WINTON GROUP Ltd Makes New Investment in ServiceTitan Inc. $TTAN

WINTON GROUP Ltd purchased a new position in shares of ServiceTitan Inc. (NASDAQ:TTAN) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 9,600 shares of the company’s stock, valued at approximately $968,000.

Several other institutional investors have also made changes to their positions in TTAN. Cloud Capital Management LLC acquired a new position in ServiceTitan in the third quarter worth approximately $25,000. Northwestern Mutual Wealth Management Co. lifted its stake in ServiceTitan by 1,005.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 431 shares of the company’s stock valued at $46,000 after acquiring an additional 392 shares during the last quarter. Whittier Trust Co. acquired a new stake in ServiceTitan in the third quarter valued at approximately $52,000. Parallel Advisors LLC grew its position in ServiceTitan by 161.7% in the third quarter. Parallel Advisors LLC now owns 526 shares of the company’s stock worth $53,000 after acquiring an additional 325 shares in the last quarter. Finally, PNC Financial Services Group Inc. bought a new stake in ServiceTitan in the second quarter worth approximately $79,000.

ServiceTitan News Roundup

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. UBS Group restated a “buy” rating on shares of ServiceTitan in a report on Monday, December 1st. Wells Fargo & Company decreased their price objective on shares of ServiceTitan from $140.00 to $125.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. The Goldman Sachs Group initiated coverage on shares of ServiceTitan in a research report on Tuesday, January 13th. They set a “neutral” rating and a $117.00 target price on the stock. Piper Sandler restated an “overweight” rating and set a $120.00 target price on shares of ServiceTitan in a report on Friday. Finally, BTIG Research reduced their price target on ServiceTitan from $130.00 to $105.00 and set a “buy” rating for the company in a research report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $122.94.

ServiceTitan Stock Performance

TTAN traded down $2.48 during trading on Friday, hitting $73.18. The stock had a trading volume of 760,464 shares, compared to its average volume of 1,515,840. The firm has a market cap of $6.85 billion, a PE ratio of -17.80 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 Inc. has a 12 month low of $58.01 and a 12 month high of $131.33. The company has a 50 day simple moving average of $80.03 and a 200-day simple moving average of $93.80.

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

Insiders Place Their Bets

In related news, President Vahe Kuzoyan sold 16,388 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $102.82, for a total transaction of $1,685,014.16. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Ara Mahdessian sold 32,000 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $98.50, for a total transaction of $3,152,000.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 85,180 shares of company stock worth $8,620,383 over the last quarter. 51.72% of the stock is currently owned by company insiders.

About ServiceTitan

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.