View ValuationServiceTitan 향후 성장Future 기준 점검 1/6ServiceTitan (는) 각각 연간 51.3% 및 13.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.1% 로 예상됩니다.핵심 정보51.3%이익 성장률35.57%EPS 성장률Software 이익 성장19.7%매출 성장률13.5%향후 자기자본이익률10.12%애널리스트 커버리지Good마지막 업데이트04 May 2026최근 향후 성장 업데이트Price 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.공시 • 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.공시 • 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.공시 • 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.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.모든 업데이트 보기Recent 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 Alpha공시 • 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.새로운 내러티브 • 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.새로운 내러티브 • 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%.공시 • 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.공시 • 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.분석 기사 • 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...공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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 Alpha공시 • 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 Alpha공시 • 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 Offering이익 및 매출 성장 예측NasdaqGS:TTAN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수1/31/20291,517-10290N/A41/31/20281,275-74149175171/31/20271,117-103118142181/31/2026961-16085110N/A10/31/2025916-2986085N/A7/31/2025866-3203357N/A4/30/2025817-3371842N/A1/31/2025772-3601537N/A10/31/2024724-244527N/A7/31/2024685-234-1212N/A4/30/2024638-247-68-36N/A1/31/2024614-241-82-40N/A1/31/2023468-283-213-121N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TTAN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: TTAN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: TTAN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: TTAN 의 수익(연간 13.5%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TTAN 의 수익(연간 13.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TTAN의 자본 수익률은 3년 후 10.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/18 20:42종가2026/05/15 00:00수익2026/01/31연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ServiceTitan, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Joseph VruwinkBairdDaniel JesterBMO Capital Markets Equity ResearchNicholas AltmannBTIG19명의 분석가 더 보기
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.
공시 • 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.
공시 • 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.
공시 • 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.
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.
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
공시 • 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.
새로운 내러티브 • 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.
새로운 내러티브 • 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%.
공시 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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
