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

ServiceTitan (NASDAQ:TTAN) had its price objective decreased by investment analysts at Stifel Nicolaus from $145.00 to $125.00 in a report issued on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. Stifel Nicolaus’ price objective would suggest a potential upside of 78.59% from the stock’s current price.

A number of other research analysts have also issued reports on TTAN. Weiss Ratings restated a “sell (e+)” rating on shares of ServiceTitan in a research report on Monday, December 29th. TD Cowen increased their target price on ServiceTitan from $130.00 to $135.00 and gave the stock a “buy” rating in a research report on Friday. UBS Group reiterated a “buy” rating on shares of ServiceTitan in a research note on Monday, December 1st. Needham & Company LLC lowered their price target on shares of ServiceTitan from $140.00 to $100.00 and set a “buy” rating for the company in a research report on Friday. Finally, Morgan Stanley increased their price objective on shares of ServiceTitan from $118.00 to $125.00 and gave the stock an “equal weight” rating in a report on Friday, December 5th. Fifteen 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. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $122.50.

ServiceTitan Stock Performance

TTAN traded down $5.66 on Friday, hitting $69.99. 881,814 shares of the company’s stock were exchanged, compared to its average volume of 1,520,376. The company has a current ratio of 4.14, a quick ratio of 4.14 and a debt-to-equity ratio of 0.07. The stock has a fifty day moving average of $80.03 and a two-hundred day moving average of $93.80. ServiceTitan has a twelve month low of $58.01 and a twelve month high of $131.33. The firm has a market cap of $6.55 billion, a PE ratio of -17.24 and a beta of -0.72.

ServiceTitan (NASDAQ:TTAN) last issued its earnings results on Thursday, March 12th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates 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 10.96% and a negative net margin of 23.91%.ServiceTitan’s quarterly revenue was up 21.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.12 earnings per share. On average, research analysts anticipate that ServiceTitan will post -1.98 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other ServiceTitan news, CEO Ara Mahdessian sold 32,000 shares of the business’s 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO David Sherry sold 833 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $91.30, for a total value of $76,052.90. Following the completion of the transaction, the chief financial officer directly owned 330,948 shares of the company’s stock, valued at approximately $30,215,552.40. The trade was 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 valued at $8,620,383 in the last quarter. 51.72% of the stock is owned by insiders.

Institutional Investors Weigh In On ServiceTitan

Several institutional investors have recently bought and sold shares of the stock. Cloud Capital Management LLC bought a new position in ServiceTitan in the 3rd quarter valued at about $25,000. Toth Financial Advisory Corp increased its stake in ServiceTitan by 150.0% during the 4th quarter. Toth Financial Advisory Corp now owns 250 shares of the company’s stock valued at $27,000 after buying an additional 150 shares during the period. Farther Finance Advisors LLC raised its position in shares of ServiceTitan by 189.1% during the 4th quarter. Farther Finance Advisors LLC now owns 266 shares of the company’s stock worth $28,000 after buying an additional 174 shares in the last quarter. eCIO Inc. acquired a new stake in shares of ServiceTitan in the 4th quarter worth approximately $30,000. Finally, Elevation Wealth Partners LLC acquired a new stake in shares of ServiceTitan in the 4th quarter worth approximately $36,000.

Key Headlines Impacting ServiceTitan

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

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.