Guerra Pan Advisors LLC Raises Stock Position in ServiceNow, Inc. $NOW

Guerra Pan Advisors LLC boosted its position in shares of ServiceNow, Inc. (NYSE:NOW) by 397.6% in the fourth quarter, HoldingsChannel reports. The fund owned 11,170 shares of the information technology services provider’s stock after purchasing an additional 8,925 shares during the quarter. ServiceNow makes up 1.0% of Guerra Pan Advisors LLC’s portfolio, making the stock its 27th largest position. Guerra Pan Advisors LLC’s holdings in ServiceNow were worth $1,711,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Kilter Group LLC purchased a new position in ServiceNow in the second quarter worth $25,000. IAG Wealth Partners LLC lifted its holdings in shares of ServiceNow by 200.0% during the 3rd quarter. IAG Wealth Partners LLC now owns 27 shares of the information technology services provider’s stock valued at $25,000 after purchasing an additional 18 shares during the last quarter. Noble Wealth Management PBC boosted its position in shares of ServiceNow by 400.0% in the 4th quarter. Noble Wealth Management PBC now owns 160 shares of the information technology services provider’s stock worth $25,000 after purchasing an additional 128 shares in the last quarter. Bogart Wealth LLC boosted its position in shares of ServiceNow by 93.8% in the 3rd quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider’s stock worth $29,000 after purchasing an additional 15 shares in the last quarter. Finally, Wealth Watch Advisors INC purchased a new position in ServiceNow during the 3rd quarter worth $29,000. 87.18% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on NOW shares. Wells Fargo & Company set a $225.00 target price on ServiceNow and gave the company an “overweight” rating in a research report on Thursday, January 8th. Oppenheimer reissued an “outperform” rating and issued a $175.00 price target (down from $200.00) on shares of ServiceNow in a report on Wednesday, January 21st. Macquarie Infrastructure dropped their price target on ServiceNow from $172.00 to $140.00 and set a “neutral” rating on the stock in a research note on Thursday, January 29th. KeyCorp cut their price objective on shares of ServiceNow from $155.00 to $115.00 and set an “underweight” rating on the stock in a report on Thursday, January 29th. Finally, DZ Bank raised shares of ServiceNow to a “strong-buy” rating in a research report on Thursday, December 18th. 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 stock. Based on data from MarketBeat, the stock has a consensus 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 company’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 sale, the insider owned 26,314 shares in the company, valued at $2,781,652.94. This represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Paul Edward Chamberlain sold 1,500 shares of the firm’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. This trade represents a 3.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 16,237 shares of company stock valued at $1,697,162. Company insiders own 0.34% of the company’s stock.

Key ServiceNow News

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 Stock Up 0.6%

NOW stock opened at $103.69 on Friday. The company has a market capitalization of $108.46 billion, a P/E ratio of 62.16, a price-to-earnings-growth ratio of 1.74 and a beta of 0.99. ServiceNow, Inc. has a 12 month low of $98.00 and a 12 month high of $211.48. The firm’s fifty day simple moving average is $113.44 and its 200-day simple moving average is $150.90. 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 (NYSE:NOW) last issued its earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.03. The firm had revenue of $3.57 billion during the quarter, compared to analysts’ expectations of $3.53 billion. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The firm’s revenue was up 20.7% compared to the same quarter last year. During the same quarter last year, the company posted $0.73 earnings per share. As a group, equities research analysts forecast that ServiceNow, Inc. will post 8.93 earnings per share for the current 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.