WESPAC Advisors SoCal LLC Buys 14,010 Shares of ServiceNow, Inc. $NOW

WESPAC Advisors SoCal LLC raised its stake in ServiceNow, Inc. (NYSE:NOW) by 336.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,172 shares of the information technology services provider’s stock after buying an additional 14,010 shares during the quarter. WESPAC Advisors SoCal LLC’s holdings in ServiceNow were worth $2,784,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Brady Martz Wealth Solutions LLC grew its holdings in ServiceNow by 1.3% during 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 purchasing an additional 11 shares during the period. Magnus Financial Group LLC grew 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 buying an additional 11 shares during the period. Avidian Wealth Enterprises LLC increased its position 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 buying an additional 11 shares in the last quarter. Traveka Wealth LLC raised its stake in ServiceNow by 3.8% during the 3rd quarter. Traveka Wealth LLC now owns 330 shares of the information technology services provider’s stock worth $304,000 after buying an additional 12 shares during the period. Finally, Regatta Capital Group LLC lifted its holdings in ServiceNow by 1.9% during the third quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider’s stock worth $583,000 after acquiring an additional 12 shares in the last quarter. 87.18% of the stock is owned by institutional investors.

ServiceNow Stock Performance

Shares of NYSE NOW opened at $110.39 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.00 and a current ratio of 1.00. The stock has a 50 day moving average price of $115.92 and a 200 day moving average price of $153.03. The stock has a market capitalization of $115.46 billion, a PE ratio of 66.18, a price-to-earnings-growth ratio of 1.92 and a beta of 0.99. ServiceNow, Inc. has a 52 week low of $98.00 and a 52 week high of $211.48.

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 company had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.53 billion. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The business’s revenue was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.73 EPS. Analysts predict that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

More ServiceNow News

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

Insiders Place Their Bets

In other news, insider Kevin Thomas Mcbride sold 1,400 shares of ServiceNow 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 $2,781,652.94. This trade represents a 5.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Paul Edward Chamberlain sold 1,500 shares of the firm’s 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 completion of the sale, the director owned 46,430 shares of the company’s stock, valued at $4,697,323.10. This trade represents a 3.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on NOW. Jefferies Financial Group lowered their target price on ServiceNow from $230.00 to $175.00 and set a “buy” rating for the company in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft set a $180.00 price objective on shares of ServiceNow in a report on Thursday, January 29th. Royal Bank Of Canada reduced their target price on shares of ServiceNow from $185.00 to $150.00 and set an “outperform” rating for the company in a research note on Monday, February 9th. Argus raised ServiceNow to a “strong-buy” rating in a research note on Wednesday, February 4th. Finally, BMO Capital Markets cut their price target on ServiceNow from $175.00 to $170.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, ServiceNow currently has an average rating of “Moderate Buy” and an average price target of $192.61.

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.