ServiceTitan, Inc. (TTAN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMEX 
ServiceTitan Q3: AI Offerings Set To Drive Strong Growth Ahead
ServiceTitan Q3 earnings were well above guidance, though Q4 guidance points to a slight deceleration ahead. I expect revenue growth of 20% for next year, which is above the high end of current analyst forecasts. Shares trade at 8.3x next year's revenue, which is fairly elevated compared to relevant peers.
ServiceTitan, Inc. (TTAN) Q3 2026 Earnings Call Transcript
ServiceTitan, Inc. ( TTAN ) Q3 2026 Earnings Call December 4, 2025 5:00 PM EST Company Participants Jason Rechel - Investor Relations Head Ara Mahdessian - Co-Founder, Chairman of the Board & CEO Vahe Kuzoyan - Co-Founder, President & Director Dave Sherry - Chief Financial Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Josh Baer - Morgan Stanley, Research Division David Hynes - Canaccord Genuity Corp., Research Division Dylan Becker - William Blair & Company L.L.C., Research Division Scott Berg - Needham & Company, LLC, Research Division J.
Compared to Estimates, ServiceTitan Inc. (TTAN) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for ServiceTitan Inc. (TTAN) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
ServiceTitan Inc. (TTAN) Surpasses Q3 Earnings and Revenue Estimates
ServiceTitan Inc. (TTAN) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to a loss of $0.45 per share a year ago.
ServiceTitan Set to Report Q3 Earnings: What's in Store for the Stock?
TTAN projects fiscal Q3 revenues rising 19.66% as AI tools and automation demand fuel strong growth momentum.
ServiceTitan: Solid Drivers In Place To Grow For The Foreseeable Future
ServiceTitan receives a buy rating, driven by enterprise wins like Roto-Rooter and robust net dollar retention above 110%. TTAN's platform is deeply entrenched, benefiting from private equity consolidation and high customer adoption, which raises switching costs and drives organic growth. The launch of Atlas, a proactive AI automation layer, positions TTAN as a system of action, enhancing efficiency and ROI for customers.
ServiceTitan, Inc. - Special Call
ServiceTitan, Inc. - Special Call Company Participants Jason Rechel Ross Biestman - Chief Revenue Officer Vincent Payen Alex Kablanian Chris Petros Presentation Jason Rechel All right. Thank you all for being here.
ServiceTitan Inc. (TTAN) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for ServiceTitan Inc. (TTAN) give a sense of how the business performed in the quarter ended July 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
ServiceTitan: Premium Valuation Supported By Strong Growth Potential
TTAN has a dominant market position, demonstrating strong growth supported by an NRR of over 110%. Q1 revenue grew 27% year over year, while full-year guidance calls for a slowdown in growth to the high teens. Continued margin improvement is being driven by strong operating leverage, but GAAP results remain pressured by high SBC.
ServiceTitan: An Excellent Time To Buy The Dip
ServiceTitan offers a compelling buy-the-dip opportunity after a 20% pullback, despite strong revenue growth and a beat-and-raise Q1 performance. The company targets a massive, underpenetrated trades market with limited competition and recurring, high-margin revenue streams. ServiceTitan's growth at scale (25%+ revenue growth near $1B ARR) and margin expansion potential justify its valuation premium. The stock is cheaper than other ~20% growth peers.
ServiceTitan, Inc. (TTAN) Q1 2026 Earnings Call Transcript
ServiceTitan, Inc. (NASDAQ:TTAN ) Q1 2026 Earnings Conference Call June 5, 2025 5:00 PM ET Company Participants Ara Mahdessian - Co-Founder, Chairman of the Board & CEO Dave Sherry - Chief Financial Officer Jason Rechel - Corporate Participant Vahe Kuzoyan - Co-Founder, President & Director Conference Call Participants Andrew Michael Sherman - TD Cowen, Research Division Brent Alan Bracelin - Piper Sandler & Co., Research Division David E. Hynes - Canaccord Genuity Corp., Research Division Dylan Tyler Becker - William Blair & Company L.L.C.
ServiceTitan: Stock Is Falling As Growth Rates Take Off
ServiceTitan's stock has dropped ~20% from IPO levels, presenting a buying opportunity for investors despite recent market volatility and bearish sentiment. ServiceTitan's revenue growth accelerated in Q4, with the company noting that deals are closing early. Many of ServiceTitan's software peers, meanwhile, are reporting the opposite, with tight scrutiny delaying deals. ServiceTitan trades at 9.1x EV/FY25 revenue, appearing underpriced compared to peers like ServiceNow and Atlassian, making it a compelling "growth at a reasonable price" play.
