ServiceNow, Inc. $NOW Stock Position Raised by Personal CFO Solutions LLC

Personal CFO Solutions LLC lifted its position in ServiceNow, Inc. (NYSE:NOW) by 448.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,735 shares of the information technology services provider’s stock after acquiring an additional 10,415 shares during the quarter. Personal CFO Solutions LLC’s holdings in ServiceNow were worth $1,951,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the company. Brady Martz Wealth Solutions LLC grew its stake in shares of ServiceNow by 1.3% in 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 acquiring an additional 11 shares in the last quarter. Magnus Financial Group LLC grew 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 acquiring an additional 11 shares in the last quarter. Avidian Wealth Enterprises LLC grew its stake in shares of ServiceNow by 2.5% in the third quarter. Avidian Wealth Enterprises LLC now owns 453 shares of the information technology services provider’s stock valued at $417,000 after acquiring an additional 11 shares in the last quarter. Regatta Capital Group LLC grew its stake 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 acquiring an additional 12 shares in the last quarter. Finally, Traveka Wealth LLC grew its stake 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 acquiring an additional 12 shares in the last quarter. Hedge funds and other institutional investors own 87.18% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Truist Financial set a $175.00 price target on shares of ServiceNow in a research note on Thursday, February 5th. Needham & Company LLC restated a “buy” rating and issued a $155.00 price target on shares of ServiceNow in a research note on Thursday, February 5th. Piper Sandler restated an “overweight” rating on shares of ServiceNow in a research note on Thursday, January 29th. Citigroup upped their price target on shares of ServiceNow from $235.00 to $237.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Finally, Evercore restated an “outperform” rating and issued a $175.00 price target (down from $225.00) on shares of ServiceNow in a research note on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, ServiceNow currently has an average rating of “Moderate Buy” and an average price target of $187.46.

ServiceNow Trading Down 3.1%

Shares of ServiceNow stock opened at $97.41 on Thursday. The company has a market capitalization of $101.89 billion, a price-to-earnings ratio of 58.40, a PEG ratio of 1.71 and a beta of 1.01. 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 $96.96 and a 12-month high of $211.48. The firm’s 50-day moving average price is $108.49 and its two-hundred day moving average price is $145.21.

ServiceNow (NYSE:NOW) last announced its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) 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 for the quarter was up 20.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.73 earnings per share. On average, analysts forecast that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider Kevin Thomas Mcbride sold 1,400 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $105.71, for a total value of $147,994.00. Following the completion of the transaction, the insider owned 26,314 shares of the company’s stock, valued at approximately $2,781,652.94. This 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, insider Paul Fipps sold 3,696 shares of the stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $101.77, for a total transaction of $376,141.92. Following the completion of the transaction, the insider directly owned 8,061 shares of the company’s stock, valued at $820,367.97. This trade represents a 31.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 16,237 shares of company stock worth $1,697,162 over the last ninety days. Corporate insiders own 0.34% of the company’s stock.

Key ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: DXC Technology announced a new multi‑year agreement to deploy ServiceNow’s Core Business Suite and agentic AI tools across DXC’s operations and clients — a revenue and reference‑customer win that supports ServiceNow’s AI rollout momentum. DXC-ServiceNow agreement
• Positive Sentiment: Launch of Naitiv — an AI‑native consultancy built by former ServiceNow executives — highlights partner ecosystem expansion and practical, vertical AI use cases (Property & Casualty insurance), which could accelerate deployments. Naitiv launch
• Positive Sentiment: Industry voice Dan Ives argued the Microsoft/Salesforce/ServiceNow sell‑off is overdone, saying CIO checks show AI moving from experimentation to deployment — a bullish signal for demand. Dan Ives commentary
• Neutral Sentiment: Goldman Sachs maintained a Buy rating but trimmed its price target from $216 to $188, signaling confidence in fundamentals but acknowledging valuation/near‑term risk. Goldman Sachs note
• Neutral Sentiment: Some sell‑side modeling tweaks: Erste Group slightly cut FY2027 EPS forecasts (minor change), reflecting cautious near‑term estimates but not a major earnings revision. Erste Group estimate
• Negative Sentiment: BTIG cut its price target to $185 from $200 and published a cautious note scrutinizing ServiceNow’s FY26 revenue‑growth guidance — increased analyst skepticism pressured sentiment. BTIG price target cut
• Negative Sentiment: Coverage notes and downgrades in early trading triggered selling — a roundup piece reported the stock falling after an analyst downgrade, feeding momentum to the pullback. Analyst downgrade coverage
• Negative Sentiment: Technical/market factors: ServiceNow shares hit a 52‑week low amid a broader software correction and headline‑driven volatility, which can amplify downside as quant/ETF flows react. 52‑week low report

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.