ServiceNow’s stock has recently gained attention following its quarterly earnings report, which surpassed analysts’ expectations. The company reported revenues of $3.4 billion for Q3 2025, marking a 21.81% increase compared to the previous year. Investors and analysts express optimism about the firm’s growth in cloud services and artificial intelligence (AI) integration.
Insight on ServiceNow’s Stock Performance
In the past six months, ServiceNow insiders engaged in trading activities involving $NOW stock 57 times. Notably, there were no purchases, only sales. Key transactions involved:
- William R. McDermott (Chairman & CEO): 21 sales, totaling 7,410 shares, valued at approximately $6.77 million.
- Gina Mastantuono (President and CFO): 5 sales, totaling 2,970 shares, valued at around $2.55 million.
- Jacqueline P. Canney (Chief People & AI Enablement Officer): 8 sales, totaling 2,802 shares, worth approximately $2.46 million.
Recent Trading Insights
In the same timeframe, members of Congress traded $NOW stock seven times, completing four purchases and three sales. This activity highlights a varied interest in ServiceNow’s stock among public officials.
Institutional Investment Trends
A total of 1,214 institutional investors have increased their holdings in ServiceNow. Noteworthy moves include:
- UBS Asset Management: Added 2,388,017 shares (+78.8%), valued around $2.2 billion.
- JPMorgan Chase & Co: Increased shares by 1,290,172 (+19.5%), approximately $1.19 billion.
- Bank of America Corp: Reduced holdings by 1,304,002 shares (-39.0%), valued at about $1.2 billion.
Government Contracts and Performance
Over the past year, ServiceNow has secured award payments amounting to $749,146. This underscores its continued engagement with government contracts.
Analyst Opinions and Price Targets
Analysts have provided mixed opinions on $NOW stock. In recent months, 17 firms issued buy ratings, while two recommended selling. The median price target set by analysts is $1,160.00, with recent insights including:
- Jackson Ader (Keybanc): $775.00 (December 15, 2025)
- Tyler Radke (Citigroup): $1,253.00 (October 30, 2025)
- Karl Keirstead (UBS): $1,150.00 (October 30, 2025)
As ServiceNow continues to innovate in AI and cloud services, its performance and market perceptions will likely evolve in tandem. The balance of insider trading, institutional investment, and analyst ratings will be crucial in determining future stock valuation.
