KeyCorp Cuts ServiceTitan (NASDAQ:TTAN) Price Target to $120.00

ServiceTitan (NASDAQ:TTAN) had its target price dropped by research analysts at KeyCorp from $140.00 to $120.00 in a report issued on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. KeyCorp’s price target indicates a potential upside of 61.43% from the company’s previous close.

Several other research firms also recently issued reports on TTAN. TD Cowen reissued a “buy” rating on shares of ServiceTitan in a research report on Monday, February 23rd. UBS Group reaffirmed a “buy” rating on shares of ServiceTitan in a report on Monday, December 1st. Weiss Ratings restated a “sell (e+)” rating on shares of ServiceTitan in a research report on Monday, December 29th. BTIG Research lowered their target price on shares of ServiceTitan from $130.00 to $105.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Wells Fargo & Company reduced their price objective on shares of ServiceTitan from $140.00 to $125.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Fourteen research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $125.75.

ServiceTitan Price Performance

TTAN opened at $74.34 on Friday. ServiceTitan has a fifty-two week low of $58.01 and a fifty-two week high of $131.33. The company’s 50-day moving average price is $80.03 and its 200 day moving average price is $93.80. The firm has a market cap of $6.96 billion, a price-to-earnings ratio of -18.22 and a beta of -0.72. 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 (NASDAQ:TTAN) last announced its quarterly earnings results on Thursday, March 12th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.18 by $0.09. The business had revenue of $253.99 million for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter last year, the firm earned $0.12 EPS. As a group, sell-side analysts expect that ServiceTitan will post -1.98 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Ara Mahdessian sold 32,000 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were 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 SEC, which can be accessed through the SEC website. Also, President Vahe Kuzoyan sold 16,388 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $100.62, for a total transaction of $1,648,960.56. Following the completion of the sale, the president owned 1 shares of the company’s stock, valued at approximately $100.62. The trade was a 99.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 85,180 shares of company stock worth $8,620,383 over the last 90 days. 51.72% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On ServiceTitan

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Cloud Capital Management LLC acquired a new position in ServiceTitan in the 3rd quarter worth about $25,000. Toth Financial Advisory Corp boosted its stake in shares of 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 purchasing an additional 150 shares in the last quarter. Farther Finance Advisors LLC lifted its stake in 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. purchased a new position in ServiceTitan in the 4th quarter valued at about $30,000. Finally, Elevation Wealth Partners LLC acquired a new stake in shares of ServiceTitan in the fourth quarter valued at approximately $36,000.

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

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.