Morgan Stanley Has Lowered Expectations for ServiceTitan (NASDAQ:TTAN) Stock Price

ServiceTitan (NASDAQ:TTAN) had its target price lowered by equities researchers at Morgan Stanley from $131.00 to $118.00 in a report released on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Morgan Stanley’s target price would suggest a potential upside of 66.67% from the stock’s current price.

A number of other brokerages also recently weighed in on TTAN. UBS Group reiterated a “buy” rating on shares of ServiceTitan in a report on Monday, December 1st. BTIG Research decreased their price target on shares of ServiceTitan from $130.00 to $105.00 and set a “buy” rating for the company in a report on Thursday. Needham & Company LLC lowered their price objective on shares of ServiceTitan from $140.00 to $100.00 and set a “buy” rating on the stock in a research report on Friday. KeyCorp lowered their price objective on shares of ServiceTitan from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday. Finally, Wells Fargo & Company dropped their price objective on shares of ServiceTitan from $140.00 to $125.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Sixteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, ServiceTitan has a consensus rating of “Moderate Buy” and a consensus price target of $115.63.

ServiceTitan Stock Performance

Shares of TTAN stock opened at $70.80 on Friday. The company has a market capitalization of $6.63 billion, a price-to-earnings ratio of -41.16 and a beta of -0.72. ServiceTitan has a 1-year low of $58.01 and a 1-year high of $131.33. 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 stock’s fifty day simple moving average is $79.42 and its 200-day simple moving average is $93.52.

ServiceTitan (NASDAQ:TTAN) last announced its quarterly earnings data on Thursday, March 12th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.18 by $0.09. ServiceTitan had a negative return on equity of 6.91% and a negative net margin of 16.64%.The firm had revenue of $253.99 million during the quarter, compared to the consensus estimate of $245.47 million. During the same period in the prior year, the business earned $0.12 EPS. The business’s revenue for the quarter was up 21.4% on a year-over-year basis. On average, sell-side analysts predict that ServiceTitan will post -1.98 earnings per share for the current fiscal year.

Insider Transactions at ServiceTitan

In other news, CAO Michele O’connor sold 1,678 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was 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 $9,431,826.30. This trade represents a 1.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO David Sherry sold 833 shares of ServiceTitan stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $91.30, for a total value of $76,052.90. Following the sale, the chief financial officer owned 330,948 shares of the company’s stock, valued at approximately $30,215,552.40. This represents a 0.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 85,180 shares of company stock valued at $8,620,383 over the last 90 days. Company insiders own 51.72% of the company’s stock.

Institutional Trading of ServiceTitan

Large investors have recently added to or reduced their stakes in the business. Woodline Partners LP increased its stake in shares of ServiceTitan by 4.6% during the 1st quarter. Woodline Partners LP now owns 2,141 shares of the company’s stock worth $204,000 after purchasing an additional 95 shares during the last quarter. PNC Financial Services Group Inc. raised its holdings in shares of ServiceTitan by 16.1% during the 3rd quarter. PNC Financial Services Group Inc. now owns 858 shares of the company’s stock valued at $87,000 after purchasing an additional 119 shares in the last quarter. Toth Financial Advisory Corp lifted its stake in shares of ServiceTitan by 150.0% in the 4th 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 lifted its stake in shares of ServiceTitan by 189.1% in the 4th 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 last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in ServiceTitan by 30.0% in the fourth quarter. EverSource Wealth Advisors LLC now owns 906 shares of the company’s stock worth $96,000 after purchasing an additional 209 shares in the last quarter.

Key Headlines Impacting ServiceTitan

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

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.