Impact Investors Inc Purchases 5,550 Shares of ServiceNow, Inc. $NOW

Impact Investors Inc raised its position in ServiceNow, Inc. (NYSE:NOW) by 369.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,053 shares of the information technology services provider’s stock after acquiring an additional 5,550 shares during the period. Impact Investors Inc’s holdings in ServiceNow were worth $1,080,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of NOW. Brady Martz Wealth Solutions LLC increased its position in shares of ServiceNow by 1.3% during the third quarter. Brady Martz Wealth Solutions LLC now owns 842 shares of the information technology services provider’s stock valued at $775,000 after purchasing an additional 11 shares during the period. Magnus Financial Group LLC raised its stake in shares of ServiceNow by 1.9% in 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 in the last quarter. Avidian Wealth Enterprises LLC lifted its position in ServiceNow by 2.5% in the third quarter. Avidian Wealth Enterprises LLC now owns 453 shares of the information technology services provider’s stock worth $417,000 after purchasing an additional 11 shares during the period. Traveka Wealth LLC boosted its stake in ServiceNow by 3.8% during the third quarter. Traveka Wealth LLC now owns 330 shares of the information technology services provider’s stock worth $304,000 after buying an additional 12 shares in the last quarter. Finally, Regatta Capital Group LLC boosted its stake in ServiceNow by 1.9% during the third quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider’s stock worth $583,000 after buying an additional 12 shares in the last quarter. Institutional investors own 87.18% of the company’s stock.

Key ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: CEO Bill McDermott personally invested roughly $3 million into NOW, signaling management confidence and providing a direct vote of conviction amid the pullback. ServiceNow (NOW) Stock: CEO Invests $3M Amid 32% Year-to-Date Decline
• Positive Sentiment: ServiceNow expanded its partnership with NVIDIA to operationalize the company’s AI “Control Tower,” which could accelerate product differentiation and enterprise AI adoption—a strategic positive for growth and gross-margin leverage. ServiceNow (NOW) Expands Partnership With NVIDIA
• Positive Sentiment: Following the sharp pullback, at least one outlet highlights a fresh buy call — fresh analyst interest could attract value-focused funds looking for rebound candidates after the sell-off. ServiceNow Gets Fresh Buy Call After Sharp Pullback
• Positive Sentiment: Analysis suggests the Armis acquisition strengthens ServiceNow’s core platform and could expand enterprise security/use-case cross-sell—supportive for longer-term revenue expansion. ServiceNow’s Deal May Be Bigger Than It Looks
• Neutral Sentiment: CEO McDermott is publicly re-shaping ServiceNow’s business model around AI execution (the “control tower” concept). This signals strategic direction but execution and monetization timelines remain the key uncertainties. ServiceNow CEO Builds New Business Model Around AI
• Neutral Sentiment: Coverage pieces note ServiceNow among AI/enterprise leaders that could outperform broader markets if AI tailwinds persist; these are thematic endorsements rather than near-term catalysts. Tech Sell-Off: Wall Street Sees 60% or More Upside for These S&P 500 Stocks
• Neutral Sentiment: Corporate hiring/leadership moves in India (new MD/GVP) are incremental operational items that support regional growth but are unlikely to move the stock by themselves. ServiceNow appoints Kulmeet Bawa as MD and group VP for the India, SAARC
• Negative Sentiment: Stifel cut its price target from $180 to $135, citing weaker U.S. federal spending and softer Q1 trends—this is the primary near-term negative driver because it directly lowers sell‑side expectations and frames public-sector demand risk. ServiceNow’s price target set lower by Stifel due to weaker federal spending
• Negative Sentiment: The stock has seen a substantial multi-month decline and recent daily drops, reinforcing momentum-driven selling and making it vulnerable to further cuts or rotation out of high-multiple software names. ServiceNow (NOW) Stock Declines While Market Improves: Some Information for Investors

Analyst Ratings Changes

A number of brokerages have recently issued reports on NOW. BTIG Research restated a “buy” rating and issued a $200.00 price objective on shares of ServiceNow in a research note on Thursday, January 29th. The Goldman Sachs Group set a $216.00 target price on shares of ServiceNow in a research report on Monday, February 2nd. Cantor Fitzgerald reissued an “overweight” rating and issued a $200.00 target price on shares of ServiceNow in a research note on Thursday, January 29th. Truist Financial set a $175.00 price target on shares of ServiceNow in a research report on Thursday, February 5th. Finally, Stifel Nicolaus cut their price target on shares of ServiceNow from $180.00 to $135.00 and set a “buy” rating for the company in a research note on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $188.59.

ServiceNow Trading Down 0.0%

Shares of NOW stock opened at $101.98 on Monday. The company has a market capitalization of $106.67 billion, a P/E ratio of 61.14, a P/E/G ratio of 1.71 and a beta of 1.01. ServiceNow, Inc. has a 12-month low of $98.00 and a 12-month high of $211.48. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.12. The firm has a 50-day moving average price of $110.44 and a 200 day moving average price of $146.80.

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

Insider Transactions at ServiceNow

In other ServiceNow news, insider Paul Fipps sold 9,641 shares of ServiceNow stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $105.93, for a total value of $1,021,271.13. Following the completion of the transaction, the insider owned 11,757 shares in the company, valued at approximately $1,245,419.01. The trade was a 45.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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 value of $151,755.00. Following the completion of the transaction, the director directly owned 46,430 shares in the company, valued at approximately $4,697,323.10. This represents a 3.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 16,237 shares of company stock valued at $1,697,162 in the last three months. 0.34% of the stock is owned by corporate insiders.

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.