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

ServiceTitan (NASDAQ:TTAN)‘s stock had its “overweight” rating reissued by investment analysts at Piper Sandler in a research report issued on Friday,Benzinga reports. They presently have a $120.00 price target on the stock. Piper Sandler’s target price points to a potential upside of 61.43% from the stock’s current price.

TTAN has been the subject of a number of other research reports. UBS Group reissued a “buy” rating on shares of ServiceTitan in a report on Monday, December 1st. The Goldman Sachs Group assumed coverage on ServiceTitan in a research note on Tuesday, January 13th. They issued a “neutral” rating and a $117.00 price target for the company. TD Cowen restated a “buy” rating on shares of ServiceTitan in a research report on Monday, February 23rd. BMO Capital Markets decreased their price objective on shares of ServiceTitan from $108.00 to $92.00 and set an “outperform” rating for the company in a research note on Friday. Finally, Wells Fargo & Company cut their price target on shares of ServiceTitan from $140.00 to $125.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Fourteen equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, ServiceTitan has an average rating of “Moderate Buy” and a consensus price target of $125.75.

ServiceTitan Stock Down 1.7%

ServiceTitan stock opened at $74.34 on Friday. The stock has a market capitalization of $6.96 billion, a PE ratio of -18.22 and a beta of -0.72. The business has a 50 day simple moving average of $80.03 and a 200-day simple moving average of $93.80. ServiceTitan has a 12 month low of $58.01 and a 12 month high of $131.33. 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 issued 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. The business had revenue of $253.99 million for the quarter, compared to the consensus estimate of $245.47 million. ServiceTitan had a negative return on equity of 10.96% and a negative net margin of 23.91%.ServiceTitan’s revenue for the quarter was up 21.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.12 earnings per share. On average, analysts anticipate that ServiceTitan will post -1.98 EPS for the current fiscal year.

Insider Transactions at ServiceTitan

In other ServiceTitan news, President Vahe Kuzoyan sold 16,388 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $102.82, for a total transaction of $1,685,014.16. The transaction was disclosed in a filing with the SEC, which is available at 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. In the last ninety days, insiders have sold 85,180 shares of company stock worth $8,620,383. Corporate insiders own 51.72% of the company’s stock.

Hedge Funds Weigh In On ServiceTitan

Large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in shares of ServiceTitan by 538.4% during 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 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 worth $4,314,000 after acquiring an additional 19,577 shares during the period. Thornburg Investment Management Inc. purchased a new position in ServiceTitan during the 3rd quarter valued at approximately $8,338,000. Rakuten Investment Management Inc. purchased a new position in shares of ServiceTitan during the third quarter worth about $5,376,000. Finally, Sandhill Capital Partners LLC acquired a new stake in shares of ServiceTitan during the 3rd quarter valued at $27,062,000.

ServiceTitan News Roundup

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 top-line and adjusted EPS beat — ServiceTitan reported revenue of roughly $254M (+21.4% YoY) and an adjusted EPS print that topped consensus, signalling continued demand and revenue growth. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Stronger cash generation and gross margin expansion — Operating cash flow improved materially year-over-year and gross profit grew, which supports runway and reinvestment despite GAAP losses. QuiverQuant: Stock Falls on Q4 Earnings
• Positive Sentiment: Revenue guidance roughly in line to slightly above Street — Management updated FY‑2027 and Q1‑2027 revenue guidance at about $1.1B (FY) and ~$255–257M (Q1), which is generally in line with consensus and signals stable near‑term revenue outlook. GlobeNewswire: Q4 & FY Results
• Positive Sentiment: Product/enterprise momentum and strategic hires — A customer case study (Vertex) highlights enterprise adoption, and ServiceTitan named Abhishek Mathur as Chief Technology & Product Officer to lead AI-first product strategy. Both support long-term TAM expansion. GlobeNewswire: CTO Appointment GlobeNewswire: Vertex Case Study
• Neutral Sentiment: Market interest — Large block call-option activity was reported ahead of/post earnings, indicating speculative/hedged bullish positioning by some traders but not necessarily long-term conviction. American Banking News: Call Options Activity
• Neutral Sentiment: Full earnings materials and transcript available — Investors can review the earnings slide deck and the full call transcript for management commentary on margins, AI initiatives, and capital allocation. Seeking Alpha: Q4 2026 Transcript
• Negative Sentiment: GAAP profitability and EPS confusion — While adjusted EPS beat, GAAP results showed continued net/operating losses (and a negative diluted EPS figure in some reports), creating uncertainty over the path to sustained profitability; that contributed to selling pressure. QuiverQuant: GAAP Losses Noted
• Negative Sentiment: Insider selling and positioning — Significant insider sales were reported (executives and early investors selling shares), which can pressure sentiment even if sales are for diversification/liquidity reasons. QuiverQuant: Insider Trading Activity
• Negative Sentiment: Price target cut by BTIG — BTIG lowered its target (from $130 to $105) while keeping a buy rating; a visible analyst cut can trigger near-term weakness despite other buy ratings and a $125 median target among analysts. Benzinga: BTIG Lowers Price Target

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.