ServiceTitan (NASDAQ:TTAN) Given New $135.00 Price Target at TD Cowen

Key Points

• TD Cowen raised its price target on ServiceTitan to $135 (from $130) and maintained a "buy" rating, a target the report says implies roughly a 92.9% upside from the prior close.
• ServiceTitan beat Q4 revenue and adjusted EPS (revenue ~$254M, +21.4% YoY) and gave FY‑2027 guidance roughly in line with the Street, but shares fell about 7.5% to $69.99 amid ongoing GAAP losses, analyst divergence and notable insider selling.

ServiceTitan (NASDAQ:TTAN - Get Free Report) had its price target boosted by equities research analysts at TD Cowen from $130.00 to $135.00 in a report released on Friday,Benzinga reports. The brokerage presently has a "buy" rating on the stock. TD Cowen's target price indicates a potential upside of 92.88% from the stock's previous close.

TTAN has been the topic of a number of other reports. The Goldman Sachs Group started coverage on shares of ServiceTitan in a research report on Tuesday, January 13th. They set a "neutral" rating and a $117.00 target price on the stock. Piper Sandler reissued an "overweight" rating and issued a $120.00 price objective on shares of ServiceTitan in a research note on Friday. Weiss Ratings restated a "sell (e+)" rating on shares of ServiceTitan in a report on Monday, December 29th. Morgan Stanley lifted their target price on ServiceTitan from $118.00 to $125.00 and gave the company an "equal weight" rating in a research report on Friday, December 5th. Finally, Wells Fargo & Company lowered 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. Fifteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $122.50.

ServiceTitan Trading Down 7.5%

Shares of NASDAQ TTAN traded down $5.66 during mid-day trading on Friday, reaching $69.99. The company had a trading volume of 881,814 shares, compared to its average volume of 1,520,376. The business's 50-day moving average is $80.03 and its 200-day moving average is $93.80. 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 market cap of $6.55 billion, a price-to-earnings ratio of -17.24 and a beta of -0.72. ServiceTitan has a 52 week low of $58.01 and a 52 week high of $131.33.

ServiceTitan (NASDAQ:TTAN - Get Free Report) last announced its quarterly earnings data 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 company had revenue of $253.99 million during the quarter, compared to analyst estimates of $245.47 million. ServiceTitan had a negative net margin of 23.91% and a negative return on equity of 10.96%. The firm's revenue for the quarter was up 21.4% on a year-over-year basis. During the same quarter last year, the business posted $0.12 EPS. Equities analysts expect that ServiceTitan will post -1.98 earnings per share for the current year.

Insider Buying and Selling at ServiceTitan

In related news, President Vahe Kuzoyan sold 16,388 shares of ServiceTitan stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $102.82, for a total transaction of $1,685,014.16. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO David Sherry sold 11,672 shares of the business's stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $105.30, for a total transaction of $1,229,061.60. Following the completion of the transaction, the chief financial officer directly owned 331,781 shares of the company's stock, valued at $34,936,539.30. This trade represents a 3.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 85,180 shares of company stock valued at $8,620,383 in the last ninety days. Company insiders own 51.72% of the company's stock.

Institutional Investors Weigh In On ServiceTitan

A number of hedge funds have recently made changes to their positions in the stock. Cloud Capital Management LLC purchased a new position in ServiceTitan in the third quarter valued at about $25,000. Toth Financial Advisory Corp lifted its position in shares of ServiceTitan by 150.0% during the fourth 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 last quarter. Farther Finance Advisors LLC boosted its holdings in shares of ServiceTitan by 189.1% in the 4th quarter. Farther Finance Advisors LLC now owns 266 shares of the company's stock valued at $28,000 after buying an additional 174 shares in the last quarter. eCIO Inc. bought a new stake in shares of ServiceTitan in the 4th quarter valued at about $30,000. Finally, Elevation Wealth Partners LLC purchased a new position in shares of ServiceTitan in the 4th quarter worth approximately $36,000.

Key Stories 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

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.

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