ServiceTitan Inc. $TTAN Shares Sold by Centiva Capital LP

Centiva Capital LP lessened its position in ServiceTitan Inc. (NASDAQ:TTAN) by 87.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,364 shares of the company’s stock after selling 71,221 shares during the quarter. Centiva Capital LP’s holdings in ServiceTitan were worth $1,045,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in ServiceTitan by 538.4% during the 3rd quarter. Vanguard Group Inc. now owns 4,429,930 shares of the company’s stock valued at $446,670,000 after acquiring an additional 3,735,968 shares during the period. JPMorgan Chase & Co. increased its stake in ServiceTitan by 118.4% during the third quarter. JPMorgan Chase & Co. now owns 2,893,959 shares of the company’s stock worth $291,798,000 after purchasing an additional 1,569,136 shares during the period. Invesco Ltd. increased its stake in ServiceTitan by 1,388.2% during the second quarter. Invesco Ltd. now owns 1,477,369 shares of the company’s stock worth $158,344,000 after purchasing an additional 1,378,100 shares during the period. Franklin Resources Inc. lifted its position in shares of ServiceTitan by 148.4% during the second quarter. Franklin Resources Inc. now owns 1,893,237 shares of the company’s stock worth $202,917,000 after purchasing an additional 1,131,062 shares in the last quarter. Finally, First Trust Advisors LP lifted its position in shares of ServiceTitan by 2,401.9% during the third quarter. First Trust Advisors LP now owns 670,883 shares of the company’s stock worth $67,645,000 after purchasing an additional 644,068 shares in the last quarter.

Analyst Upgrades and Downgrades

TTAN has been the subject of a number of research reports. Truist Financial dropped their price objective on shares of ServiceTitan from $130.00 to $100.00 and set a “buy” rating for the company in a report on Friday. William Blair reiterated an “outperform” rating on shares of ServiceTitan in a report on Friday. UBS Group reissued a “buy” rating on shares of ServiceTitan in a research report on Monday, December 1st. Morgan Stanley dropped their price target on shares of ServiceTitan from $131.00 to $118.00 and set an “overweight” rating for the company in a research note on Friday. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of ServiceTitan in a research report on Monday, December 29th. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $115.63.

ServiceTitan Stock Performance

Shares of ServiceTitan stock opened at $70.80 on Friday. The business has a 50-day simple moving average of $79.42 and a 200-day simple moving average of $93.52. The company has a debt-to-equity ratio of 0.07, a quick ratio of 4.14 and a current ratio of 4.14. ServiceTitan Inc. has a one year low of $58.01 and a one year high of $131.33. The company has a market cap of $6.63 billion, a PE ratio of -41.16 and a beta of -0.72.

ServiceTitan (NASDAQ:TTAN) last issued its earnings results on Thursday, March 12th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.18 by $0.09. ServiceTitan had a negative net margin of 16.64% and a negative return on equity of 6.91%. The firm had revenue of $253.99 million for the quarter, compared to analysts’ expectations of $245.47 million. During the same quarter last year, the company earned $0.12 earnings per share. The firm’s revenue was up 21.4% compared to the same quarter last year. On average, equities research analysts forecast that ServiceTitan Inc. will post -1.98 EPS for the current fiscal year.

ServiceTitan News Roundup

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 results showed continued revenue growth and an EPS beat: revenue ~ $254M (+21% YoY) and reported EPS of $0.27, topping consensus. This supports demand for ServiceTitan’s core platform. Earnings Summary
• Positive Sentiment: Management named Abhishek Mathur as Chief Technology & Product Officer to lead AI‑first product strategy — a strategic hire that could accelerate product differentiation and monetization. Appointment Release
• Neutral Sentiment: Company provided Q1 revenue guidance of roughly $255–257M and FY revenue guidance near ~$1.1B (roughly in line with consensus), reducing surprise risk on top‑line but leaving EPS guidance interpretation mixed. Press Release / Slide Deck
• Neutral Sentiment: Full Q4 earnings call transcript and highlight writeups are available for investors looking for management color on growth, margins and 2027 assumptions. Earnings Call Transcript
• Negative Sentiment: Widespread analyst price‑target cuts and lower/stable ratings pressured sentiment today. Examples include Citigroup cut to $88 (neutral), Canaccord to $105 (buy), Truist to $100 (buy), Morgan Stanley to $118 (overweight), Needham to $100, BMO to $92, Wells Fargo to $115 and KeyCorp to $120 — a net shift toward lower near‑term upside expectations. Analyst Actions
• Negative Sentiment: Despite the top‑line beat, GAAP operating and net losses remain; several notes and market writeups characterize the quarter as “mixed” and flag the firm’s continued unprofitability, which increases short‑term volatility risk. Analysis: Mixed Results
• Negative Sentiment: High insider selling activity and reports of heavy option speculation / trading may amplify downside pressure and volume volatility. Quiver Quant: Trading & Insider Notes

Insider Activity

In other news, CAO Michele O’connor sold 1,678 shares of ServiceTitan stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $105.30, for a total transaction of $176,693.40. Following the completion of the sale, the chief accounting officer directly owned 89,571 shares of the company’s stock, valued at approximately $9,431,826.30. The trade was a 1.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO David Sherry sold 833 shares of the business’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $91.30, for a total transaction of $76,052.90. Following the transaction, the chief financial officer owned 330,948 shares of the company’s stock, valued at approximately $30,215,552.40. The trade was a 0.25% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 85,180 shares of company stock valued at $8,620,383. 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.