Here's a thought: what happens when your company's AI agent, the one that's supposed to be autonomously handling customer service or managing IT tickets, has a bad day? Maybe it starts giving nonsensical answers, or worse, makes a decision based on corrupted data. You can't just turn it off and on again like a router—these systems are complex and their state is everything.

That's the problem a new partnership between ServiceNow (NOW) and data security company Cohesity is trying to solve. They announced a collaboration on Tuesday aimed at making enterprise AI agents more resilient. The idea is to give organizations a way to build, operate, and—critically—safeguard their autonomous AI, ensuring both the agents and the data they use can be quickly restored if something goes wrong.

Think of it as a crash-proofing system for your corporate AI.

"Organizations deploying AI agents can't afford to treat resilience as an afterthought," said Sanjay Poonen, CEO and president of Cohesity. "Cohesity brings the same immutable, point-in-time recovery that enterprises rely on for critical data, now applied to the AI agents driving their operations. Together with ServiceNow, we're making AI agents trustworthy by design."

In simpler terms, ServiceNow's platform is where you build and manage these AI agents. Cohesity's job is to act as the backup and restore function. If an agent starts acting up, the system can roll it back to a known, verified good state, almost like restoring a saved game file. This addresses a core anxiety for businesses betting big on AI: trust.

"Trust is the ultimate human currency—in the era of AI it is built through governance across agentic workflows," said Bill McDermott, chairman and CEO of ServiceNow. "I'm excited to team up with Cohesity to raise the bar for responsible AI at scale."

The integrated capabilities between ServiceNow's AI Agent Control Tower and the Cohesity Data Cloud are expected to be available later this year.

What's Going On With ServiceNow's Stock?

While the company is making moves in AI infrastructure, its stock has been on a bit of a rollercoaster. Let's look at the technical picture.

Right now, the stock is trading about 8.6% above its 20-day simple moving average, which is a short-term positive. But it's also a full 20% below its 100-day average, which suggests it's had a tough time maintaining longer-term momentum. Over the past year, shares are down about 25% and are trading closer to their 52-week lows than their highs.

The Relative Strength Index (RSI) is sitting at 58.62, which is smack in the middle of neutral territory—not overbought, not oversold. Meanwhile, the MACD indicator is at -0.6490, with its signal line at -4.0654. Because the MACD is above the signal line, this is technically interpreted as a bullish signal.

So you have a neutral RSI and a bullish MACD. That often means there's some upward pressure, but the stock isn't in a full-blown, runaway bull phase just yet. Traders often watch key levels in these situations:

• Key Resistance: $136.50
• Key Support: $99.00

Earnings and What the Analysts Think

The company's next scheduled financial update is on April 22, 2026. The current expectations from analysts are a mixed bag:

• EPS Estimate: 80 cents (down slightly from a previous estimate of 81 cents)
• Revenue Estimate: $3.75 billion (up significantly from $3.09 billion)
• Valuation: The stock trades at a P/E ratio of 73.0x, which indicates investors are paying a premium for expected growth.

Despite the stock's recent performance and premium price tag, Wall Street analysts are still largely bullish. The consensus rating is a Buy, with an average price target of $199.21—that's a hefty premium to where the stock closed on Tuesday. Some recent analyst actions include:

• Citigroup: Buy (Raised price target to $237.00 on Jan. 30)
• Needham: Buy (Maintained a $155.00 price target on Feb. 5 and again on Feb. 9)

On the day of the partnership announcement, ServiceNow shares were down 3.74%, closing at $117.37.