Recent Stock Dip: Social media platforms are buzzing with chatter about ServiceNow following a recent drop in its stock price. Many users are dissecting the reasons behind the decline, with some pointing to broader market trends in tech. This has sparked a flurry of opinions on whether this presents a unique opportunity.
Workflow Automation Focus: Discussions also highlight ServiceNow’s role as a leader in workflow automation, with some arguing its long-term potential remains strong despite short-term setbacks. A few voices on social media suggest the stock might be undervalued at current levels. The debate continues to draw attention from tech investors.
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 55 times in the past 6 months. Of those trades, 0 have been purchases and 55 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 5 sales selling 2,970 shares for an estimated $2,545,148.
- JACQUELINE P CANNEY (Chief People & AI Enblmt. Off.) has made 0 purchases and 7 sales selling 2,448 shares for an estimated $2,115,617.
- NICHOLAS TZITZON (Vice Chairman) has made 0 purchases and 2 sales selling 2,241 shares for an estimated $1,921,163.
- 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.
- LAWRENCE JACKSON has made 0 purchases and 3 sales selling 1,022 shares for an estimated $964,513.
- 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.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ServiceNow Revenue
ServiceNow had revenues of $3.4B in Q3 2025. This is an increase of 21.81% 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:
- 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.
- SENATOR MARKWAYNE MULLIN purchased up to $15,000 on 09/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 08/19.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/04 and 1 sale worth 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 1,217 institutional investors add shares of ServiceNow stock to their portfolio, and 922 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
- 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
- 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
- FMR LLC removed 1,069,218 shares (-23.4%) from their portfolio in Q3 2025, for an estimated $983,979,941
- SARASIN & PARTNERS LLP added 979,740 shares (+386.2%) to their portfolio in Q4 2025, for an estimated $150,086,370
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 19 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 01/05/2026
- BTIG issued a "Buy" rating on 12/22/2025
- Keybanc issued a "Underweight" rating on 12/15/2025
- TD Cowen issued a "Buy" rating on 10/30/2025
- Barclays issued a "Overweight" rating on 10/30/2025
- Citigroup issued a "Buy" rating on 10/30/2025
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
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 23 analysts offer price targets for $NOW in the last 6 months, with a median target of $1120.0.
Here are some recent targets:
- Brian Schwartz from Oppenheimer set a target price of $200.0 on 01/13/2026
- Brad Reback from Stifel set a target price of $200.0 on 01/09/2026
- Steven Koenig from Macquarie set a target price of $172.0 on 01/08/2026
- Michael Turrin from Wells Fargo set a target price of $225.0 on 01/08/2026
- Rob Owens from Piper Sandler set a target price of $200.0 on 01/05/2026
- Matthew Hedberg from RBC Capital set a target price of $195.0 on 01/05/2026
- Allan Verkhovski from BTIG set a target price of $200.0 on 12/22/2025
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.
