Stablepoint Partners LLC Purchases 6,247 Shares of ServiceNow, Inc. $NOW

Stablepoint Partners LLC increased its holdings in shares of ServiceNow, Inc. (NYSE:NOW) by 408.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,778 shares of the information technology services provider’s stock after buying an additional 6,247 shares during the quarter. Stablepoint Partners LLC’s holdings in ServiceNow were worth $1,192,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC grew its stake in ServiceNow by 1.3% in 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 acquiring an additional 11 shares during the period. Magnus Financial Group LLC raised its position in shares of ServiceNow by 1.9% during the third quarter. Magnus Financial Group LLC now owns 589 shares of the information technology services provider’s stock worth $542,000 after purchasing an additional 11 shares during the period. Avidian Wealth Enterprises LLC raised its position in shares of ServiceNow by 2.5% during the third quarter. Avidian Wealth Enterprises LLC now owns 453 shares of the information technology services provider’s stock worth $417,000 after purchasing an additional 11 shares during the period. Traveka Wealth LLC lifted its holdings in shares of ServiceNow by 3.8% during the 3rd quarter. Traveka Wealth LLC now owns 330 shares of the information technology services provider’s stock valued at $304,000 after purchasing an additional 12 shares in the last quarter. Finally, Regatta Capital Group LLC lifted its holdings in shares of ServiceNow by 1.9% during the 3rd quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider’s stock valued at $583,000 after purchasing an additional 12 shares in the last quarter. 87.18% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on NOW shares. The Goldman Sachs Group set a $216.00 target price on ServiceNow in a research note on Monday, February 2nd. Canaccord Genuity Group set a $200.00 price target on shares of ServiceNow in a research note on Thursday, January 29th. TD Cowen reduced their price target on shares of ServiceNow from $200.00 to $185.00 and set a “buy” rating for the company in a report on Thursday, January 29th. DZ Bank raised shares of ServiceNow to a “strong-buy” rating in a research report on Thursday, December 18th. Finally, Deutsche Bank Aktiengesellschaft set a $180.00 price objective on shares of ServiceNow in a research report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $192.61.

Insiders Place Their Bets

In other news, insider Kevin Thomas Mcbride sold 1,400 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was 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 in the company, 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 Securities & Exchange Commission, which is available at the SEC website. Also, Director Paul Edward Chamberlain sold 1,500 shares of ServiceNow stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $101.17, for a total value of $151,755.00. Following the completion of the sale, the director directly owned 46,430 shares in the company, valued at approximately $4,697,323.10. This represents a 3.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 16,237 shares of company stock valued at $1,697,162 in the last three months. 0.34% of the stock is currently owned by corporate insiders.

Key Headlines Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: inMorphis was named ServiceNow Partner of the Year 2026, highlighting continued partner-led adoption in Asia‑Pacific and broader channel momentum for ServiceNow’s platform. inMorphis Named as ServiceNow Partner of the Year 2026 – Risk & Security – Asia Pacific
• Positive Sentiment: Vonage launched a native integration with ServiceNow Voice to embed voice + real‑time AI into CSM and ITSM workflows — a tangible ecosystem expansion that can increase usage of ServiceNow’s AI capabilities and stickiness with large customers. Vonage Voice AI Tie Up Puts ServiceNow Platform And Valuation In Focus
• Positive Sentiment: Analyst coverage remains supportive: Zacks highlights ServiceNow as a strong growth/momentum stock based on subscription growth, retention and backlog — reinforcing the bull case for long‑term recurring revenue. Here’s Why ServiceNow (NOW) is a Strong Growth Stock
• Neutral Sentiment: ServiceNow’s Chief People & AI Enablement Officer emphasizes a “people‑first” AI adoption strategy for HR — messaging that supports enterprise adoption but is more strategic than immediately revenue‑driving. The Role of “AI Enablement” in HR
• Neutral Sentiment: Coverage noting ServiceNow’s exposure to cloud demand in indexes frames the company as a play on enterprise cloud & AI workflows — useful context for investors but not an immediate catalyst. ServiceNow (NYSE:NOW) Tracks Cloud Demand In Nyse composite Index
• Negative Sentiment: Jim Cramer cautioned that the stock may face “a little bit more turbulence,” adding to near‑term sentiment risk despite valuation arguments. Jim Cramer on ServiceNow: “I Think the Stock’s Going to Be in for a Little Bit More Turbulence Than It Already Has Been”
• Negative Sentiment: Recent selloffs tied to AI fears and broader market weakness have pushed NOW well below its 12‑month high, creating headline volatility that continues to pressure sentiment. Here’s Why ServiceNow (NOW) Fell More Than Broader Market

ServiceNow Price Performance

Shares of NOW opened at $103.69 on Friday. 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 twelve month low of $98.00 and a twelve month high of $211.48. The stock has a market capitalization of $108.46 billion, a P/E ratio of 62.16, a P/E/G ratio of 1.74 and a beta of 0.99. The company has a 50 day moving average of $113.44 and a 200-day moving average of $150.90.

ServiceNow (NYSE:NOW) last announced its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $3.53 billion. During the same quarter in the previous year, the firm posted $0.73 earnings per share. The firm’s revenue for the quarter was up 20.7% on a year-over-year basis. As a group, equities research analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

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.