Generali Powszechne Towarzystwo Emerytalne Acquires 145,000 Shares of ServiceNow, Inc. $NOW

Key Points

• Generali Powszechne Towarzystwo Emerytalne boosted its ServiceNow stake by 400% in Q4, acquiring an additional 145,000 shares to hold 181,250 shares worth about $27.77 million, making NOW 4.7% of its portfolio and its 10th-largest position.
• Company insiders sold 16,237 shares (~$1.7M) in the past three months (notable sales by Kevin McBride and Paul Fipps), while institutional ownership remains high at 87.18% and insider ownership is only 0.34%.
• Analysts maintain a consensus of "Moderate Buy" with an average target of $179.85 despite recent price-target cuts and roughly a 43% YTD drawdown; the stock trades near $94 with a P/E of 56 while ServiceNow posted 20.7% revenue growth and a slight EPS beat last quarter.

Generali Powszechne Towarzystwo Emerytalne increased its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 400.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 181,250 shares of the information technology services provider's stock after acquiring an additional 145,000 shares during the quarter. ServiceNow makes up 4.7% of Generali Powszechne Towarzystwo Emerytalne's portfolio, making the stock its 10th biggest position. Generali Powszechne Towarzystwo Emerytalne's holdings in ServiceNow were worth $27,766,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. IAG Wealth Partners LLC raised its stake in 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. Bogart Wealth LLC raised its stake 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 in the last quarter. Wealth Watch Advisors INC acquired a new stake in ServiceNow during the third quarter valued at approximately $29,000. Albion Financial Group UT raised its stake in ServiceNow by 78.9% during the third quarter. Albion Financial Group UT now owns 34 shares of the information technology services provider's stock valued at $31,000 after buying an additional 15 shares in the last quarter. Finally, True Wealth Design LLC raised its stake in ServiceNow by 52.0% during the third quarter. True Wealth Design LLC now owns 38 shares of the information technology services provider's stock valued at $35,000 after buying an additional 13 shares in the last quarter. Institutional investors and hedge funds own 87.18% of the company's stock.

Insider Buying and Selling

In related news, insider Kevin Thomas Mcbride sold 1,400 shares of the stock in a transaction that occurred on 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 directly owned 26,314 shares of the company's stock, valued at $2,781,652.94. This represents a 5.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Paul Fipps sold 9,641 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $105.93, for a total value of $1,021,271.13. Following the completion of the transaction, the insider directly owned 11,757 shares of the company's stock, valued at $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 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.

Analyst Upgrades and Downgrades

NOW has been the topic of several research reports. Robert W. Baird set a $175.00 price objective on ServiceNow in a research note on Thursday, January 29th. Piper Sandler restated an "overweight" rating on shares of ServiceNow in a research note on Thursday, January 29th. Stifel Nicolaus cut their price objective on ServiceNow from $180.00 to $135.00 and set a "buy" rating on the stock in a research note on Thursday, April 2nd. Needham & Company LLC restated a "buy" rating and set a $155.00 price objective on shares of ServiceNow in a research note on Thursday, February 5th. Finally, Wells Fargo & Company cut their price objective on ServiceNow from $225.00 to $185.00 and set an "overweight" rating on the stock in a research note on Tuesday, March 31st. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $179.85.

Trending Headlines about ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Expanded Latin America footprint — ServiceNow announced new data centers in Rio de Janeiro and Brasilia and reports record enterprise adoption in Brazil, positioning the platform as an AI-powered workflow hub for large regional customers; this supports revenue growth and local compliance demand. ServiceNow Expands AI Workflow Hub In Brazil As Regional Role Grows
• Positive Sentiment: Modest Q1 beat expected — previews point to a modest quarter beat driven by early AI-driven demand, which reduces near-term earnings risk and is a catalyst ahead of the April 22 earnings report. ServiceNow Seen Delivering Modest Q1 Beat
• Positive Sentiment: Risk‑on market flows into quality SaaS — broader risk‑on buying (partly driven by easing geopolitical tensions) has pushed investors back into high‑margin subscription names like ServiceNow that have clear AI monetization paths. Atlassian and Shopify Shares Are Soaring, What You Need To Know
• Positive Sentiment: Product partnerships add enterprise AI value — a new alliance with Qlik to surface governed analytics inside ServiceNow workflows strengthens the company’s position as an “enterprise AI nerve center,” which can expand wallet share. ServiceNow Qlik Alliance Aims To Make NOW The Enterprise AI Nerve Center
• Neutral Sentiment: Partner ecosystem updates and integrations (e.g., TrustCloud, top partner recognitions) boost go‑to‑market execution but are incremental near-term revenue drivers. TrustCloud Brings AI-Driven Cyber Risk Automation Directly Into ServiceNow
• Neutral Sentiment: Execution gap highlighted in CX research — ServiceNow’s India CX report shows leaders investing in AI but customers not yet feeling the impact, which signals both opportunity and execution risk. 48% of Indian Customers Cite Lack of Empathy in CX, But Only 19% of Leaders Address It with AI - Reports ServiceNow
• Negative Sentiment: Analyst target cuts and cautious notes — multiple firms trimmed price targets (Citi cut to $177; BMO to $120; Oppenheimer lowered its target), keeping ratings but signaling valuation and near‑term growth concern. Citi Slashes ServiceNow's Target to $177: Is the AI Workflow Giant Losing Its Edge?
• Negative Sentiment: Large YTD drawdown and bearish headlines — coverage noting a roughly 43% YTD decline and skeptical writeups amplify downside sentiment and valuation questions ahead of earnings. ServiceNow (NOW) Stock Plunges 43% in 2026 — Time to Buy the Selloff?

ServiceNow Stock Up 7.2%

Shares of ServiceNow stock opened at $94.11 on Thursday. 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 business's 50 day simple moving average is $105.93 and its 200-day simple moving average is $141.78. The stock has a market capitalization of $97.51 billion, a price-to-earnings ratio of 56.42, a PEG ratio of 1.47 and a beta of 1.01. ServiceNow, Inc. has a twelve month low of $81.24 and a twelve month high of $211.48.

ServiceNow (NYSE:NOW - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) 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 during the quarter, compared to analyst estimates of $3.53 billion. During the same period in the prior year, the company posted $0.73 EPS. The business's revenue for the quarter was up 20.7% compared to the same quarter last year. Equities research analysts forecast that ServiceNow, Inc. will post 8.93 earnings per share for the current year.

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.

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