AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $1.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$1.9M netNet selling
- CongressSTOCK Act, last 180 days
- -$1K to -$15K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 9 added, 7 cutMore adding
Key stats
Fundamentals Sep 30- Open
- $130.83
- 52-wk high
- $192.97
- High
- $132.44
- 52-wk low
- $81.24
- Low
- $128.12
- Prev close
- $134.01
- Mkt cap
- $134.34B
- P/E
- 81.2x
- Volume
- 10.08M
- Fwd P/E
- 27.8x
- Beta
- 0.97
- P/S
- 9.1x
- P/B
- 11.6x
- Profit margin
- +11.3%
- Op margin
- +4.1%
- ROE
- +14.2%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about NOW filings
Are insiders buying or selling ServiceNow Inc (NOW) stock?
Net selling: insiders sold $1.9M and bought $0 of NOW stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $1.3M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Canney, Jacqueline P (Chief People & AI Enblmt. Off.), who sold $1.1M. The latest filing was on Sep 1, 2026.
Which members of Congress have traded NOW recently?
Rep. Josh Gottheimer (D) sold $1K to $15K on Apr 24, 2026, disclosed 25 days later. In total, 1 member disclosed 1 NOW trade with trade dates in the last 180 days, filed a median 25 days after trading.
How current is this NOW smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 3 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (1)
- SU
Susquehanna
$224.1M
added
Sells/Trims (2)
- TS
Two Sigma
$474.6M
trimmed
- DS
D.E. Shaw
$279.6M
trimmed
What insiders are doing
What Congress is doing
Buys (1)
Sells (2)
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings came in 22.5% below what analysts expected.
Earnings per share
$0.40 expected
Revenue
No comparable estimate
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
Q3 2026 guidance
$3.98B to $3.98B
No comparable estimate
Reports Oct 28, 2026, in 27 days
Estimates as of Sep 30, 2026
EPS expected
$0.91 to $1.17
Revenue expected
36 analysts
Last 30 days
Analysts cutting estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $3.41B | $3.57B | $3.77B | $3.99B |
| Cost of what it sold | $774.0M | $834.0M | $940.0M | $1.17B |
| Gross profit | $2.63B | $2.73B | $2.83B | $2.82B |
| What it spent | ||||
| Research and development | $750.0M | $773.0M | $823.0M | $915.0M |
| Sales and admin | $255.0M | $368.0M | $288.0M | $369.0M |
| Other operating costs | $1.06B | $1.15B | $1.22B | $1.37B |
| Total operating expenses | $2.06B | $2.29B | $2.33B | $2.66B |
| What was left | ||||
| Operating profit | $572.0M | $443.0M | $503.0M | $162.0M |
| Interest on debt | $6.0M | $5.0M | $6.0M | $66.0M |
| Profit before tax | $694.0M | $541.0M | $673.0M | $438.0M |
| Tax | $192.0M | $140.0M | $204.0M | $140.0M |
| Net profit | $502.0M | $401.0M | $469.0M | $298.0M |
| EBITDA | $894.0M | $753.0M | $931.0M | $911.0M |
Technicals
Price structure
This stock is trending upward.
Trend
Constructive
60 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
ServiceNow Stock Rises Wednesday: What's Happening?
BullishSep 30ServiceNow Inc Stock (NOW) Moved Up by 3.28% on Sep 30: What Signal Does It Send?
BullishSep 30CDW's Buyback Pace Jumps: Can Stronger Cash Flow Sustain Returns?
Leans bullishSep 30From Mid-Market Growth to Global Enterprise Transformation: How Melonleaf Consulting Is Expanding Its Salesforce, Data and AI Capabilities
Leans bullishSep 30ServiceNow (NOW) Stock May Be Fully Priced On AI Security Flaws
BearishSep 30Carrier and PHINIA Recognized with ISG Paragon Awards North America 2026 for Transformation Delivered with LTM
Leans bullishSep 30A ServiceNow vice chairman joins Acuity (NYSE: AYI) as its board grows from nine to ten.
NeutralSep 29Analysts Are Bullish on Top Technology Stocks: MongoDB (MDB), WhiteFiber, Inc. (WYFI)
Leans bullishSep 29
Macro
30 macro signals shaping NOW right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results