Needham & Company LLC Has Lowered Expectations for ServiceTitan (NASDAQ:TTAN) Stock Price

ServiceTitan (NASDAQ:TTAN) had its price target cut by investment analysts at Needham & Company LLC from $140.00 to $100.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Needham & Company LLC’s price objective points to a potential upside of 34.53% from the company’s previous close.

Several other research analysts have also weighed in on the stock. Morgan Stanley boosted their price objective on shares of ServiceTitan from $118.00 to $125.00 and gave the stock an “equal weight” rating in a research note on Friday, December 5th. Piper Sandler decreased their price objective on ServiceTitan from $140.00 to $120.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Weiss Ratings restated a “sell (e+)” rating on shares of ServiceTitan in a research report on Monday, December 29th. The Goldman Sachs Group initiated coverage on ServiceTitan in a report on Tuesday, January 13th. They issued a “neutral” rating and a $117.00 price objective for the company. Finally, KeyCorp reduced their price target on ServiceTitan from $140.00 to $120.00 and set an “overweight” rating on the stock in a report on Friday. Fourteen equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $125.75.

ServiceTitan Stock Performance

NASDAQ:TTAN opened at $74.34 on Friday. ServiceTitan has a fifty-two week low of $58.01 and a fifty-two week high of $131.33. The company has a debt-to-equity ratio of 0.07, a quick ratio of 4.14 and a current ratio of 4.14. The company has a market cap of $6.96 billion, a price-to-earnings ratio of -18.22 and a beta of -0.72. The stock has a fifty day moving average price of $80.03 and a 200-day moving average price of $93.80.

ServiceTitan (NASDAQ:TTAN) last posted its quarterly earnings data on Thursday, March 12th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09. The firm had revenue of $253.99 million during the quarter, compared to analysts’ expectations of $245.47 million. ServiceTitan had a negative net margin of 23.91% and a negative return on equity of 10.96%. The firm’s quarterly revenue was up 21.4% on a year-over-year basis. During the same quarter last year, the company posted $0.12 EPS. As a group, equities analysts anticipate that ServiceTitan will post -1.98 EPS for the current fiscal year.

Insider Transactions at ServiceTitan

In other ServiceTitan news, CAO Michele O’connor sold 1,678 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $105.30, for a total value of $176,693.40. Following the completion of the transaction, the chief accounting officer owned 89,571 shares in the company, valued at approximately $9,431,826.30. This represents a 1.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 transaction of $1,685,014.16. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 85,180 shares of company stock valued at $8,620,383 in the last quarter. Insiders own 51.72% of the company’s stock.

Institutional Trading of ServiceTitan

Several hedge funds have recently added to or reduced their stakes in TTAN. Cloud Capital Management LLC purchased a new position in ServiceTitan in the third quarter worth about $25,000. Toth Financial Advisory Corp grew its stake in shares of 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 during the period. Farther Finance Advisors LLC grew its position in shares of ServiceTitan by 189.1% during the fourth quarter. Farther Finance Advisors LLC now owns 266 shares of the company’s stock valued at $28,000 after purchasing an additional 174 shares in the last quarter. eCIO Inc. acquired a new stake in shares of ServiceTitan during the fourth quarter worth about $30,000. Finally, Elevation Wealth Partners LLC acquired a new position in ServiceTitan in the fourth quarter worth $36,000.

Key ServiceTitan News

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.