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ServiceTitan, Inc. Stock Price

NasdaqGS:TTAN Community·US$7.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 30 Fair Values set on narratives written by author

TTAN Share Price Performance

US$78.39
-39.88 (-33.72%)
US$109.93
Fair Value
US$78.39
-39.88 (-33.72%)
28.7% undervalued intrinsic discount
US$109.93
Fair Value
Price US$78.39
AnalystConsensusTarget US$109.93
AnalystLowTarget US$86.81
AnalystHighTarget US$125.00

TTAN Community Narratives

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Fair Value US$109.93 28.7% undervalued intrinsic discount

AI Automation And Fintech Adoption Will Support Long-Term Expansion In Trades Software Platform

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Fair Value US$86.81 9.7% undervalued intrinsic discount

AI Spending Pressures And Volatile Usage Revenue Will Eventually Reward Patient Belief

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Fair Value US$125 37.3% undervalued intrinsic discount

AI And Usage-Based Flywheel Will Transform Trades Software Over The Next Decade

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Trending Discussion

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Updated Narratives

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TTAN: AI Adoption And New Partnerships Will Support Stronger Future Execution

Fair Value: US$86.81 9.7% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TTAN: Raised FY27 Outlook And Platform Momentum Will Drive Future Upside

Fair Value: US$109.93 28.7% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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TTAN: AI Automation Adoption Will Drive Future Upside Potential

Fair Value: US$125 37.3% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet and fair value.

2 Risks
4 Rewards

ServiceTitan, Inc. Key Details

US$1.0b

Revenue

US$293.3m

Cost of Revenue

US$720.8m

Gross Profit

US$857.1m

Other Expenses

-US$136.3m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
-1.43
71.08%
-13.44%
0%
View Full Analysis

About TTAN

Founded
2007
Employees
3414
CEO
Ara Mahdessian
WebsiteView website
www.servicetitan.com

ServiceTitan, Inc. provides an end-to-end cloud-based software platform in the United States, Armenia, and Canada. Its platform connects and manages a range of business workflows, such as advertising, job scheduling and management, dispatching, generating estimates and invoices, payment processing and others. The company offers ServiceTitan, a platform for contractors; FieldRoutes, pest control software; and Aspire, a business management software that offers real-time reports, precise data, accurate job costing for the landscape and clean industries. In addition, the company offers FinTech products that include payment processing and third-party financing solutions. It serves HVAC, plumbing, electrical, garage door, chimney sweep, roofing, irrigation, water treatment, septic, painting, pool service, landscape, lawn care, pest control, air duct cleaning, commercial food equipment, audio visual, alarm, appliance repair, residential remodeling, locksmith, refrigeration, handyman, gutter, siding, dock and door, fire and life safety industries. The company was formerly known as Linxlogic, Inc. and changed its name to ServiceTitan, Inc. in June 2014. The company was incorporated in 2007 and is based in Glendale, California.

Recent TTAN News & Updates

Narrative Update Jul 24

TTAN: AI Adoption And New Partnerships Will Support Stronger Future Execution

ServiceTitan's analyst price target has been nudged higher as the fair value estimate moves from $84.00 to about $86.81, with analysts pointing to stronger recent revenue performance, raised longer term revenue guidance, and improving margin expectations. Analyst Commentary Recent Street research on ServiceTitan shows a mix of optimism around revenue execution and product momentum, alongside pockets of caution focused on valuation, medium term growth expectations, and the impact of broader software multiples.
Seeking Alpha Jul 14

ServiceTitan: AI Monetization Story Intact, Macro Is The Wildcard

Summary ServiceTitan is the dominant vertical cloud CRM for contractors, achieving $1 billion in revenue and targeting a large, under-digitized market. I rate TTAN a buy, projecting 11% upside to a $90 FY 2027 price target, driven by accelerating adoption of its AI-powered Max platform. TTAN's Q1 2027 results showed 25% YoY revenue growth, expanding margins, and robust demand for Max, with further capacity doubling expected in Q2. Risks are minimal to moderate, mainly tied to potential macro-driven construction slowdown, but risk-reward remains attractive given margin expansion and strong AI monetization. Read the full article on Seeking Alpha

Recent updates

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