ServiceTitan, Inc. Class A (TTAN) AI Stock Analysis

• Market Cap: $10.33B
• Dividend Yield: N/A
• Average Volume (3M): 1.13M
• Price to Earnings (P/E): ―
• Beta (1Y): 0.76
• Revenue Growth: 26.49%
• EPS Growth: -44.77%
• Country: US
• Employees: 3,049
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): 0.24
• Shares Outstanding: 80,718,544
• 10 Day Avg. Volume: 1,368,546
• 30 Day Avg. Volume: 1,131,485
• PEG Ratio: -0.09
• Price to Book (P/B): 2.98
• Price to Sales (P/S): 5.61
• P/FCF Ratio: 280.29
• Enterprise Value/Market Cap: 0.82
• Enterprise Value/Revenue: 9.24
• Enterprise Value/Gross Profit: 13.46
• Enterprise Value/Ebitda: -66.86
• 1Y Price Target: $137.92
• Price Target Upside: 25.03% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 13
• EPS Forecast (FY): 0.93
• Revenue Forecast (FY): $951.62M

• Rating: 52 Neutral
• Price Target: $94.00 ▼(-14.79% Downside)

ServiceTitan, Inc. demonstrates strong revenue growth and improving cash flow, which are significant strengths. However, challenges in profitability and valuation weigh on the overall score. The positive sentiment from the earnings call, driven by strategic initiatives and innovation, provides a favorable outlook, but technical indicators suggest caution due to bearish trends.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term expansion and stability.

Cash Flow Improvement

Improving cash flow enhances financial flexibility and supports reinvestment in growth initiatives, strengthening the company's financial health.

Strategic Innovation

Innovative product developments and AI integration can drive efficiency and competitive advantage, fostering long-term growth and market leadership.

Negative Factors

Profitability Challenges

Ongoing profitability issues may hinder sustainable growth, requiring focus on cost management and operational efficiency to achieve financial stability.

Dependency on Partnerships

Reliance on external partnerships poses risks if partners underperform, potentially impacting strategic initiatives and market positioning.

Integration Challenges

Integration hurdles in commercial sectors may delay growth and limit ServiceTitan's ability to capitalize on new market opportunities.

ServiceTitan, Inc. Class A Business Overview & Revenue Model

Company Description

ServiceTitan, Inc. is a leading software platform designed for the home service industry, primarily serving sectors such as plumbing, HVAC, electrical, and other trades. The company offers a comprehensive suite of tools that assist businesses in managing their operations, from dispatching and scheduling to invoicing and customer relationship management. By leveraging technology, ServiceTitan helps service businesses streamline their processes, improve customer engagement, and enhance overall efficiency.

How the Company Makes Money

ServiceTitan generates revenue primarily through its subscription-based software model. The company charges its clients a monthly fee for access to its platform, which is tiered based on the size of the business and the features utilized. Key revenue streams include software licensing fees, transaction fees for payment processing, and additional charges for premium features and services. Furthermore, ServiceTitan has formed strategic partnerships with various industry organizations and service providers, enhancing its market presence and contributing to its growth. These collaborations often lead to cross-promotional opportunities and increased customer acquisition, further bolstering the company's earnings.

ServiceTitan, Inc. Class A Financial Statement Overview

Summary

ServiceTitan, Inc. shows strong revenue growth and improving cash flow, yet faces challenges in achieving profitability and operational efficiency. The balance sheet reflects a robust equity position with low leverage, providing financial stability. Continued focus on reducing operating losses and improving cost management will be crucial for translating growth into sustainable profitability.

Income Statement

ServiceTitan, Inc. shows consistent revenue growth with a 25.63% increase from 2024 to 2025, following a robust 31.34% rise from 2023 to 2024. However, the company struggles with profitability, as evidenced by negative EBIT, EBITDA, and net income margins. The gross profit margin is relatively strong at 64.93% for 2025, but the high operating losses indicate significant challenges in cost management and achieving economies of scale.

Balance Sheet

The balance sheet shows a strong equity position with a positive stockholders' equity of $1.45 billion in 2025, recovering from negative equity in previous years. The debt-to-equity ratio stands at a low 0.11, indicating low leverage and reduced financial risk. However, the equity ratio of 82.22% suggests a high reliance on equity financing, which might be unsustainable without profitability improvements.

Cash Flow

ServiceTitan demonstrates a positive turnaround in cash flow with an operating cash flow of $37.05 million in 2025, up from negative values in prior years. Free cash flow is also positive at $15.45 million, marking a significant improvement. The free cash flow to net income ratio remains challenging due to negative net income, but the positive cash flow trajectory indicates better cash management and operational efficiencies.

Breakdown	Dec 2025	Dec 2024	Dec 2023
Income Statement
Total Revenue	771.88M	614.34M	467.73M
Gross Profit	500.93M	376.63M	266.02M
EBITDA	-141.04M	-93.58M	-170.38M
Net Income	-239.09M	-195.15M	-269.52M
Balance Sheet
Total Assets	1.77B	1.52B	1.60B
Cash, Cash Equivalents and Short-Term Investments	441.80M	146.71M	202.49M
Total Debt	165.41M	245.96M	253.12M
Total Liabilities	314.06M	366.11M	385.85M
Stockholders Equity	1.45B	1.15B	1.21B
Cash Flow
Free Cash Flow	15.45M	-84.32M	-212.72M
Operating Cash Flow	37.05M	-39.70M	-120.75M
Investing Cash Flow	-22.78M	-40.35M	-681.18M
Financing Cash Flow	279.71M	24.27M	889.03M

ServiceTitan, Inc. Class A Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 110.31
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TTAN, the sentiment is Positive. The current price of 110.31 is above the 20-day moving average (MA) of 101.27, above the 50-day MA of 96.22, and above the 200-day MA of 105.33, indicating a bullish trend. The MACD of 4.20 indicates Negative momentum. The RSI at 69.42 is Neutral, neither overbought nor oversold. The STOCH value of 88.62 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TTAN.

ServiceTitan, Inc. Class A Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
QTWO	75 Outperform	$4.68B	153.06	5.68%	―	13.93%	―
PCTY	71 Outperform	$8.37B	38.06	20.42%	―	13.30%	2.80%
APPF	71 Outperform	$8.48B	42.24	44.69%	―	18.88%	54.44%
MNDY	66 Neutral	$7.52B	118.33	5.81%	―	28.62%	186.67%
ESTC	65 Neutral	$8.26B	-74.52	-12.84%	―	16.98%	-265.85%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
TTAN	52 Neutral	$10.33B	-33.43	-36.41%	―	26.49%	-44.77%

ServiceTitan, Inc. Class A Corporate Events

ServiceTitan’s Earnings Call Highlights AI-Driven Growth

ServiceTitan, Inc. Class A Reports Strong Financial Growth Amid AI and Automation Advancements

ServiceTitan Reports Strong Q2 Growth and Positive Outlook

ServiceTitan, Inc. is a software company that provides a cloud-based platform for trades businesses, offering tools to manage operations and enhance customer experience. In its latest earnings report, ServiceTitan announced a strong fiscal second quarter, with significant growth in gross transaction volume and total revenue compared to the previous year. The company reported a 19% increase in gross transaction volume, reaching $22.9 billion, and a 25% rise in total revenue, amounting to $242.1 million. Despite a GAAP loss from operations of $34.8 million, the company achieved a non-GAAP income from operations of $29.2 million, reflecting an improved operating margin of 12.1%.