ServiceTitan has seen its shares fall over 30% YTD and nearly 50% from 2025 highs amid broad SaaS and AI-driven sector fears. Despite decelerating GTV and revenue due to macro headwinds, TTAN's margin improvements and lower valuation support a reiterated "Buy" rating. AI displacement risk is overstated for TTAN, as its SMB customer base lacks resources or incentive to replace its integrated platform with DIY solutions.

ServiceTitan, a vertical SaaS pure-play for the trades industry, is down by over 30% since listing in late 2024, underperforming other mid-caps and software peers. TTAN's proprietary and unique dataset on a technologically underserved market and its new agentic AI offerings put it in a better position to thrive than other generalist SaaS offerings. TTAN's balance sheet is in a much better position with no debt and increased capabilities on the FCF front, which could open up room for M&A or shareholder returns.

ServiceTitan, Inc. (TTAN) Q4 2026 Earnings Call Transcript

Although the revenue and EPS for ServiceTitan Inc. (TTAN) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

ServiceTitan Inc. (TTAN) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.12 per share a year ago.

ServiceTitan Inc. (TTAN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Daventry Group increased its ServiceTitan stake by 80,718 shares, with an estimated trade size of $7.88 million based on quarterly average pricing. The quarter-end value of the ServiceTitan position rose by $9.42 million, reflecting both new purchases and share price movement during the period.

Sands Capital bought 89,856 shares of ServiceTitan; estimated transaction value $9.57 million (based on quarterly average price). Quarter-end position value increased by $9.57 million, reflecting the new stock acquisition.

ServiceTitan stock is down 41% year to date, but the company's revenue has grown for four straight quarters. The company serves a market of contractors and tradespeople who need specialized software solutions.

ServiceTitan Inc. (TTAN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.