ServiceTitan (NASDAQ:TTAN) Shares Down 7.8% on Analyst Downgrade

Shares of ServiceTitan Inc. (NASDAQ:TTAN) fell 7.8% during trading on Friday after Citigroup lowered their price target on the stock from $117.00 to $88.00. Citigroup currently has a neutral rating on the stock. ServiceTitan traded as low as $69.75 and last traded at $69.74. 1,196,713 shares were traded during mid-day trading, a decline of 22% from the average session volume of 1,526,179 shares. The stock had previously closed at $75.65.

Several other analysts also recently issued reports on TTAN. Wells Fargo & Company cut their price target on ServiceTitan from $125.00 to $115.00 and set an “overweight” rating on the stock in a report on Friday. KeyCorp dropped their target price on ServiceTitan from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday. Truist Financial cut their target price on ServiceTitan from $130.00 to $100.00 and set a “buy” rating on the stock in a research note on Friday. The Goldman Sachs Group began coverage on shares of ServiceTitan in a research report on Tuesday, January 13th. They set a “neutral” rating and a $117.00 price target for the company. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of ServiceTitan in a report on Monday, December 29th. Sixteen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $115.63.

Insider Transactions at ServiceTitan

In other news, CFO David Sherry sold 11,672 shares of ServiceTitan stock in a transaction on 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 transaction, the chief financial officer directly owned 331,781 shares in the company, valued at approximately $34,936,539.30. This trade represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, President Vahe Kuzoyan sold 16,388 shares of the business’s stock in a transaction 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 SEC filing for this sale provides additional information. In the last 90 days, insiders sold 85,180 shares of company stock valued at $8,620,383. Company insiders own 51.72% of the company’s stock.

Key ServiceTitan News

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

Hedge Funds Weigh In On ServiceTitan

Several large investors have recently made changes to their positions in the business. Cloud Capital Management LLC acquired a new position in shares of ServiceTitan in the 3rd quarter worth approximately $25,000. Toth Financial Advisory Corp boosted its holdings in ServiceTitan by 150.0% during the fourth quarter. Toth Financial Advisory Corp now owns 250 shares of the company’s stock worth $27,000 after buying an additional 150 shares in the last quarter. Farther Finance Advisors LLC grew its position in ServiceTitan by 189.1% in the fourth quarter. Farther Finance Advisors LLC now owns 266 shares of the company’s stock worth $28,000 after buying an additional 174 shares during the last quarter. eCIO Inc. bought a new position in shares of ServiceTitan in the fourth quarter valued at $30,000. Finally, Elevation Wealth Partners LLC bought a new position in shares of ServiceTitan in the fourth quarter valued at $36,000.

ServiceTitan Price Performance

The company has a market cap of $6.63 billion, a price-to-earnings ratio of -41.16 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. The business has a 50-day moving average price of $79.42 and a 200 day moving average price of $93.59.

ServiceTitan (NASDAQ:TTAN) last issued its earnings results on Thursday, March 12th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09. The business had revenue of $253.99 million for the quarter, compared to analysts’ expectations of $245.47 million. ServiceTitan had a negative return on equity of 6.91% and a negative net margin of 16.64%.The company’s quarterly revenue was up 21.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.12 EPS. As a group, research analysts expect that ServiceTitan Inc. will post -1.98 earnings per share for the current fiscal year.

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.