Needham & Company LLC Lowers ServiceTitan (NASDAQ:TTAN) Price Target to $100.00

ServiceTitan (NASDAQ:TTAN) had its target price lowered by stock analysts at Needham & Company LLC from $140.00 to $100.00 in a report issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. Needham & Company LLC’s price target would suggest a potential upside of 41.24% from the company’s previous close.

Several other research analysts have also issued reports on TTAN. Piper Sandler reduced their target price 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. Morgan Stanley boosted their price target on shares of ServiceTitan from $118.00 to $125.00 and gave the stock an “equal weight” rating in a research note on Friday, December 5th. BMO Capital Markets reduced their price objective on shares of ServiceTitan from $108.00 to $92.00 and set an “outperform” rating on the stock in a research note on Friday. Wells Fargo & Company lowered their target price 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. Finally, UBS Group reiterated a “buy” rating on shares of ServiceTitan in a research report on Monday, December 1st. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $115.63.

ServiceTitan Trading Down 6.4%

Shares of TTAN opened at $70.80 on Friday. The stock’s fifty day simple moving average is $79.42 and its 200-day simple moving average is $93.52. The firm has a market capitalization of $6.63 billion, a PE ratio of -41.16 and a beta of -0.72. ServiceTitan has a 12-month low of $58.01 and a 12-month high of $131.33. The company has a quick ratio of 4.14, a current ratio of 4.14 and a debt-to-equity ratio of 0.07.

ServiceTitan (NASDAQ:TTAN) last announced its quarterly earnings data on Thursday, March 12th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09. The firm had revenue of $253.99 million during the quarter, compared to analyst estimates 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 revenue was up 21.4% on a year-over-year basis. During the same period last year, the company earned $0.12 earnings per share. As a group, research analysts predict that ServiceTitan will post -1.98 earnings per share for the current year.

Insider Activity

In other ServiceTitan news, CFO David Sherry sold 833 shares of the stock in a transaction on 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 directly owned 330,948 shares in the company, valued at approximately $30,215,552.40. This trade represents a 0.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Ara Mahdessian sold 32,000 shares of ServiceTitan stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $98.50, for a total transaction of $3,152,000.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 85,180 shares of company stock worth $8,620,383 over the last three months. Company insiders own 51.72% of the company’s stock.

Institutional Inflows and Outflows

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

ServiceTitan News Summary

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.