ServiceTitan (NASDAQ:TTAN) Issues Earnings Results

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

ServiceTitan Stock Down 3.6%

ServiceTitan stock traded down $2.84 during midday trading on Thursday, hitting $75.65. 2,940,480 shares of the company’s stock were exchanged, compared to its average volume of 1,532,496. 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 $7.08 billion, a PE ratio of -18.54 and a beta of -0.72. The firm has a 50-day moving average of $80.65 and a two-hundred day moving average of $93.93. ServiceTitan has a 12 month low of $58.01 and a 12 month high of $131.33.

Wall Street Analysts Forecast Growth

Several research firms have commented on TTAN. Piper Sandler dropped their price objective on shares of ServiceTitan from $140.00 to $120.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Morgan Stanley raised their target price on shares of ServiceTitan from $118.00 to $125.00 and gave the stock an “equal weight” rating in a report on Friday, December 5th. The Goldman Sachs Group assumed coverage on shares of ServiceTitan in a report on Tuesday, January 13th. They set a “neutral” rating and a $117.00 price target on the stock. BTIG Research decreased their price objective on shares of ServiceTitan from $130.00 to $105.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Wells Fargo & Company cut their target price on ServiceTitan from $140.00 to $125.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Fourteen equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, ServiceTitan has a consensus rating of “Moderate Buy” and an average price target of $130.50.

Key Stories Impacting ServiceTitan

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 Buying and Selling at ServiceTitan

In other news, President Vahe Kuzoyan sold 16,388 shares of the 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 transaction, the president directly owned 1 shares in the company, valued at approximately $100.62. This trade represents a 99.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO David Sherry sold 833 shares of ServiceTitan 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 transaction, the chief financial officer directly owned 330,948 shares in the company, valued at approximately $30,215,552.40. The trade was a 0.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 85,180 shares of company stock worth $8,620,383 over the last quarter. 51.72% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On ServiceTitan

A number of hedge funds have recently made changes to their positions in TTAN. Sunbelt Securities Inc. raised its holdings in ServiceTitan by 391.0% in the fourth quarter. Sunbelt Securities Inc. now owns 491 shares of the company’s stock worth $52,000 after purchasing an additional 391 shares in the last quarter. Axxcess Wealth Management LLC purchased a new position in ServiceTitan in the 4th quarter worth $229,000. Vident Advisory LLC lifted its position in ServiceTitan by 63.9% during the 4th quarter. Vident Advisory LLC now owns 4,824 shares of the company’s stock worth $514,000 after acquiring an additional 1,881 shares during the period. Beacon Pointe Advisors LLC purchased a new stake in ServiceTitan during the 4th quarter valued at about $281,000. Finally, Fuller & Thaler Asset Management Inc. acquired a new position in shares of ServiceTitan in the fourth quarter valued at about $89,702,000.

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.