SURVYR
13F +11% · SCHONFELD Institutional Filing Alert

Schonfeld Strategic Advisors (Ryan Tolkin · Fundamental & Quant Pods) added to NOW (+11% shares QoQ · 15.5% of 13F portfolio)

Form 13F-HR institutional holdings disclosure · Filed 2026-10-16

Schonfeld Holdings › All Filing Alerts › SEC Filing ↗

NOW

ServiceNow, Inc.
$158.18
−$0.78 (0.49%)Oct 26 close
Information TechnologyS&P 500 CompareTechnicals
1M3M6M1Y2Y
-57%-39%-21%-3%+15%Oct 2025Oct 2026Apr 202652w high $192.9752w low $81.24
NOWSPY
Wall St. Highest PT $266.00 (+68.2%) Wall St. Avg PT $156.54 (-1.0%)
$83$131$178$226$274POC $102Hi $266Avg $157
Underwater Drawdown %Max DD -56.1%Current -16.4%
0.0%-56.1%
Relative Strength vs SPY-29.3% vs SPYUnderperforming
+72%0%-72%
1W
+$12.82 (8.82%)
1M
+$22.56 (16.63%)
3M
+$52.62 (49.85%)
6M
+$67.73 (74.88%)
YTD
+$4.99 (3.26%)
1Y
−$27.85 (14.97%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Strong Buy
49 analysts · mean score 1.45
1 = Strong Buy · 5 = Sell
Strong Buy918%
Buy3571%
Hold36%
Underperform12%
Sell12%
Wall Street consensus
Analyst price targets
Current price$158.18
Average target$156.54
−$1.64 (−1.0%) downsideaverage target vs current price
CurrentAverageMedian
Low$72.00
Median$160.00
High$266.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-26 · Cantor Fitzgerald reiterated Overweight on NOW
Reiterated
2026-10-23 · Guggenheim reiterated Buy on NOW
Reiterated
2026-10-21 · Truist Securities reiterated Buy on NOW
Reiterated
2026-10-19 · StoneX reiterated Buy on NOW
Reiterated
2026-10-16 · Piper Sandler reiterated Overweight on NOW
Reiterated
2026-10-15 · Mizuho reiterated Outperform on NOW
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$160.0B
P/E (last 12 months)96.7
P/E (next 12 months, estimated)30.9
52-week range$81.24 – $192.97
Revenue growth (latest quarter vs a year ago)+24.0%
Dividend yieldNo dividend
Analyst consensusStrong Buy (46)
Average analyst price target$156.54 (-1%)

What they do

ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Brazil, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations. It also offers human resources delivery; legal and contract operations; workplace service delivery products; app engine product.

Technology · Software - Application
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
16th percentile in sector
D
12-1 return: -27.1%
Percentile within its GICS sector across the S&P 1500.
Growth
66th percentile in sector
B
Revenue growth (YoY): +24.0%
Percentile within its GICS sector across the S&P 1500.
Value
15th percentile in sector
D-
Forward E/P: 3.5% · EBITDA/EV: 1.9%
Percentile within its GICS sector across the S&P 1500.
Profitability
53rd percentile in sector
C+
Profit margin: +11.3% · Return on equity: +14.2%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 446 of 499 · 12-month momentum -19.6%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

NOW earningsReports today
Next report · quarter Sep 2026
Wed Oct 28, 2026After the close
EPS consensus$1.02 range $0.91–$1.17
Revenue consensus$4.1B 36 analysts
Last 4 quarters · EPS vs estimate
Jul 22, 2026$0.90est $0.86+5.0%Above estimates
Apr 22, 2026$0.97est $0.97+0.4%In line with estimates
Jan 28, 2026$0.92est $0.89+4.0%Above estimates
Oct 29, 2025$0.96est $0.85+13.0%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-27 18:04:51 ET
24-1025-0125-0425-0725-1026-0126-0426-070.000.97
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$4.0B+24.0%
2026-03-31$3.8B–
2025-12-31$3.6B–
2025-09-30$3.4B–
2025-06-30$3.2B–

News & catalysts

More news
Palantir is one of just 3 crushed S&P 500 stocks up for the year
TheStreet · 11h ago
ServiceNow, Google Cloud Expand Partnership to Cover Agentic AI
MT Newswires · 14h ago
The AI Trade Is Shifting From Chip Stocks to Cybersecurity
Barrons.com · Oct 24
Notable Friday Option Activity: NOW, XOM, WMT
Nasdaq · Oct 23
Gemini Latest Stock Portfolio: Top 4 Stock Picks
Insider Monkey · Oct 23
Rating changes
Reiterated
2026-10-26 · Cantor Fitzgerald reiterated Overweight on NOW
Reiterated
2026-10-23 · Guggenheim reiterated Buy on NOW
Reiterated
2026-10-21 · Truist Securities reiterated Buy on NOW
Reiterated
2026-10-19 · StoneX reiterated Buy on NOW
Reiterated
2026-10-16 · Piper Sandler reiterated Overweight on NOW
Reiterated
2026-10-15 · Mizuho reiterated Outperform on NOW

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Fipps Paul
President, Global Customer Ops · 2026-08-31
Sell
$300.8K
Canney Jacqueline P
Chief People & AI Enblmt. Off. · 2026-08-28
Sell
$1.1M
Chamberlain Paul Edward
Director · 2026-08-27
Sell
$365.9K
Chamberlain Paul Edward
Director · 2026-08-13
Sell
$188.4K
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:04:51 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026