Linden Thomas Advisory Services LLC Has $4.45 Million Position in ServiceNow, Inc. $NOW

Linden Thomas Advisory Services LLC grew its position in ServiceNow, Inc. (NYSE:NOW) by 410.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,036 shares of the information technology services provider’s stock after acquiring an additional 23,348 shares during the period. Linden Thomas Advisory Services LLC’s holdings in ServiceNow were worth $4,448,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of NOW. Brighton Jones LLC lifted its holdings in shares of ServiceNow by 1.1% during the fourth quarter. Brighton Jones LLC now owns 2,753 shares of the information technology services provider’s stock worth $2,919,000 after buying an additional 30 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of ServiceNow by 4.2% in the second quarter. Sivia Capital Partners LLC now owns 837 shares of the information technology services provider’s stock valued at $861,000 after acquiring an additional 34 shares in the last quarter. United Bank increased its position in ServiceNow by 15.5% during the second quarter. United Bank now owns 1,519 shares of the information technology services provider’s stock worth $1,562,000 after acquiring an additional 204 shares during the period. Riggs Asset Managment Co. Inc. increased its position in ServiceNow by 2.2% during the second quarter. Riggs Asset Managment Co. Inc. now owns 1,922 shares of the information technology services provider’s stock worth $1,976,000 after acquiring an additional 42 shares during the period. Finally, Smith Moore & CO. raised its stake in ServiceNow by 7.0% in the 2nd quarter. Smith Moore & CO. now owns 275 shares of the information technology services provider’s stock worth $283,000 after purchasing an additional 18 shares in the last quarter. 87.18% of the stock is currently owned by institutional investors and hedge funds.

ServiceNow Price Performance

Shares of NYSE:NOW opened at $104.02 on Thursday. The firm has a 50 day moving average of $111.59 and a 200-day moving average of $148.31. The stock has a market capitalization of $108.80 billion, a PE ratio of 62.36, a PEG ratio of 1.75 and a beta of 1.00. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.12. ServiceNow, Inc. has a 12 month low of $98.00 and a 12 month high of $211.48.

ServiceNow (NYSE:NOW) last posted its quarterly earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.03. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.53 billion. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The firm’s revenue for the quarter was up 20.7% on a year-over-year basis. During the same quarter last year, the business posted $0.73 EPS. On average, equities research analysts predict that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have issued reports on the stock. The Goldman Sachs Group set a $216.00 price objective on shares of ServiceNow in a report on Monday, February 2nd. Stifel Nicolaus set a $180.00 target price on shares of ServiceNow and gave the stock a “buy” rating in a report on Thursday, January 29th. BTIG Research reiterated a “buy” rating and issued a $200.00 price target on shares of ServiceNow in a research report on Thursday, January 29th. Truist Financial set a $175.00 price target on ServiceNow in a research note on Thursday, February 5th. Finally, BNP Paribas Exane raised ServiceNow from a “neutral” rating to an “outperform” rating and set a $140.00 price target on the stock in a research report on Monday, March 16th. Three analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $189.77.

Insiders Place Their Bets

In other news, insider Kevin Thomas Mcbride sold 1,400 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $105.71, for a total transaction of $147,994.00. Following the completion of the transaction, the insider owned 26,314 shares of the company’s stock, valued at approximately $2,781,652.94. The trade was a 5.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Paul Edward Chamberlain sold 1,500 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $101.17, for a total value of $151,755.00. Following the sale, the director owned 46,430 shares of the company’s stock, valued at approximately $4,697,323.10. This represents a 3.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 16,237 shares of company stock worth $1,697,162 over the last three months. Insiders own 0.34% of the company’s stock.

ServiceNow News Summary

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: ServiceNow announced a $3 billion unsecured revolving credit facility and money-market/CP programs to boost liquidity and lower refinancing risk, giving management more flexibility to fund operations, M&A or AI investments. ServiceNow Boosts Liquidity With New Credit and CP Programs
• Positive Sentiment: Benchmark initiated coverage with a Buy and $125 price target, calling the recent sell-off a buying opportunity — this can attract value-oriented flows. Benchmark Initiates ServiceNow at Buy with $125 Price Target
• Positive Sentiment: Morgan Stanley reiterated a Buy with a $210 target, highlighting resilient growth and AI monetization potential — a large, bullish institutional voice that may support longer-term confidence. ServiceNow: Resilient Growth, AI Monetization, and Accretive Acquisitions Create Attractive Risk/Reward
• Positive Sentiment: BigPanda became an elite Build Partner and launched a certified app to convert alert streams into context-rich incidents inside ServiceNow — a product tie-up that strengthens Now Platform’s operational AI credentials. BigPanda Partners with ServiceNow to Extend ServiceNow with Advanced Event Intelligence and Incident Automation
• Neutral Sentiment: ServiceNow set its Q1 2026 earnings release for April 22 — a near-term catalyst that will refocus investors on growth, margins, subscription trends and AI monetization. ServiceNow to Announce First Quarter 2026 Financial Results on April 22
• Neutral Sentiment: Shares have seen occasional bargain-hunting bounces near the 52-week low, indicating some short-term buying interest even amid the drawdown. ServiceNow (NOW) Climbs 5.6% on Bargain-Hunting After Near Low
• Neutral Sentiment: Consensus analyst coverage remains generally constructive (average rating around “moderate buy”), suggesting mixed but not uniformly negative institutional views. ServiceNow, Inc. (NYSE:NOW) Receives Average Rating of “Moderate Buy” from Analysts
• Negative Sentiment: Multiple outlets highlight a ~30%+ YTD decline and the stock’s worst quarter on record, driven by investor worries over slower growth and increased competition from AI-native players — a key pressure point for sentiment. ServiceNow Drops 32% Year to Date: Should You Still Buy the Stock?
• Negative Sentiment: Wells Fargo trimmed its price target to $185 (still Overweight) — the cut signals some near-term caution from sell-side desks even if they remain constructive on the long run. Wall Street Price Prediction: ServiceNow Price Target Set at $185
• Negative Sentiment: Coverage pieces raising questions about AI competition and execution have amplified selling pressure; until Q1 results and guidance clarity, sentiment may remain fragile. ServiceNow’s stock is having its worst quarter on record. What comes next?

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.