ServiceNow, Inc. $NOW Stock Position Lifted by Moody Lynn & Lieberson LLC

Key Points

• Moody Lynn & Lieberson LLC increased its stake in ServiceNow by 391.9% in Q4, adding 118,092 shares to hold 148,227 shares worth about $22.71 million, making NOW its 26th-largest position (~1.2% of holdings).
• ServiceNow beat Q4 estimates with EPS of $0.92 vs. $0.89 and revenue of $3.57B (up 20.7% year-over-year); the stock trades near $104.44 with a market cap of ~$109.2B and a PE of 62.6.
• About 87.18% of ServiceNow is owned by institutional investors, insiders have sold roughly 16,237 shares (~$1.7M) in the last 90 days, and analysts' consensus is a Moderate Buy with an average target of $191.52.

Moody Lynn & Lieberson LLC lifted its position in ServiceNow, Inc. (NYSE:NOW - Free Report) by 391.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 148,227 shares of the information technology services provider's stock after acquiring an additional 118,092 shares during the quarter. ServiceNow accounts for approximately 1.2% of Moody Lynn & Lieberson LLC's holdings, making the stock its 26th largest position. Moody Lynn & Lieberson LLC's holdings in ServiceNow were worth $22,707,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Kilter Group LLC bought a new position in ServiceNow during the second quarter worth $25,000. IAG Wealth Partners LLC increased 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 purchasing an additional 18 shares during the last quarter. Noble Wealth Management PBC raised its holdings in shares of ServiceNow by 400.0% during the fourth 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 during the period. Bogart Wealth LLC raised its holdings in shares of ServiceNow by 93.8% during the third 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 during the period. Finally, Wealth Watch Advisors INC bought a new position in shares of ServiceNow in the 3rd quarter worth about $29,000. 87.18% of the stock is currently owned by institutional investors.

ServiceNow Price Performance

NYSE NOW opened at $104.44 on Wednesday. ServiceNow, Inc. has a 12 month low of $98.00 and a 12 month high of $211.48. The firm has a market capitalization of $109.24 billion, a PE ratio of 62.61, a P/E/G ratio of 1.76 and a beta of 0.99. The company's 50 day simple moving average is $112.02 and its 200 day simple moving average is $148.62. 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 - Get Free Report) 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. The firm had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.53 billion. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The firm's revenue for the quarter was up 20.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.73 earnings per share. As a group, equities research analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

Trending Headlines about ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Bullish AI thesis — Analysts and commentators highlight ServiceNow’s positioning as an “agentic AI” leader, arguing its Now Assist and workflow platform drive durable subscription growth and contract wins; some see recent valuation compression as a buying opportunity. ServiceNow: A Strong Bet On Agentic AI
• Positive Sentiment: Partnerships deepen enterprise AI role — New integrations with Zenity, Vonage and Cohesity extend ServiceNow’s AI/control-tower role across security, voice workflows and data protection, which can boost platform stickiness and cross-sell over time. Do New AI Security Partnerships Quietly Recast ServiceNow’s (NOW) Role As The Enterprise Control Layer?
• Positive Sentiment: Short-term bargain hunting/rebound — Traders bought the dip after shares approached a 52-week low, producing a sharp intraday rebound that reflects opportunistic flows rather than a change in fundamentals. ServiceNow (NOW) Climbs 5.6% on Bargain-Hunting After Near Low
• Neutral Sentiment: Wells Fargo trims price target but keeps Overweight — The firm cut its target from $225 to $185 while maintaining an Overweight rating, signaling confidence in the business but lowering near-term expectations; the revised target still implies meaningful upside versus current levels. Wall Street Price Prediction: ServiceNow Price Target Set at $185
• Neutral Sentiment: Macro market backdrop is mixed — broader market moves (bond/yield fluctuations and risk-on/risk-off swings) are influencing tech multiples and could amplify volatility in growth names like ServiceNow. US Stock Market Today S&P 500 Futures Rise On Fed Caution And Bond Jitters
• Negative Sentiment: Cycle concerns and worst-quarter headlines — Coverage noting that ServiceNow is having a very weak quarter on record is weighing on sentiment; analysts say improvement could come later as AI adopters purchase more credits and renewals normalize, but near-term growth/visibility concerns persist. ServiceNow’s stock is having its worst quarter on record. What comes next?

Insider Activity

In other news, insider Kevin Thomas Mcbride sold 1,400 shares of the company's stock in a transaction 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 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 SEC, which is available through this link. Also, Director Paul Edward Chamberlain sold 1,500 shares of the firm's 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 transaction, the director directly owned 46,430 shares of the company's stock, valued at $4,697,323.10. This represents a 3.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 16,237 shares of company stock worth $1,697,162 over the last 90 days. 0.34% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on NOW. Stifel Nicolaus set a $180.00 price target on shares of ServiceNow and gave the company a "buy" rating in a report on Thursday, January 29th. BTIG Research reiterated a "buy" rating and set a $200.00 price objective on shares of ServiceNow in a research note on Thursday, January 29th. Truist Financial set a $175.00 target price on shares of ServiceNow in a report on Thursday, February 5th. Evercore restated an "outperform" rating and issued a $175.00 target price (down from $225.00) on shares of ServiceNow in a research note on Thursday, January 29th. Finally, Wells Fargo & Company lowered their target price on ServiceNow from $225.00 to $185.00 and set an "overweight" rating for the company in a report on Tuesday. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $191.52.

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.

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