Polianta Ltd Purchases New Shares in ServiceNow, Inc. $NOW

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

A number of other large investors have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of ServiceNow by 1.6% in the 3rd quarter. Vanguard Group Inc. now owns 20,210,924 shares of the information technology services provider’s stock valued at $18,599,709,000 after acquiring an additional 315,861 shares during the last quarter. State Street Corp grew its position in ServiceNow by 1.4% in the third quarter. State Street Corp now owns 9,454,699 shares of the information technology services provider’s stock worth $8,700,970,000 after acquiring an additional 131,080 shares in the last quarter. Nordea Investment Management AB increased its stake in ServiceNow by 388.7% during the fourth quarter. Nordea Investment Management AB now owns 4,706,164 shares of the information technology services provider’s stock worth $720,325,000 after acquiring an additional 3,743,087 shares during the last quarter. Wellington Management Group LLP raised its position in ServiceNow by 5.4% during the third quarter. Wellington Management Group LLP now owns 2,287,300 shares of the information technology services provider’s stock valued at $2,104,956,000 after purchasing an additional 118,060 shares during the period. Finally, Alliancebernstein L.P. raised its position in ServiceNow by 10.2% during the second quarter. Alliancebernstein L.P. now owns 1,910,078 shares of the information technology services provider’s stock valued at $1,963,713,000 after purchasing an additional 177,392 shares during the period. 87.18% of the stock is currently owned by institutional investors.

ServiceNow Price Performance

NOW opened at $104.97 on Tuesday. The business has a fifty day moving average of $112.44 and a 200 day moving average of $149.20. The stock has a market cap of $109.80 billion, a P/E ratio of 62.93, a PEG ratio of 1.68 and a beta of 0.99. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.12. ServiceNow, Inc. has a 52-week low of $98.00 and a 52-week high of $211.48.

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 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 business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.53 billion. During the same quarter last year, the firm posted $0.73 earnings per share. The business’s revenue was up 20.7% compared to the same quarter last year. As a group, sell-side analysts anticipate that ServiceNow, Inc. will post 8.93 EPS for the current year.

ServiceNow News Summary

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on NOW. Mizuho dropped their target price on ServiceNow from $210.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. Argus upgraded ServiceNow to a “strong-buy” rating in a report on Wednesday, February 4th. Citigroup raised their price target on ServiceNow from $235.00 to $237.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. BMO Capital Markets cut their price objective on shares of ServiceNow from $175.00 to $170.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Finally, Deutsche Bank Aktiengesellschaft set a $180.00 target price on shares of ServiceNow in a research note on Thursday, January 29th. Three 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $192.61.

Insider Buying and Selling

In related news, insider Paul Fipps sold 9,641 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $105.93, for a total value of $1,021,271.13. Following the transaction, the insider owned 11,757 shares of the company’s stock, valued at $1,245,419.01. This trade represents a 45.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $105.71, for a total transaction of $147,994.00. Following the completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 16,237 shares of company stock valued at $1,697,162 in the last 90 days. 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.