Price Target Changed • May 04
Price target decreased by 7.4% to US$102 Down 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. Recent Insider Transactions • Mar 21
Chief Financial Officer recently sold US$1.2m worth of stock On 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. Reported Earnings • Mar 15
Full year 2026 earnings: EPS misses analyst expectations Full 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 13
Now 25% undervalued after recent price drop Over 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%. Announcement • Mar 13
ServiceTitan, Inc. Appoints Abhishek Mathur as Chief Technology and Product Officer ServiceTitan, 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. Announcement • Feb 06
ServiceTitan, Inc. to Report Q4, 2026 Results on Mar 12, 2026 ServiceTitan, Inc. announced that they will report Q4, 2026 results After-Market on Mar 12, 2026 Buy Or Sell Opportunity • Feb 04
Now 23% undervalued after recent price drop Over 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. Announcement • Jan 08
Servicetitan Introduces Ap Automation and Expands Fintech Suite to Modernize Contractor Financial Workflows ServiceTitan 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 07
Co-Founder notifies of intention to sell stock Vahe 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 19
Chief Financial Officer recently sold US$1.2m worth of stock On 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 13
Co-Founder exercised options and sold US$14m worth of stock On 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 05
Third quarter 2026 earnings: EPS and revenues exceed analyst expectations Third 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 05
Now 27% overvalued Over 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. Announcement • Dec 05
ServiceTitan, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year Ending January 31, 2026 ServiceTitan, 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. Announcement • Nov 07
ServiceTitan, Inc. to Report Q3, 2026 Results on Dec 04, 2025 ServiceTitan, Inc. announced that they will report Q3, 2026 results After-Market on Dec 04, 2025 Recent Insider Transactions Derivative • Nov 06
Co-Founder notifies of intention to sell stock Ara 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 09
Co-Founder notifies of intention to sell stock Vahe 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 24
Co-Founder notifies of intention to sell stock Vahe 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 19
Chief Financial Officer recently sold US$1.4m worth of stock On 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. Announcement • Sep 15
Aspire Software and FieldRoutes, ServiceTitan Companies, Kick Off their Annual User Conference, Ignite 2025 Aspire 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 10
Co-Founder notifies of intention to sell stock Ara 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. Reported Earnings • Sep 05
Second quarter 2026 earnings: EPS and revenues exceed analyst expectations Second 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. Announcement • Sep 05
ServiceTitan, Inc. Provides Earnings Guidance for Fiscal Third Quarter 2026 and Full Fiscal Year 2026 ServiceTitan, 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 21
Co-Founder notifies of intention to sell stock Ara 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. Announcement • Aug 06
ServiceTitan, Inc. to Report Q2, 2026 Results on Sep 04, 2025 ServiceTitan, 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 05
Co-Founder notifies of intention to sell stock Vahe 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 17
Co-Founder notifies of intention to sell stock Ara 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 01
Chief Financial Officer recently sold US$1.7m worth of stock On 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 01
Co-Founder exercised options and sold US$2.6m worth of stock On 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. Announcement • Jun 24
ServiceTitan Achieves 'Built for NetSuite' Status ServiceTitan 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 06
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First 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. Announcement • Jun 06
ServiceTitan, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 and for the Full Fiscal Year 2026 ServiceTitan, 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. Recent Insider Transactions • Mar 25
Chief Financial Officer recently sold US$963k worth of stock On 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 20
Consensus 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 14
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full 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. Announcement • Feb 07
ServiceTitan, Inc. to Report Q4, 2025 Results on Mar 13, 2025 ServiceTitan, Inc. announced that they will report Q4, 2025 results After-Market on Mar 13, 2025 Board Change • Jan 31
Insufficient new directors No 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. Reported Earnings • Jan 16
Third quarter 2025 earnings released Third 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. Announcement • Dec 19
ServiceTitan, Inc. to Report Q3, 2025 Results on Jan 09, 2025 ServiceTitan, Inc. announced that they will report Q3, 2025 results After-Market on Jan 09, 2025 Announcement • Dec 13
ServiceTitan, 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 
