Generali Investments Towarzystwo Funduszy Inwestycyjnych Has $5.52 Million Stake in ServiceNow, Inc. $NOW

Generali Investments Towarzystwo Funduszy Inwestycyjnych grew its stake in shares of ServiceNow, Inc. (NYSE:NOW) by 592.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 36,000 shares of the information technology services provider’s stock after acquiring an additional 30,800 shares during the period. ServiceNow comprises approximately 2.7% of Generali Investments Towarzystwo Funduszy Inwestycyjnych’s investment portfolio, making the stock its 7th biggest holding. Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings in ServiceNow were worth $5,515,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. IAG Wealth Partners LLC raised 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 valued at $25,000 after acquiring an additional 18 shares in the last quarter. Noble Wealth Management PBC raised its stake in shares of ServiceNow by 400.0% during the fourth quarter. Noble Wealth Management PBC now owns 160 shares of the information technology services provider’s stock valued at $25,000 after acquiring an additional 128 shares in the last quarter. Lodestone Wealth Management LLC bought a new stake in shares of ServiceNow during the fourth quarter valued at approximately $26,000. Albion Financial Group UT raised its stake in shares of ServiceNow by 400.0% during the fourth quarter. Albion Financial Group UT now owns 170 shares of the information technology services provider’s stock valued at $26,000 after acquiring an additional 136 shares in the last quarter. Finally, Avion Wealth raised its stake in shares of ServiceNow by 256.0% during the fourth quarter. Avion Wealth now owns 178 shares of the information technology services provider’s stock valued at $27,000 after acquiring an additional 128 shares in the last quarter. Institutional investors own 87.18% of the company’s stock.

Key Stories Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Expanded Latin America footprint — ServiceNow announced new data centers in Rio de Janeiro and Brasilia and reports record enterprise adoption in Brazil, positioning the platform as an AI-powered workflow hub for large regional customers; this supports revenue growth and local compliance demand. ServiceNow Expands AI Workflow Hub In Brazil As Regional Role Grows
• Positive Sentiment: Modest Q1 beat expected — previews point to a modest quarter beat driven by early AI-driven demand, which reduces near-term earnings risk and is a catalyst ahead of the April 22 earnings report. ServiceNow Seen Delivering Modest Q1 Beat
• Positive Sentiment: Risk‑on market flows into quality SaaS — broader risk‑on buying (partly driven by easing geopolitical tensions) has pushed investors back into high‑margin subscription names like ServiceNow that have clear AI monetization paths. Atlassian and Shopify Shares Are Soaring, What You Need To Know
• Positive Sentiment: Product partnerships add enterprise AI value — a new alliance with Qlik to surface governed analytics inside ServiceNow workflows strengthens the company’s position as an “enterprise AI nerve center,” which can expand wallet share. ServiceNow Qlik Alliance Aims To Make NOW The Enterprise AI Nerve Center
• Neutral Sentiment: Partner ecosystem updates and integrations (e.g., TrustCloud, top partner recognitions) boost go‑to‑market execution but are incremental near-term revenue drivers. TrustCloud Brings AI-Driven Cyber Risk Automation Directly Into ServiceNow
• Neutral Sentiment: Execution gap highlighted in CX research — ServiceNow’s India CX report shows leaders investing in AI but customers not yet feeling the impact, which signals both opportunity and execution risk. 48% of Indian Customers Cite Lack of Empathy in CX, But Only 19% of Leaders Address It with AI – Reports ServiceNow
• Negative Sentiment: Analyst target cuts and cautious notes — multiple firms trimmed price targets (Citi cut to $177; BMO to $120; Oppenheimer lowered its target), keeping ratings but signaling valuation and near‑term growth concern. Citi Slashes ServiceNow’s Target to $177: Is the AI Workflow Giant Losing Its Edge?
• Negative Sentiment: Large YTD drawdown and bearish headlines — coverage noting a roughly 43% YTD decline and skeptical writeups amplify downside sentiment and valuation questions ahead of earnings. ServiceNow (NOW) Stock Plunges 43% in 2026 — Time to Buy the Selloff?

ServiceNow Stock Performance

Shares of NYSE:NOW opened at $94.11 on Thursday. The company has a market capitalization of $97.51 billion, a price-to-earnings ratio of 56.42, a price-to-earnings-growth ratio of 1.47 and a beta of 1.01. ServiceNow, Inc. has a 52 week low of $81.24 and a 52 week 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 of $105.93 and a 200 day moving average of $141.78.

ServiceNow (NYSE:NOW) last issued its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.03. The company had revenue of $3.57 billion during 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%. ServiceNow’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.73 earnings per share. On average, sell-side analysts predict that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other ServiceNow news, insider Kevin Thomas Mcbride sold 1,400 shares of ServiceNow stock in a transaction on Friday, February 13th. The shares were sold at an average price of $105.71, for a total value of $147,994.00. Following the transaction, the insider directly owned 26,314 shares of the company’s stock, valued at approximately $2,781,652.94. The trade was a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Paul Edward Chamberlain sold 1,500 shares of ServiceNow 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 completion of the transaction, the director directly owned 46,430 shares in the company, valued at $4,697,323.10. This represents a 3.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 16,237 shares of company stock valued at $1,697,162. 0.34% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

NOW has been the subject of several research analyst reports. Stifel Nicolaus decreased 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, April 2nd. Mizuho set a $150.00 price target on shares of ServiceNow and gave the company an “outperform” rating in a research note on Tuesday. DA Davidson reissued a “buy” rating and issued a $220.00 price objective on shares of ServiceNow in a research note on Thursday, January 29th. Citigroup reissued a “buy” rating and issued a $177.00 price objective (down from $237.00) on shares of ServiceNow in a research note on Wednesday. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $200.00 price objective 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-three have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $179.85.

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.