SERVICETITAN INC (TTAN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$84.26+4.37%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put TTAN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 45%, softest on share dilution.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 76% growth a year, above the roughly 18% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 51% in its worst 12-month stretch.
View RiskTTAN’s case rests on maintaining revenue growth despite weak recent performance and high risk. Revenue growth eased from 25% to 21% year over year, though the latest quarter beat. It trades at 7× sales versus a 4× peer median, near its own 7× history. The market is pricing in more growth than our forecast, leaving expectations full. Our model puts the next-quarter miss probability near 30%. Peer multiples imply a price about 76% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. TTAN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering TTAN (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for TTAN in the last 4 months.
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Compare TTAN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TTAN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put TTAN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Expand Max locations and leverage AI to enhance organizational velocity
AI issue impacts growth and operational efficiency.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $84.26
The last 12 months of price, then the range of analyst 12-month targets from today’s $84.26.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase quarterly revenue to $284 - $286 million in 2027-Q2
Underwhelming Q2 impacts revenue growth outlook.
Advances: Achieve non-GAAP income from operations of $142 - $147 million in FY 2027
Q2 EPS beat indicates strong operational performance.
Advances: Increase total revenue to $1,130 - $1,140 million in FY 2027
FY2027 revenue guidance aligns with growth objectives.
Advances: Increase quarterly revenue to $284 - $286 million in 2027-Q2
Earnings call provides insights on quarterly revenue trajectory.
Advances: Increase quarterly revenue to $284 - $286 million in 2027-Q2
Q2 results support revenue growth trajectory.
New leadership may drive revenue growth initiatives.
Advances: Increase revenue to $1,130 - $1,140 million in FY 2027
Growth narrative supports revenue targets for FY 2027.