Polianta Ltd Invests $1.50 Million in ServiceNow, Inc. $NOW

Polianta Ltd purchased a new stake in shares of ServiceNow, Inc. (NYSE:NOW) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 9,800 shares of the information technology services provider’s stock, valued at approximately $1,501,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Brady Martz Wealth Solutions LLC grew its holdings in ServiceNow by 1.3% during the 3rd quarter. Brady Martz Wealth Solutions LLC now owns 842 shares of the information technology services provider’s stock worth $775,000 after acquiring an additional 11 shares in the last quarter. Magnus Financial Group LLC raised its holdings in shares of ServiceNow by 1.9% in the 3rd 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 raised its holdings in shares of ServiceNow by 2.5% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 453 shares of the information technology services provider’s stock valued at $417,000 after purchasing an additional 11 shares in the last quarter. Traveka Wealth LLC lifted its position in shares of ServiceNow by 3.8% in the 3rd quarter. Traveka Wealth LLC now owns 330 shares of the information technology services provider’s stock worth $304,000 after purchasing an additional 12 shares during the period. Finally, Regatta Capital Group LLC lifted its position in shares of ServiceNow by 1.9% in the 3rd quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider’s stock worth $583,000 after purchasing an additional 12 shares during the period. 87.18% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on NOW. TD Cowen cut their price target on ServiceNow from $200.00 to $185.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Argus upgraded ServiceNow to a “strong-buy” rating in a research note on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft set a $180.00 price objective on ServiceNow in a research report on Thursday, January 29th. BTIG Research reiterated a “buy” rating and issued a $200.00 target price on shares of ServiceNow in a research note on Thursday, January 29th. Finally, Sanford C. Bernstein reiterated an “outperform” rating 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 given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, ServiceNow presently has an average rating of “Moderate Buy” and a consensus price target of $192.61.

ServiceNow Trading Up 5.6%

Shares of NYSE:NOW opened at $104.97 on Tuesday. The business’s 50-day moving average is $112.44 and its 200 day moving average is $149.20. 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, Inc. has a 1 year low of $98.00 and a 1 year high of $211.48. The firm has a market capitalization of $109.80 billion, a P/E ratio of 62.93, a P/E/G ratio of 1.68 and a beta of 0.99.

ServiceNow (NYSE:NOW) last posted its quarterly earnings results 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 business had revenue of $3.57 billion during 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 business’s quarterly revenue was up 20.7% on a year-over-year basis. During the same quarter last year, the company posted $0.73 earnings per share. On average, research analysts predict that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

Key Headlines Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Media and analyst pieces point to renewed buying interest and technical strength as reasons for the stock’s rise; commentary frames the move as momentum-driven rather than tied to a single catalyst. ServiceNow stock is on the rise: Here’s what the chart says
• Positive Sentiment: Headlines highlighting a sharp share move have drawn retail and technical traders’ attention, amplifying intraday momentum. ServiceNow (NOW) shares skyrocket, what you need to know
• Positive Sentiment: A press release notes Ziperase launched an Enterprise Connector on the ServiceNow Store — a small but constructive ecosystem expansion that can help platform adoption and revenue via marketplace integrations. Ziperase Launches Enterprise Connector on the ServiceNow Store
• Positive Sentiment: Investor commentary (The Motley Fool) attributes today’s jump to improving sentiment around AI risk and optimism for ServiceNow’s AI agent/orchestration opportunities — a narrative that supports outsized multiple retention for high-growth SaaS names. Why ServiceNow Stock Jumped Today
• Positive Sentiment: Longer-form pieces argue the broader SaaS sell-off has created buying opportunities for durable franchises like ServiceNow that are embedded in workflows and positioned for AI-led upsell. Why the SaaS Sell-Off Is Creating Generational Buying Opportunities
• Neutral Sentiment: A governance paper on AI oversight for boards underscores that companies adopting AI (including ServiceNow customers) face rising expectations for board-level controls — relevant for long-term adoption and compliance but not an immediate stock mover. AI Governance for Boards: A Framework by Robert Maciejko
• Negative Sentiment: Macro risk: commentary about geopolitical uncertainty (Iran war concerns) could depress broad risk appetite and weigh on SaaS multiples if market volatility rises. The problem for investors: We don’t know how Trump wants the Iran war to end

Insider Buying and Selling at ServiceNow

In other ServiceNow news, insider Kevin Thomas Mcbride sold 1,400 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $105.71, for a total value of $147,994.00. Following the sale, the insider owned 26,314 shares in the company, valued at approximately $2,781,652.94. This represents a 5.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Paul Fipps sold 3,696 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $101.77, for a total transaction of $376,141.92. Following the sale, the insider directly owned 8,061 shares in the company, valued at $820,367.97. The trade was a 31.44% decrease in their position. 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 owned by insiders.

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.