ServiceTitan (NASDAQ:TTAN) Announces Quarterly Earnings Results

ServiceTitan (NASDAQ:TTAN) announced its quarterly earnings results on Thursday. The company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.18 by $0.09, FiscalAI reports. ServiceTitan had a negative net margin of 23.91% and a negative return on equity of 10.96%. The firm had revenue of $253.99 million for the quarter, compared to the consensus estimate of $245.47 million.

ServiceTitan Stock Performance

Shares of NASDAQ:TTAN traded down $2.84 during mid-day trading on Thursday, reaching $75.65. 2,940,480 shares of the company traded hands, compared to its average volume of 1,532,496. The company’s 50 day moving average price is $80.65 and its 200-day moving average price is $93.93. The firm has a market cap of $7.08 billion, a PE ratio of -18.54 and a beta of -0.72. ServiceTitan has a 52 week low of $58.01 and a 52 week high of $131.33. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.14 and a quick ratio of 4.14.

ServiceTitan News Roundup

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Revenue and margin progress — Q4 revenue (~$254M) beat expectations and gross profit expanded ~28.6% YoY, while cash from operations jumped materially, signaling demand and improved cash generation. ServiceTitan Announces Fiscal Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Positive Sentiment: Leadership hire to accelerate AI/product strategy — ServiceTitan named Abhishek Mathur as Chief Technology & Product Officer, which supports the company’s push to monetize AI‑first product initiatives. ServiceTitan Appoints Abhishek Mathur as Chief Technology and Product Officer
• Positive Sentiment: Customer traction example — A large roofing consolidator (Vertex) cites significant revenue growth using ServiceTitan’s platform, reinforcing enterprise demand and cross‑sell/up‑sell opportunity in the trades market. Vertex Achieves Remarkable Growth, Sets New Industry Standard with ServiceTitan
• Neutral Sentiment: Options activity shows speculative interest — Reports of large call‑option purchases indicate some traders are positioning for a bounce, but this is not a fundamental endorsement. Traders Purchase Large Volume of Call Options on ServiceTitan
• Neutral Sentiment: Analyst coverage remains mostly constructive — Multiple buy/overweight ratings and a median price target well above the current price point to longer‑term upside, though targets vary widely. ServiceTitan Inc. (TTAN) Stock Falls on Q4 2026 Earnings
• Negative Sentiment: GAAP profitability weakness — Despite the revenue beat, the company reported a sizable operating and net loss on a GAAP basis (diluted EPS figures reported as a loss in some data feeds), creating near‑term earnings disappointment and mixed headline EPS figures across outlets. ServiceTitan Inc. (TTAN) Stock Falls on Q4 2026 Earnings
• Negative Sentiment: Heavy insider selling — Quiver reports significant insider sales over the past six months (multiple senior executives), which can weigh on sentiment even if sales are for diversification/liquidity. ServiceTitan Inc. (TTAN) Stock Falls on Q4 2026 Earnings
• Negative Sentiment: Price‑target trim from BTIG — BTIG lowered its target (from $130 to $105) which, while still a buy, signals more conservative near‑term expectations from at least one active analyst. BTIG Price Target Update via Benzinga

Insider Activity

In related news, President Vahe Kuzoyan sold 16,388 shares of the company’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $102.82, for a total value of $1,685,014.16. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CAO Michele O’connor sold 1,678 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $105.30, for a total value of $176,693.40. Following the transaction, the chief accounting officer directly owned 89,571 shares of the company’s stock, valued at approximately $9,431,826.30. The trade was a 1.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 85,180 shares of company stock worth $8,620,383 in the last quarter. Corporate insiders own 51.72% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of TTAN. Northwestern Mutual Wealth Management Co. raised its stake in ServiceTitan by 1,005.1% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 431 shares of the company’s stock valued at $46,000 after purchasing an additional 392 shares in the last quarter. Sunbelt Securities Inc. grew its stake in shares of ServiceTitan by 391.0% in the 4th quarter. Sunbelt Securities Inc. now owns 491 shares of the company’s stock worth $52,000 after buying an additional 391 shares in the last quarter. Parallel Advisors LLC increased its holdings in shares of ServiceTitan by 161.7% in the 3rd quarter. Parallel Advisors LLC now owns 526 shares of the company’s stock worth $53,000 after buying an additional 325 shares during the last quarter. Daiwa Securities Group Inc. purchased a new stake in shares of ServiceTitan during the 4th quarter valued at about $68,000. Finally, EverSource Wealth Advisors LLC purchased a new stake in shares of ServiceTitan during the 2nd quarter valued at about $94,000.

Analyst Ratings Changes

Several equities research analysts recently issued reports on TTAN shares. BMO Capital Markets dropped their target price on shares of ServiceTitan from $125.00 to $108.00 and set an “outperform” rating on the stock in a report on Thursday, March 5th. UBS Group reiterated a “buy” rating on shares of ServiceTitan in a research note on Monday, December 1st. Wells Fargo & Company dropped their price target on ServiceTitan from $140.00 to $125.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of ServiceTitan in a report on Monday, December 29th. Finally, Morgan Stanley upped their price objective on ServiceTitan from $118.00 to $125.00 and gave the company an “equal weight” rating in a research report on Friday, December 5th. Fourteen investment 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 MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $130.50.

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.