By: Quiver DiscussionTracker
Posted: an hour ago / Dec. 15, 2025 2:03 p.m. UTC
Earnings Impact: Recent chatter on social media about ServiceNow has focused on its latest quarterly earnings report, which exceeded expectations. Many users are highlighting the company’s strong growth in cloud services and AI-driven solutions. The discussion reflects optimism about its future performance.
AI Innovation Buzz: Another hot topic is ServiceNow’s advancements in AI integration, with some calling it a game-changer for enterprise software. There’s excitement around how these innovations could drive long-term value. A few skeptics, however, question the pace of adoption in a competitive market.
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 57 times in the past 6 months. Of those trades, 0 have been purchases and 57 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 8 sales selling 2,802 shares for an estimated $2,457,248.
- 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 7 sales selling 1,336 shares for an estimated $1,254,823.
- 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, 4 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NOW stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.
ServiceNow Hedge Fund Activity
We have seen 1,214 institutional investors add shares of ServiceNow stock to their portfolio, and 1,025 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- 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
- BLACKROCK, INC. added 691,098 shares (+3.7%) to their portfolio in Q3 2025, for an estimated $636,003,667
- LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD added 628,652 shares (+inf%) to their portfolio in Q3 2025, for an estimated $578,535,862
- PRICE T ROWE ASSOCIATES INC /MD/ removed 486,948 shares (-6.6%) from their portfolio in Q3 2025, for an estimated $448,128,505
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:
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 17 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Keybanc issued a “Underweight” rating on 12/15/2025
- Canaccord Genuity issued a “Buy” rating on 10/30/2025
- Wells Fargo issued a “Overweight” rating on 10/30/2025
- UBS 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
- JP Morgan issued a “Overweight” 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 21 analysts offer price targets for $NOW in the last 6 months, with a median target of $1160.0.
Here are some recent targets:
- Jackson Ader from Keybanc set a target price of $775.0 on 12/15/2025
- Steven Koenig from Macquarie set a target price of $860.0 on 11/25/2025
- Raimo Lenschow from Barclays set a target price of $1225.0 on 10/30/2025
- Karl Keirstead from UBS set a target price of $1150.0 on 10/30/2025
- Tyler Radke from Citigroup set a target price of $1253.0 on 10/30/2025
- Michael Turrin from Wells Fargo set a target price of $1275.0 on 10/30/2025
- Derrick Wood from TD Cowen set a target price of $1250.0 on 10/30/2025
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.
