Guided Capital Wealth Management LLC Has $1.85 Million Stake in ServiceNow, Inc. $NOW

Guided Capital Wealth Management LLC boosted its position in shares of ServiceNow, Inc. (NYSE:NOW) by 504.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,102 shares of the information technology services provider’s stock after purchasing an additional 10,099 shares during the period. ServiceNow accounts for 1.3% of Guided Capital Wealth Management LLC’s investment portfolio, making the stock its 26th biggest holding. Guided Capital Wealth Management LLC’s holdings in ServiceNow were worth $1,854,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in NOW. Kilter Group LLC purchased a new stake in shares of ServiceNow in the second quarter valued at $25,000. IAG Wealth Partners LLC grew its holdings 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 buying an additional 18 shares in the last quarter. Noble Wealth Management PBC raised its position in 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 buying an additional 128 shares during the period. Bogart Wealth LLC raised its position in ServiceNow by 93.8% during the third 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 purchased a new stake in ServiceNow in the 3rd quarter worth about $29,000. 87.18% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at ServiceNow

In other ServiceNow news, insider Kevin Thomas Mcbride sold 1,400 shares of the business’s stock in a transaction that occurred 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 directly owned 26,314 shares of the company’s stock, valued at $2,781,652.94. The trade was a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Paul Edward Chamberlain sold 1,500 shares of the 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 transaction, the director owned 46,430 shares in the company, valued at approximately $4,697,323.10. This trade represents a 3.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 16,237 shares of company stock worth $1,697,162 over the last ninety days. 0.34% of the stock is currently owned by insiders.

Key Headlines Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Bullish AI thesis — Analysts and commentators highlight ServiceNow’s positioning as an “agentic AI” leader, arguing its Now Assist and workflow platform drive durable subscription growth and contract wins; some see recent valuation compression as a buying opportunity. ServiceNow: A Strong Bet On Agentic AI
• Positive Sentiment: Partnerships deepen enterprise AI role — New integrations with Zenity, Vonage and Cohesity extend ServiceNow’s AI/control-tower role across security, voice workflows and data protection, which can boost platform stickiness and cross-sell over time. Do New AI Security Partnerships Quietly Recast ServiceNow’s (NOW) Role As The Enterprise Control Layer?
• Positive Sentiment: Short-term bargain hunting/rebound — Traders bought the dip after shares approached a 52-week low, producing a sharp intraday rebound that reflects opportunistic flows rather than a change in fundamentals. ServiceNow (NOW) Climbs 5.6% on Bargain-Hunting After Near Low
• Neutral Sentiment: Wells Fargo trims price target but keeps Overweight — The firm cut its target from $225 to $185 while maintaining an Overweight rating, signaling confidence in the business but lowering near-term expectations; the revised target still implies meaningful upside versus current levels. Wall Street Price Prediction: ServiceNow Price Target Set at $185
• Neutral Sentiment: Macro market backdrop is mixed — broader market moves (bond/yield fluctuations and risk-on/risk-off swings) are influencing tech multiples and could amplify volatility in growth names like ServiceNow. US Stock Market Today S&P 500 Futures Rise On Fed Caution And Bond Jitters
• Negative Sentiment: Cycle concerns and worst-quarter headlines — Coverage noting that ServiceNow is having a very weak quarter on record is weighing on sentiment; analysts say improvement could come later as AI adopters purchase more credits and renewals normalize, but near-term growth/visibility concerns persist. ServiceNow’s stock is having its worst quarter on record. What comes next?

ServiceNow Stock Down 0.5%

NOW opened at $104.44 on Wednesday. The company has a market capitalization of $109.24 billion, a PE ratio of 62.61, a price-to-earnings-growth ratio of 1.76 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, Inc. has a fifty-two week low of $98.00 and a fifty-two week high of $211.48. The business has a 50-day moving average of $112.02 and a 200-day moving average of $148.62.

ServiceNow (NYSE:NOW) last announced its quarterly earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 EPS for the quarter, beating the consensus estimate of $0.89 by $0.03. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The business had revenue of $3.57 billion during the quarter, compared to analysts’ expectations of $3.53 billion. During the same quarter in the previous year, the business posted $0.73 EPS. The firm’s quarterly revenue was up 20.7% compared to the same quarter last year. Equities research analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Arete Research set a $200.00 price objective on ServiceNow in a research report on Tuesday, January 6th. Stifel Nicolaus set a $180.00 price target on shares of ServiceNow and gave the stock a “buy” rating in a research report on Thursday, January 29th. BNP Paribas Exane upgraded shares of ServiceNow from a “neutral” rating to an “outperform” rating and set a $140.00 price target for the company in a report on Monday, March 16th. Oppenheimer reaffirmed an “outperform” rating and set a $175.00 price objective (down from $200.00) on shares of ServiceNow in a research report on Wednesday, January 21st. Finally, Mizuho dropped their price objective on shares of ServiceNow from $210.00 to $190.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, ServiceNow presently has a consensus rating of “Moderate Buy” and a consensus target price of $191.52.

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.