ServiceNow, Inc. $NOW Holdings Raised by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. lifted its position in shares of ServiceNow, Inc. (NYSE:NOW) by 332.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,808 shares of the information technology services provider’s stock after acquiring an additional 32,905 shares during the period. Stratos Wealth Partners LTD.’s holdings in ServiceNow were worth $6,558,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. IAG Wealth Partners LLC increased its stake in 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 purchasing an additional 18 shares during the last quarter. Noble Wealth Management PBC raised its holdings 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 worth $25,000 after purchasing an additional 128 shares during the period. Lodestone Wealth Management LLC bought a new position in shares of ServiceNow in the 4th quarter worth about $26,000. Bogart Wealth LLC boosted its holdings in shares of ServiceNow by 93.8% in the 3rd quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider’s stock valued at $29,000 after buying an additional 15 shares during the period. Finally, Wealth Watch Advisors INC acquired a new position in shares of ServiceNow in the 3rd quarter valued at about $29,000. 87.18% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently weighed in on NOW. Arete Research set a $200.00 price objective on shares of ServiceNow in a research report on Tuesday, January 6th. BNP Paribas Exane upgraded ServiceNow from a “neutral” rating to an “outperform” rating and set a $140.00 target price for the company in a research note on Monday, March 16th. Oppenheimer reiterated an “outperform” rating and set a $175.00 price target (down from $200.00) on shares of ServiceNow in a research report on Wednesday, January 21st. Capital One Financial cut their price target on ServiceNow from $188.00 to $161.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. Finally, BMO Capital Markets reduced their price objective on ServiceNow from $175.00 to $170.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, ServiceNow currently has a consensus rating of “Moderate Buy” and an average price target of $188.59.

ServiceNow Price Performance

NYSE NOW opened at $101.98 on Monday. The company has a 50-day moving average price of $110.44 and a two-hundred day moving average price of $146.80. ServiceNow, Inc. has a 52 week low of $98.00 and a 52 week high of $211.48. The stock has a market cap of $106.67 billion, a price-to-earnings ratio of 61.14, a price-to-earnings-growth ratio of 1.71 and a beta of 1.01. 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) last released its quarterly earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.03. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The company had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.53 billion. During the same quarter in the previous year, the company posted $0.73 earnings per share. The business’s revenue for the quarter was up 20.7% compared to the same quarter last year. Analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current year.

Key Stories Impacting ServiceNow

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

Insider Buying and Selling at ServiceNow

In other 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 transaction 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. This trade represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Paul Edward Chamberlain sold 1,500 shares of ServiceNow 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 sale, the director owned 46,430 shares in the company, valued at approximately $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. Insiders have sold 16,237 shares of company stock valued at $1,697,162 in the last quarter. Corporate insiders own 0.34% of the company’s stock.

ServiceNow Company 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.