ServiceNow, Inc. $NOW Shares Purchased by GuoLine Advisory Pte Ltd

GuoLine Advisory Pte Ltd raised its holdings in shares of ServiceNow, Inc. (NYSE:NOW) by 400.0% during the 4th quarter, HoldingsChannel reports. The fund owned 257,400 shares of the information technology services provider’s stock after purchasing an additional 205,920 shares during the period. ServiceNow accounts for approximately 3.6% of GuoLine Advisory Pte Ltd’s portfolio, making the stock its 10th biggest holding. GuoLine Advisory Pte Ltd’s holdings in ServiceNow were worth $39,431,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Cooper Financial Group lifted its position in shares of ServiceNow by 657.6% in the fourth quarter. Cooper Financial Group now owns 17,206 shares of the information technology services provider’s stock worth $2,636,000 after purchasing an additional 14,935 shares in the last quarter. Northside Capital Management LLC grew its position in ServiceNow by 400.0% during the fourth quarter. Northside Capital Management LLC now owns 1,690 shares of the information technology services provider’s stock valued at $259,000 after purchasing an additional 1,352 shares in the last quarter. Permanent Capital Management LP grew its position in ServiceNow by 407.2% during the fourth quarter. Permanent Capital Management LP now owns 1,755 shares of the information technology services provider’s stock valued at $269,000 after purchasing an additional 1,409 shares in the last quarter. Sovereign Financial Group Inc. increased its stake in ServiceNow by 427.2% in the 4th quarter. Sovereign Financial Group Inc. now owns 1,877 shares of the information technology services provider’s stock valued at $288,000 after buying an additional 1,521 shares during the period. Finally, Sandbox Financial Partners LLC increased its stake in ServiceNow by 139.3% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,804 shares of the information technology services provider’s stock valued at $276,000 after buying an additional 1,050 shares during the period. Institutional investors and hedge funds own 87.18% of the company’s stock.

Insider Buying and Selling at ServiceNow

In other ServiceNow news, insider Paul Fipps sold 9,641 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $105.93, for a total transaction of $1,021,271.13. Following the transaction, the insider directly owned 11,757 shares in the company, valued at $1,245,419.01. This trade represents a 45.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $105.71, for a total value of $147,994.00. Following the completion of the sale, the insider directly owned 26,314 shares of the company’s stock, valued at $2,781,652.94. This represents a 5.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 16,237 shares of company stock worth $1,697,162 over the last three months. Corporate insiders own 0.34% of the company’s stock.

ServiceNow Stock Performance

Shares of NOW opened at $110.39 on Friday. The firm has a market cap of $115.46 billion, a price-to-earnings ratio of 66.18, a price-to-earnings-growth ratio of 1.87 and a beta of 0.99. The company’s fifty day moving average is $115.92 and its 200-day moving average is $152.82. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.12. ServiceNow, Inc. has a 12 month low of $98.00 and a 12 month high of $211.48.

ServiceNow (NYSE:NOW) last released its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.03. The business had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.53 billion. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. ServiceNow’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.73 EPS. Equities analysts expect that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

Key ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Analyst upgrade and new AI partnerships lift outlook — an upgrade to Outperform and announcements of AI partnerships that broaden sales channels and address AI reliability have given investors a clearer growth/valuation story and helped spark buying interest. A Look At ServiceNow (NOW) Valuation After Analyst Upgrade And New AI Partnerships
• Positive Sentiment: Recent fundamentals support the recovery case — ServiceNow beat Q4 consensus on EPS and revenue, with revenue up ~20.7% year-over-year and improving margins, giving analysts data to justify upgraded ratings and reinforcing the growth narrative. (Earnings release: Jan. 28)
• Positive Sentiment: Product-market tailwinds from AI in ITSM — coverage of the top AI features for ITSM highlights demand for automation, observability and GenAI features that align with ServiceNow’s product strategy, supporting longer-term revenue opportunities if execution continues. Want to improve ITSM workflows and efficiencies? Here are the top 5 AI features to look for
• Neutral Sentiment: Local talent pipeline news is incrementally relevant — a county IT training expansion (Loudoun) could modestly help the regional talent pool for ITSM deployments but is not a direct revenue driver for NOW. Loudoun Learners Complete First Year, County Looks to Expand IT Training Program
• Neutral Sentiment: Increased attention but mixed sentiment — retail and analyst coverage (Zacks, other trending pieces) shows higher interest in NOW shares, but recent returns have been volatile, so elevated attention can amplify moves in either direction. ServiceNow, Inc. (NOW) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Competitive/AI risk callouts are a headwind — commentary from a Cohesity executive arguing AI can erode revenues at vendors like ServiceNow and Splunk underscores a real risk: customers can shift to new AI-enabled tooling or lower-cost automation, pressuring growth and multiples if ServiceNow’s product differentiation weakens. Cohesity CIO Shows How AI Can Eat Into Revenues of ServiceNow, Splunk

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Royal Bank Of Canada decreased their target price on shares of ServiceNow from $185.00 to $150.00 and set an “outperform” rating for the company in a research note on Monday, February 9th. The Goldman Sachs Group set a $216.00 price target on shares of ServiceNow in a research note on Monday, February 2nd. Evercore reiterated an “outperform” rating and set a $175.00 price objective (down from $225.00) on shares of ServiceNow in a report on Thursday, January 29th. Wells Fargo & Company set a $225.00 price objective on ServiceNow and gave the company an “overweight” rating in a research report on Thursday, January 8th. Finally, Stifel Nicolaus set a $180.00 target price on ServiceNow and gave the company a “buy” rating in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $192.61.

About ServiceNow

ServiceNow (NYSE: NOW) is a cloud computing company that builds enterprise software to manage digital workflows and automate business processes. Its offerings are designed to replace manual work and legacy systems with cloud-based, service-oriented applications that support IT operations, customer service, human resources, security response and other enterprise functions.

The company’s flagship product family is the Now Platform, a suite of subscription software and platform services that includes IT Service Management (ITSM), IT Operations Management (ITOM), IT Business Management (ITBM), Customer Service Management (CSM), HR Service Delivery, Security Operations and Asset Management.