Piper Sandler Reiterates Overweight Rating for ServiceTitan (NASDAQ:TTAN)

ServiceTitan (NASDAQ:TTAN)‘s stock had its “overweight” rating reissued by equities research analysts at Piper Sandler in a note issued to investors on Friday,Benzinga reports. They presently have a $120.00 price objective on the stock. Piper Sandler’s price objective points to a potential upside of 69.49% from the company’s current price.

Several other equities research analysts have also weighed in on TTAN. Wells Fargo & Company reduced their target price on ServiceTitan from $140.00 to $125.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. UBS Group reiterated a “buy” rating on shares of ServiceTitan in a report on Monday, December 1st. BMO Capital Markets dropped their price target on shares of ServiceTitan from $108.00 to $92.00 and set an “outperform” rating on the stock in a research report on Friday. Morgan Stanley boosted their price objective 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. Finally, KeyCorp decreased their price objective on shares of ServiceTitan from $140.00 to $120.00 and set an “overweight” rating for the company in a report on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $115.63.

ServiceTitan Price Performance

NASDAQ TTAN opened at $70.80 on Friday. ServiceTitan has a fifty-two week low of $58.01 and a fifty-two week high of $131.33. The stock’s 50-day moving average is $79.42 and its two-hundred day moving average is $93.52. 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 has a debt-to-equity ratio of 0.07, a current ratio of 4.14 and a quick ratio of 4.14.

ServiceTitan (NASDAQ:TTAN) last released its quarterly earnings results 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. The company 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 firm’s revenue was up 21.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.12 EPS. On average, analysts anticipate that ServiceTitan will post -1.98 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, President Vahe Kuzoyan sold 16,388 shares of the stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $100.62, for a total transaction of $1,648,960.56. Following the completion of the sale, the president owned 1 shares in the company, valued at $100.62. This represents a 99.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO David Sherry sold 833 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief financial officer directly owned 330,948 shares in the company, valued at $30,215,552.40. This trade represents a 0.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 85,180 shares of company stock worth $8,620,383 in the last 90 days. 51.72% of the stock is owned by company insiders.

Institutional Investors Weigh In On ServiceTitan

Hedge funds and other institutional investors have recently modified their holdings of the stock. Woodline Partners LP increased its position in ServiceTitan by 4.6% during the first quarter. Woodline Partners LP now owns 2,141 shares of the company’s stock worth $204,000 after acquiring an additional 95 shares during the period. Bank of New York Mellon Corp raised its stake in ServiceTitan by 1,247.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 84,704 shares of the company’s stock valued at $9,079,000 after purchasing an additional 78,416 shares during the last quarter. PNC Financial Services Group Inc. bought a new stake in ServiceTitan in the 2nd quarter valued at $79,000. Geode Capital Management LLC boosted its holdings in ServiceTitan by 0.5% in the 2nd quarter. Geode Capital Management LLC now owns 160,975 shares of the company’s stock valued at $17,258,000 after purchasing an additional 848 shares during the period. Finally, Calamos Advisors LLC acquired a new stake in ServiceTitan in the 2nd quarter worth $874,000.

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.