Investment management firm Night View Capital highlighted ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor letter, stating the company looks appealing amid workflow automation and AI adoption. The firm believes ServiceNow, which provides a platform for automating and managing digital workflows, benefits from the increasing need for trusted systems to route, track, and govern tasks performed by software agents. Night View Capital also disclosed that it added to its position in ServiceNow during the quarter, viewing the company as resilient in the age of AI despite broader software sector fears.