Shaker Investments reduced its position in ServiceNow (NOW 2.39%) by 2,910 shares during the quarter, an estimated $2.72 million trade based on the average price for the quarter, according to an SEC filing dated October 17, 2025.
ServiceNow (NOW) is positioned as a defensive tech play, with strong fundamentals and a maturing SaaS profile supporting a Buy rating at ~$900. NOW's AI-driven growth rebounded to 22% YoY, with robust recurring revenues, high renewal rates, and expanding AI capabilities fueling optimism. Margins are improving, with free cash flow in the 30% range and operating margins expected to reach 15%, sup...
Our largest area of underperformance was Technology, where contrary to last quarter, the underperformance was pervasive, with only 6 of our 17 period-end holdings outperforming the benchmark. Strong returns were concentrated in the AI supply chain trade, with stocks levered to the massive capex cycle outperforming stocks that stand to be "hurt" by AI eating the world. Our trailing 12-month turn...
Despite many tech and artificial intelligence (AI)-driven stocks surging in 2025, ServiceNow NYSE: NOW is a high-profile name that has failed to impress. As of the Oct. 1 close, shares have provided a return of -14%, and are down 22% from their 52-week high.
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.