ServiceTitan (NASDAQ:TTAN) Price Target Lowered to $92.00 at BMO Capital Markets

ServiceTitan (NASDAQ:TTAN) had its price objective cut by equities researchers at BMO Capital Markets from $108.00 to $92.00 in a research note issued to investors on Friday, MarketBeat.com reports. The brokerage currently has an “outperform” rating on the stock. BMO Capital Markets’ price target indicates a potential upside of 23.76% from the stock’s current price.

Other equities research analysts also recently issued reports about the company. TD Cowen reaffirmed a “buy” rating on shares of ServiceTitan in a report on Monday, February 23rd. Weiss Ratings reiterated a “sell (e+)” rating on shares of ServiceTitan in a report on Monday, December 29th. The Goldman Sachs Group initiated coverage on shares of ServiceTitan in a research report on Tuesday, January 13th. They issued a “neutral” rating and a $117.00 price objective for the company. Piper Sandler lowered their price target on shares of ServiceTitan from $140.00 to $120.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Finally, Morgan Stanley upped their target price on shares of ServiceTitan from $118.00 to $125.00 and gave the company an “equal weight” rating in a research report on Friday, December 5th. Fourteen research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $125.75.

ServiceTitan Stock Down 1.7%

ServiceTitan stock opened at $74.34 on Friday. ServiceTitan has a 1-year low of $58.01 and a 1-year high of $131.33. The stock has a market cap of $6.96 billion, a PE ratio of -18.22 and a beta of -0.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.14 and a quick ratio of 4.14. The stock’s fifty day moving average is $80.03 and its two-hundred day moving average is $93.80.

ServiceTitan (NASDAQ:TTAN) last released its quarterly earnings data on Thursday, March 12th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.18 by $0.09. ServiceTitan had a negative net margin of 23.91% and a negative return on equity of 10.96%. The business had revenue of $253.99 million during the quarter, compared to analysts’ expectations of $245.47 million. During the same quarter in the prior year, the company earned $0.12 EPS. The firm’s quarterly revenue was up 21.4% on a year-over-year basis. On average, sell-side analysts expect that ServiceTitan will post -1.98 EPS for the current fiscal year.

Insider Activity at ServiceTitan

In other news, President Vahe Kuzoyan sold 16,388 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $102.82, for a total value of $1,685,014.16. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Ara Mahdessian sold 32,000 shares of ServiceTitan stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $98.50, for a total transaction of $3,152,000.00. The SEC filing for this sale provides additional information. Insiders sold 85,180 shares of company stock worth $8,620,383 in the last 90 days. 51.72% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Woodline Partners LP grew its stake in shares of ServiceTitan by 4.6% in the first quarter. Woodline Partners LP now owns 2,141 shares of the company’s stock valued at $204,000 after acquiring an additional 95 shares in the last quarter. PNC Financial Services Group Inc. increased its holdings in ServiceTitan by 16.1% during the 3rd quarter. PNC Financial Services Group Inc. now owns 858 shares of the company’s stock valued at $87,000 after purchasing an additional 119 shares during the period. Toth Financial Advisory Corp boosted its holdings in shares of ServiceTitan by 150.0% in the 4th quarter. Toth Financial Advisory Corp now owns 250 shares of the company’s stock valued at $27,000 after buying an additional 150 shares in the last quarter. Farther Finance Advisors LLC grew its holdings in shares of ServiceTitan by 189.1% during the fourth quarter. Farther Finance Advisors LLC now owns 266 shares of the company’s stock worth $28,000 after buying an additional 174 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its position in ServiceTitan by 30.0% in the fourth quarter. EverSource Wealth Advisors LLC now owns 906 shares of the company’s stock worth $96,000 after acquiring an additional 209 shares in the last quarter.

Trending Headlines about ServiceTitan

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 top-line and adjusted EPS beat — ServiceTitan reported revenue of roughly $254M (+21.4% YoY) and an adjusted EPS print that topped consensus, signalling continued demand and revenue growth. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Stronger cash generation and gross margin expansion — Operating cash flow improved materially year-over-year and gross profit grew, which supports runway and reinvestment despite GAAP losses. QuiverQuant: Stock Falls on Q4 Earnings
• Positive Sentiment: Revenue guidance roughly in line to slightly above Street — Management updated FY‑2027 and Q1‑2027 revenue guidance at about $1.1B (FY) and ~$255–257M (Q1), which is generally in line with consensus and signals stable near‑term revenue outlook. GlobeNewswire: Q4 & FY Results
• Positive Sentiment: Product/enterprise momentum and strategic hires — A customer case study (Vertex) highlights enterprise adoption, and ServiceTitan named Abhishek Mathur as Chief Technology & Product Officer to lead AI-first product strategy. Both support long-term TAM expansion. GlobeNewswire: CTO Appointment GlobeNewswire: Vertex Case Study
• Neutral Sentiment: Market interest — Large block call-option activity was reported ahead of/post earnings, indicating speculative/hedged bullish positioning by some traders but not necessarily long-term conviction. American Banking News: Call Options Activity
• Neutral Sentiment: Full earnings materials and transcript available — Investors can review the earnings slide deck and the full call transcript for management commentary on margins, AI initiatives, and capital allocation. Seeking Alpha: Q4 2026 Transcript
• Negative Sentiment: GAAP profitability and EPS confusion — While adjusted EPS beat, GAAP results showed continued net/operating losses (and a negative diluted EPS figure in some reports), creating uncertainty over the path to sustained profitability; that contributed to selling pressure. QuiverQuant: GAAP Losses Noted
• Negative Sentiment: Insider selling and positioning — Significant insider sales were reported (executives and early investors selling shares), which can pressure sentiment even if sales are for diversification/liquidity reasons. QuiverQuant: Insider Trading Activity
• Negative Sentiment: Price target cut by BTIG — BTIG lowered its target (from $130 to $105) while keeping a buy rating; a visible analyst cut can trigger near-term weakness despite other buy ratings and a $125 median target among analysts. Benzinga: BTIG Lowers Price Target

ServiceTitan Company Profile

ServiceTitan, Inc (NASDAQ: TTAN) is a cloud-based software provider specializing in end-to-end business management solutions for residential and commercial trade contractors. The company’s platform integrates customer relationship management, scheduling and dispatch, mobile workforce management, invoicing, payments and reporting tools into a single suite. By automating key back-office processes, ServiceTitan helps field service businesses improve operational efficiency, enhance customer experience and drive revenue growth.

At the core of ServiceTitan’s offering is a mobile application that allows technicians to access job details, update work orders, capture signatures and process payments from the field.