ServiceNow, Inc. $NOW Shares Acquired by BDF Gestion

BDF Gestion boosted its holdings in ServiceNow, Inc. (NYSE:NOW) by 368.7% in the 4th quarter, Holdings Channel reports. The firm owned 29,595 shares of the information technology services provider’s stock after purchasing an additional 23,281 shares during the period. BDF Gestion’s holdings in ServiceNow were worth $4,534,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of the business. Kilter Group LLC acquired a new position in ServiceNow in the second quarter valued at $25,000. IAG Wealth Partners LLC boosted its stake in shares of ServiceNow by 200.0% during the third quarter. IAG Wealth Partners LLC now owns 27 shares of the information technology services provider’s stock worth $25,000 after buying an additional 18 shares during the period. Total Investment Management Inc. acquired a new stake in shares of ServiceNow during the second quarter worth about $31,000. Bogart Wealth LLC grew its holdings in shares of ServiceNow by 93.8% during the third quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider’s stock worth $29,000 after buying an additional 15 shares during the last quarter. Finally, Wealth Watch Advisors INC purchased a new position in shares of ServiceNow during the third quarter worth about $29,000. Institutional investors and hedge funds own 87.18% of the company’s stock.

ServiceNow Stock Performance

NYSE NOW opened at $110.86 on Tuesday. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.12. The business’s 50 day moving average is $115.29 and its two-hundred day moving average is $152.12. ServiceNow, Inc. has a 12-month low of $98.00 and a 12-month high of $211.48. The stock has a market capitalization of $115.96 billion, a price-to-earnings ratio of 66.46, a PEG ratio of 1.87 and a beta of 0.99.

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

ServiceNow News Summary

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Analyst reaffirmation and bullish outlook — Citizens reiterated a Market Outperform rating and $260 price target, citing ServiceNow’s customer relationships, architecture and its “AI Control Tower” positioning for the agentic era. This endorsement supports longer-term upside expectations. Article Title
• Positive Sentiment: Platform ecosystem expansion — Novaworks launched an AI-native HCM operating system built on ServiceNow and raised an $8M seed round with participation from ServiceNow Ventures, extending ServiceNow’s Total Workforce Management narrative and increasing potential monetization paths for HR use-cases on the core platform. Article Title
• Positive Sentiment: Investor conviction pieces argue buy-the-dip — multiple retail-focused pieces make the case that ServiceNow’s workflow moat and proprietary data make it resilient versus AI disruption, helping attract buyers during the broader SaaS sell-off. Article Title
• Neutral Sentiment: Comparative analyst pieces highlight both opportunity and competition — coverage comparing MongoDB (MDB) and ServiceNow notes both ride enterprise AI demand but differ on growth visibility and monetization pace; the pieces underline upside potential but also competitive dynamics to monitor. Article Title
• Neutral Sentiment: Ticker/name noise from unrelated firms — a separate firm (NowVertical, TSXV: NOW) announced an engagement expansion; investors should note this is a different company but it can create occasional search/ticker noise. Article Title
• Negative Sentiment: Sectorwide AI/SaaS pressure remains a headwind — articles and market commentary note an ongoing SaaS sell-off driven by AI disruption fears; even high-quality names like ServiceNow can trade lower or underperform near-term while investors reassess multiples and adoption timing. Article Title

Insiders Place Their Bets

In other ServiceNow news, insider Kevin Thomas Mcbride sold 1,400 shares of the firm’s stock in a transaction on 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 owned 26,314 shares of the company’s stock, valued at approximately $2,781,652.94. This trade represents a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Paul Edward Chamberlain sold 1,500 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $101.17, for a total transaction of $151,755.00. Following the sale, the director owned 46,430 shares in the company, valued at $4,697,323.10. The trade was a 3.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 16,237 shares of company stock worth $1,697,162. 0.34% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several analysts have commented on the company. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $200.00 price objective on shares of ServiceNow in a research note on Thursday, January 29th. Canaccord Genuity Group set a $200.00 target price on ServiceNow in a research note on Thursday, January 29th. Royal Bank Of Canada dropped their target price on ServiceNow from $185.00 to $150.00 and set an “outperform” rating on the stock in a report on Monday, February 9th. Truist Financial set a $175.00 price target on ServiceNow in a research note on Thursday, February 5th. Finally, DZ Bank raised ServiceNow to a “strong-buy” rating in a report on Thursday, December 18th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $192.61.

ServiceNow Profile

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.