ServiceTitan has delivered four consecutive earnings beats with an average surprise of 58% and 25% revenue growth, positioning it as a high-growth software company, but a confirmed downtrend with a death cross and 13% short interest create significant near-term technical headwinds.
Thesis pillars
- Revenue Growth Trajectory→Stable
- Earnings Beat Consistency↓Deteriorating
- Death Cross Technical Block↑Improving
- +1 more pillar — see the Why tab for full reasoning
ServiceTitan, Inc. (TTAN) Stock Analysis
Technology · Software - Application
Hold if already holding. Not a fresh buy at $58.05, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: United States and Canada; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7).
ServiceTitan provides a cloud-based software platform for trades businesses — including HVAC, plumbing, landscaping, and roofing — covering CRM, field service management, ERP, payroll integration, and payment processing. Revenue reached $961.0 million in fiscal 2026, a 24%... Read more
Hold if already holding. Not a fresh buy at $58.05, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: United States and Canada; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7). Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 6.1/10, moderate confidence.
Passes 6/8 gates (favorable risk/reward ratio, no SEC red flags, news boost analyst 0.50, earnings proximity 69d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: speculative.
About ServiceTitan, Inc.
About ServiceTitan, Inc.
ServiceTitan's cloud platform for trades businesses generated $961.0 million in revenue for fiscal 2026, up 24% from $771.9 million in fiscal 2025, while reporting a net loss of $159.9 million and an accumulated deficit of $1.3 billion since inception. The company employed 3,414 full-time workers as of January 31, 2026 — up from 840 at January 31, 2020 — and posted gross dollar retention above 95% in each of fiscal years 2024, 2025, and 2026. Substantially all revenue derived from trades businesses in the United States and Canada.
ServiceTitan earns revenue through three product tiers: Core (base subscription covering scheduling, dispatching, CRM, ERP, and payroll integration), Pro add-ons such as Dispatch Pro, Marketing Pro, and Pricebook Pro, and FinTech products including payment processing and referral fees from third-party consumer financing partners. Pricing is partially based on technician headcount per customer and gross transaction volume processed through the platform. The Atlas agentic AI layer, introduced in fiscal 2026, extends the Titan Intelligence engine into automated workflow decisions within the existing subscription structure. Distribution is primarily direct through an in-house sales force, supplemented by system integrators using ServiceTitan's APIs. The platform competes with general-purpose field service management software that lacks the trades-vertical specificity ServiceTitan has built since its 2012 launch. Revenue grew from $120.7 million in fiscal 2020 to $961.0 million in fiscal 2026.
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Substantially all of ServiceTitan's revenue derives from U.S. and Canadian trades businesses, meaning any domestic macroeconomic shock — reduced consumer spending on home services, labor shortages in the trades, or supply chain disruptions affecting equipment availability — flows directly into customer transaction volume and, through it, into subscription and FinTech revenue. The 10-K notes that U.S. tariffs and retaliatory trade measures could increase raw material and supply costs across trade verticals, reducing customer profitability and discretionary platform spending. International expansion beyond the U.S. and Canada is described as a future opportunity rather than a current revenue buffer, with the company's growing team in Armenia representing its primary non-North American operational presence.
See also: Technology · Software - Application
From ServiceTitan, Inc.'s most recent 10-K filing, extracted June 16, 2026.
Recent developments
updated 2026-09-26Recent Developments — ServiceTitan, Inc.
Latest news
- NEWS Stifel reiterates ServiceTitan stock rating with $125 price target - Investing.com UK — Investing.com UK positive
- NEWS Stifel reiterates ServiceTitan stock rating with $125 price target - Investing.com — Investing.com positive
- NEWS Analysts’ Opinions Are Mixed on These Technology Stocks: ServiceTitan, Inc. Class A (TTAN), Applied Digital Corporation — The Globe and Mail neutral
- NEWS ServiceTitan Inc (TTAN) Dividends & Stock Splits: Historical Payouts and Event Timeline - TradingKey — TradingKey neutral
- NEWS TTAN Reiterated by Needham -- Price Target Maintained at $100 - GuruFocus — GuruFocus positive
Generated 2026-09-26T04:42:02Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicUnited States and Canada10-K Item 1A: 'We derive substantially all of our revenue from sales to trades businesses in the United States and Canada'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·2 ceiling hits
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $58.05, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: United States and Canada; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7). Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $87.78 (+51.2%), stop $53.99 (−7.5%), A.R:R 3.4:1. Score 6.1/10, moderate confidence.
Take-profit target: $87.78 (+51.2% upside). Target $87.78 (+51.2%), stop $53.99 (−7.5%), A.R:R 3.4:1. Stop-loss: $53.99.
Concentration risk — Geographic: United States and Canada; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7); Sector modifier (Technology): -0.8.
ServiceTitan, Inc. trades at a P/E of N/A (forward 36.3). TrendMatrix value score: 7.0/10. Verdict: Hold.
23 analysts cover TTAN with a consensus score of 4.1/5. Average price target: $98.
What does ServiceTitan, Inc. do?ServiceTitan provides a cloud-based software platform for trades businesses — including HVAC, plumbing, landscaping,...
ServiceTitan provides a cloud-based software platform for trades businesses — including HVAC, plumbing, landscaping, and roofing — covering CRM, field service management, ERP, payroll integration, and payment processing. Revenue reached $961.0 million in fiscal 2026, a 24% year-over-year increase, with a net loss of $159.9 million and gross dollar retention above 95%.