ServiceTitan, Inc. (TTAN) Stock Price & Analysis
ServiceTitan, Inc. (TTAN) closed at USD 85.2 on Thursday, October 22, 2026, up 3.50% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 82.32; the Oct 22, 2026 session ranged USD 82.08–86.79 on volume of 1,755,972 shares. Market capitalization is $8.22B, with a 52-week range of USD 53–111.36 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:13 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TTAN.md
Key facts (TTAN)
- Last four reported quarters (through Jul 31, 2026): revenue $1.06B, net income -$129M (-12.1% margin), free cash flow $137M (SEC filings).
- Insider open-market sales, last ~7 months: 21 Form 4 filings, $43.3M; 15 not under a Rule 10b5-1 plan ($18.9M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.94 on a 1–5 scale) (17 analysts), mean target USD 97.53 (range 76–110).
- Total return with dividends: 1Y -13.4% vs S&P 500 +14.9%; 5Y -14.8% vs S&P 500 +80.3%.
- Next earnings: 2026-12-03, EPS estimate USD 0.26, revenue estimate $287M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TTAN)
| USD | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|
| Revenue | $468M | $614M | $772M | $961M | $1.06B |
| Gross profit | $266M | $377M | $501M | $674M | — |
| Operating income | -$222M | -$183M | -$230M | -$169M | -$138M |
| Net income | -$270M | -$195M | -$239M | -$160M | -$129M |
| EPS (diluted) | -$9.31 | -$7.24 | -$8.53 | -$1.73 | — |
| Free cash flow | -$195M | -$68.1M | $33.3M | $105M | $137M |
| Gross margin | 56.9% | 61.3% | 64.9% | 70.1% | — |
| Operating margin | -47.4% | -29.8% | -29.8% | -17.6% | -13.0% |
| Net margin | -57.6% | -31.8% | -31.0% | -16.6% | -12.1% |
| Revenue growth | — | +31.3% | +25.6% | +24.5% | — |
| Cash + short-term investments | $202M | $147M | $442M | $429M | — |
| Total debt | — | $176M | $105M | $0K | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (TTAN)
P/S 7.7x · P/FCF 60.1x · P/B 5.1x · FCF yield 1.66% · Earnings yield -1.57%
Insider sales (SEC Form 4, open-market, last ~7 months) (TTAN)
6 of 21 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | Sherry David | Chief Financial Officer | 1,138 | $86K | 0.3% | Yes (adopted January 15, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-23 | O'Connor Michele | Chief Accounting Officer | 4,380 | $269K | 6.6% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-17 | Sherry David | Chief Financial Officer | 23,246 | $1.3M | 6% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-17 | O'Connor Michele | Chief Accounting Officer | 5,581 | $319K | 7.8% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-17 | Kuzoyan Vahe | President | 3,148 | $180K | 99.9% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-17 | Mahdessian Ara | Chief Executive Officer | 3,148 | $180K | 99.9% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-14 | Sherry David | Chief Financial Officer | 9,000 | $817K | 2.3% | Yes (adopted January 15, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-11…2026-08-12 | Kuzoyan Vahe | President | 131,120 | $11.7M | 100% | Yes (adopted January 15, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-03…2026-08-04 | Mahdessian Ara | Chief Executive Officer | 88,053 | $7.5M | 100% | Yes (adopted January 15, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-15 | Sherry David | Chief Financial Officer | 2,276 | $181K | 0.6% | Yes (adopted January 15, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-07 | Mahdessian Ara | Chief Executive Officer | 51,947 | $4.2M | 100% | Yes (adopted January 15, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-07 | O'Connor Michele | Chief Accounting Officer | 4,910 | $397K | 6.4% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-23…2026-06-24 | Deeter Byron B | Director | 17,690 | $1.1M | 78.2% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-22…2026-06-23 | Griffith William J.G. | Director | 94,615 | $6.0M | 0.8% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-22…2026-06-23 | Iconiq Strategic Partners V, L.P. | 94,615 | $6.0M | 0.8% | No | Too little history (no open-market trades in 2023 or 2024) | |
| 2026-06-17 | Mahdessian Ara | Chief Executive Officer | 3,028 | $200K | 99.9% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-17 | Kuzoyan Vahe | President | 3,208 | $212K | 100% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-17 | Sherry David | Chief Financial Officer | 20,193 | $1.3M | 4.8% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-17 | O'Connor Michele | Chief Accounting Officer | 5,305 | $351K | 6.5% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-09 | O'Connor Michele | Chief Accounting Officer | 10,000 | $691K | 10.9% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TTAN)
Consensus Buy (mean 1.94 on a 1–5 scale), 17 analysts; mean target USD 97.53 (low 76, high 110).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | TD Cowen | Reiterated | Buy | $100 |
| 2026-10-02 | BTIG | Reiterated | Buy | $110 |
| 2026-09-25 | TD Cowen | Reiterated | Buy | $100 |
| 2026-09-09 | Citigroup | Target lowered | Neutral | $83 → $76 |
| 2026-09-09 | Canaccord Genuity | Target lowered | Buy | $105 → $90 |
| 2026-09-09 | Morgan Stanley | Target lowered | Overweight | $124 → $92 |
| 2026-09-09 | Truist Securities | Target lowered | Buy | $110 → $100 |
| 2026-09-09 | Stifel | Target lowered | Buy | $125 → $100 |
| 2026-09-09 | Wells Fargo | Target lowered | Overweight | $115 → $105 |
| 2026-09-09 | TD Cowen | Target lowered | Buy | $125 → $100 |
| 2026-09-09 | Baird | Target lowered | Outperform | $101 → $85 |
| 2026-09-09 | Keybanc | Target lowered | Overweight | $120 → $110 |
Total return (dividends reinvested) (TTAN)
| 1Y (from 2025-10-23) | 5Y (from 2024-12-09) | |
|---|---|---|
| Total return | -13.4% | -14.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -13.5% | -8.2% |
| Volatility (annualized) | 67.6% | 67.0% |
| Max drawdown | -50.8% (Dec 2025→Sep 2026) | -57.7% (May 2025→Sep 2026) |
TTAN revenue by product line (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Platform Revenue | $284.5M | 97.2% | +22.2% |
| — Subscription Revenue (part of Platform Revenue) | $212.4M | 72.5% | +21.5% |
| — Usage Revenue (part of Platform Revenue) | $72.1M | 24.6% | +24.4% |
| Professional Services & Other Revenue | $8.3M | 2.8% | -12.1% |
| Total revenue | $292.8M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
TTAN suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Microsoft (MSFT) | “We rely on third-party data centers, such as Azure, to host and operate our platform, and any disruption of or interference with our use of these facilities may negatively affect our ability to maintain the performance and reliability of our platform, which could cause our business to suffer.” |
| Customer | Alphabet (Google) (GOOGL) | “A single customer can have thousands of online leads from a variety of sources, including ads, Yelp and Google sponsorships, which makes knowing which lead sources are producing inbound calls critical to maximizing our customers' sales and marketing ROI.” |
Quoted from the company's 10-K filed Mar 25, 2026.
TTAN customer concentration
In the period ended Jul 31, 2026, a single direct customer accounted for 13% of revenue, per the company's 10-Q filed Sep 8, 2026. The company does not name it.
TTAN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.26 | $0.26 | +1.5% | $286.5M | 17 |
| Next quarter (ends Jan 2027) | $0.33 | $0.33 | -0.3% | $294.3M | 17 |
| Current fiscal year (ends Jan 2027) | $1.36 | $1.31 | +3.7% | $1.14B | 17 |
| Next fiscal year (ends Jan 2028) | $1.64 | $1.64 | +0.5% | $1.31B | 17 |
TTAN options: expected move
Options price a move of about ±19.8% (±$16.80) by Dec 18, 2026, which includes earnings on Dec 3, 2026; the earnings reaction alone is priced at about ±8.3%. Over the last 8 reports the stock moved ±12% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 57.5% | ±12.9% |
| Dec 18, 2026 | 56 | 62.8% | ±19.8% |
| Jan 15, 2027 | 84 | 58.7% | ±22.5% |
| Apr 16, 2027 | 175 | 60.1% | ±32.9% |
| Jul 16, 2027 | 266 | 61.4% | ±41.2% |
| Oct 15, 2027 | 357 | 62.1% | ±47.8% |
30-day implied volatility 55.2% vs 58.8% realized over the last 30 trading days. Put/call ratio (volume) 0.06. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:13 UTC)
| Price | USD 85.2 |
|---|---|
| Change | ▲ 3.50% (up) |
| Previous Close | USD 82.32 |
| Open | USD 83.44 |
| Day Range | USD 82.08 – 86.79 |
| 52-Week Range | USD 53 – 111.36 |
| Volume | 1,755,972 shares |
| Market Cap | $8.22B |
| Exchange | NMS |
Technical Analysis (TTAN)
Nexqual's technical model rates TTAN "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:13 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 61.98 (neutral) |
| vs SMA50 | Above (USD 76.04) |
| MACD | 2.99 (positive) |
Analyst Ratings (TTAN)
Wall Street analysts rate TTAN "Buy" based on 17 analysts, with a mean price target of USD 97.53 (range USD 76–110), per Nexqual as of October 23, 2026 at 09:13 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 17 |
| Mean Target | USD 97.53 |
| High Target | USD 110 |
| Low Target | USD 76 |
| Buy / Hold / Sell | 15 / 2 / 0 |
Earnings (TTAN)
| Next Earnings Date | 2026-12-03 |
|---|---|
| EPS Estimate | USD 0.26 |
| Revenue Estimate | $286.52M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.4 vs est 0.35 ▲ beat |
| 2026-04-30 | USD 0.37 vs est 0.28 ▲ beat |
| 2026-01-31 | USD 0.27 vs est 0.18 ▲ beat |
| 2025-10-31 | USD 0.24 vs est 0.15 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:13 UTC.
Financials & Fundamentals (TTAN)
| Total Revenue | $1.06B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +20.90% |
| Gross Margin | +71.23% |
| Operating Margin | -9.41% |
| Profit Margin | -12.12% |
| ROE | -8.34% |
| Debt / Equity | 0.03 |
| Current Ratio | 4.55 |
| Total Cash | $479.54M |
| Total Debt | $47.76M |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $136.78M (12.8% of revenue) |
Source: Nexqual, October 23, 2026 at 09:13 UTC.
Financial Health Score (TTAN)
Nexqual rates ServiceTitan, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:13 UTC.
| Growth | Strong — Revenue +24% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 71%, operating -9% (last 12 months) |
| Balance Sheet | Strong — $429M cash and investments, no debt (Jan 2026, SEC) |
| Cash Flow | Solid — FCF $137M (last 4 quarters to Jul 2026, SEC), 13% margin |
| Efficiency | Critical — ROE -8%, ROA -4.7% |
Ownership (TTAN)
| Insider Ownership | +7.44% |
|---|---|
| Institutional Ownership | +106.93% |
| Shares Outstanding | 84.08M |
| Float | 66.37M |
| Short % of Float | +14.42% |
Source: Nexqual, October 23, 2026 at 09:13 UTC.
Leadership (TTAN)
ServiceTitan, Inc. is led by Ara Mahdessian, Co-Founder, Chairman of the Board & CEO, per Nexqual as of October 23, 2026 at 09:13 UTC.
| Co-Founder, Chairman of the Board & CEO | Ara Mahdessian |
|---|---|
| Co-Founder, President & Director | Vahe Kuzoyan |
| Chief Financial Officer | Dave Sherry |
| Chief Operating Officer | Chris Petros |
| Chief Technology & Product Officer | Abhishek Mathur |
Major Backers & Investors (TTAN)
Notable institutional backers of ServiceTitan, Inc. include ICONIQ Capital, LLC, FMR, LLC, Deer Management Co. LLC, according to Nexqual as of October 23, 2026 at 09:13 UTC.
Active Investors
| Investor | Stake |
|---|---|
| ICONIQ Capital, LLC | 13.6% |
| FMR, LLC | 6.04% |
| Deer Management Co. LLC | 5.43% |
| Kayne Anderson Rudnick Investment Management LLC | 4.46% |
| Fidelity | 3.87% |
| Millennium Management | 3.74% |
| Battery Management Corp. | 3.08% |
| Citadel | 2.33% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 6.48% |
| BlackRock | 6.18% |
Source: Nexqual, October 23, 2026 at 09:13 UTC.
From ServiceTitan, Inc.'s Latest SEC 10-K Filing (filed 2026-03-25)
Key Strengths & Strategy (as disclosed to the SEC)
- We believe we have the largest proprietary data asset in our industry, which means we can see and learn from an industry-specific dataset; and we are the system of record for our customers, solving end-to-end workflows.
- Our differentiated approach to drive success for our customers is built on the following cornerstones: Our Software is Trades-Specific, End-to-End, and Extensible Across Trade Verticals.
- We believe we have the three necessary ingredients to harness the power of AI to further drive value for our customers: (1) massive and growing proprietary data assets; (2) similar customer profiles with common workflows; and (3) an end-to-end platform that allows us and our customers to put insights into action.
- We have built what we believe to be the first and only comprehensive cloud-based software solution designed specifically for the diverse spectrum of trades businesses, fully integrating across all critical operational functions (CRM, FSM, ERP, HCM and FinTech).
Legal & Regulatory Risks (Item 1A, quoted)
- We may become involved in claims, lawsuits, government investigations and other proceedings that may harm our business, financial condition and results of operations.
- Our business is subject to extensive government regulation and oversight. Our failure to comply with extensive, complex, overlapping and frequently changing rules, regulations and legal interpretations could adversely affect our business.
- The expansion of our operations outside the United States, which subjects us to additional costs and risks, could adversely affect our business, financial condition and results of operations.
- Any new markets or countries into which we attempt to sell subscriptions to access our platform may not be receptive to our efforts.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| DSGX | The Descartes Systems Group Inc | USD 94 | ▲ 1.74% |
| IDCC | InterDigital, Inc. | USD 332.06 | ▼ 0.78% |
| APPF | AppFolio, Inc. | USD 217.33 | ▲ 0.06% |
| YMM | Full Truck Alliance Co. Ltd. | USD 8.35 | ▼ 1.76% |
| PCTY | Paylocity Holding Corporation | USD 177.67 | ▲ 4.93% |
| PCOR | Procore Technologies, Inc. | USD 62.29 | ▲ 2.27% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:13 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt