022, the energy sector has been one of the S&P 500's most overlooked. After the 2022 bear market, technology and communication services—home to five of the Magnificent Seven—have driven returns.
Over the three years since 2022, the energy sector posted losses of 1.3% and modest gains of 5.7% and 8.7%, respectively, trailing the broader market and finishing near the bottom of the 11 S&P sectors. Much of that underperformance stemmed from waning global oil demand and a years-long supply glut.
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Since the Nasdaq hit its all-time high on Oct. 29, 2025, investors have rotated out of higher-risk, higher-volatility tech stocks into lower-volatility defensive sectors. That flight to safety—driven by fears of a broader correction in AI and software stocks—has coincided with surging natural gas prices, which have benefited the energy group.
As a result, the sector has rallied about 21% year-to-date (YTD) in 2026. While much of the bounce has been credited to fossil fuels, one often-overlooked part of the energy complex has helped it outpace the market and the other 10 S&P sectors: nuclear energy stocks.
The Nuclear Revival Propelling Cameco
Much of the recent buzz around nuclear's revival focused on pre-revenue companies developing small modular reactors (SMRs) and nuclear fuel technologies.
Names like NuScale (NYSE: SMR) and Oklo (NYSE: OKLO)—SMR manufacturers—and Lightbridge (NASDAQ: LTBR), a nuclear fuel tech firm, grabbed headlines as the push to power AI data centers gained attention. Those stocks briefly went parabolic; Oklo, for example, surged more than 521% between May and October 2025.
When many of those names later sold off as investors locked in gains, nuclear's old guard continued a steadier ascent. Cameco (NYSE: CCJ), the world's largest publicly traded uranium producer, is one such company. The stock, up nearly 15% YTD, climbed roughly 136% over the past year as rising global uranium demand rewarded firms with established operations, resilient supply chains, and dependable customers.
Founded in 1988 from the merger of the Saskatchewan Mining Development Corporation and Eldorado Nuclear Limited, Cameco's market cap has grown to about $49.25 billion. With global uranium demand forecast to rise roughly 28% by 2030 and to more than double current levels by 2040, the company remains well positioned in the nuclear industry.
That positioning was on display when Cameco reported full-year and Q4 2025 results on Feb. 13.
Cameco's Q4 Double Beat Is Indicative of the Path Forward
Last week, Cameco announced earnings and revenue that topped analyst expectations. Quarterly earnings per share (EPS) of $0.36 easily surpassed estimates of $0.29, while revenue of nearly $875 million—up 1.5% year-over-year—beat projections of about $782 million.
It was the company's second EPS beat in three quarters after missing estimates in seven of the prior eight quarters. The results suggest Cameco may have turned a corner, which could presage larger gains as global uranium demand increases.
Highlights from Cameco's most recent earnings call showed the company executing a disciplined contracting strategy: at year-end 2025 it had roughly 230 million pounds of long-term commitments, including about 28 million pounds per year for the next five years.
The company is also intentionally preserving uncommitted supply to capture higher prices as demand continues to rise.
Further supporting the outlook, Cameco's partnership with Westinghouse and a U.S. government initiative—backed by at least $80 billion—continue to advance deployments. Cameco expects its share of Westinghouse's adjusted EBITDA to be roughly $370 million to $430 million in 2026.
Those factors help explain why many institutional investors are bullish on the stock.
What Wall Street Thinks of Cameco
Among 16 analysts covering Cameco, the stock carries a consensus Buy rating and an average 12-month price target just above $131, implying about 16% upside.
Institutional ownership exceeds 70%, with 733 buyers versus 464 sellers over the past year. Buying in Q2, Q3 and Q4 2025 was the strongest in three years.
At the same time, bears have largely steered clear of CCJ.
Short interest is 1.62% of the float—down about 17.3% month-over-month—representing fewer than 7 million of roughly 435.5 million shares outstanding.
According to TradeSmith, Cameco's financial health is in the Green Zone, a designation it has held for more than two months.
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