ServiceTitan（TTAN）株式概要
ServiceTitan, Inc.は、米国、アルメニア、カナダでエンドツーエンドのクラウドベースのソフトウェアプラットフォームを提供しています。 詳細
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ServiceTitan
17.5% 割安 内在価値ディスカウント
TTAN | ServiceTitan, Inc.: What They Said vs. What They Did
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Published 8 Sep
ServiceTitan, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$61.56 |
| 52週高値 | US$111.36 |
| 52週安値 | US$53.00 |
| ベータ | 0 |
| 1ヶ月の変化 | -35.11% |
| 3ヶ月変化 | -5.34% |
| 1年変化 | -42.97% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | -39.05% |
最新ニュース
分析記事 • Sep 11
Earnings Release: Here's Why Analysts Cut Their ServiceTitan, Inc. (NASDAQ:TTAN) Price Target To US$98.20
One of the biggest stories of last week was how ServiceTitan, Inc. ( NASDAQ:TTAN ) shares plunged 36% in the week since...Seeking Alpha • Sep 10
ServiceTitan: Q2 Was No Disaster, But Not Enough For An Upgrade
Summary ServiceTitan, Inc. remains a fundamentally strong SaaS company with competitive moats and solid growth, but valuation concerns persist. Q2 delivered revenue and EPS beats, yet growth deceleration and flat operating margins highlight challenges in translating top-line gains into shareholder value. AI-driven initiatives like Max and virtual agents show promising customer adoption, but delayed revenue recognition creates near-term headwinds. I maintain a hold rating as TTAN’s high multiples and stock-based compensation limit margin of safety and forward shareholder yield. Read the full article on Seeking AlphaRecent updates
分析記事 • Sep 11
Earnings Release: Here's Why Analysts Cut Their ServiceTitan, Inc. (NASDAQ:TTAN) Price Target To US$98.20
One of the biggest stories of last week was how ServiceTitan, Inc. ( NASDAQ:TTAN ) shares plunged 36% in the week since...Seeking Alpha • Sep 10
ServiceTitan: Q2 Was No Disaster, But Not Enough For An Upgrade
Summary ServiceTitan, Inc. remains a fundamentally strong SaaS company with competitive moats and solid growth, but valuation concerns persist. Q2 delivered revenue and EPS beats, yet growth deceleration and flat operating margins highlight challenges in translating top-line gains into shareholder value. AI-driven initiatives like Max and virtual agents show promising customer adoption, but delayed revenue recognition creates near-term headwinds. I maintain a hold rating as TTAN’s high multiples and stock-based compensation limit margin of safety and forward shareholder yield. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 09
TTAN: AI Adoption Reset Will Support Stronger Future Execution
ServiceTitan's analyst fair value estimate has been reset lower from $86.81 to $78.24 as analysts trim price targets after a smaller Q2 beat and adjust for timing effects related to Max AI adoption and associated revenue recognition shifts. Analyst Commentary Street research on ServiceTitan after Q2 has tilted more cautious, with a broad round of price target cuts even as most firms keep positive ratings in place.
新しいナラティブ • Sep 08
TTAN | ServiceTitan, Inc.: What They Said vs. What They Did
TheGapReport: ServiceTitan, Inc. (NASDAQ:TTAN) Q2 2027 (jun 4 - sep 8) ServiceTitan's latest call arrived with 21% revenue growth, record free cash flow, and a strategic pivot substantial enough that the CFO spent the first quarter of his prepared remarks explaining, before he reached the income statement, what it would cost.ナラティブ更新 • 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.
ナラティブ更新 • Jul 10
TTAN: Raised FY27 Outlook And Platform Momentum Will Drive Future Upside
Analysts reduced their fair value estimate for ServiceTitan to about $109.93 per share from roughly $136.33, reflecting slightly lower modeled revenue growth and profit margins and a lower future P/E, even as recent price target increases cite Q1 revenue beats, raised FY27 revenue guidance, and growing traction in the Max program and AI driven offerings. Analyst Commentary Recent research on ServiceTitan shows a mix of optimism around execution and growth drivers, alongside some caution on valuation assumptions and sector multiples.
ナラティブ更新 • Jun 26
TTAN: AI Automation Adoption Will Drive Future Upside Potential
ServiceTitan's fair value estimate has been revised from $145.86 to $125.00, as analysts factor in a reset future P/E of 79.44, stronger profitability assumptions, and model updates following Q1 revenue beats, raised FY27 guidance, and growing traction in the Max program and related growth initiatives. Analyst Commentary Recent research on ServiceTitan points to a cluster of higher price targets and constructive views on execution after the latest quarterly results.新しいナラティブ • Mar 29
AI And Usage-Based Flywheel Will Transform Trades Software Over The Next Decade
Catalysts About ServiceTitan ServiceTitan provides an end to end software platform that helps trades contractors manage operations, from demand generation and call booking through dispatch, quoting, payments and back office workflows. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Mar 15
AI Spending Pressures And Volatile Usage Revenue Will Eventually Reward Patient Belief
Catalysts About ServiceTitan ServiceTitan provides an end to end software platform for contractors in the trades, covering workflows from demand generation and call booking through dispatch, quoting, payments and back office functions. What are the underlying business or industry changes driving this perspective?分析記事 • Jan 16
Getting In Cheap On ServiceTitan, Inc. (NASDAQ:TTAN) Is Unlikely
You may think that with a price-to-sales (or "P/S") ratio of 9.2x ServiceTitan, Inc. ( NASDAQ:TTAN ) is a stock to...Seeking Alpha • Apr 21
ServiceTitan: Moderate Growth With Titanic Losses
Summary ServiceTitan has impressive revenue growth but significant operating losses, primarily due to hefty stock compensation, making it a risky investment. The Rule of 0 metric for ServiceTitan is -13, indicating the company will struggle to scale to profitability and likely underperform over time. Valuation suggests a fair value of $54 per share, implying over 50% downside from the current price of $120; recommend selling or shorting the stock. The upcoming share lock-up expiration on June 10th could trigger significant insider selling, further pressuring the stock price downward. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
ServiceTitan: Stock Is Falling As Growth Rates Take Off
Summary ServiceTitan's stock has dropped ~20% from IPO levels, presenting a buying opportunity for investors despite recent market volatility and bearish sentiment. ServiceTitan's revenue growth accelerated in Q4, with the company noting that deals are closing early. Many of ServiceTitan's software peers, meanwhile, are reporting the opposite, with tight scrutiny delaying deals. ServiceTitan trades at 9.1x EV/FY25 revenue, appearing underpriced compared to peers like ServiceNow and Atlassian, making it a compelling "growth at a reasonable price" play. With a vast $1.5 trillion market and only 3% revenue penetration, ServiceTitan's long-term growth potential remains robust, making it a strategic buy amid current market conditions. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
ServiceTitan: Earnings Compounder With Attractive Stock Price Returns
Summary ServiceTitan is the leading business management software for trades, serving a $1.5 trillion market with a $30 billion addressable market. The platform offers comprehensive solutions including CRM, field service management, ERP, human capital management, and fintech, providing strong ROI and over 95% gross revenue retention. ServiceTitan is poised for high teens to 20%-plus organic revenue growth through existing client growth, new product adoption, and market expansion. The company aims to increase margins from breakeven to 25%-plus, driving strong free cash flow and attractive multi-year stock price returns. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On Valuation
Summary ServiceTitan reported strong first public quarter results, but its high valuation may not be justified given modest revenue beats and profitability concerns. The company's 2025 guidance includes 24% revenue growth and a 2.9% operating margin, but investors seek faster growth or profitability to justify the premium. Recommend waiting for a pullback to a more reasonable entry point, ideally below 10x forward revenue, equating to a stock price of around $80-85. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
ServiceTitan: Hottest IPO Just Became Too Hot
Summary ServiceTitan's IPO saw significant demand, but post-IPO trading indicates heightened expectations and increased risk, suggesting a potential pullback in shares. TTAN aims to disrupt the field service industry by replacing manual processes with intuitive software, targeting an underserved SMB market. Despite strong financial metrics like 24% YoY revenue growth and >95% gross dollar retention, profitability remains a concern with recent non-GAAP operating losses. Current valuation at 11x 2026 revenue estimate is high; recommend waiting for a better entry point despite long-term bullish outlook. Read the full article on Seeking Alpha株主還元
| TTAN | US Software | US 市場 | |
|---|---|---|---|
| 7D | 5.1% | 0.1% | 1.8% |
| 1Y | -43.0% | -10.2% | 13.3% |
業界別リターン: TTAN過去 1 年間で-10.2 % の収益を上げたUS Software業界を下回りました。
リターン対市場: TTANは、過去 1 年間で13.3 % のリターンを上げたUS市場を下回りました。
価格変動
| TTAN volatility | |
|---|---|
| TTAN Average Weekly Movement | 12.3% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
安定した株価: TTANの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: TTANの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | 3,414 | Ara Mahdessian | www.servicetitan.com |
ServiceTitan, Inc.は、米国、アルメニア、カナダでエンドツーエンドのクラウドベースのソフトウェアプラットフォームを提供している。同社のプラットフォームは、広告、仕事のスケジューリングと管理、派遣、見積もりと請求書の作成、支払い処理など、さまざまなビジネス・ワークフローを接続・管理する。同社は、請負業者向けプラットフォーム「ServiceTitan」、害虫駆除ソフトウェア「FieldRoutes」、造園・清掃業界向けにリアルタイムレポート、正確なデータ、正確な作業原価計算を提供するビジネス管理ソフトウェア「Aspire」を提供している。また、決済処理や第三者融資ソリューションなどのフィンテック製品も提供している。HVAC、配管、電気、ガレージドア、煙突掃除、屋根、灌漑、水処理、浄化槽、塗装、プールサービス、造園、芝生管理、害虫駆除、エアダクト清掃、業務用食品機器、オーディオビジュアル、アラーム、家電製品修理、住宅リフォーム、鍵屋、冷蔵、便利屋、雨樋、サイディング、ドック、ドア、消防、ライフセーフティ業界にサービスを提供している。同社は以前はLinxlogic, Inc.として知られていたが、2014年6月に社名をServiceTitan, Inc.に変更した。同社は2007年に法人化され、カリフォルニア州グレンデールに本社を置いている。
ServiceTitan, Inc. 基礎のまとめ
| TTAN 基礎統計学 | |
|---|---|
| 時価総額 | US$5.45b |
| 収益（TTM） | -US$129.00m |
| 売上高(TTM) | US$1.06b |
5.6x
P/Sレシオ-46.0x
PER（株価収益率TTAN は割高か？
公正価値と評価分析を参照収益と収入
| TTAN 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.06b |
| 売上原価 | US$306.35m |
| 売上総利益 | US$758.38m |
| その他の費用 | US$887.38m |
| 収益 | -US$129.00m |
直近の収益報告
Jul 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.34 |
| グロス・マージン | 71.23% |
| 純利益率 | -12.12% |
| 有利子負債／自己資本比率 | 0% |
TTAN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/22 22:57 |
| 終値 | 2026/09/22 00:00 |
| 収益 | 2026/07/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ServiceTitan, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Joseph Vruwink | Baird |
| Daniel Jester | BMO Capital Markets Equity Research |
| Nicholas Altmann | BTIG |