Aspire Private Capital LLC grew its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 613.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,480 shares of the information technology services provider’s stock after buying an additional 8,152 shares during the period. Aspire Private Capital LLC’s holdings in ServiceNow were worth $1,452,000 as of its most recent SEC filing.
Several other large investors also recently made changes to their positions in the stock. Brady Martz Wealth Solutions LLC raised its stake in shares of ServiceNow by 1.3% in the 3rd quarter. Brady Martz Wealth Solutions LLC now owns 842 shares of the information technology services provider’s stock valued at $775,000 after acquiring an additional 11 shares in the last quarter. Magnus Financial Group LLC grew its holdings in ServiceNow by 1.9% during the third quarter. Magnus Financial Group LLC now owns 589 shares of the information technology services provider’s stock valued at $542,000 after purchasing an additional 11 shares during the last quarter. Avidian Wealth Enterprises LLC grew its holdings in ServiceNow by 2.5% during the third quarter. Avidian Wealth Enterprises LLC now owns 453 shares of the information technology services provider’s stock valued at $417,000 after purchasing an additional 11 shares during the last quarter. Traveka Wealth LLC raised its position in shares of ServiceNow by 3.8% in the third quarter. Traveka Wealth LLC now owns 330 shares of the information technology services provider’s stock valued at $304,000 after purchasing an additional 12 shares during the period. Finally, Regatta Capital Group LLC raised its position in shares of ServiceNow by 1.9% in the third quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider’s stock valued at $583,000 after purchasing an additional 12 shares during the period. Institutional investors own 87.18% of the company’s stock.
Analyst Ratings Changes
Several analysts recently issued reports on the stock. Oppenheimer reaffirmed an “outperform” rating and set a $175.00 price objective (down from $200.00) on shares of ServiceNow in a report on Wednesday, January 21st. Piper Sandler reissued an “overweight” rating on shares of ServiceNow in a research report on Thursday, January 29th. DZ Bank raised ServiceNow to a “strong-buy” rating in a research report on Thursday, December 18th. BNP Paribas Exane raised ServiceNow from a “neutral” rating to an “outperform” rating and set a $140.00 price objective for the company in a research report on Monday, March 16th. Finally, DA Davidson restated a “buy” rating and issued a $220.00 price objective on shares of ServiceNow in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $189.77.
ServiceNow News Roundup
Here are the key news stories impacting ServiceNow this week:
- Positive Sentiment: ServiceNow announced a $3 billion unsecured revolving credit facility and money-market/CP programs to boost liquidity and lower refinancing risk, giving management more flexibility to fund operations, M&A or AI investments. ServiceNow Boosts Liquidity With New Credit and CP Programs
- Positive Sentiment: Benchmark initiated coverage with a Buy and $125 price target, calling the recent sell-off a buying opportunity — this can attract value-oriented flows. Benchmark Initiates ServiceNow at Buy with $125 Price Target
- Positive Sentiment: Morgan Stanley reiterated a Buy with a $210 target, highlighting resilient growth and AI monetization potential — a large, bullish institutional voice that may support longer-term confidence. ServiceNow: Resilient Growth, AI Monetization, and Accretive Acquisitions Create Attractive Risk/Reward
- Positive Sentiment: BigPanda became an elite Build Partner and launched a certified app to convert alert streams into context-rich incidents inside ServiceNow — a product tie-up that strengthens Now Platform’s operational AI credentials. BigPanda Partners with ServiceNow to Extend ServiceNow with Advanced Event Intelligence and Incident Automation
- Neutral Sentiment: ServiceNow set its Q1 2026 earnings release for April 22 — a near-term catalyst that will refocus investors on growth, margins, subscription trends and AI monetization. ServiceNow to Announce First Quarter 2026 Financial Results on April 22
- Neutral Sentiment: Shares have seen occasional bargain-hunting bounces near the 52-week low, indicating some short-term buying interest even amid the drawdown. ServiceNow (NOW) Climbs 5.6% on Bargain-Hunting After Near Low
- Neutral Sentiment: Consensus analyst coverage remains generally constructive (average rating around “moderate buy”), suggesting mixed but not uniformly negative institutional views. ServiceNow, Inc. (NYSE:NOW) Receives Average Rating of “Moderate Buy” from Analysts
- Negative Sentiment: Multiple outlets highlight a ~30%+ YTD decline and the stock’s worst quarter on record, driven by investor worries over slower growth and increased competition from AI-native players — a key pressure point for sentiment. ServiceNow Drops 32% Year to Date: Should You Still Buy the Stock?
- Negative Sentiment: Wells Fargo trimmed its price target to $185 (still Overweight) — the cut signals some near-term caution from sell-side desks even if they remain constructive on the long run. Wall Street Price Prediction: ServiceNow Price Target Set at $185
- Negative Sentiment: Coverage pieces raising questions about AI competition and execution have amplified selling pressure; until Q1 results and guidance clarity, sentiment may remain fragile. ServiceNow’s stock is having its worst quarter on record. What comes next?
Insiders Place Their Bets
In other ServiceNow news, Director Paul Edward Chamberlain sold 1,500 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $101.17, for a total transaction of $151,755.00. Following the completion of the transaction, the director owned 46,430 shares in the company, valued at $4,697,323.10. This trade represents a 3.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Paul Fipps sold 9,641 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $105.93, for a total value of $1,021,271.13. Following the completion of the sale, the insider owned 11,757 shares in the company, valued at approximately $1,245,419.01. This represents a 45.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 16,237 shares of company stock worth $1,697,162 over the last quarter. Company insiders own 0.34% of the company’s stock.
ServiceNow Stock Performance
Shares of NYSE NOW opened at $104.02 on Thursday. The firm has a market capitalization of $108.80 billion, a price-to-earnings ratio of 62.36, a PEG ratio of 1.75 and a beta of 1.00. ServiceNow, Inc. has a one year low of $98.00 and a one year high of $211.48. The business has a fifty day simple moving average of $111.59 and a 200 day simple moving average of $148.31. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.12.
ServiceNow (NYSE:NOW – Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.03. The firm had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.53 billion. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The business’s revenue was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.73 earnings per share. Sell-side analysts expect that ServiceNow, Inc. will post 8.93 EPS for the current year.
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.
See Also
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