View Past PerformanceServiceTitan バランスシートの健全性財務の健全性 基準チェック /66ServiceTitanの総株主資本は$1.5B 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$1.7Bと$219.8Mです。主要情報0%負債資本比率US$0負債インタレスト・カバレッジ・レシオn/a現金US$428.77mエクイティUS$1.53b負債合計US$219.82m総資産US$1.75b財務の健全性に関する最新情報分析記事 • Sep 08Is ServiceTitan (NASDAQ:TTAN) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...すべての更新を表示Recent updatesSeeking Alpha • May 08ServiceTitan Continues With AI Transformation As Client Usage GrowsSummary ServiceTitan continues to produce strong topline growth as it transforms its platform to integrate GenAI capabilities. It is seeing strong usage demand from customers for its Max AI system. While profitability isn't near, TTAN appears well-positioned for navigating the GenAI era ahead. My outlook on TTAN is Bullish at its current price of around $65 per share. Read the full article on Seeking Alphaお知らせ • May 06+ 1 more updateServiceTitan, Inc., Annual General Meeting, Jun 17, 2026ServiceTitan, Inc., Annual General Meeting, Jun 17, 2026.Price Target Changed • May 04Price target decreased by 7.4% to US$102Down from US$110, the current price target is an average from 16 analysts. New target price is 60% above last closing price of US$63.82. Stock is down 46% over the past year. The company is forecast to post a net loss per share of US$1.23 next year compared to a net loss per share of US$1.73 last year.新しいナラティブ • Mar 29AI And Usage-Based Flywheel Will Transform Trades Software Over The Next DecadeCatalysts 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?Recent Insider Transactions • Mar 21Chief Financial Officer recently sold US$1.2m worth of stockOn the 18th of March, Dave Sherry sold around 18k shares on-market at roughly US$69.86 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Dave has been a net seller over the last 12 months, reducing personal holdings by US$6.2m.新しいナラティブ • Mar 15AI Spending Pressures And Volatile Usage Revenue Will Eventually Reward Patient BeliefCatalysts 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?Reported Earnings • Mar 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: US$1.73 loss per share (improved from US$8.54 loss in FY 2025). Revenue: US$961.0m (up 25% from FY 2025). Net loss: US$159.9m (loss narrowed 56% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US.Buy Or Sell Opportunity • Mar 13Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to US$70.80. The fair value is estimated to be US$93.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%.お知らせ • Mar 13ServiceTitan, Inc. Appoints Abhishek Mathur as Chief Technology and Product OfficerServiceTitan, Inc. announced the appointment of Abhishek “Abhi” Mathur as its Chief Technology and Product Officer (CTPO). Mathur brings more than two decades of experience leading engineering and product teams at some of the world’s most influential technology companies, including Figma, Meta, and Microsoft. In his role, Mathur will oversee ServiceTitan’s global Product, Design, and R&D organizations, spearheading the company’s evolution as AI remains its #1 priority. His leadership will be key in further developing the operating system that powers the trades to meet the high ambitions and expectations of its customers. Mathur joins ServiceTitan from Figma, where he served as Senior Vice President of Software Engineering. At Figma, he played a critical role in the company’s evolution into an AI-driven organization, overseeing AI research, core infrastructure, and the development of breakthrough products like Figma Make and Figma AI. Previously, he spent nearly eight years at Meta as Senior Director of Engineering, leading the video and live platforms for Facebook and Instagram, and over a decade at Microsoft, contributing to foundational products including Azure, Office 365, and Visual Studio/.NET. Mathur’s immediate priorities include accelerating AI integration across ServiceTitan’s core workflows. His arrival comes as ServiceTitan continues to expand its enterprise capabilities and AI-powered Pro Products, which are currently utilized by thousands of contractors to automate back-office operations and drive sustainable business growth.お知らせ • Feb 06ServiceTitan, Inc. to Report Q4, 2026 Results on Mar 12, 2026ServiceTitan, Inc. announced that they will report Q4, 2026 results After-Market on Mar 12, 2026Buy Or Sell Opportunity • Feb 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to US$64.25. The fair value is estimated to be US$83.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.分析記事 • Jan 16Getting In Cheap On ServiceTitan, Inc. (NASDAQ:TTAN) Is UnlikelyYou may think that with a price-to-sales (or "P/S") ratio of 9.2x ServiceTitan, Inc. ( NASDAQ:TTAN ) is a stock to...お知らせ • Jan 08Servicetitan Introduces Ap Automation and Expands Fintech Suite to Modernize Contractor Financial WorkflowsServiceTitan announced the introduction of its Accounts Payable (AP) Automation and a significant expansion of its fintech suite, including Tap to Pay for seamless Mobile payments and Integrated Financing. Built directly into the ServiceTitan platform, these capabilities automate back-office workflows, speed up field payments, and simplify financing within a single, unified system. By consolidating accounts payable, payments, and consumer financing into a single platform contractors already trust, ServiceTitan can remove friction across the entire financial lifecycle. Back-office teams can automate time-consuming AP workflows, technicians can accept payments faster in the field, and sales teams can offer flexible financing options--delivering faster payments, improved visibility, and scalable growth. Built specifically for contractor purchasing workflows, AP Automation leverages AI to connect bills directly to jobs, vendors, and purchase orders inside the ServiceTitan platform, giving teams clearer visibility into cash flow and financial operations.ills are captured through an automated inbox and matched to receipts and purchase orders, while three-way matching helps reconcile discrepancies. Tap to Pay on Mobile enables technicians to accept contactless payments in seconds using compatible mobile devices--supporting physical credit and debit cards, as well as digital wallets like Apple Pay--without the need for additional hardware. This reflects growing consumer demand for faster, more convenient, and secure payment experiences, while helping contractors reduce delays between job completion and payment. ServiceTitan Payments customers get paid 40% faster on average than non-ServiceTitan Payments customers, based on average time from invoice date to payment date. Integrated Financing in ServiceTitan's Field Management App leverages AI to enable ServiceTitan customers to manage the full financing process, from prequalification through funding, directly within the platform contractors already use to run their business. Designed specifically for in-field contractor workflows, company new unified application waterfall connects first-look, second-look, and no-credit options from financing partners, making it easier for trades businesses to offer flexible payment options and close jobs more efficiently. This new unified application waterfall has an approval rate as high as 94%. As consumer expectations continue to evolve and contractors seek more efficient ways to manage increasingly complex financial operations, ServiceTitan's expanded fintech suite reinforces its position as an all-in-one platform purpose-built for the trades.Recent Insider Transactions Derivative • Jan 07Co-Founder notifies of intention to sell stockVahe Kuzoyan intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of January. If the sale is conducted around the recent share price of US$99.49, it would amount to US$3.3m. Since March 2025, Vahe's direct individual holding has increased from 7.26m shares to 10.38m. Company insiders have collectively sold US$87m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Dec 19Chief Financial Officer recently sold US$1.2m worth of stockOn the 17th of December, Dave Sherry sold around 12k shares on-market at roughly US$105 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Dave has been a net seller over the last 12 months, reducing personal holdings by US$5.9m.Recent Insider Transactions Derivative • Dec 13Co-Founder exercised options and sold US$14m worth of stockOn the 11th of December, Ara Mahdessian exercised options to acquire 131k shares at no cost and sold these for an average price of US$107 per share. This trade did not impact their existing holding. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara's direct individual holding has increased from 6.14m shares to 8.94m. Company insiders have collectively sold US$82m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Dec 05Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: US$0.42 loss per share (improved from US$1.74 loss in 3Q 2025). Revenue: US$249.2m (up 25% from 3Q 2025). Net loss: US$39.5m (loss narrowed 35% from 3Q 2025). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US.Buy Or Sell Opportunity • Dec 05Now 27% overvaluedOver the last 90 days, the stock has fallen 7.4% to US$106. The fair value is estimated to be US$83.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.お知らせ • Dec 05ServiceTitan, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year Ending January 31, 2026ServiceTitan, Inc. provided earnings guidance for the fourth quarter and fiscal year ending January 31, 2026. For the quarter, the company expects total revenue of $244 million to $246 million. For the fiscal year, the company expects total revenue of $951 million to $953 million.お知らせ • Nov 07ServiceTitan, Inc. to Report Q3, 2026 Results on Dec 04, 2025ServiceTitan, Inc. announced that they will report Q3, 2026 results After-Market on Dec 04, 2025Recent Insider Transactions Derivative • Nov 06Co-Founder notifies of intention to sell stockAra Mahdessian intends to sell 64k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of November. If the sale is conducted around the recent share price of US$91.79, it would amount to US$5.9m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara's direct individual holding has increased from 6.14m shares to 9.13m. Company insiders have collectively sold US$59m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Oct 09Co-Founder notifies of intention to sell stockVahe Kuzoyan intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of October. If the sale is conducted around the recent share price of US$99.29, it would amount to US$3.3m. Since December 2024, Vahe's direct individual holding has increased from 7.26m shares to 10.49m. Company insiders have collectively sold US$49m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Sep 24Co-Founder notifies of intention to sell stockVahe Kuzoyan intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of September. If the sale is conducted around the recent share price of US$108, it would amount to US$3.6m. Since December 2024, Vahe's direct individual holding has increased from 7.26m shares to 10.52m. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Sep 19Chief Financial Officer recently sold US$1.4m worth of stockOn the 17th of September, Dave Sherry sold around 12k shares on-market at roughly US$116 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$1.7m. Dave has been a net seller over the last 12 months, reducing personal holdings by US$4.7m.お知らせ • Sep 19+ 1 more updateServiceTitan, Inc. (NasdaqGS:TTAN) entered into a definitive agreement to acquire Conduit Tech, Inc.ServiceTitan, Inc. (NasdaqGS:TTAN) entered into a definitive agreement to acquire Conduit Tech, Inc. on September 18, 2025. The transaction is subject to the satisfaction or waiver of customary closing conditions and is expected to close in ServiceTitan’s third quarter of 2026.お知らせ • Sep 15Aspire Software and FieldRoutes, ServiceTitan Companies, Kick Off their Annual User Conference, Ignite 2025Aspire Software and FieldRoutes kicked off their annual user conference, Ignite 2025. The highly anticipated three-day event brings together professionals from the landscape, pest control and lawn industries to explore the latest software innovations, leadership insights, and best practices driving growth and efficiency across the trades. This year's conference highlights Aspire's expanding capabilities coming soon, including: Site Audits 2.0 capabilities to enable better documentation of the properties being serviced, the work performed, and observations noted, which helps uncover enhancement opportunities with well-informed customers. PropertyIntel's Map Metadata to allow seamless linking of map objects to other essential data for a complete view of job history and site audits, creating a more efficient and informed workflow. AI-powered KnowledgeBase 2.0 will bring Aspire's user guide and current knowledge base into a one-stop shop for everything users need to confidently use the software in the ways they need to. FieldRoutes also announced coming updates designed to modernize pest control operations: FieldRoutes Mobile enhancements with improved offline mode, progress saving, and integrated payment requirements in D2D sales. Scheduling & Routing Optimization with new features for Map View, autoscheduling, and new options that will allow to perfect bulk-scheduled routes. Sales Pro will bring AI-powered sales coaching based on the automated analysis of recorded conversations in the field, helping to identify what really works and build a simple blueprint for repeatable sales success. In addition to unveiling new product capabilities, Ignite 2025 emphasizes Aspire and FieldRoutes' commitment to customer-first innovation. Supported by ServiceTitan's $250M annual R&D investment, both platforms are leveraging AI, predictive insights, and shared product development to accelerate value for contractors across industries.Recent Insider Transactions Derivative • Sep 10Co-Founder notifies of intention to sell stockAra Mahdessian intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of September. If the sale is conducted around the recent share price of US$120, it would amount to US$10m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara has owned 1.23m shares directly. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Sep 08Is ServiceTitan (NASDAQ:TTAN) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • Sep 05Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: US$0.35 loss per share (improved from US$1.03 loss in 2Q 2025). Revenue: US$242.1m (up 26% from 2Q 2025). Net loss: US$32.2m (loss narrowed 9.6% from 2Q 2025). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.お知らせ • Sep 05ServiceTitan, Inc. Provides Earnings Guidance for Fiscal Third Quarter 2026 and Full Fiscal Year 2026ServiceTitan, Inc. provided earnings guidance for fiscal third quarter 2026 and full fiscal year 2026. For the quarter, the company expects Total revenue to be in the range of $237 millions to $239 millions. For the year, the company expects Total revenue to be in the range of $935 millions to $940 millions.Recent Insider Transactions Derivative • Aug 21Co-Founder notifies of intention to sell stockAra Mahdessian intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of August. If the sale is conducted around the recent share price of US$103, it would amount to US$8.8m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara has owned 1.23m shares directly. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Aug 06ServiceTitan, Inc. to Report Q2, 2026 Results on Sep 04, 2025ServiceTitan, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Sep 04, 2025Recent Insider Transactions Derivative • Aug 05Co-Founder notifies of intention to sell stockVahe Kuzoyan intends to sell 49k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of August. If the sale is conducted around the recent share price of US$114, it would amount to US$5.6m. Since December 2024, Vahe's direct individual holding has increased from 7.26m shares to 10.57m. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jul 17Co-Founder notifies of intention to sell stockAra Mahdessian intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of July. If the sale is conducted around the recent share price of US$111, it would amount to US$9.5m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara's direct individual holding has increased from 1.23m shares to 4.17m. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jul 01Chief Financial Officer recently sold US$1.7m worth of stockOn the 26th of June, Dave Sherry sold around 17k shares on-market at roughly US$105 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Dave has been a net seller over the last 12 months, reducing personal holdings by US$2.7m.Recent Insider Transactions Derivative • Jul 01Co-Founder exercised options and sold US$2.6m worth of stockOn the 26th of June, Vahe Kuzoyan exercised options to acquire 25k shares at no cost and sold these for an average price of US$105 per share. This trade did not impact their existing holding. Since December 2024, Vahe has owned 7.26m shares directly. Company insiders have collectively sold US$8.4m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 24ServiceTitan Achieves 'Built for NetSuite' StatusServiceTitan announced that its SuiteApp has achieved the 'Built for NetSuite' status. The new SuiteApp, built using the Oracle NetSuite SuiteCloud Platform, helps enterprise, commercial service, and construction contractors further streamline workflows, enhance financial visibility, and drive profitable growth. The ServiceTitan SuiteApp helps commercial, construction, and residential service organizations integrate and automate data between ServiceTitan's field service platform and NetSuite's unified business suite. By further integrating project management and financial performance data, the SuiteApp helps organizations increase the speed and accuracy of financial reporting, gain insights to improve decision making, and optimize cash flow to maximize profitability. Built for NetSuite is a program for NetSuite SuiteCloud Developer Network (SDN) partners that provides the information, resources, and methodology required to help partners verify that their applications and integrations meet NetSuite standards and best practices. The Built for NetSuite program is designed to give NetSuite customers additional confidence that SuiteApps, like ServiceTitan, have been built to meet these standards.Reported Earnings • Jun 06First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.51 loss per share (improved from US$1.72 loss in 1Q 2025). Revenue: US$215.7m (up 19% from 1Q 2025). Net loss: US$46.4m (loss narrowed 22% from 1Q 2025). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.お知らせ • Jun 06ServiceTitan, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 and for the Full Fiscal Year 2026ServiceTitan, Inc. provided earnings guidance for the second quarter of fiscal 2026 and for the full fiscal year 2026. For the quarter, the company expected total revenue to be $228 million - $230 million. For the fiscal year 2026, the company expected total revenue to be $910 million - $920 million.お知らせ • May 06+ 1 more updateServiceTitan, Inc., Annual General Meeting, Jun 18, 2025ServiceTitan, Inc., Annual General Meeting, Jun 18, 2025.Seeking Alpha • Apr 21ServiceTitan: Moderate Growth With Titanic LossesSummary 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 01ServiceTitan: Stock Is Falling As Growth Rates Take OffSummary 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 AlphaRecent Insider Transactions • Mar 25Chief Financial Officer recently sold US$963k worth of stockOn the 20th of March, Dave Sherry sold around 10k shares on-market at roughly US$94.65 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dave's only on-market trade for the last 12 months.Major Estimate Revision • Mar 20Consensus estimates of losses per share improve by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$884.3m to US$901.7m. EPS estimate increased from -US$2.39 per share to -US$2.12 per share. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$117 to US$115. Share price rose 11% to US$95.27 over the past week.Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$5.67 loss per share (improved from US$7.25 loss in FY 2024). Revenue: US$771.9m (up 26% from FY 2024). Net loss: US$239.1m (flat on FY 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 55%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.お知らせ • Feb 07ServiceTitan, Inc. to Report Q4, 2025 Results on Mar 13, 2025ServiceTitan, Inc. announced that they will report Q4, 2025 results After-Market on Mar 13, 2025Board Change • Jan 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Lead Independent Director Tim Cabral was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Seeking Alpha • Jan 29ServiceTitan: Earnings Compounder With Attractive Stock Price ReturnsSummary 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 AlphaReported Earnings • Jan 16Third quarter 2025 earnings releasedThird quarter 2025 results: US$1.74 loss per share. Net loss: US$61.1m (flat on 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.Seeking Alpha • Jan 15ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On ValuationSummary 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 Alphaお知らせ • Dec 19ServiceTitan, Inc. to Report Q3, 2025 Results on Jan 09, 2025ServiceTitan, Inc. announced that they will report Q3, 2025 results After-Market on Jan 09, 2025Seeking Alpha • Dec 15ServiceTitan: Hottest IPO Just Became Too HotSummary 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お知らせ • Dec 13ServiceTitan, Inc. has completed an IPO in the amount of $624.8 million.ServiceTitan, Inc. has completed an IPO in the amount of $624.8 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,800,000 Price\Range: $71 Discount Per Security: $3.905 Transaction Features: Reserved Share Offering; Sponsor Backed Offering財務状況分析短期負債: TTANの 短期資産 ( $590.9M ) が 短期負債 ( $169.5M ) を超えています。長期負債: TTANの短期資産 ( $590.9M ) が 長期負債 ( $50.4M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: TTANは負債がありません。負債の削減: TTAN 5 年前には負債がありませんでした。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: 利益は出ていないものの、 TTANは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: TTANは利益は出ていませんが、フリーキャッシュフローがプラスであり、年間157.1 % 増加しているため、3 年以上は十分なキャッシュランウェイがあります。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/05/07 03:39終値2026/05/07 00:00収益2026/01/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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. 18 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 VruwinkBairdDaniel JesterBMO Capital Markets Equity ResearchNicholas AltmannBTIG19 その他のアナリストを表示
分析記事 • Sep 08Is ServiceTitan (NASDAQ:TTAN) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha • May 08ServiceTitan Continues With AI Transformation As Client Usage GrowsSummary ServiceTitan continues to produce strong topline growth as it transforms its platform to integrate GenAI capabilities. It is seeing strong usage demand from customers for its Max AI system. While profitability isn't near, TTAN appears well-positioned for navigating the GenAI era ahead. My outlook on TTAN is Bullish at its current price of around $65 per share. Read the full article on Seeking Alpha
お知らせ • May 06+ 1 more updateServiceTitan, Inc., Annual General Meeting, Jun 17, 2026ServiceTitan, Inc., Annual General Meeting, Jun 17, 2026.
Price Target Changed • May 04Price target decreased by 7.4% to US$102Down from US$110, the current price target is an average from 16 analysts. New target price is 60% above last closing price of US$63.82. Stock is down 46% over the past year. The company is forecast to post a net loss per share of US$1.23 next year compared to a net loss per share of US$1.73 last year.
新しいナラティブ • Mar 29AI And Usage-Based Flywheel Will Transform Trades Software Over The Next DecadeCatalysts 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?
Recent Insider Transactions • Mar 21Chief Financial Officer recently sold US$1.2m worth of stockOn the 18th of March, Dave Sherry sold around 18k shares on-market at roughly US$69.86 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Dave has been a net seller over the last 12 months, reducing personal holdings by US$6.2m.
新しいナラティブ • Mar 15AI Spending Pressures And Volatile Usage Revenue Will Eventually Reward Patient BeliefCatalysts 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?
Reported Earnings • Mar 15Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: US$1.73 loss per share (improved from US$8.54 loss in FY 2025). Revenue: US$961.0m (up 25% from FY 2025). Net loss: US$159.9m (loss narrowed 56% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US.
Buy Or Sell Opportunity • Mar 13Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to US$70.80. The fair value is estimated to be US$93.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%.
お知らせ • Mar 13ServiceTitan, Inc. Appoints Abhishek Mathur as Chief Technology and Product OfficerServiceTitan, Inc. announced the appointment of Abhishek “Abhi” Mathur as its Chief Technology and Product Officer (CTPO). Mathur brings more than two decades of experience leading engineering and product teams at some of the world’s most influential technology companies, including Figma, Meta, and Microsoft. In his role, Mathur will oversee ServiceTitan’s global Product, Design, and R&D organizations, spearheading the company’s evolution as AI remains its #1 priority. His leadership will be key in further developing the operating system that powers the trades to meet the high ambitions and expectations of its customers. Mathur joins ServiceTitan from Figma, where he served as Senior Vice President of Software Engineering. At Figma, he played a critical role in the company’s evolution into an AI-driven organization, overseeing AI research, core infrastructure, and the development of breakthrough products like Figma Make and Figma AI. Previously, he spent nearly eight years at Meta as Senior Director of Engineering, leading the video and live platforms for Facebook and Instagram, and over a decade at Microsoft, contributing to foundational products including Azure, Office 365, and Visual Studio/.NET. Mathur’s immediate priorities include accelerating AI integration across ServiceTitan’s core workflows. His arrival comes as ServiceTitan continues to expand its enterprise capabilities and AI-powered Pro Products, which are currently utilized by thousands of contractors to automate back-office operations and drive sustainable business growth.
お知らせ • Feb 06ServiceTitan, Inc. to Report Q4, 2026 Results on Mar 12, 2026ServiceTitan, Inc. announced that they will report Q4, 2026 results After-Market on Mar 12, 2026
Buy Or Sell Opportunity • Feb 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to US$64.25. The fair value is estimated to be US$83.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.
分析記事 • Jan 16Getting In Cheap On ServiceTitan, Inc. (NASDAQ:TTAN) Is UnlikelyYou may think that with a price-to-sales (or "P/S") ratio of 9.2x ServiceTitan, Inc. ( NASDAQ:TTAN ) is a stock to...
お知らせ • Jan 08Servicetitan Introduces Ap Automation and Expands Fintech Suite to Modernize Contractor Financial WorkflowsServiceTitan announced the introduction of its Accounts Payable (AP) Automation and a significant expansion of its fintech suite, including Tap to Pay for seamless Mobile payments and Integrated Financing. Built directly into the ServiceTitan platform, these capabilities automate back-office workflows, speed up field payments, and simplify financing within a single, unified system. By consolidating accounts payable, payments, and consumer financing into a single platform contractors already trust, ServiceTitan can remove friction across the entire financial lifecycle. Back-office teams can automate time-consuming AP workflows, technicians can accept payments faster in the field, and sales teams can offer flexible financing options--delivering faster payments, improved visibility, and scalable growth. Built specifically for contractor purchasing workflows, AP Automation leverages AI to connect bills directly to jobs, vendors, and purchase orders inside the ServiceTitan platform, giving teams clearer visibility into cash flow and financial operations.ills are captured through an automated inbox and matched to receipts and purchase orders, while three-way matching helps reconcile discrepancies. Tap to Pay on Mobile enables technicians to accept contactless payments in seconds using compatible mobile devices--supporting physical credit and debit cards, as well as digital wallets like Apple Pay--without the need for additional hardware. This reflects growing consumer demand for faster, more convenient, and secure payment experiences, while helping contractors reduce delays between job completion and payment. ServiceTitan Payments customers get paid 40% faster on average than non-ServiceTitan Payments customers, based on average time from invoice date to payment date. Integrated Financing in ServiceTitan's Field Management App leverages AI to enable ServiceTitan customers to manage the full financing process, from prequalification through funding, directly within the platform contractors already use to run their business. Designed specifically for in-field contractor workflows, company new unified application waterfall connects first-look, second-look, and no-credit options from financing partners, making it easier for trades businesses to offer flexible payment options and close jobs more efficiently. This new unified application waterfall has an approval rate as high as 94%. As consumer expectations continue to evolve and contractors seek more efficient ways to manage increasingly complex financial operations, ServiceTitan's expanded fintech suite reinforces its position as an all-in-one platform purpose-built for the trades.
Recent Insider Transactions Derivative • Jan 07Co-Founder notifies of intention to sell stockVahe Kuzoyan intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of January. If the sale is conducted around the recent share price of US$99.49, it would amount to US$3.3m. Since March 2025, Vahe's direct individual holding has increased from 7.26m shares to 10.38m. Company insiders have collectively sold US$87m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Dec 19Chief Financial Officer recently sold US$1.2m worth of stockOn the 17th of December, Dave Sherry sold around 12k shares on-market at roughly US$105 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Dave has been a net seller over the last 12 months, reducing personal holdings by US$5.9m.
Recent Insider Transactions Derivative • Dec 13Co-Founder exercised options and sold US$14m worth of stockOn the 11th of December, Ara Mahdessian exercised options to acquire 131k shares at no cost and sold these for an average price of US$107 per share. This trade did not impact their existing holding. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara's direct individual holding has increased from 6.14m shares to 8.94m. Company insiders have collectively sold US$82m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Dec 05Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: US$0.42 loss per share (improved from US$1.74 loss in 3Q 2025). Revenue: US$249.2m (up 25% from 3Q 2025). Net loss: US$39.5m (loss narrowed 35% from 3Q 2025). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US.
Buy Or Sell Opportunity • Dec 05Now 27% overvaluedOver the last 90 days, the stock has fallen 7.4% to US$106. The fair value is estimated to be US$83.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.
お知らせ • Dec 05ServiceTitan, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year Ending January 31, 2026ServiceTitan, Inc. provided earnings guidance for the fourth quarter and fiscal year ending January 31, 2026. For the quarter, the company expects total revenue of $244 million to $246 million. For the fiscal year, the company expects total revenue of $951 million to $953 million.
お知らせ • Nov 07ServiceTitan, Inc. to Report Q3, 2026 Results on Dec 04, 2025ServiceTitan, Inc. announced that they will report Q3, 2026 results After-Market on Dec 04, 2025
Recent Insider Transactions Derivative • Nov 06Co-Founder notifies of intention to sell stockAra Mahdessian intends to sell 64k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of November. If the sale is conducted around the recent share price of US$91.79, it would amount to US$5.9m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara's direct individual holding has increased from 6.14m shares to 9.13m. Company insiders have collectively sold US$59m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Oct 09Co-Founder notifies of intention to sell stockVahe Kuzoyan intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of October. If the sale is conducted around the recent share price of US$99.29, it would amount to US$3.3m. Since December 2024, Vahe's direct individual holding has increased from 7.26m shares to 10.49m. Company insiders have collectively sold US$49m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Sep 24Co-Founder notifies of intention to sell stockVahe Kuzoyan intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of September. If the sale is conducted around the recent share price of US$108, it would amount to US$3.6m. Since December 2024, Vahe's direct individual holding has increased from 7.26m shares to 10.52m. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Sep 19Chief Financial Officer recently sold US$1.4m worth of stockOn the 17th of September, Dave Sherry sold around 12k shares on-market at roughly US$116 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$1.7m. Dave has been a net seller over the last 12 months, reducing personal holdings by US$4.7m.
お知らせ • Sep 19+ 1 more updateServiceTitan, Inc. (NasdaqGS:TTAN) entered into a definitive agreement to acquire Conduit Tech, Inc.ServiceTitan, Inc. (NasdaqGS:TTAN) entered into a definitive agreement to acquire Conduit Tech, Inc. on September 18, 2025. The transaction is subject to the satisfaction or waiver of customary closing conditions and is expected to close in ServiceTitan’s third quarter of 2026.
お知らせ • Sep 15Aspire Software and FieldRoutes, ServiceTitan Companies, Kick Off their Annual User Conference, Ignite 2025Aspire Software and FieldRoutes kicked off their annual user conference, Ignite 2025. The highly anticipated three-day event brings together professionals from the landscape, pest control and lawn industries to explore the latest software innovations, leadership insights, and best practices driving growth and efficiency across the trades. This year's conference highlights Aspire's expanding capabilities coming soon, including: Site Audits 2.0 capabilities to enable better documentation of the properties being serviced, the work performed, and observations noted, which helps uncover enhancement opportunities with well-informed customers. PropertyIntel's Map Metadata to allow seamless linking of map objects to other essential data for a complete view of job history and site audits, creating a more efficient and informed workflow. AI-powered KnowledgeBase 2.0 will bring Aspire's user guide and current knowledge base into a one-stop shop for everything users need to confidently use the software in the ways they need to. FieldRoutes also announced coming updates designed to modernize pest control operations: FieldRoutes Mobile enhancements with improved offline mode, progress saving, and integrated payment requirements in D2D sales. Scheduling & Routing Optimization with new features for Map View, autoscheduling, and new options that will allow to perfect bulk-scheduled routes. Sales Pro will bring AI-powered sales coaching based on the automated analysis of recorded conversations in the field, helping to identify what really works and build a simple blueprint for repeatable sales success. In addition to unveiling new product capabilities, Ignite 2025 emphasizes Aspire and FieldRoutes' commitment to customer-first innovation. Supported by ServiceTitan's $250M annual R&D investment, both platforms are leveraging AI, predictive insights, and shared product development to accelerate value for contractors across industries.
Recent Insider Transactions Derivative • Sep 10Co-Founder notifies of intention to sell stockAra Mahdessian intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of September. If the sale is conducted around the recent share price of US$120, it would amount to US$10m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara has owned 1.23m shares directly. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Sep 08Is ServiceTitan (NASDAQ:TTAN) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • Sep 05Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: US$0.35 loss per share (improved from US$1.03 loss in 2Q 2025). Revenue: US$242.1m (up 26% from 2Q 2025). Net loss: US$32.2m (loss narrowed 9.6% from 2Q 2025). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.
お知らせ • Sep 05ServiceTitan, Inc. Provides Earnings Guidance for Fiscal Third Quarter 2026 and Full Fiscal Year 2026ServiceTitan, Inc. provided earnings guidance for fiscal third quarter 2026 and full fiscal year 2026. For the quarter, the company expects Total revenue to be in the range of $237 millions to $239 millions. For the year, the company expects Total revenue to be in the range of $935 millions to $940 millions.
Recent Insider Transactions Derivative • Aug 21Co-Founder notifies of intention to sell stockAra Mahdessian intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of August. If the sale is conducted around the recent share price of US$103, it would amount to US$8.8m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara has owned 1.23m shares directly. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Aug 06ServiceTitan, Inc. to Report Q2, 2026 Results on Sep 04, 2025ServiceTitan, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Sep 04, 2025
Recent Insider Transactions Derivative • Aug 05Co-Founder notifies of intention to sell stockVahe Kuzoyan intends to sell 49k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of August. If the sale is conducted around the recent share price of US$114, it would amount to US$5.6m. Since December 2024, Vahe's direct individual holding has increased from 7.26m shares to 10.57m. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jul 17Co-Founder notifies of intention to sell stockAra Mahdessian intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of July. If the sale is conducted around the recent share price of US$111, it would amount to US$9.5m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since December 2024, Ara's direct individual holding has increased from 1.23m shares to 4.17m. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jul 01Chief Financial Officer recently sold US$1.7m worth of stockOn the 26th of June, Dave Sherry sold around 17k shares on-market at roughly US$105 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Dave has been a net seller over the last 12 months, reducing personal holdings by US$2.7m.
Recent Insider Transactions Derivative • Jul 01Co-Founder exercised options and sold US$2.6m worth of stockOn the 26th of June, Vahe Kuzoyan exercised options to acquire 25k shares at no cost and sold these for an average price of US$105 per share. This trade did not impact their existing holding. Since December 2024, Vahe has owned 7.26m shares directly. Company insiders have collectively sold US$8.4m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 24ServiceTitan Achieves 'Built for NetSuite' StatusServiceTitan announced that its SuiteApp has achieved the 'Built for NetSuite' status. The new SuiteApp, built using the Oracle NetSuite SuiteCloud Platform, helps enterprise, commercial service, and construction contractors further streamline workflows, enhance financial visibility, and drive profitable growth. The ServiceTitan SuiteApp helps commercial, construction, and residential service organizations integrate and automate data between ServiceTitan's field service platform and NetSuite's unified business suite. By further integrating project management and financial performance data, the SuiteApp helps organizations increase the speed and accuracy of financial reporting, gain insights to improve decision making, and optimize cash flow to maximize profitability. Built for NetSuite is a program for NetSuite SuiteCloud Developer Network (SDN) partners that provides the information, resources, and methodology required to help partners verify that their applications and integrations meet NetSuite standards and best practices. The Built for NetSuite program is designed to give NetSuite customers additional confidence that SuiteApps, like ServiceTitan, have been built to meet these standards.
Reported Earnings • Jun 06First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.51 loss per share (improved from US$1.72 loss in 1Q 2025). Revenue: US$215.7m (up 19% from 1Q 2025). Net loss: US$46.4m (loss narrowed 22% from 1Q 2025). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.
お知らせ • Jun 06ServiceTitan, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 and for the Full Fiscal Year 2026ServiceTitan, Inc. provided earnings guidance for the second quarter of fiscal 2026 and for the full fiscal year 2026. For the quarter, the company expected total revenue to be $228 million - $230 million. For the fiscal year 2026, the company expected total revenue to be $910 million - $920 million.
お知らせ • May 06+ 1 more updateServiceTitan, Inc., Annual General Meeting, Jun 18, 2025ServiceTitan, Inc., Annual General Meeting, Jun 18, 2025.
Seeking Alpha • Apr 21ServiceTitan: Moderate Growth With Titanic LossesSummary 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 Alpha
Seeking Alpha • Apr 01ServiceTitan: Stock Is Falling As Growth Rates Take OffSummary 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 Alpha
Recent Insider Transactions • Mar 25Chief Financial Officer recently sold US$963k worth of stockOn the 20th of March, Dave Sherry sold around 10k shares on-market at roughly US$94.65 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dave's only on-market trade for the last 12 months.
Major Estimate Revision • Mar 20Consensus estimates of losses per share improve by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$884.3m to US$901.7m. EPS estimate increased from -US$2.39 per share to -US$2.12 per share. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$117 to US$115. Share price rose 11% to US$95.27 over the past week.
Reported Earnings • Mar 14Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$5.67 loss per share (improved from US$7.25 loss in FY 2024). Revenue: US$771.9m (up 26% from FY 2024). Net loss: US$239.1m (flat on FY 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 55%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
お知らせ • Feb 07ServiceTitan, Inc. to Report Q4, 2025 Results on Mar 13, 2025ServiceTitan, Inc. announced that they will report Q4, 2025 results After-Market on Mar 13, 2025
Board Change • Jan 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Lead Independent Director Tim Cabral was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Seeking Alpha • Jan 29ServiceTitan: Earnings Compounder With Attractive Stock Price ReturnsSummary 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 Alpha
Reported Earnings • Jan 16Third quarter 2025 earnings releasedThird quarter 2025 results: US$1.74 loss per share. Net loss: US$61.1m (flat on 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
Seeking Alpha • Jan 15ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On ValuationSummary 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 Alpha
お知らせ • Dec 19ServiceTitan, Inc. to Report Q3, 2025 Results on Jan 09, 2025ServiceTitan, Inc. announced that they will report Q3, 2025 results After-Market on Jan 09, 2025
Seeking Alpha • Dec 15ServiceTitan: Hottest IPO Just Became Too HotSummary 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
お知らせ • Dec 13ServiceTitan, Inc. has completed an IPO in the amount of $624.8 million.ServiceTitan, Inc. has completed an IPO in the amount of $624.8 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,800,000 Price\Range: $71 Discount Per Security: $3.905 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
