Baldwin Wealth Partners LLC MA Purchases New Position in ServiceTitan Inc. $TTAN

Baldwin Wealth Partners LLC MA acquired a new stake in shares of ServiceTitan Inc. (NASDAQ:TTAN) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 10,165 shares of the company’s stock, valued at approximately $1,083,000.

A number of other hedge funds have also recently bought and sold shares of TTAN. Woodline Partners LP lifted its position 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 buying an additional 95 shares in the last quarter. PNC Financial Services Group Inc. grew its holdings in shares of ServiceTitan by 16.1% in the third quarter. PNC Financial Services Group Inc. now owns 858 shares of the company’s stock valued at $87,000 after acquiring an additional 119 shares in the last quarter. Cloud Capital Management LLC purchased a new stake in shares of ServiceTitan during the third quarter valued at approximately $25,000. Parallel Advisors LLC increased its position in shares of ServiceTitan by 161.7% during the third quarter. Parallel Advisors LLC now owns 526 shares of the company’s stock valued at $53,000 after acquiring an additional 325 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in ServiceTitan by 1,005.1% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 431 shares of the company’s stock worth $46,000 after acquiring an additional 392 shares during the period.

Insider Transactions at ServiceTitan

In other news, CAO Michele O’connor sold 5,154 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $69.86, for a total value of $360,058.44. Following the completion of the transaction, the chief accounting officer owned 84,416 shares in the company, valued at $5,897,301.76. This trade represents a 5.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Ara Mahdessian sold 32,000 shares of the business’s stock in a transaction 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 77,806 shares of company stock worth $6,876,630 over the last 90 days. 51.72% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on TTAN. Citigroup reduced their price objective on ServiceTitan from $117.00 to $88.00 and set a “neutral” rating for the company in a research note on Friday, March 13th. TD Cowen boosted their price target on shares of ServiceTitan from $130.00 to $135.00 and gave the stock a “buy” rating in a report on Friday, March 13th. Stifel Nicolaus reduced their price target on shares of ServiceTitan from $145.00 to $125.00 and set a “buy” rating for the company in a research report on Friday, March 13th. Truist Financial decreased their price objective on shares of ServiceTitan from $130.00 to $100.00 and set a “buy” rating for the company in a report on Friday, March 13th. Finally, Wells Fargo & Company lowered their price objective on shares of ServiceTitan from $125.00 to $115.00 and set an “overweight” rating on the stock in a research report on Friday, March 13th. Sixteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $113.56.

Trending Headlines about ServiceTitan

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 results beat — ServiceTitan reported EPS of $0.27 vs. $0.18 est. and revenue of $253.99M (≈21% YoY growth), a near‑term fundamental positive that supports the outlook. MarketBeat TTAN
• Positive Sentiment: Analyst bullish note — Seeking Alpha reiterated a “Buy,” arguing margin improvements and a lower valuation after the pullback make TTAN appealing for long‑term investors. Seeking Alpha
• Neutral Sentiment: Valuation / volatility review — Coverage notes the recent share-price pullback lowers forward multiples but also highlights near‑term growth uncertainty; mixed implications for value vs. growth investors. Yahoo Finance Valuation
• Negative Sentiment: Price‑target cuts — Truist and other brokers trimmed targets after Q4 (and some firms have lowered expectations broadly), which can cap near‑term upside and weigh on multiple expansion. Truist / Yahoo
• Negative Sentiment: Significant insider selling — multiple senior executives sold shares on March 18: CFO David Sherry (~17,778 shs), CAO Michele O’Connor (~5,154 shs), CEO Ara Mahdessian (~2,288 shs) and President Vahe Kuzoyan (~3,220 shs). Large officer sales and the near‑zero retained direct holdings reported for some officers are likely amplifying investor concern. CFO Form 4 CAO Form 4 CEO Form 4 President Form 4

ServiceTitan Stock Performance

NASDAQ:TTAN opened at $67.74 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 4.14 and a current ratio of 4.14. ServiceTitan Inc. has a fifty-two week low of $58.01 and a fifty-two week high of $131.33. The firm has a market cap of $6.34 billion, a PE ratio of -39.38 and a beta of -0.72. The business has a 50 day moving average price of $75.92 and a 200-day moving average price of $92.30.

ServiceTitan (NASDAQ:TTAN) last posted its 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. ServiceTitan had a negative return on equity of 6.91% and a negative net margin of 16.64%.The company had revenue of $253.99 million for the quarter, compared to analysts’ expectations of $245.47 million. During the same period last year, the firm earned $0.12 earnings per share. ServiceTitan’s quarterly revenue was up 21.4% on a year-over-year basis. Equities research analysts predict that ServiceTitan Inc. will post -1.98 earnings per share for the current year.

ServiceTitan 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.