ServiceTitan, Inc. (TTAN)
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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.
ServiceTitan (NASDAQ:TTAN) Shares Down 7.8% on Analyst Downgrade
Shares of ServiceTitan Inc. (NASDAQ: TTAN - Get Free Report) fell 7.8% during trading on Friday after Citigroup lowered their price target on the stock from $117.00 to $88.00. Citigroup currently has a neutral rating on the stock. ServiceTitan traded as low as $69.75 and last traded at $69.74. 1,196,713 shares were traded during mid-day trading,
ServiceTitan Shares Slide After Q4 Earnings Report, Analysts Cut Price Targets
ServiceTitan, Inc. (NASDAQ: TTAN) shares are trading lower on Friday after the company reported fourth-quarter financial results on Thursday after the market closed. Also, Keybanc and Needham lowered their respective price targets on the stock.
ServiceTitan Analysts Cut Their Forecasts After Q4 Results
ServiceTitan Inc beat Q4 earnings expectations, with revenues of $253.987 million and expects 2027 sales of $1.110-1.120 billion. Shares fell 6%.
