Wells Fargo & Company Issues Pessimistic Forecast for ServiceTitan (NASDAQ:TTAN) Stock Price

ServiceTitan (NASDAQ:TTAN) had its target price lowered by Wells Fargo & Company from $125.00 to $115.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 62.43% from the stock’s previous close.

Several other research firms have also recently commented on TTAN. Piper Sandler reissued an “overweight” rating and set a $120.00 target price on shares of ServiceTitan in a research report on Friday. BTIG Research reduced their target price on ServiceTitan from $130.00 to $105.00 and set a “buy” rating for the company in a report on Thursday. The Goldman Sachs Group began coverage on ServiceTitan in a research report on Tuesday, January 13th. They set a “neutral” rating and a $117.00 price target for the company. UBS Group reissued a “buy” rating on shares of ServiceTitan in a research report on Monday, December 1st. Finally, Morgan Stanley reduced their price objective on ServiceTitan from $131.00 to $118.00 and set an “overweight” rating for the company in a research note on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, ServiceTitan has an average rating of “Moderate Buy” and a consensus target price of $115.63.

ServiceTitan Stock Performance

NASDAQ TTAN opened at $70.80 on Friday. The company has a fifty day moving average price of $79.42 and a 200-day moving average price of $93.52. The firm 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 debt-to-equity ratio of 0.07, a current ratio of 4.14 and a quick ratio of 4.14. ServiceTitan has a 1 year low of $58.01 and a 1 year high of $131.33.

ServiceTitan (NASDAQ:TTAN) last released its quarterly earnings results on Thursday, March 12th. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $253.99 million for the quarter, compared to analyst estimates of $245.47 million. During the same period last year, the firm earned $0.12 earnings per share. The firm’s revenue was up 21.4% on a year-over-year basis. As a group, equities research analysts predict that ServiceTitan will post -1.98 EPS for the current fiscal year.

Insider Activity at ServiceTitan

In other news, CEO Ara Mahdessian sold 32,000 shares of the stock in a transaction that occurred 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO David Sherry sold 11,672 shares of the firm’s stock in a transaction that occurred 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 sale, the chief financial officer owned 331,781 shares of the company’s stock, valued at approximately $34,936,539.30. The trade was a 3.40% decrease in their position. 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 quarter. 51.72% of the stock is currently owned by insiders.

Hedge Funds Weigh In On ServiceTitan

Several institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. raised its stake in ServiceTitan by 538.4% in 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. Truist Financial Corp lifted its holdings in ServiceTitan by 84.3% during the third quarter. Truist Financial Corp now owns 42,789 shares of the company’s stock valued at $4,314,000 after purchasing an additional 19,577 shares during the last quarter. Thornburg Investment Management Inc. bought a new position in ServiceTitan during the third quarter worth about $8,338,000. Rakuten Investment Management Inc. purchased a new position in shares of ServiceTitan in the third quarter worth about $5,376,000. Finally, Sandhill Capital Partners LLC purchased a new position in shares of ServiceTitan in the third quarter worth about $27,062,000.

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

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.