# Investment firm BNP Paribas says that value investors are still holding onto major enterprise software names like Microsoft (MSFT) and ServiceNow (NOW) According.

*fintech · news · 2026-04-08 · Markets Insider*

## Key points

- Value investors are still holding Microsoft and ServiceNow despite AI-related concerns.
- Investor discussions now focus on whether to hold, not sell, major software stocks.
- There is rising worry that software firms may become AI resellers, losing unique value.
- Analysts see more upside potential in ServiceNow stock than in Microsoft.

**Companies:** Microsoft, ServiceNow

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/ai-fears-are-rising-but-value-investors-aren-t-letting-go-of-microsoft-and-servicenow-stocks-1036002100)

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