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ServiceTitan, Inc. Class A
(NASDAQ:TTAN)
Select Model
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Rating:63Neutral
Price Target:
$92.00
▲(30.53% Upside)
Action:Reiterated
Date:06/27/26
TTAN scores as moderately attractive, led by strong growth and gross-margin fundamentals plus a low-leverage balance sheet, and reinforced by an upbeat earnings call with raised revenue guidance and improving operating profitability outlook. The score is held back by inconsistent/negative recent cash flow, a mixed technical picture (still below the 200-day average), and valuation that remains difficult to justify on earnings given the negative P/E and no dividend.
Positive Factors
Durable revenue growth and high gross margins
Consistent mid‑20% top‑line growth combined with very high gross margins reflects recurring, software-driven economics and strong platform monetization. That margin base supports sustained reinvestment and operating leverage over months, providing a durable foundation for profitability as scale increases.
Negative Factors
Volatile and recently negative cash flow
Trailing‑twelve‑month cash burn raises execution and liquidity risk over the medium term; inconsistent cash generation increases reliance on balance sheet liquidity or external funding and could constrain discretionary investments or slow product rollouts if negative trends persist.
Read all positive and negative factors
Positive Factors
Negative Factors
Durable revenue growth and high gross margins
Consistent mid‑20% top‑line growth combined with very high gross margins reflects recurring, software-driven economics and strong platform monetization. That margin base supports sustained reinvestment and operating leverage over months, providing a durable foundation for profitability as scale increases.
Read all positive factors
ServiceTitan, Inc. Class A Key Performance Indicators (KPIs)
Any
Revenue by Segment
Breaks revenue into the company’s business lines (for example software subscriptions, services, or payments), showing which areas drive growth, which have higher margins, and how diversified the business is — useful for assessing where future profit and risk are concentrated.
Breaks revenue into the company’s business lines (for example software subscriptions, services, or payments), showing which areas drive growth, which have higher margins, and how diversified the business is — useful for assessing where future profit and risk are concentrated.
Data provided by:
The Fly
The FlyServiceTitan, Inc. Class A (TTAN) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$7.92B
Dividend YieldN/A
Average Volume (3M)1.62M
Price to Earnings (P/E)―
Beta (1Y)0.90
Revenue Growth24.09%
EPS Growth59.33%
CountryUS
Employees3,414
SectorGeneral
Sector StrengthN/A
IndustrySoftware - Application
Share Statistics
EPS (TTM)-1.46
Shares Outstanding82,746,420
10 Day Avg. Volume1,315,800
30 Day Avg. Volume1,624,693
Financial Highlights & Ratios
PEG Ratio0.57
Price to Book (P/B)4.83
Price to Sales (P/S)7.67
P/FCF Ratio86.66
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$108.79Price Target Upside54.35% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering15
EPS Forecast (FY)1.31
Revenue Forecast (FY)$1.14B
ServiceTitan, Inc. Class A Business Overview & Revenue Model
Company Description
ServiceTitan, Inc. specializes in providing solutions for managing various field service operations. These activities are essential for the installation, ongoing maintenance, and repair of critical infrastructure and systems within both residentia...
How the Company Makes Money
null...
ServiceTitan, Inc. Class A Earnings Call Summary
Earnings Call Date:Jun 04, 2026
(Q1-2027)
| % Change Since: |
Next Earnings Date:Sep 03, 2026
Earnings Call Sentiment Positive
The call conveyed strong operational and financial execution with notable top-line growth (25% revenue YoY), margin expansion (platform gross margin +160 bps, operating margin improvement of ~770 bps), product momentum (Max doubling locations, material productivity gains in customer case study) and an upgraded outlook for incremental margins. Offsetting items include weather and calendar tailwinds to Q1 GTV, near-term reinvestment in Max/AI that may normalize expenses, onboarding/scalability constraints for Max, and a still-negative free cash flow in the quarter. On balance the positives — durable revenue growth, margin expansion, clear product-led ROI and improved guidance — outweigh the challenges.Positive Updates
Strong Top-Line Growth
Q1 total revenue of $268.8 million, up 25% year-over-year; Q1 gross transaction volume (GTV) of $21.7 billion, up 23% year-over-year.
Negative Updates
Weather and Calendar Tailwinds to GTV
Q1 GTV benefited from ~150 basis points tailwind from one additional business day and ~150 basis points tailwind from favorable weather (January storms and early cooling season), indicating some portion of Q1 growth may be timing-driven.
Read all updates
Q1-2027 Updates
Positive
Negative
Strong Top-Line Growth
Q1 total revenue of $268.8 million, up 25% year-over-year; Q1 gross transaction volume (GTV) of $21.7 billion, up 23% year-over-year.
Read all positive updates
Company Guidance
ServiceTitan guided Q2 revenue of $284–286 million and Q2 operating income of $38–39 million, and for full fiscal 2027 now expects total revenue of $1.13–1.14 billion and operating income of $142–147 million (a full-year revenue raise of ~$20 million versus prior outlook); they also announced a long‑term non‑GAAP tax rate of 18% for FY27–FY30, noted business‑day seasonality (Q2 has one extra business day vs. prior year, Q3 one fewer, Q4 comparable), said annual free cash flow should roughly approximate annual non‑GAAP operating income, and reiterated they expect full‑year incremental operating margins to be higher than their initial 25% target as they invest in Max and AI inference.ServiceTitan, Inc. Class A Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
82
Very Positive
Cash Flow
47
Neutral
| Breakdown | TTM | Jan 2026 | Jan 2025 | Jan 2024 | Jan 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.01B | 960.97M | 771.88M | 614.34M | 467.73M |
| Gross Profit | 719.13M | 673.74M | 500.93M | 376.63M | 266.02M |
| EBITDA | -44.69M | -66.69M | -141.04M | -93.58M | -170.38M |
| Net Income | -136.31M | -159.85M | -239.09M | -195.15M | -269.52M |
Balance Sheet | |||||
| Total Assets | 1.75B | 1.75B | 1.77B | 1.52B | 1.60B |
| Cash, Cash Equivalents and Short-Term Investments | 421.53M | 428.77M | 441.80M | 146.71M | 202.49M |
| Total Debt | 51.05M | 51.37M | 165.41M | 245.96M | 253.12M |
| Total Liabilities | 186.81M | 219.82M | 314.06M | 366.11M | 385.85M |
| Stockholders Equity | 1.56B | 1.53B | 1.45B | 1.15B | 1.21B |
Cash Flow | |||||
| Free Cash Flow | 97.83M | 85.07M | 15.45M | -84.32M | -212.72M |
| Operating Cash Flow | 123.14M | 110.13M | 37.05M | -39.70M | -120.75M |
| Investing Cash Flow | -45.09M | -44.84M | -22.78M | -40.35M | -681.18M |
| Financing Cash Flow | -76.99M | -78.79M | 279.71M | 24.27M | 889.03M |
ServiceTitan, Inc. Class A Technical Analysis
Positive
70.48
Price Trends
74.35
Positive
68.34
Positive
78.51
Positive
Market Momentum
3.50
Negative
62.61
Neutral
84.62
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 70.48 is below the 20-day moving average (MA) of 79.01, below the 50-day MA of 74.35, and below the 200-day MA of 78.51, indicating a bullish trend. The MACD of 3.50 indicates Negative momentum. The RSI at 62.61 is Neutral, neither overbought nor oversold. The STOCH value of 84.62 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 Risk Analysis
ServiceTitan, Inc. Class A disclosed 61 risk factors in its most recent earnings report. ServiceTitan, Inc. Class A reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
ServiceTitan, Inc. Class A Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | $7.38B | 29.09 | 23.44% | ― | 11.31% | 16.71% | |
77 Outperform | $3.80B | 41.13 | 14.49% | ― | 13.90% | 1906.95% | |
77 Outperform | $6.84B | 18.56 | 37.43% | ― | 17.26% | ― | |
75 Outperform | $6.38B | 40.86 | 30.92% | ― | 20.66% | -21.24% | |
71 Outperform | $3.68B | 37.23 | 10.69% | ― | 25.42% | 125.90% | |
63 Neutral | $7.92B | -56.89 | -8.97% | ― | 24.09% | 59.33% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
TTAN
ServiceTitan, Inc. Class A
85.83
-12.69
-12.88%
QTWO
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62.81
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PCTY
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150.42
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APPF
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198.74
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ESTC
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75.11
2.57
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MNDY
Monday.com
93.13
-81.00
-46.52%
ServiceTitan, Inc. Class A Corporate Events
Executive/Board ChangesShareholder Meetings
ServiceTitan Shareholders Back Directors and Governance Measures
Positive
Jun 18, 2026
On June 17, 2026, ServiceTitan, Inc. held its Annual Meeting of Stockholders, where investors elected three Class II directors — Michael Brown, Byron Deeter, and Vahe Kuzoyan — to serve until the 2029 annual meeting, reinforcing contin...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.