DDD Partners LLC Has $21.67 Million Stake in ServiceNow, Inc. $NOW

DDD Partners LLC boosted its position in shares of ServiceNow, Inc. (NYSE:NOW) by 753.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 141,424 shares of the information technology services provider’s stock after buying an additional 124,858 shares during the period. ServiceNow makes up approximately 1.4% of DDD Partners LLC’s investment portfolio, making the stock its 15th largest position. DDD Partners LLC’s holdings in ServiceNow were worth $21,665,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. IAG Wealth Partners LLC boosted its holdings in shares of ServiceNow by 200.0% in the 3rd quarter. IAG Wealth Partners LLC now owns 27 shares of the information technology services provider’s stock valued at $25,000 after purchasing an additional 18 shares in the last quarter. Noble Wealth Management PBC boosted its holdings in shares of ServiceNow by 400.0% in the 4th quarter. Noble Wealth Management PBC now owns 160 shares of the information technology services provider’s stock valued at $25,000 after purchasing an additional 128 shares in the last quarter. Lodestone Wealth Management LLC acquired a new stake in shares of ServiceNow in the 4th quarter valued at $26,000. Albion Financial Group UT boosted its holdings in shares of ServiceNow by 400.0% in the 4th quarter. Albion Financial Group UT now owns 170 shares of the information technology services provider’s stock valued at $26,000 after purchasing an additional 136 shares in the last quarter. Finally, Bogart Wealth LLC boosted its holdings in shares of ServiceNow by 93.8% in the 3rd quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider’s stock valued at $29,000 after purchasing an additional 15 shares in the last quarter. Institutional investors and hedge funds own 87.18% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Evercore reaffirmed an “outperform” rating and issued a $175.00 target price (down from $225.00) on shares of ServiceNow in a report on Thursday, January 29th. BMO Capital Markets reduced their price target on shares of ServiceNow from $175.00 to $170.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Sanford C. Bernstein restated an “outperform” rating on shares of ServiceNow in a research note on Thursday, January 29th. KeyCorp reduced their price target on shares of ServiceNow from $155.00 to $115.00 and set an “underweight” rating on the stock in a research note on Thursday, January 29th. Finally, Mizuho reduced their price target on shares of ServiceNow from $210.00 to $190.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $187.46.

Insider Buying and Selling

In related news, insider Kevin Thomas Mcbride sold 1,400 shares of ServiceNow stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $105.71, for a total transaction of $147,994.00. Following the sale, the insider directly owned 26,314 shares in the company, valued at $2,781,652.94. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Paul Edward Chamberlain sold 1,500 shares of ServiceNow stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $101.17, for a total transaction of $151,755.00. Following the sale, the director owned 46,430 shares in the company, valued at approximately $4,697,323.10. This represents a 3.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 16,237 shares of company stock worth $1,697,162 in the last ninety days. Company insiders own 0.34% of the company’s stock.

Key ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: ServiceNow announced an AI-native platform (Context Engine, Build Agent skills) that embeds AI across its product suite — a strategic move to make AI part of core workflows rather than an add‑on, which supports long‑term enterprise stickiness. ServiceNow moves beyond the sidecar AI era
• Positive Sentiment: Customer and partner traction: DXC announced multi‑year use of ServiceNow’s agentic AI tools and other partners/consulting firms continue to build on the platform — evidence of commercial demand for the new product set. DXC Introduces New Assure Smart Apps
• Positive Sentiment: Some analysts and strategists view the pullback as overdone and a buying opportunity, arguing CIO feedback shows fast AI adoption and that long‑term fundamentals (growth, margins) remain intact. The Selloffs in ServiceNow and Salesforce Stocks Are Disconnected, Says Wedbush
• Neutral Sentiment: Third‑party ecosystem updates (Novaworks board appointment, KeenStack advisory moves) highlight continued partner activity on the ServiceNow platform but are not material catalysts on their own. NOVAWORKS.AI APPOINTS MEG BEAR TO BOARD OF DIRECTORS
• Neutral Sentiment: Be aware of ticker confusion: NowVertical Group (TSX‑V: NOW) reported results today — unrelated to ServiceNow — which could add noise for retail traders seeing “NOW” headlines. NowVertical Group Reports Fourth Quarter 2025 Financial Results
• Negative Sentiment: Sector shock: Anthropic’s latest, more capable AI model reignited fears that agentic AI will displace SaaS revenue and margins, triggering a broad sell‑off in software names (including NOW). That macro sentiment is the primary driver of today’s drop. Anthropic’s Latest AI Model Sends a Shockwave Through Software Stocks
• Negative Sentiment: Price/analyst pressure: NOW hit 52‑week lows, saw heavy volume, and faces analyst downgrades and pessimistic notes (BTIG, Erste trims) — adding technical and sentiment pressure that can amplify volatility short term. ServiceNow (NOW) Stock Plunges 45% in Six Months, Reaches New 52-Week Low

ServiceNow Trading Down 8.0%

NYSE NOW opened at $89.70 on Friday. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.12. ServiceNow, Inc. has a twelve month low of $88.66 and a twelve month high of $211.48. The company has a market cap of $92.94 billion, a price-to-earnings ratio of 53.77, a price-to-earnings-growth ratio of 1.63 and a beta of 1.01. The business’s fifty day moving average is $107.95 and its 200 day moving average is $144.82.

ServiceNow (NYSE:NOW) last posted its earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 EPS for the quarter, topping the consensus estimate of $0.89 by $0.03. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The business had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.53 billion. During the same period last year, the company earned $0.73 EPS. The firm’s revenue was up 20.7% compared to the same quarter last year. As a group, sell-side analysts expect that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

ServiceNow 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.