ServiceTitan, Inc.

NasdaqGS:TTAN Stok Raporu

Piyasa değeri: US$7.6b

ServiceTitan Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

ServiceTitan yıllık ortalama 7.4% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 24.9% annual. Gelirler yılda ortalama 24.1% oranında büyüyor .

Anahtar bilgiler

7.37%

Kazanç büyüme oranı

41.63%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı24.09%
Özkaynak getirisi-8.73%
Net Marj-13.44%
Son Kazanç Güncellemesi30 Apr 2026

Yakın geçmiş performans güncellemeleri

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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Yeni Anlatı 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?
Analiz Makalesi 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...
Analiz Makalesi 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

Gelir ve Gider Dağılımı

ServiceTitan nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:TTAN Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
30 Apr 261,014-136536318
31 Jan 26961-160528297
31 Oct 25916-298554292
31 Jul 25866-320545279
30 Apr 25817-337478267
31 Jan 25772-360440254
31 Oct 24724-244369231
31 Jul 24685-234356215
30 Apr 24638-247350205
31 Jan 24614-241350201
31 Jan 23468-283329159

Kaliteli Kazançlar: TTAN şu anda kârlı değil.

Büyüyen Kar Marjı: TTAN şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: TTAN kârlı değildir, ancak son 5 yılda zararlarını yılda 7.4% oranında azaltmıştır.

Büyüme Hızlandırma: TTAN 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: TTAN kârlı olmadığından, geçmiş yıl kazanç büyümesinin Software sektörüyle ( 14.4% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: TTAN hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -8.73% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/15 23:09
Gün Sonu Hisse Fiyatı2026/07/15 00:00
Kazançlar2026/04/30
Yıllık Kazançlar2026/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ServiceTitan, Inc. 21 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph VruwinkBaird
Daniel JesterBMO Capital Markets Equity Research
Nicholas AltmannBTIG