ServiceTitan, Inc. (TTAN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMEX 
ServiceTitan: AI Monetization Story Intact, Macro Is The Wildcard
ServiceTitan is the dominant vertical cloud CRM for contractors, achieving $1 billion in revenue and targeting a large, under-digitized market. I rate TTAN a buy, projecting 11% upside to a $90 FY 2027 price target, driven by accelerating adoption of its AI-powered Max platform. TTAN's Q1 2027 results showed 25% YoY revenue growth, expanding margins, and robust demand for Max, with further capacity doubling expected in Q2.
ServiceTitan: Usage And Max Make The Growth Story Stronger
ServiceTitan earns a Buy rating as its revenue growth broadens beyond customer additions, leveraging deeper platform monetization opportunities. TTAN currently captures only ~1% of $86B LTM GTV as revenue, with significant upside as take rates increase through payments, automation, and commercial workflows. The rollout of Max, TTAN's AI-driven automation suite, is accelerating, with adoption doubling sequentially and >10% of jobs automated for ramped customers.
ServiceTitan Q1 Earnings Call Highlights Max & Margin Gains
TTAN's Q1 call touts faster Max rollout and margin expansion as revenues and non-GAAP EPS beat estimates and the company lifts its full-year view.
ServiceTitan stock posts biggest rally since IPO after strong quarter
Shares of ServiceTitan TTAN climbed sharply on Friday after the software company delivered stronger-than-expected quarterly results and raised its full-year outlook. The results drew a fresh round of bullish commentary from Wall Street analysts.
ServiceTitan Q1: I Like The Company, Not The Stock
ServiceTitan, Inc. delivered strong Q1 results, with revenue and EPS handily beating expectations and guidance raised above consensus. TTAN's growth is underpinned by high net dollar retention, expanding AI-driven features, and meaningful switching costs that support customer stickiness. Despite improving non-GAAP margins, GAAP operating losses and heavy stock-based compensation temper near-term shareholder value creation.
ServiceTitan, Inc. (TTAN) Q1 2027 Earnings Call Transcript
ServiceTitan, Inc. (TTAN) Q1 2027 Earnings Call Transcript
ServiceTitan Q1 Earnings Call Highlights
ServiceTitan NASDAQ: TTAN reported 25% year-over-year revenue growth for its fiscal first quarter of 2027, as executives said the company benefited from healthy demand across residential and commercial trades, stronger gross transaction volume and early traction for its AI-focused Max offering.
Here's What Key Metrics Tell Us About ServiceTitan Inc. (TTAN) Q1 Earnings
While the top- and bottom-line numbers for ServiceTitan Inc. (TTAN) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
ServiceTitan Inc. (TTAN) Q1 Earnings and Revenues Surpass Estimates
ServiceTitan Inc. (TTAN) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.18 per share a year ago.
ServiceTitan Continues With AI Transformation As Client Usage Grows
ServiceTitan continues to produce strong topline growth as it transforms its platform to integrate GenAI capabilities. It is seeing strong usage demand from customers for its Max AI system. While profitability isn't near, TTAN appears well-positioned for navigating the GenAI era ahead.
ServiceTitan: Near-Term Deceleration, But Solid Long-Term Foundation
ServiceTitan has seen its shares fall over 30% YTD and nearly 50% from 2025 highs amid broad SaaS and AI-driven sector fears. Despite decelerating GTV and revenue due to macro headwinds, TTAN's margin improvements and lower valuation support a reiterated "Buy" rating. AI displacement risk is overstated for TTAN, as its SMB customer base lacks resources or incentive to replace its integrated platform with DIY solutions.
ServiceTitan: A Lot To Like, Although Valuations Are A Bugbear
ServiceTitan, a vertical SaaS pure-play for the trades industry, is down by over 30% since listing in late 2024, underperforming other mid-caps and software peers. TTAN's proprietary and unique dataset on a technologically underserved market and its new agentic AI offerings put it in a better position to thrive than other generalist SaaS offerings. TTAN's balance sheet is in a much better position with no debt and increased capabilities on the FCF front, which could open up room for M&A or shareholder returns.
