BMO Capital Markets Cuts ServiceTitan (NASDAQ:TTAN) Price Target to $92.00

ServiceTitan (NASDAQ:TTAN) had its target price decreased by investment analysts at BMO Capital Markets from $108.00 to $92.00 in a report released on Friday, MarketBeat reports. The firm presently has an “outperform” rating on the stock. BMO Capital Markets’ price objective indicates a potential upside of 23.76% from the stock’s previous close.

TTAN has been the subject of a number of other reports. The Goldman Sachs Group started coverage on shares of ServiceTitan in a research note on Tuesday, January 13th. They issued a “neutral” rating and a $117.00 target price for the company. UBS Group restated a “buy” rating on shares of ServiceTitan in a research note on Monday, December 1st. Weiss Ratings reiterated a “sell (e+)” rating on shares of ServiceTitan in a research note on Monday, December 29th. Piper Sandler decreased their price target on shares of ServiceTitan from $140.00 to $120.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. Finally, Morgan Stanley increased their price objective on shares of ServiceTitan from $118.00 to $125.00 and gave the company an “equal weight” rating in a research note on Friday, December 5th. Fourteen investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $125.75.

ServiceTitan Trading Down 1.7%

NASDAQ TTAN opened at $74.34 on Friday. The business’s 50-day moving average price is $80.03 and its two-hundred day moving average price is $93.80. ServiceTitan has a 12 month low of $58.01 and a 12 month high of $131.33. The firm has a market capitalization of $6.96 billion, a PE ratio of -18.22 and a beta of -0.72. The company has a current ratio of 4.14, a quick ratio of 4.14 and a debt-to-equity ratio of 0.07.

ServiceTitan (NASDAQ:TTAN) last issued its quarterly earnings data on Thursday, March 12th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.18 by $0.09. ServiceTitan had a negative net margin of 23.91% and a negative return on equity of 10.96%. The business had revenue of $253.99 million during the quarter, compared to analyst estimates of $245.47 million. During the same period last year, the business posted $0.12 earnings per share. ServiceTitan’s quarterly revenue was up 21.4% compared to the same quarter last year. On average, analysts expect that ServiceTitan will post -1.98 EPS for the current year.

Insiders Place Their Bets

In other ServiceTitan news, President Vahe Kuzoyan sold 16,388 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $102.82, for a total value of $1,685,014.16. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO David Sherry sold 11,672 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $105.30, for a total transaction of $1,229,061.60. Following the sale, the chief financial officer owned 331,781 shares of the company’s stock, valued at $34,936,539.30. This trade represents a 3.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 85,180 shares of company stock valued at $8,620,383. Company insiders own 51.72% of the company’s stock.

Hedge Funds Weigh In On ServiceTitan

Several hedge funds have recently bought and sold shares of TTAN. Cloud Capital Management LLC purchased a new position in shares of ServiceTitan during the 3rd quarter valued at approximately $25,000. Toth Financial Advisory Corp lifted its stake in ServiceTitan by 150.0% in the fourth quarter. Toth Financial Advisory Corp now owns 250 shares of the company’s stock valued at $27,000 after purchasing an additional 150 shares during the last quarter. Farther Finance Advisors LLC grew its holdings in ServiceTitan by 189.1% during the fourth quarter. Farther Finance Advisors LLC now owns 266 shares of the company’s stock valued at $28,000 after purchasing an additional 174 shares during the period. eCIO Inc. acquired a new position in shares of ServiceTitan during the 4th quarter worth about $30,000. Finally, Elevation Wealth Partners LLC purchased a new stake in ServiceTitan during the 4th quarter worth about $36,000.

ServiceTitan News Summary

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 top-line and adjusted EPS beat — ServiceTitan reported revenue of roughly $254M (+21.4% YoY) and an adjusted EPS print that topped consensus, signalling continued demand and revenue growth. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Stronger cash generation and gross margin expansion — Operating cash flow improved materially year-over-year and gross profit grew, which supports runway and reinvestment despite GAAP losses. QuiverQuant: Stock Falls on Q4 Earnings
• Positive Sentiment: Revenue guidance roughly in line to slightly above Street — Management updated FY‑2027 and Q1‑2027 revenue guidance at about $1.1B (FY) and ~$255–257M (Q1), which is generally in line with consensus and signals stable near‑term revenue outlook. GlobeNewswire: Q4 & FY Results
• Positive Sentiment: Product/enterprise momentum and strategic hires — A customer case study (Vertex) highlights enterprise adoption, and ServiceTitan named Abhishek Mathur as Chief Technology & Product Officer to lead AI-first product strategy. Both support long-term TAM expansion. GlobeNewswire: CTO Appointment GlobeNewswire: Vertex Case Study
• Neutral Sentiment: Market interest — Large block call-option activity was reported ahead of/post earnings, indicating speculative/hedged bullish positioning by some traders but not necessarily long-term conviction. American Banking News: Call Options Activity
• Neutral Sentiment: Full earnings materials and transcript available — Investors can review the earnings slide deck and the full call transcript for management commentary on margins, AI initiatives, and capital allocation. Seeking Alpha: Q4 2026 Transcript
• Negative Sentiment: GAAP profitability and EPS confusion — While adjusted EPS beat, GAAP results showed continued net/operating losses (and a negative diluted EPS figure in some reports), creating uncertainty over the path to sustained profitability; that contributed to selling pressure. QuiverQuant: GAAP Losses Noted
• Negative Sentiment: Insider selling and positioning — Significant insider sales were reported (executives and early investors selling shares), which can pressure sentiment even if sales are for diversification/liquidity reasons. QuiverQuant: Insider Trading Activity
• Negative Sentiment: Price target cut by BTIG — BTIG lowered its target (from $130 to $105) while keeping a buy rating; a visible analyst cut can trigger near-term weakness despite other buy ratings and a $125 median target among analysts. Benzinga: BTIG Lowers Price Target

ServiceTitan Company Profile

ServiceTitan, Inc (NASDAQ: TTAN) is a cloud-based software provider specializing in end-to-end business management solutions for residential and commercial trade contractors. The company’s platform integrates customer relationship management, scheduling and dispatch, mobile workforce management, invoicing, payments and reporting tools into a single suite. By automating key back-office processes, ServiceTitan helps field service businesses improve operational efficiency, enhance customer experience and drive revenue growth.

At the core of ServiceTitan’s offering is a mobile application that allows technicians to access job details, update work orders, capture signatures and process payments from the field.