ServiceNow, Inc. $NOW Shares Purchased by GuoLine Advisory Pte Ltd

GuoLine Advisory Pte Ltd raised its position in shares of ServiceNow, Inc. (NYSE:NOW) by 400.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 257,400 shares of the information technology services provider’s stock after purchasing an additional 205,920 shares during the quarter. ServiceNow comprises 3.6% of GuoLine Advisory Pte Ltd’s portfolio, making the stock its 10th largest holding. GuoLine Advisory Pte Ltd’s holdings in ServiceNow were worth $39,431,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of NOW. Kilter Group LLC acquired a new stake in shares of ServiceNow in the second quarter valued at $25,000. IAG Wealth Partners LLC grew its holdings 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 worth $25,000 after acquiring an additional 18 shares during the period. Noble Wealth Management PBC raised its position in ServiceNow by 400.0% in the fourth quarter. Noble Wealth Management PBC now owns 160 shares of the information technology services provider’s stock worth $25,000 after acquiring an additional 128 shares in the last quarter. Bogart Wealth LLC raised its position in ServiceNow by 93.8% in the third quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider’s stock worth $29,000 after acquiring an additional 15 shares in the last quarter. Finally, Wealth Watch Advisors INC acquired a new stake in ServiceNow in the 3rd quarter valued at about $29,000. 87.18% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Analyst upgrade and new AI partnerships lift outlook — an upgrade to Outperform and announcements of AI partnerships that broaden sales channels and address AI reliability have given investors a clearer growth/valuation story and helped spark buying interest. A Look At ServiceNow (NOW) Valuation After Analyst Upgrade And New AI Partnerships
• Positive Sentiment: Recent fundamentals support the recovery case — ServiceNow beat Q4 consensus on EPS and revenue, with revenue up ~20.7% year-over-year and improving margins, giving analysts data to justify upgraded ratings and reinforcing the growth narrative. (Earnings release: Jan. 28)
• Positive Sentiment: Product-market tailwinds from AI in ITSM — coverage of the top AI features for ITSM highlights demand for automation, observability and GenAI features that align with ServiceNow’s product strategy, supporting longer-term revenue opportunities if execution continues. Want to improve ITSM workflows and efficiencies? Here are the top 5 AI features to look for
• Neutral Sentiment: Local talent pipeline news is incrementally relevant — a county IT training expansion (Loudoun) could modestly help the regional talent pool for ITSM deployments but is not a direct revenue driver for NOW. Loudoun Learners Complete First Year, County Looks to Expand IT Training Program
• Neutral Sentiment: Increased attention but mixed sentiment — retail and analyst coverage (Zacks, other trending pieces) shows higher interest in NOW shares, but recent returns have been volatile, so elevated attention can amplify moves in either direction. ServiceNow, Inc. (NOW) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Competitive/AI risk callouts are a headwind — commentary from a Cohesity executive arguing AI can erode revenues at vendors like ServiceNow and Splunk underscores a real risk: customers can shift to new AI-enabled tooling or lower-cost automation, pressuring growth and multiples if ServiceNow’s product differentiation weakens. Cohesity CIO Shows How AI Can Eat Into Revenues of ServiceNow, Splunk

Analysts Set New Price Targets

NOW has been the subject of several research reports. Macquarie Infrastructure reduced their price objective on shares of ServiceNow from $172.00 to $140.00 and set a “neutral” rating for the company in a research report on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating on shares of ServiceNow in a research note on Thursday, January 29th. BNP Paribas Exane upgraded shares of ServiceNow from a “neutral” rating to an “outperform” rating and set a $140.00 target price for the company in a report on Monday, March 16th. Wells Fargo & Company set a $225.00 price target on ServiceNow and gave the company an “overweight” rating in a report on Thursday, January 8th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $200.00 price target on shares of ServiceNow in a report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, ServiceNow currently has a consensus rating of “Moderate Buy” and an average price target of $192.61.

ServiceNow Stock Performance

Shares of NOW opened at $110.39 on Friday. ServiceNow, Inc. has a one year low of $98.00 and a one year high of $211.48. The company has a 50-day moving average of $115.92 and a two-hundred day moving average of $152.82. The stock has a market cap of $115.46 billion, a price-to-earnings ratio of 66.18, a PEG ratio of 1.87 and a beta of 0.99. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.00 and a quick ratio of 1.00.

ServiceNow (NYSE:NOW) last released its earnings results 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. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The business had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.53 billion. The firm’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same period last year, the firm posted $0.73 earnings per share. On average, equities research analysts expect that ServiceNow, Inc. will post 8.93 earnings per share for the current year.

Insider Buying and Selling

In other ServiceNow news, insider Paul Fipps sold 9,641 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $105.93, for a total transaction of $1,021,271.13. Following the sale, the insider directly owned 11,757 shares of the company’s stock, valued at $1,245,419.01. The trade was a 45.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the 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 completion of the sale, the insider owned 26,314 shares of the company’s stock, valued at $2,781,652.94. The trade was a 5.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 16,237 shares of company stock valued at $1,697,162. Company insiders own 0.34% of the company’s stock.

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.