ServiceTitan (NASDAQ:TTAN) Price Target Cut to $105.00 by Analysts at Canaccord Genuity Group

Key Points

• Canaccord Genuity cut its price target on ServiceTitan from $140 to $105 but kept a "buy" rating, implying roughly a 50% upside from the stock's current price.
• Shares fell about 7.4% to $70.02 after Q4 results — revenue and EPS beat (≈$254M, +21% YoY and $0.27 EPS) but persistent negative margins and mixed guidance spurred investor caution.
• Selling pressure is rising as several firms trimmed targets and insiders have recently sold stock (including the CEO), even though insiders still own 51.72% of the company.

ServiceTitan (NASDAQ:TTAN - Get Free Report) had its price objective lowered by equities research analysts at Canaccord Genuity Group from $140.00 to $105.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a "buy" rating on the stock. Canaccord Genuity Group's price objective would indicate a potential upside of 49.96% from the company's current price.

Several other research analysts have also commented on TTAN. Stifel Nicolaus reduced their price target on ServiceTitan from $145.00 to $125.00 and set a "buy" rating for the company in a research report on Friday. The Goldman Sachs Group began coverage on ServiceTitan in a research report on Tuesday, January 13th. They set a "neutral" rating and a $117.00 price objective on the stock. BMO Capital Markets cut their target price on ServiceTitan from $108.00 to $92.00 and set an "outperform" rating on the stock in a research note on Friday. Piper Sandler reissued an "overweight" rating and set a $120.00 price target on shares of ServiceTitan in a research report on Friday. Finally, KeyCorp lowered their price target on shares of ServiceTitan from $140.00 to $120.00 and set an "overweight" rating on the stock in a report on Friday. 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 stock. According to data from MarketBeat.com, ServiceTitan presently has an average rating of "Moderate Buy" and an average price target of $117.81.

ServiceTitan Stock Down 7.4%

Shares of NASDAQ TTAN traded down $5.63 during midday trading on Friday, reaching $70.02. 2,059,755 shares of the company's stock traded hands, compared to its average volume of 1,542,289. The company has a market cap of $6.56 billion, a price-to-earnings ratio of -17.16 and a beta of -0.72. The stock's 50 day simple moving average is $80.03 and its 200-day simple moving average is $93.80. The company has a quick ratio of 4.14, a current ratio of 4.14 and a debt-to-equity ratio of 0.07. ServiceTitan has a one year low of $58.01 and a one year high of $131.33.

ServiceTitan (NASDAQ:TTAN - Get Free Report) last issued its quarterly earnings data on Thursday, March 12th. The company reported $0.27 EPS for the quarter, topping 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 net margin of 23.91% and a negative return on equity of 10.96%. 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 firm posted $0.12 earnings per share. On average, analysts predict that ServiceTitan will post -1.98 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CAO Michele O'connor sold 1,678 shares of the business's stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $105.30, for a total transaction of $176,693.40. Following the transaction, the chief accounting officer directly owned 89,571 shares in the company, valued at $9,431,826.30. The trade was a 1.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Ara Mahdessian sold 32,000 shares of the company's stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $98.50, for a total value of $3,152,000.00. 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 90 days. Corporate insiders own 51.72% of the company's stock.

Hedge Funds Weigh In On ServiceTitan

Several hedge funds have recently modified their holdings of the stock. Woodline Partners LP grew its position in 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 purchasing an additional 95 shares during the last quarter. PNC Financial Services Group Inc. raised 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 worth $87,000 after buying an additional 119 shares during the last quarter. Toth Financial Advisory Corp lifted its stake in shares of ServiceTitan by 150.0% during the fourth quarter. Toth Financial Advisory Corp now owns 250 shares of the company's stock worth $27,000 after buying an additional 150 shares during the period. Farther Finance Advisors LLC grew its holdings in shares of ServiceTitan by 189.1% during the fourth quarter. Farther Finance Advisors LLC now owns 266 shares of the company's stock valued at $28,000 after buying an additional 174 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of ServiceTitan by 30.0% during the fourth quarter. EverSource Wealth Advisors LLC now owns 906 shares of the company's stock valued at $96,000 after buying an additional 209 shares during the last quarter.

ServiceTitan News Summary

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 revenue and GAAP beat: ServiceTitan reported roughly $254M in Q4 revenue (≈+21% YoY) and reported EPS above Street consensus in company releases, evidence demand and top-line momentum remain intact. Earnings Release
• Positive Sentiment: Leadership hire to accelerate AI/product strategy: ServiceTitan named Abhishek Mathur as CTO and Chief Product Officer, signaling renewed focus on AI-first product investment that could drive longer-term differentiation. CTO Appointment
• Neutral Sentiment: Guidance mixed/inline: Management provided FY‑2027 and Q1 revenue ranges (Q1 revenue guided roughly $255–257M vs. consensus ~252M), which are broadly in line with expectations but left some details on profitability/growth cadence unclear. See the call transcripts and slides for color. Earnings Transcript
• Neutral Sentiment: Investor interest via options and institutional moves: Elevated call-option activity and noted institutional buying in recent filings suggest some investors are placing leveraged bets on a rebound even as others reduce exposure. Options Flow
• Negative Sentiment: Market reaction to mixed message on profitability and forward outlook: Analysts and market commentary described results as “mixed” — top-line beat but margins/operating losses and any conservative tone on FY‑27 prompted caution. Seeking Alpha summarized the call as a stumble given the trade‑off between growth and near‑term profitability. Seeking Alpha: Mixed Results
• Negative Sentiment: Wave of analyst price-target cuts: Several firms trimmed PTs this morning (Wells Fargo, Morgan Stanley, BMO, Needham, BTIG among others), which increases selling pressure even though most kept constructive ratings. Analyst PT Changes
• Negative Sentiment: Insider selling and persistent unprofitability: Recent data flagged concentrated insider sales and continued negative net margins/operating loss despite improving cash generation — factors that can weigh on investor confidence. QuiverQuant: Financials & Insider Activity

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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