Recent discussions on X about ServiceNow (NOW) have been notably active, with many users focusing on the company’s latest quarterly earnings report and its implications for future growth. There’s a palpable excitement around the strong revenue figures and subscription growth, with some arguing that the stock may be poised for further gains due to its leadership in workflow automation.
However, not all chatter is uniformly positive, as a segment of the conversation raises concerns about competitive pressures in the tech sector and whether the current stock price fully reflects these risks. The debate continues to unfold with a mix of optimism and caution, keeping the dialogue engaging and dynamic as investors weigh the potential for innovation against market challenges.
Note: This discussion summary was generated from an AI condensation of post data.
ServiceNow Congressional Stock Trading
Members of Congress have traded $NOW stock 14 times in the past 6 months. Of those trades, 8 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $NOW stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE has traded it 2 times. They made 1 purchase worth up to $15,000 on 05/16 and 1 sale worth up to $15,000 on 06/27.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 06/06, 05/14, 05/05 and 0 sales.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE DWIGHT EVANS sold up to $15,000 on 04/03.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 03/31.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 03/19.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 3 purchases worth up to $45,000 on 03/13, 02/03 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ServiceNow Insider Trading Activity
ServiceNow insiders have traded $NOW stock on the open market 96 times in the past 6 months. Of those trades, 0 have been purchases and 96 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 27 sales selling 10,678 shares for an estimated $10,586,554.
- PAUL JOHN SMITH (Pres., Global Cust.& Field Ops) has made 0 purchases and 19 sales selling 8,359 shares for an estimated $8,227,151.
- RUSSELL S ELMER (General Counsel) has made 0 purchases and 9 sales selling 5,862 shares for an estimated $5,857,809.
- GINA MASTANTUONO (President and CFO) has made 0 purchases and 4 sales selling 4,936 shares for an estimated $4,780,318.
- JACQUELINE P CANNEY (Chief People & AI Enblmt. Off.) has made 0 purchases and 11 sales selling 4,190 shares for an estimated $4,076,834.
- NICHOLAS TZITZON (Vice Chairman) has made 0 purchases and 2 sales selling 4,116 shares for an estimated $3,914,775.
- JEFFREY A MILLER sold 2,282 shares for an estimated $2,351,920
- ANITA M SANDS has made 0 purchases and 3 sales selling 915 shares for an estimated $935,041.
- LARRY QUINLAN has made 0 purchases and 11 sales selling 830 shares for an estimated $837,412.
- JONATHAN CHADWICK sold 770 shares for an estimated $717,351
- DEBORAH BLACK has made 0 purchases and 2 sales selling 656 shares for an estimated $616,980.
- PAUL EDWARD CHAMBERLAIN has made 0 purchases and 2 sales selling 600 shares for an estimated $605,046.
- FREDERIC B LUDDY sold 428 shares for an estimated $428,000
- KEVIN THOMAS MCBRIDE (Principal Accounting Officer) has made 0 purchases and 2 sales selling 380 shares for an estimated $381,549.
- TERESA BRIGGS sold 214 shares for an estimated $216,912
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ServiceNow Hedge Fund Activity
We have seen 1,124 institutional investors add shares of ServiceNow stock to their portfolio, and 980 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 2,685,302 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $2,760,705,280
- FMR LLC removed 1,359,697 shares (-23.1%) from their portfolio in Q1 2025, for an estimated $1,082,509,169
- OVERSEA-CHINESE BANKING CORP LTD added 877,875 shares (+1586.5%) to their portfolio in Q1 2025, for an estimated $698,911,402
- WELLINGTON MANAGEMENT GROUP LLP removed 864,337 shares (-29.2%) from their portfolio in Q1 2025, for an estimated $688,133,259
- JPMORGAN CHASE & CO added 791,060 shares (+12.4%) to their portfolio in Q1 2025, for an estimated $629,794,508
- POLEN CAPITAL MANAGEMENT LLC removed 684,867 shares (-41.9%) from their portfolio in Q1 2025, for an estimated $545,250,013
- PROFICIO CAPITAL PARTNERS LLC removed 666,172 shares (-99.9%) from their portfolio in Q1 2025, for an estimated $530,366,176
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ServiceNow Analyst Ratings
Wall Street analysts have issued reports on $NOW in the last several months. We have seen 26 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Oppenheimer issued a "Outperform" rating on 07/24/2025
- DA Davidson issued a "Buy" rating on 07/24/2025
- Needham issued a "Buy" rating on 07/24/2025
- Barclays issued a "Overweight" rating on 07/24/2025
- Cantor Fitzgerald issued a "Overweight" rating on 07/24/2025
- Jefferies issued a "Buy" rating on 07/24/2025
- Wells Fargo issued a "Overweight" rating on 07/24/2025
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 30 analysts offer price targets for $NOW in the last 6 months, with a median target of $1125.0.
Here are some recent targets:
- Brian Schwartz from Oppenheimer set a target price of $1150.0 on 07/24/2025
- Adam Tindle from Raymond James set a target price of $1100.0 on 07/24/2025
- Keith Bachman from BMO Capital set a target price of $1160.0 on 07/24/2025
- Mike Cikos from Needham set a target price of $1200.0 on 07/24/2025
- Raimo Lenschow from Barclays set a target price of $1210.0 on 07/24/2025
- Gil Luria from DA Davidson set a target price of $1250.0 on 07/24/2025
- Rob Owens from Piper Sandler set a target price of $1150.0 on 07/24/2025
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.
