Earnings beat triggers selloff: ServiceNow shares plunged more than 10% after reporting strong results, including 20% revenue growth and elevated retention rates, amid a broader software sector rotation. Social media users highlighted the irony of solid financials failing to stem the decline, with the stock down over 30% year-to-date. Discussions pointed to investor skepticism over sustained growth in a maturing market.
AI partnerships in spotlight: Conversations focused on ServiceNow's deepening ties with AI leaders like OpenAI and Anthropic, alongside $600 million in AI-related bookings. Participants debated whether these integrations position the firm as an AI beneficiary or expose it to disruption risks in enterprise workflows. Endorsements from tech executives underscored its role in the AI workflow era.
Dip-buying conviction rises: Traders on social media flagged compressed valuations and oversold technicals as signals for accumulation. Oversold RSI readings and historical support levels drew comparisons to past rebounds in high-quality names. Long-term optimism prevailed despite near-term volatility concerns.
Note: This discussion summary was generated from an AI condensation of post data.
ServiceNow Insider Trading Activity
ServiceNow insiders have traded $NOW stock on the open market 51 times in the past 6 months. Of those trades, 0 have been purchases and 51 have been sales.
Here’s a breakdown of recent trading of $NOW stock by insiders over the last 6 months:
- WILLIAM R MCDERMOTT (Chairman & CEO) has made 0 purchases and 21 sales selling 7,410 shares for an estimated $6,765,870.
- GINA MASTANTUONO (President and CFO) has made 0 purchases and 4 sales selling 2,678 shares for an estimated $2,288,658.
- NICHOLAS TZITZON (Vice Chairman) has made 0 purchases and 2 sales selling 2,241 shares for an estimated $1,921,163.
- JACQUELINE P CANNEY (Chief People & AI Enblmt. Off.) has made 0 purchases and 6 sales selling 2,191 shares for an estimated $1,889,871.
- RUSSELL S ELMER (General Counsel) has made 0 purchases and 5 sales selling 2,142 shares for an estimated $1,879,472.
- PAUL FIPPS (President, Global Customer Ops) has made 0 purchases and 2 sales selling 1,757 shares for an estimated $1,549,352.
- ANITA M SANDS has made 0 purchases and 6 sales selling 1,097 shares for an estimated $1,003,873.
- PAUL EDWARD CHAMBERLAIN has made 0 purchases and 2 sales selling 600 shares for an estimated $500,400.
- KEVIN THOMAS MCBRIDE (Principal Accounting Officer) has made 0 purchases and 2 sales selling 560 shares for an estimated $474,390.
- LAWRENCE JACKSON sold 265 shares for an estimated $214,708
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ServiceNow Revenue
ServiceNow had revenues of $3.6B in Q4 2025. This is an increase of 20.66% from the same period in the prior year.
You can track NOW financials on Quiver Quantitative's NOW stock page.
ServiceNow Congressional Stock Trading
Members of Congress have traded $NOW stock 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $NOW stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $65,000 on 12/29, 09/24 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 12/17.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/17 and 1 sale worth up to $15,000 on 11/07.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 08/19.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 08/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ServiceNow Hedge Fund Activity
We have seen 1,173 institutional investors add shares of ServiceNow stock to their portfolio, and 1,067 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORDEA INVESTMENT MANAGEMENT AB added 3,743,087 shares (+388.7%) to their portfolio in Q4 2025, for an estimated $573,403,497
- JENNISON ASSOCIATES LLC removed 2,660,746 shares (-24.0%) from their portfolio in Q4 2025, for an estimated $407,599,679
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,388,017 shares (+78.8%) to their portfolio in Q3 2025, for an estimated $2,197,644,284
- SG AMERICAS SECURITIES, LLC added 1,789,388 shares (+11128.7%) to their portfolio in Q4 2025, for an estimated $274,116,347
- DEKABANK DEUTSCHE GIROZENTRALE removed 1,665,776 shares (-80.0%) from their portfolio in Q4 2025, for an estimated $255,180,225
- BANK OF AMERICA CORP /DE/ removed 1,304,002 shares (-39.0%) from their portfolio in Q3 2025, for an estimated $1,200,046,960
- JPMORGAN CHASE & CO added 1,290,172 shares (+19.5%) to their portfolio in Q3 2025, for an estimated $1,187,319,488
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ServiceNow Government Contracts
We have seen $749,146 of award payments to $NOW over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- SOFTWARE LICENSE RENEWAL: $749,146
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
ServiceNow Analyst Ratings
Wall Street analysts have issued reports on $NOW in the last several months. We have seen 14 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/05/2026
- BTIG issued a "Buy" rating on 01/29/2026
- DA Davidson issued a "Buy" rating on 01/29/2026
- BMO Capital issued a "Outperform" rating on 01/21/2026
- Mizuho issued a "Outperform" rating on 01/21/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- Keybanc issued a "Underweight" rating on 12/15/2025
To track analyst ratings and price targets for ServiceNow, check out Quiver Quantitative's $NOW forecast page.
ServiceNow Price Targets
Multiple analysts have issued price targets for $NOW recently. We have seen 22 analysts offer price targets for $NOW in the last 6 months, with a median target of $195.0.
Here are some recent targets:
- Mike Cikos from Needham set a target price of $155.0 on 02/09/2026
- Tyler Radke from Citigroup set a target price of $237.0 on 01/30/2026
- Matthew Hedberg from RBC Capital set a target price of $185.0 on 01/29/2026
- Allan Verkhovski from BTIG set a target price of $200.0 on 01/29/2026
- Thomas Blakey from Cantor Fitzgerald set a target price of $200.0 on 01/29/2026
- Steven Koenig from Macquarie set a target price of $140.0 on 01/29/2026
- Gil Luria from DA Davidson set a target price of $220.0 on 01/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
