ServiceTitan (NASDAQ:TTAN) Price Target Cut to $118.00 by Analysts at Morgan Stanley

ServiceTitan (NASDAQ:TTAN) had its target price dropped by Morgan Stanley from $131.00 to $118.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Morgan Stanley’s price objective points to a potential upside of 68.59% from the company’s previous close.

A number of other equities analysts have also commented on TTAN. BMO Capital Markets cut their price objective on ServiceTitan from $108.00 to $92.00 and set an “outperform” rating on the stock in a research note on Friday. Weiss Ratings reissued a “sell (e+)” rating on shares of ServiceTitan in a research report on Monday, December 29th. Wells Fargo & Company lowered their price target on shares of ServiceTitan from $140.00 to $125.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. KeyCorp dropped their price target on shares of ServiceTitan from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday. Finally, The Goldman Sachs Group began coverage on shares of ServiceTitan in a research report on Tuesday, January 13th. They set a “neutral” rating and a $117.00 price objective for the company. Fifteen 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. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $122.50.

ServiceTitan Trading Down 7.5%

NASDAQ TTAN traded down $5.66 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 firm 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 fifty-two week low of $58.01 and a fifty-two week high of $131.33. The business has a 50 day moving average of $80.03 and a two-hundred day moving average of $93.80. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.14 and a quick ratio of 4.14.

ServiceTitan (NASDAQ:TTAN) last announced its earnings results on Thursday, March 12th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.18 by $0.09. ServiceTitan had a negative return on equity of 10.96% and a negative net margin of 23.91%.The firm had revenue of $253.99 million for the quarter, compared to the consensus estimate of $245.47 million. During the same period in the previous year, the business earned $0.12 EPS. The business’s quarterly revenue was up 21.4% compared to the same quarter last year. Analysts forecast that ServiceTitan will post -1.98 EPS for the current year.

Insiders Place Their Bets

In other ServiceTitan news, CEO Ara Mahdessian sold 32,000 shares of the stock in a transaction that occurred 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 transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, President Vahe Kuzoyan sold 16,388 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $102.82, for a total transaction of $1,685,014.16. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 85,180 shares of company stock valued at $8,620,383 in the last ninety days. 51.72% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On ServiceTitan

Institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. grew its stake in ServiceTitan by 538.4% in the third quarter. Vanguard Group Inc. now owns 4,429,930 shares of the company’s stock valued at $446,670,000 after acquiring an additional 3,735,968 shares during the period. Truist Financial Corp increased its holdings in shares of ServiceTitan by 84.3% during the third quarter. Truist Financial Corp now owns 42,789 shares of the company’s stock valued at $4,314,000 after acquiring an additional 19,577 shares in the last quarter. Thornburg Investment Management Inc. acquired a new position in shares of ServiceTitan during the third quarter worth approximately $8,338,000. Rakuten Investment Management Inc. bought a new position in shares of ServiceTitan in the 3rd quarter worth $5,376,000. Finally, Sandhill Capital Partners LLC bought a new position in shares of ServiceTitan in the 3rd quarter worth $27,062,000.

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.