Market Cap
$134.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Sep 11, 2026 | Needham | MAINTAIN | Buy | 50% |
| Sep 8, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 19, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 17, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Aug 12, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| Jul 23, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 23, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 16 | 34 | 3 | 2 | 0 | 91% | |
| Aug 1, 2026 | 16 | 33 | 4 | 2 | 0 | 89% | |
| Jul 1, 2026 | 15 | 33 | 5 | 1 | 0 | 89% | |
| Jun 1, 2026 | 15 | 33 | 5 | 1 | 0 | 89% | |
| May 1, 2026 | 15 | 33 | 5 | 1 | 0 | 89% | |
| Apr 1, 2026 | 15 | 32 | 4 | 1 | 0 | 90% | |
| Mar 1, 2026 | 15 | 32 | 4 | 1 | 0 | 90% | |
| Feb 1, 2026 | 15 | 32 | 4 | 1 | 0 | 90% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.03 | $0.91–$1.17 | 6.4% | +0.0% | 3↑ 35↓ | $4.1B | 39 |
| Next Q | $1.17 | $1.03–$1.32 | 27.2% | +0.0% | 9↑ 26↓ | $4.4B | 38 |
| Current FY | $4.07 | $3.84–$4.36 | 15.9% | +0.0% | 9↑ 29↓ | $16.2B | 44 |
| Next FY | $5.01 | $4.35–$5.57 | 23.1% | +0.0% | 17↑ 19↓ | $19.3B | 44 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.026 | — |
| 7d ago | $1.026 | — |
| 30d ago | $1.026 | — |
| 60d ago | $1.026 | — |
| 90d ago | $1.091 | -0.066 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 96,057,763 | $9.5B | 15.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 67,351,838 | $6.7B | 11.1% | — |
| STATE STREET CORP | 49,038,218 | $4.9B | 8.1% | — |
| MORGAN STANLEY | 26,630,984 | $2.6B | 4.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 25,184,743 | $2.5B | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 24,274,498 | $2.4B | 4.0% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 16,638,071 | $1.7B | 2.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,448,200 | $1.6B | 2.7% | DOUBLED +101.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,661,900 | $1.5B | 2.4% | DOUBLED +101.9% |
| JPMORGAN CHASE & CO | 13,949,279 | $1.4B | 2.3% | TRIM -55.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 30,996,941 | 13,949,279 | -55.0% | $1.4B |
| NORGES BANK | NEW | — | 12,458,091 | — | $1.2B |
| GOLDMAN SACHS GROUP INC | ADD | 7,718,099 | 10,957,837 | +42.0% | $1.1B |
| AMERIPRISE FINANCIAL INC | ADD | 5,454,649 | 6,975,128 | +27.9% | $697.2M |
| NATIONAL BANK OF CANADA /FI/ | DOUBLED | 2,366,262 | 6,234,306 | +163.5% | $618.9M |
| Swedbank AB | ADD | 3,051,476 | 6,061,895 | +98.7% | $601.8M |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | 7,269,453 | 5,370,172 | -26.1% | $533.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 2,337,142 | 4,718,625 | +101.9% | $468.5M |
| CITADEL ADVISORS LLC | ADD | 2,636,657 | 4,298,939 | +63.0% | $426.8M |
| Employees Provident Fund Board | ADD | 2,705,845 | 4,172,044 | +54.2% | $414.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Fipps Paul | President, Global Customer Ops | SELL | 2,034 | $147.87 | $300.8K |
| Aug 28, 2026 | Canney Jacqueline P | Chief People & AI Enblmt. Off. | SELL | 7,847 | $138.00 | $1.1M |
| Aug 27, 2026 | Chamberlain Paul Edward | Director | SELL | 2,700 | $135.50 | $365.9K |
| Aug 17, 2026 | Fontaine Danielle | Principal Accounting Officer | EXERCISE | 485 | — | — |
| Aug 17, 2026 | Fipps Paul | President, Global Customer Ops | TAX W/H | 136 | $117.70 | $16.0K |
| Aug 17, 2026 | McDermott William R | Chairman & CEO | EXERCISE | 4,160 | — | — |
| Aug 17, 2026 | Canney Jacqueline P | Chief People & AI Enblmt. Off. | TAX W/H | 496 | $117.70 | $58.4K |
| Aug 17, 2026 | Fipps Paul | President, Global Customer Ops | EXERCISE | 300 | — | — |
| Aug 17, 2026 | Mastantuono Gina | President and CFO | TAX W/H | 858 | $117.70 | $101.0K |
| Aug 17, 2026 | McDermott William R | Chairman & CEO | TAX W/H | 2,236 | $117.70 | $263.2K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Tony Wied | R | HOUSE | BUY | $15,001 - $50,000 | ServiceNow Inc | Sep 7, 2026(25d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | ServiceNow Inc | Sep 7, 2026(29d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | ServiceNow Inc | Aug 12, 2026(37d) |
| Jun 9, 2026 | Tony Wied | R | HOUSE | BUY | $15,001 - $50,000 | ServiceNow Inc | Aug 10, 2026(63d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | ServiceNow Inc | Jul 8, 2026(37d) |
| Apr 24, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | ServiceNow Inc | May 20, 2026(27d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | ServiceNow Inc | May 13, 2026(31d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | SELL | $15,001 - $50,000 | ServiceNow Inc | Jul 22, 2026(117d) |
| Mar 6, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | ServiceNow Inc | Apr 9, 2026(35d) |
| Mar 4, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | ServiceNow Inc | Apr 10, 2026(38d) |