Generali Investments CEE investicni spolecnost a.s. raised its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 781.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 29,458 shares of the information technology services provider’s stock after purchasing an additional 26,117 shares during the period. Generali Investments CEE investicni spolecnost a.s.’s holdings in ServiceNow were worth $4,513,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in NOW. Focus Financial Network Inc. raised its holdings in shares of ServiceNow by 286.1% in the fourth quarter. Focus Financial Network Inc. now owns 53,650 shares of the information technology services provider’s stock valued at $8,219,000 after purchasing an additional 39,756 shares during the last quarter. Sei Investments Co. boosted its holdings in ServiceNow by 7.1% during the third quarter. Sei Investments Co. now owns 396,517 shares of the information technology services provider’s stock worth $364,903,000 after purchasing an additional 26,241 shares during the last quarter. Jacobs & Co. CA grew its position in ServiceNow by 477.3% in the 4th quarter. Jacobs & Co. CA now owns 60,245 shares of the information technology services provider’s stock worth $9,228,000 after purchasing an additional 49,809 shares in the last quarter. Temasek Holdings Private Ltd grew its position in ServiceNow by 29.8% in the 3rd quarter. Temasek Holdings Private Ltd now owns 117,005 shares of the information technology services provider’s stock worth $107,677,000 after purchasing an additional 26,850 shares in the last quarter. Finally, Legacy Wealth Asset Management LLC increased its stake in ServiceNow by 428.0% in the 4th quarter. Legacy Wealth Asset Management LLC now owns 11,610 shares of the information technology services provider’s stock valued at $1,779,000 after buying an additional 9,411 shares during the last quarter. 87.18% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
A number of equities analysts have recently weighed in on the company. BTIG Research restated a “buy” rating and issued a $200.00 target price on shares of ServiceNow in a research note on Thursday, January 29th. Evercore reaffirmed an “outperform” rating and set a $175.00 price target (down from $225.00) on shares of ServiceNow in a research report on Thursday, January 29th. Royal Bank Of Canada dropped their price target on ServiceNow from $185.00 to $150.00 and set an “outperform” rating on the stock in a report on Monday, February 9th. UBS Group set a $115.00 price objective on ServiceNow in a research report on Thursday, January 29th. Finally, HSBC reduced their price objective on ServiceNow from $266.40 to $226.00 and set a “buy” rating for the company in a research note on Friday, January 30th. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $192.61.
ServiceNow Trading Down 3.9%
NYSE:NOW opened at $99.58 on Friday. ServiceNow, Inc. has a 12 month low of $98.00 and a 12 month high of $211.48. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.12. The firm’s 50 day moving average is $112.88 and its 200 day moving average is $150.29. The stock has a market capitalization of $104.16 billion, a PE ratio of 59.70, a price-to-earnings-growth ratio of 1.75 and a beta of 0.99.
ServiceNow (NYSE:NOW – Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share 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 analyst estimates of $3.53 billion. During the same period in the prior year, the company earned $0.73 earnings per share. ServiceNow’s revenue was up 20.7% compared to the same quarter last year. Sell-side analysts expect that ServiceNow, Inc. will post 8.93 earnings per share for the current year.
Key ServiceNow News
Here are the key news stories impacting ServiceNow this week:
- Positive Sentiment: ServiceNow expanded security and distribution partnerships to make AI agents safer for enterprise workloads — deals with Zenity (agent security/posture/vulnerability), deeper ties with Cohesity (data resilience) and Carahsoft (public-sector distribution) should reduce adoption risk and accelerate enterprise deployments. ServiceNow Partnerships Aim To Make AI Agents Safer For Enterprise Workloads
- Positive Sentiment: An institutional investor note highlights product growth as ServiceNow transforms into an AI‑powered enterprise platform — an endorsement from a large fund supports the narrative of durable revenue expansion. ServiceNow (NOW) Products See Growth Amid Transformation into AI-Powered Enterprise Platform
- Positive Sentiment: inMorphis was named ServiceNow Partner of the Year 2026 for Risk & Security in APAC — signals stronger regional go‑to‑market traction that can drive adoption and services revenue in growth markets. inMorphis Named as ServiceNow Partner of the Year 2026 – Risk & Security – Asia Pacific
- Positive Sentiment: Analyst coverage remains constructive — a Zacks piece reiterates ServiceNow’s profile as a strong growth stock based on style/growth metrics, which can underpin investor interest when sentiment stabilizes. Here’s Why ServiceNow (NOW) is a Strong Growth Stock
- Neutral Sentiment: Earnings season is the immediate catalyst — previews expect double‑digit earnings expansion for the upcoming quarter, so results and guidance will likely drive near‑term volatility. ServiceNow Earnings Preview: What to Expect
- Neutral Sentiment: Company messaging on “people‑first” AI enablement (HR and middle‑manager focus) shows ServiceNow pushing adoption via change management rather than purely technical sells — strategically important but not an immediate revenue swing. The Role of “AI Enablement” in HR
- Negative Sentiment: Broader market weakness and valuation worries are pressuring the stock — recent commentary questions whether current prices properly reflect growth vs. risk after a steep multi‑quarter decline from prior highs, increasing downside sensitivity into earnings. Has Market Weakness Created A Fresh Opening In ServiceNow (NOW) Stock?
Insider Activity
In related news, Director Paul Edward Chamberlain sold 1,500 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $101.17, for a total value of $151,755.00. Following the sale, the director directly owned 46,430 shares in the company, valued at approximately $4,697,323.10. The trade was a 3.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Paul Fipps sold 9,641 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $105.93, for a total transaction of $1,021,271.13. Following the sale, the insider directly owned 11,757 shares in the company, valued at approximately $1,245,419.01. This trade represents a 45.06% decrease in their ownership of the stock. 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 90 days. Insiders own 0.34% of the company’s stock.
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.
Further Reading
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