ServiceTitan (NASDAQ:TTAN) Price Target Cut to $125.00 by Analysts at Stifel Nicolaus

ServiceTitan (NASDAQ:TTAN) had its price objective reduced by Stifel Nicolaus from $145.00 to $125.00 in a research note issued to investors on Friday morning,Benzinga reports. They currently have a buy rating on the stock.

Several other equities research analysts also recently weighed in on TTAN. BTIG Research decreased their target price on shares of ServiceTitan from $130.00 to $105.00 and set a “buy” rating for the company in a research note on Thursday. KeyCorp dropped their price target on ServiceTitan from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday. TD Cowen upped their price objective on ServiceTitan from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of ServiceTitan in a research report on Monday, December 29th. Finally, Morgan Stanley lifted their target price on ServiceTitan from $118.00 to $125.00 and gave the company an “equal weight” rating in a research note on Friday, December 5th. Sixteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $115.63.

ServiceTitan Stock Down 6.4%

TTAN stock opened at $70.80 on Friday. The company has a fifty day moving average price of $79.42 and a 200 day moving average price of $93.59. ServiceTitan has a 12 month low of $58.01 and a 12 month high of $131.33. The company has a market cap of $6.63 billion, a price-to-earnings ratio of -41.16 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.

ServiceTitan (NASDAQ:TTAN) last issued its quarterly earnings data on Thursday, March 12th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate 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 revenue for the quarter was up 21.4% on a year-over-year basis. During the same period last year, the firm posted $0.12 EPS. Sell-side analysts expect that ServiceTitan will post -1.98 earnings per share for the current year.

Insider Activity

In other news, President Vahe Kuzoyan sold 16,388 shares of ServiceTitan stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $100.62, for a total value of $1,648,960.56. Following the sale, the president owned 1 shares of the company’s stock, valued at $100.62. The trade was a 99.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Michele O’connor sold 1,678 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $105.30, for a total transaction of $176,693.40. Following the transaction, the chief accounting officer owned 89,571 shares in the company, valued at approximately $9,431,826.30. This trade represents a 1.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 85,180 shares of company stock worth $8,620,383 in the last ninety days. 51.72% of the stock is currently owned by insiders.

Hedge Funds Weigh In On ServiceTitan

Several institutional investors and hedge funds have recently added to or reduced their stakes in TTAN. Vanguard Group Inc. raised its stake in shares of ServiceTitan by 538.4% during the 3rd quarter. Vanguard Group Inc. now owns 4,429,930 shares of the company’s stock worth $446,670,000 after buying an additional 3,735,968 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of ServiceTitan by 118.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,893,959 shares of the company’s stock valued at $291,798,000 after buying an additional 1,569,136 shares during the period. Invesco Ltd. boosted its stake in shares of ServiceTitan by 1,388.2% in the second quarter. Invesco Ltd. now owns 1,477,369 shares of the company’s stock valued at $158,344,000 after buying an additional 1,378,100 shares in the last quarter. Franklin Resources Inc. grew its holdings in ServiceTitan by 148.4% during the second quarter. Franklin Resources Inc. now owns 1,893,237 shares of the company’s stock worth $202,917,000 after acquiring an additional 1,131,062 shares during the period. Finally, Norges Bank acquired a new position in ServiceTitan during the fourth quarter worth $112,678,000.

Key ServiceTitan News

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

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.