Stifel Nicolaus Issues Pessimistic Forecast for ServiceTitan (NASDAQ:TTAN) Stock Price

ServiceTitan (NASDAQ:TTAN) had its price objective lowered by research analysts at Stifel Nicolaus from $145.00 to $125.00 in a report released on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. Stifel Nicolaus’ price objective would suggest a potential upside of 76.55% from the company’s previous close.

Several other research analysts have also recently weighed in on TTAN. Wells Fargo & Company lowered their price target on shares of ServiceTitan from $140.00 to $125.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. TD Cowen lifted their target price on shares of ServiceTitan from $130.00 to $135.00 and gave the stock a “buy” rating in a research note on Friday. Needham & Company LLC decreased their target price on shares of ServiceTitan from $140.00 to $100.00 and set a “buy” rating on the stock in a report on Friday. The Goldman Sachs Group assumed coverage on shares of ServiceTitan in a research report on Tuesday, January 13th. They set a “neutral” rating and a $117.00 price target on the stock. Finally, KeyCorp decreased their price objective on ServiceTitan from $140.00 to $120.00 and set an “overweight” rating on the stock in a report on Friday. Sixteen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, ServiceTitan currently has a consensus rating of “Moderate Buy” and an average price target of $115.63.

ServiceTitan Trading Down 6.4%

TTAN stock opened at $70.80 on Friday. ServiceTitan has a 52-week low of $58.01 and a 52-week 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. The firm has a market cap of $6.63 billion, a P/E ratio of -41.16 and a beta of -0.72. The company’s 50-day simple moving average is $79.42 and its 200-day simple moving average is $93.52.

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

Insider Transactions at ServiceTitan

In related 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 transaction, the chief accounting officer directly owned 89,571 shares in the company, valued at $9,431,826.30. This trade represents a 1.84% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ara Mahdessian sold 32,000 shares of the business’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $98.50, for a total transaction of $3,152,000.00. The SEC filing for this sale provides additional information. Insiders sold 85,180 shares of company stock worth $8,620,383 in the last ninety days. 51.72% of the stock is owned by company insiders.

Institutional Investors Weigh In On ServiceTitan

Hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its holdings in ServiceTitan by 538.4% in the third quarter. Vanguard Group Inc. now owns 4,429,930 shares of the company’s stock valued at $446,670,000 after purchasing an additional 3,735,968 shares in the last quarter. JPMorgan Chase & Co. raised its holdings 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 in the last quarter. Invesco Ltd. raised its holdings 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 in the last quarter. Franklin Resources Inc. lifted its position in shares of ServiceTitan by 148.4% during the 2nd quarter. Franklin Resources Inc. now owns 1,893,237 shares of the company’s stock worth $202,917,000 after buying an additional 1,131,062 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of ServiceTitan in the 4th quarter valued at $112,678,000.

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

ServiceTitan Company Profile

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.