ServiceTitan (NASDAQ:TTAN) Given New $135.00 Price Target at TD Cowen

ServiceTitan (NASDAQ:TTAN) had its target price raised by TD Cowen from $130.00 to $135.00 in a research note published on Friday,Benzinga reports. The brokerage currently has a buy rating on the stock.

Other analysts also recently issued research reports about the stock. BTIG Research cut their price target on shares of ServiceTitan from $130.00 to $105.00 and set a “buy” rating for the company in a report on Thursday. Piper Sandler reiterated an “overweight” rating and issued a $120.00 price objective on shares of ServiceTitan in a report on Friday. BMO Capital Markets lowered their price objective on ServiceTitan from $108.00 to $92.00 and set an “outperform” rating for the company in a research report on Friday. UBS Group reissued a “buy” rating on shares of ServiceTitan in a research note on Monday, December 1st. Finally, KeyCorp reduced their target price on ServiceTitan from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday. Sixteen investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $115.63.

ServiceTitan Price Performance

ServiceTitan stock opened at $70.80 on Friday. ServiceTitan has a 12-month low of $58.01 and a 12-month high of $131.33. The stock has a market cap of $6.63 billion, a P/E ratio of -41.16 and a beta of -0.72. The company has a 50-day moving average price of $79.42 and a 200 day moving average price of $93.59. The company has a current ratio of 4.14, a quick ratio of 4.14 and a debt-to-equity ratio of 0.07.

ServiceTitan (NASDAQ:TTAN) last issued its earnings results on Thursday, March 12th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09. The company had revenue of $253.99 million for the quarter, compared to the consensus estimate of $245.47 million. ServiceTitan had a negative net margin of 16.64% and a negative return on equity of 6.91%. ServiceTitan’s quarterly revenue was up 21.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.12 earnings per share. Sell-side analysts anticipate that ServiceTitan will post -1.98 earnings per share for the current year.

Insider Activity at ServiceTitan

In related news, CFO David Sherry sold 833 shares of the stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $91.30, for a total transaction of $76,052.90. Following the completion of the transaction, the chief financial officer owned 330,948 shares of the company’s stock, valued at approximately $30,215,552.40. This trade represents a 0.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, President Vahe Kuzoyan sold 16,388 shares of ServiceTitan stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $100.62, for a total transaction of $1,648,960.56. Following the completion of the sale, the president owned 1 shares of the company’s stock, valued at $100.62. This trade represents a 99.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 85,180 shares of company stock valued at $8,620,383 over the last 90 days. Insiders own 51.72% of the company’s stock.

Institutional Inflows and Outflows

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

Key Stories Impacting ServiceTitan

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 results showed continued revenue growth and an EPS beat: revenue ~ $254M (+21% YoY) and reported EPS of $0.27, topping consensus. This supports demand for ServiceTitan’s core platform. Earnings Summary
• Positive Sentiment: Management named Abhishek Mathur as Chief Technology & Product Officer to lead AI‑first product strategy — a strategic hire that could accelerate product differentiation and monetization. Appointment Release
• Neutral Sentiment: Company provided Q1 revenue guidance of roughly $255–257M and FY revenue guidance near ~$1.1B (roughly in line with consensus), reducing surprise risk on top‑line but leaving EPS guidance interpretation mixed. Press Release / Slide Deck
• Neutral Sentiment: Full Q4 earnings call transcript and highlight writeups are available for investors looking for management color on growth, margins and 2027 assumptions. Earnings Call Transcript
• Negative Sentiment: Widespread analyst price‑target cuts and lower/stable ratings pressured sentiment today. Examples include Citigroup cut to $88 (neutral), Canaccord to $105 (buy), Truist to $100 (buy), Morgan Stanley to $118 (overweight), Needham to $100, BMO to $92, Wells Fargo to $115 and KeyCorp to $120 — a net shift toward lower near‑term upside expectations. Analyst Actions
• Negative Sentiment: Despite the top‑line beat, GAAP operating and net losses remain; several notes and market writeups characterize the quarter as “mixed” and flag the firm’s continued unprofitability, which increases short‑term volatility risk. Analysis: Mixed Results
• Negative Sentiment: High insider selling activity and reports of heavy option speculation / trading may amplify downside pressure and volume volatility. Quiver Quant: Trading & Insider Notes

About ServiceTitan

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.