ServiceTitan, Inc. (TTAN)
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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.
ServiceTitan, Inc. (TTAN) Q4 2025 Earnings Call Transcript
ServiceTitan, Inc. (NASDAQ:TTAN ) Q4 2025 Earnings Conference Call March 13, 2025 5:00 PM ET Company Participants Jason Rechel – Vice President-Investor Relations Ara Mahdessian – Co-Founder and Chief Executive Officer Vahe Kuzoyan – Co-Founder and President Dave Sherry – Chief Financial Officer Conference Call Participants Kash Rangan – Goldman Sachs Josh Baer – Morgan Stanley David Hynes – Canaccord Genuity Scott Berg – Needham & Company Jason Celino – KeyBanc Capital Markets Terry Tillman – Truist Securities Parker Lane – Stifel Joe Vruwink – Baird Yun Kim – Loop Capital Dylan Becker – William Blair Michael Turrin – Wells Fargo Securities Brent Bracelin – Piper Sandler Operator Thank you for standing by, and welcome to ServiceTitan's Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On Valuation
ServiceTitan reported strong first public quarter results, but its high valuation may not be justified given modest revenue beats and profitability concerns. The company's 2025 guidance includes 24% revenue growth and a 2.9% operating margin, but investors seek faster growth or profitability to justify the premium. Recommend waiting for a pullback to a more reasonable entry point, ideally below 10x forward revenue, equating to a stock price of around $80-85.
ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'
Shares of ServiceTitan Inc TTAN have been on a downturn since the company's initial public offering last month.
