ServiceTitan, Inc.
$72.96-8.2%YTD-31.2%1Y-36.0%
Mentions · last 7 days
16-14%
Price updated 5h ago·X counts updated 1d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $TTAN, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Application sits in its cycle right now — and what that implies for $TTAN.
Software - Application
No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..
What this means for $TTAN
Partial — SaaS platform for HVAC, plumbing, and electrical contractors managing scheduling, dispatch, and billing; partial earnings exposure to software - application demand dynamics through its product portfolio.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-13.8%YTD
-17.4%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
-53.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
-0.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
-14.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
-27.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
7.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
-0.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
70.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026Jun 4, 2026$0.37$0.28+34.1%
Q4 2025Mar 12, 2026$0.27$0.18+50.0%
Q3 2025Dec 4, 2025$0.24$0.15+56.3%
Q2 2025Sep 4, 2025$0.33$0.18+87.5%
Next earningsThu, Sep 3·consensus EPS $0.36
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$268.8M+24.6%72.1%-9.6%$-0.24$-2.2B
Q4 FY26$254.0M+21.4%69.9%-16.1%$-0.44$35.4M
Q3 FY26$249.2M+25.0%70.8%-16.9%$-0.43$37.7M
Q2 FY26$242.1M+25.5%70.8%-14.4%$-0.35$34.3M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$952.5M$951.7M – $953.2M$0.93$0.91 – $0.9613
FY27$1.1B$1.1B – $1.2B$1.31$1.25 – $1.3913
FY28$1.3B$1.3B – $1.3B$1.64$1.43 – $1.8513
FY29$1.5B$1.5B – $1.5B$2.08$2.06 – $2.126
FY30$1.6B$1.6B – $1.6B$1.81$1.79 – $1.843
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.29%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 37.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary
8-KMaterial agreementFeb 38-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 13 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
What to Know About ServiceTitan's CFO Sherry David Selling 2,276 Shares for $181,000ServiceTitan: AI Monetization Story Intact, Macro Is The WildcardFieldRoutes Report Finds Growth Optimism Returning as Pest Operators Double Down on TechnologyServiceTitan: Usage And Max Make The Growth Story StrongerTrussPoint Builds Foundation for Residential Exterior Growth with ServiceTitan
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