ServiceTitan has delivered four consecutive earnings beats with an average surprise of 58% and 25% revenue growth, positioning it as a high-growth software company, but a confirmed downtrend with a death cross and 13% short interest create significant near-term technical headwinds.
Thesis pillars
- Revenue Growth Trajectory→Stable
- Earnings Beat Consistency→Stable
- Death Cross Technical Block↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Mar 25, 2026
ServiceTitan, Inc. (TTAN) Stock Analysis
Breakout setup
Technology · Software - Application
Sell if holding. At $80.86, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 8.6%; Concentration risk — Geographic: United States and Canada.
ServiceTitan provides a cloud-based software platform for trades businesses — including HVAC, plumbing, landscaping, and roofing — covering CRM, field service management, ERP, payroll integration, and payment processing. Revenue reached $961.0 million in fiscal 2026, a 24%... Read more
Sell if holding. At $80.86, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 8.6%; Concentration risk — Geographic: United States and Canada. Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Score 5.8/10, moderate confidence.
Passes 6/9 gates (positive momentum, no SEC red flags, news events none recent, earnings proximity 35d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About ServiceTitan, Inc.
About ServiceTitan, Inc.
ServiceTitan's cloud platform for trades businesses generated $961.0 million in revenue for fiscal 2026, up 24% from $771.9 million in fiscal 2025, while reporting a net loss of $159.9 million and an accumulated deficit of $1.3 billion since inception. The company employed 3,414 full-time workers as of January 31, 2026 — up from 840 at January 31, 2020 — and posted gross dollar retention above 95% in each of fiscal years 2024, 2025, and 2026. Substantially all revenue derived from trades businesses in the United States and Canada.
ServiceTitan earns revenue through three product tiers: Core (base subscription covering scheduling, dispatching, CRM, ERP, and payroll integration), Pro add-ons such as Dispatch Pro, Marketing Pro, and Pricebook Pro, and FinTech products including payment processing and referral fees from third-party consumer financing partners. Pricing is partially based on technician headcount per customer and gross transaction volume processed through the platform. The Atlas agentic AI layer, introduced in fiscal 2026, extends the Titan Intelligence engine into automated workflow decisions within the existing subscription structure. Distribution is primarily direct through an in-house sales force, supplemented by system integrators using ServiceTitan's APIs. The platform competes with general-purpose field service management software that lacks the trades-vertical specificity ServiceTitan has built since its 2012 launch. Revenue grew from $120.7 million in fiscal 2020 to $961.0 million in fiscal 2026.
Show full overview
Substantially all of ServiceTitan's revenue derives from U.S. and Canadian trades businesses, meaning any domestic macroeconomic shock — reduced consumer spending on home services, labor shortages in the trades, or supply chain disruptions affecting equipment availability — flows directly into customer transaction volume and, through it, into subscription and FinTech revenue. The 10-K notes that U.S. tariffs and retaliatory trade measures could increase raw material and supply costs across trade verticals, reducing customer profitability and discretionary platform spending. International expansion beyond the U.S. and Canada is described as a future opportunity rather than a current revenue buffer, with the company's growing team in Armenia representing its primary non-North American operational presence.
See also: Technology · Software - Application
From ServiceTitan, Inc.'s most recent 10-K filing, extracted June 16, 2026.
Recent developments
updated 2026-10-29Recent Developments — ServiceTitan, Inc.
Latest news
- NEWS Stifel reiterates ServiceTitan stock rating with $125 price target - Investing.com UK — Investing.com UK positive
- NEWS Stifel reiterates ServiceTitan stock rating with $125 price target - Investing.com — Investing.com positive
- NEWS Analysts’ Opinions Are Mixed on These Technology Stocks: ServiceTitan, Inc. Class A (TTAN), Applied Digital Corporation — The Globe and Mail neutral
- NEWS ServiceTitan (NASDAQ: TTAN) Scrutinized Over Surprise - GlobeNewswire — GlobeNewswire negative
- NEWS ServiceTitan Inc (TTAN) Dividends & Stock Splits: Historical Payouts and Event Timeline - TradingKey — TradingKey neutral
Generated 2026-10-29T11:14:36Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicUnited States and Canada10-K Item 1A: 'We derive substantially all of our revenue from sales to trades businesses in the United States and Canada'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $80.86, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 8.6%; Concentration risk — Geographic: United States and Canada. Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Prior stop was $75.20. Score 5.8/10, moderate confidence.
Analyst target: $87.78 (+8.6% upside). Prior stop was $75.20. Stop-loss: $75.20.
Concentration risk — Geographic: United States and Canada; Thin upside margin: 8.6%; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6).
ServiceTitan, Inc. trades at a P/E of N/A (forward 49.2). TrendMatrix value score: 5.8/10. Verdict: Sell.
23 analysts cover TTAN with a consensus score of 4.1/5. Average price target: $98.
What does ServiceTitan, Inc. do?ServiceTitan provides a cloud-based software platform for trades businesses — including HVAC, plumbing, landscaping,...
ServiceTitan provides a cloud-based software platform for trades businesses — including HVAC, plumbing, landscaping, and roofing — covering CRM, field service management, ERP, payroll integration, and payment processing. Revenue reached $961.0 million in fiscal 2026, a 24% year-over-year increase, with a net loss of $159.9 million and gross dollar retention above 95%.