Three Seasons Wealth LLC Buys 6,019 Shares of ServiceNow, Inc. $NOW

Three Seasons Wealth LLC raised its stake in ServiceNow, Inc. (NYSE:NOW) by 435.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,401 shares of the information technology services provider’s stock after purchasing an additional 6,019 shares during the period. Three Seasons Wealth LLC’s holdings in ServiceNow were worth $1,134,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of NOW. Brady Martz Wealth Solutions LLC boosted its holdings in shares of ServiceNow by 1.3% during the 3rd quarter. Brady Martz Wealth Solutions LLC now owns 842 shares of the information technology services provider’s stock worth $775,000 after buying an additional 11 shares during the period. Magnus Financial Group LLC raised its holdings in ServiceNow by 1.9% in the 3rd quarter. Magnus Financial Group LLC now owns 589 shares of the information technology services provider’s stock valued at $542,000 after acquiring an additional 11 shares during the period. Avidian Wealth Enterprises LLC lifted its position in 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 acquiring an additional 11 shares during the last quarter. Traveka Wealth LLC lifted its position in ServiceNow by 3.8% during the third quarter. Traveka Wealth LLC now owns 330 shares of the information technology services provider’s stock worth $304,000 after acquiring an additional 12 shares during the last quarter. Finally, Regatta Capital Group LLC boosted its holdings in shares of ServiceNow by 1.9% during the third quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider’s stock worth $583,000 after acquiring an additional 12 shares during the period. 87.18% of the stock is owned by institutional investors.

More ServiceNow News

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 Transactions at ServiceNow

In other news, insider Paul Fipps sold 3,696 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $101.77, for a total transaction of $376,141.92. Following the sale, the insider directly owned 8,061 shares of the company’s stock, valued at approximately $820,367.97. This represents a 31.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the firm’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 transaction, the insider owned 26,314 shares in the company, valued at $2,781,652.94. The trade was a 5.05% decrease in their position. 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. 0.34% of the stock is owned by corporate insiders.

ServiceNow Trading Down 0.5%

Shares of NOW stock opened at $104.44 on Wednesday. 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 stock has a market cap of $109.24 billion, a P/E ratio of 62.61, a price-to-earnings-growth ratio of 1.76 and a beta of 0.99. The stock has a 50 day simple moving average of $112.02 and a 200 day simple moving average of $148.62. ServiceNow, Inc. has a 1 year low of $98.00 and a 1 year high of $211.48.

ServiceNow (NYSE:NOW) last issued its quarterly earnings results 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. The business had revenue of $3.57 billion for 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 quarterly revenue was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.73 earnings per share. On average, research analysts predict that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Oppenheimer reaffirmed an “outperform” rating and issued a $175.00 target price (down from $200.00) on shares of ServiceNow in a research report on Wednesday, January 21st. Argus raised ServiceNow to a “strong-buy” rating in a report on Wednesday, February 4th. Citigroup boosted their price target on ServiceNow from $235.00 to $237.00 and gave the company a “buy” rating in a research note on Friday, January 30th. UBS Group set a $115.00 price objective on ServiceNow in a report on Thursday, January 29th. Finally, BMO Capital Markets dropped their target price on ServiceNow from $175.00 to $170.00 and set an “outperform” rating for the company in a 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 given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $191.52.

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.