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ServiceTitan, Inc.NasdaqGS:TTAN Stock Report

Market Cap US$6.0b
Share Price
US$65.30
US$84
22.3% undervalued intrinsic discount
1Y-43.7%
7D9.8%
Portfolio Value
View

ServiceTitan, Inc.

NasdaqGS:TTAN Stock Report

Market Cap: US$6.0b

TTAN Community Fair Values

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See what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.

Software opportunity

ServiceTitan, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for ServiceTitan
Historical stock prices
Current Share PriceUS$65.30
52 Week HighUS$131.33
52 Week LowUS$55.23
Beta0
1 Month Change3.82%
3 Month Change2.45%
1 Year Change-43.71%
3 Year Changen/a
5 Year Changen/a
Change since IPO-35.35%

Recent News & Updates

New Narrative 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?
Seeking Alpha Mar 18

ServiceTitan: A Lot To Like, Although Valuations Are A Bugbear

Summary ServiceTitan, a vertical SaaS pure-play for the trades industry, is down by over 30% since listing in late 2024, underperforming other mid-caps and software peers. TTAN's proprietary and unique dataset on a technologically underserved market and its new agentic AI offerings put it in a better position to thrive than other generalist SaaS offerings. TTAN's balance sheet is in a much better position with no debt and increased capabilities on the FCF front, which could open up room for M&A or shareholder returns. Be it on an earnings basis or an FCF basis, TTAN's valuations versus other vertical SaaS alternatives look quite unappealing. The stock is witnessing a loss of momentum, with increased short buildup, although the risk-reward on the long-term charts doesn't look too troubling. Read the full article on Seeking Alpha
New Narrative 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?

Recent updates

New Narrative 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?
Seeking Alpha Mar 18

ServiceTitan: A Lot To Like, Although Valuations Are A Bugbear

Summary ServiceTitan, a vertical SaaS pure-play for the trades industry, is down by over 30% since listing in late 2024, underperforming other mid-caps and software peers. TTAN's proprietary and unique dataset on a technologically underserved market and its new agentic AI offerings put it in a better position to thrive than other generalist SaaS offerings. TTAN's balance sheet is in a much better position with no debt and increased capabilities on the FCF front, which could open up room for M&A or shareholder returns. Be it on an earnings basis or an FCF basis, TTAN's valuations versus other vertical SaaS alternatives look quite unappealing. The stock is witnessing a loss of momentum, with increased short buildup, although the risk-reward on the long-term charts doesn't look too troubling. Read the full article on Seeking Alpha
New Narrative 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?
Analysis Article 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...
Analysis Article 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

Shareholder Returns

TTANUS SoftwareUS Market
7D9.8%3.7%3.2%
1Y-43.7%-7.9%31.0%

Return vs Industry: TTAN underperformed the US Software industry which returned -7.9% over the past year.

Return vs Market: TTAN underperformed the US Market which returned 31% over the past year.

Price Volatility

Is TTAN's price volatile compared to industry and market?
TTAN volatility
TTAN Average Weekly Movement7.9%
Software Industry Average Movement9.7%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: TTAN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: TTAN's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20073,414Ara Mahdessianwww.servicetitan.com

ServiceTitan, Inc. provides an end-to-end cloud-based software platform in the United States, Armenia, and Canada. Its platform connects and manages a range of business workflows, such as advertising, job scheduling and management, dispatching, generating estimates and invoices, payment processing and others. The company offers ServiceTitan, a platform for contractors; FieldRoutes, pest control software; and Aspire, a business management software that offers real-time reports, precise data, accurate job costing for the landscape and clean industries.

ServiceTitan, Inc. Fundamentals Summary

How do ServiceTitan's earnings and revenue compare to its market cap?
TTAN fundamental statistics
Market capUS$5.99b
Earnings (TTM)-US$159.85m
Revenue (TTM)US$960.97m
6.5x
P/S Ratio
-38.9x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TTAN income statement (TTM)
RevenueUS$960.97m
Cost of RevenueUS$283.70m
Gross ProfitUS$677.27m
Other ExpensesUS$837.12m
Earnings-US$159.85m

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

Jun 04, 2026

Earnings per share (EPS)-1.68
Gross Margin70.48%
Net Profit Margin-16.63%
Debt/Equity Ratio0%

How did TTAN perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 12:19
End of Day Share Price 2026/05/07 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ServiceTitan, Inc. is covered by 22 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joseph VruwinkBaird
Daniel JesterBMO Capital Markets Equity Research
Nicholas AltmannBTIG