ServiceTitan, Inc.

NasdaqGS:TTAN Voorraadrapport

Marktkapitalisatie: US$7.6b

ServiceTitan Beheer

Beheer criteriumcontroles 4/4

De CEO ServiceTitan is Ara Mahdessian, benoemd in Jun2007, heeft een ambtstermijn van 19.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 1.63M, bestaande uit 28.2% salaris en 71.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 9.22% van de aandelen van het bedrijf, ter waarde $ 704.73M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6.8 jaar en 11.3 jaar.

Belangrijke informatie

Ara Mahdessian

Algemeen directeur

US$1.6m

Totale compensatie

Percentage CEO-salaris28.22%
Dienstverband CEO19.1yrs
Eigendom CEO9.2%
Management gemiddelde ambtstermijn6.8yrs
Gemiddelde ambtstermijn bestuur11.3yrs

Recente managementupdates

Recent updates

Seeking Alpha Jul 14

ServiceTitan: AI Monetization Story Intact, Macro Is The Wildcard

Summary ServiceTitan is the dominant vertical cloud CRM for contractors, achieving $1 billion in revenue and targeting a large, under-digitized market. I rate TTAN a buy, projecting 11% upside to a $90 FY 2027 price target, driven by accelerating adoption of its AI-powered Max platform. TTAN's Q1 2027 results showed 25% YoY revenue growth, expanding margins, and robust demand for Max, with further capacity doubling expected in Q2. Risks are minimal to moderate, mainly tied to potential macro-driven construction slowdown, but risk-reward remains attractive given margin expansion and strong AI monetization. Read the full article on Seeking Alpha
Narratiefupdate Jul 10

TTAN: Raised FY27 Outlook And Platform Momentum Will Drive Future Upside

Analysts reduced their fair value estimate for ServiceTitan to about $109.93 per share from roughly $136.33, reflecting slightly lower modeled revenue growth and profit margins and a lower future P/E, even as recent price target increases cite Q1 revenue beats, raised FY27 revenue guidance, and growing traction in the Max program and AI driven offerings. Analyst Commentary Recent research on ServiceTitan shows a mix of optimism around execution and growth drivers, alongside some caution on valuation assumptions and sector multiples.
Narratiefupdate Jun 26

TTAN: AI Automation Adoption Will Drive Future Upside Potential

ServiceTitan's fair value estimate has been revised from $145.86 to $125.00, as analysts factor in a reset future P/E of 79.44, stronger profitability assumptions, and model updates following Q1 revenue beats, raised FY27 guidance, and growing traction in the Max program and related growth initiatives. Analyst Commentary Recent research on ServiceTitan points to a cluster of higher price targets and constructive views on execution after the latest quarterly results.
Nieuw narratief Mar 29

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

Catalysts About ServiceTitan ServiceTitan provides an end to end software platform that helps trades contractors manage operations, from demand generation and call booking through dispatch, quoting, payments and back office workflows. What are the underlying business or industry changes driving this perspective?
Nieuw narratief Mar 15

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

Catalysts About ServiceTitan ServiceTitan provides an end to end software platform for contractors in the trades, covering workflows from demand generation and call booking through dispatch, quoting, payments and back office functions. What are the underlying business or industry changes driving this perspective?
Analyse-artikel Jan 16

Getting In Cheap On ServiceTitan, Inc. (NASDAQ:TTAN) Is Unlikely

You may think that with a price-to-sales (or "P/S") ratio of 9.2x ServiceTitan, Inc. ( NASDAQ:TTAN ) is a stock to...
Analyse-artikel Sep 08

Is 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 Apr 21

ServiceTitan: Moderate Growth With Titanic Losses

Summary ServiceTitan has impressive revenue growth but significant operating losses, primarily due to hefty stock compensation, making it a risky investment. The Rule of 0 metric for ServiceTitan is -13, indicating the company will struggle to scale to profitability and likely underperform over time. Valuation suggests a fair value of $54 per share, implying over 50% downside from the current price of $120; recommend selling or shorting the stock. The upcoming share lock-up expiration on June 10th could trigger significant insider selling, further pressuring the stock price downward. Read the full article on Seeking Alpha
Seeking Alpha Apr 01

ServiceTitan: Stock Is Falling As Growth Rates Take Off

Summary ServiceTitan's stock has dropped ~20% from IPO levels, presenting a buying opportunity for investors despite recent market volatility and bearish sentiment. ServiceTitan's revenue growth accelerated in Q4, with the company noting that deals are closing early. Many of ServiceTitan's software peers, meanwhile, are reporting the opposite, with tight scrutiny delaying deals. ServiceTitan trades at 9.1x EV/FY25 revenue, appearing underpriced compared to peers like ServiceNow and Atlassian, making it a compelling "growth at a reasonable price" play. With a vast $1.5 trillion market and only 3% revenue penetration, ServiceTitan's long-term growth potential remains robust, making it a strategic buy amid current market conditions. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

ServiceTitan: Earnings Compounder With Attractive Stock Price Returns

Summary ServiceTitan is the leading business management software for trades, serving a $1.5 trillion market with a $30 billion addressable market. The platform offers comprehensive solutions including CRM, field service management, ERP, human capital management, and fintech, providing strong ROI and over 95% gross revenue retention. ServiceTitan is poised for high teens to 20%-plus organic revenue growth through existing client growth, new product adoption, and market expansion. The company aims to increase margins from breakeven to 25%-plus, driving strong free cash flow and attractive multi-year stock price returns. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On Valuation

Summary ServiceTitan reported strong first public quarter results, but its high valuation may not be justified given modest revenue beats and profitability concerns. The company's 2025 guidance includes 24% revenue growth and a 2.9% operating margin, but investors seek faster growth or profitability to justify the premium. Recommend waiting for a pullback to a more reasonable entry point, ideally below 10x forward revenue, equating to a stock price of around $80-85. Read the full article on Seeking Alpha
Seeking Alpha Dec 15

ServiceTitan: Hottest IPO Just Became Too Hot

Summary ServiceTitan's IPO saw significant demand, but post-IPO trading indicates heightened expectations and increased risk, suggesting a potential pullback in shares. TTAN aims to disrupt the field service industry by replacing manual processes with intuitive software, targeting an underserved SMB market. Despite strong financial metrics like 24% YoY revenue growth and >95% gross dollar retention, profitability remains a concern with recent non-GAAP operating losses. Current valuation at 11x 2026 revenue estimate is high; recommend waiting for a better entry point despite long-term bullish outlook. Read the full article on Seeking Alpha

Analyse CEO-vergoeding

Hoe is Ara Mahdessian's beloning veranderd ten opzichte van ServiceTitan's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Apr 30 2026n/an/a

-US$136m

Jan 31 2026US$2mUS$460k

-US$160m

Oct 31 2025n/an/a

-US$298m

Jul 31 2025n/an/a

-US$320m

Apr 30 2025n/an/a

-US$337m

Jan 31 2025US$133mUS$462k

-US$360m

Oct 31 2024n/an/a

-US$244m

Jul 31 2024n/an/a

-US$234m

Apr 30 2024n/an/a

-US$247m

Jan 31 2024US$7mUS$458k

-US$241m

Compensatie versus markt: De totale vergoeding ($USD 1.63M ) Ara } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.33M ).

Compensatie versus inkomsten: De vergoeding van Ara is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Ara Mahdessian (40 yo)

19.1yrs
Tenure
US$1,629,802
Compensatie

Mr. Ara Mahdessian is the Co-Founder of ServiceTitan, Inc. and serves as its Chairman of the Board and Chief Executive Officer since June 2007 and serves as Director. He served as Secretary of ServiceTitan...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Ara Mahdessian
Co-Founder19.1yrsUS$1.63m9.22%
$ 704.7m
Vahe Kuzoyan
Co-Founder19.1yrsUS$955.24k10.84%
$ 827.9m
Dave Sherry
Chief Financial Officer3.1yrsUS$8.93m0.11%
$ 8.5m
Chris Petros
Chief Operating Officerno datageen gegevensgeen gegevens
Michele O'Connor
Chief Accounting Officer2.5yrsgeen gegevens0.075%
$ 5.7m
Abhishek Mathur
Chief Technology & Product Officerless than a yeargeen gegevensgeen gegevens
Jason Rechel
Investor Relations Headno datageen gegevensgeen gegevens
Olive Huang
General Counsel & Secretary of the Board4.2yrsgeen gegevensgeen gegevens
Rikus Pretorius
Senior Vice President of Worldwide Sales7yrsgeen gegevensgeen gegevens
Chris Trombetta
Chief People Officer6.8yrsgeen gegevensgeen gegevens
Ross Biestman
Chief Revenue Officer7yrsgeen gegevensgeen gegevens
Alex Kablanian
Senior VP and GM of Commercial & Constructionno datageen gegevensgeen gegevens
6.8yrs
Gemiddelde duur
41.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van TTAN is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.8 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Ara Mahdessian
Co-Founder19.1yrsUS$1.63m9.22%
$ 704.7m
Vahe Kuzoyan
Co-Founder19.1yrsUS$955.24k10.84%
$ 827.9m
Wei-Liang Hsu
Independent Director11.3yrsUS$234.42kgeen gegevens
William Griffith
Independent Director9.7yrsgeen gegevens0.38%
$ 28.7m
Michael Brown
Independent Director8.4yrsUS$253.08k0.095%
$ 7.3m
Ilya Golubovich
Independent Director19.1yrsUS$239.75kgeen gegevens
Byron Deeter
Independent Director11.3yrsUS$237.97kgeen gegevens
Timothy Cabral
Lead Independent Director6.7yrsUS$266.41k0.013%
$ 1.0m
Nina Achadjian
Independent Director7.7yrsgeen gegevensgeen gegevens
11.3yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van TTAN zijn ervaren en ervaren (gemiddelde ambtstermijn van 11.3 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/15 23:40
Aandelenkoers aan het einde van de dag2026/07/15 00:00
Inkomsten2026/04/30
Jaarlijkse inkomsten2026/01/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

ServiceTitan, Inc. wordt gevolgd door 21 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Joseph VruwinkBaird
Daniel JesterBMO Capital Markets Equity Research
Nicholas AltmannBTIG