Reading TTAN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track TTAN free→Reading TTAN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track TTAN free→NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-06-16
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, while management's recent track record has been steady. The company was unprofitable over the past year, so its earnings quality can't be assessed. Peer multiples imply a price about 232% below where it trades (it looks expensive on this basis); the read is expensive, growth-justified, as it is rich on today's multiple, but the three-year horizon reads cheaper once expected earnings growth is included. Key factors to watch include guidance changes and sector trends, as these could significantly impact the stock's trajectory. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 4 valuation methods, at three horizons. Current price $66.57. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $69 TTAN trades at 7× p/s — 2.4× the 3× p/s peer median. The market is re-rating it beyond its own range; our $20 fair value is low-confidence here. Analysts: $90–$125. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 245% of near-term growth above a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
Flags: expensive valuation, a turbulent sector regime (Heating).
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 63% of the time over the next year (vs 62% for the rest of the cohort, n=2777).
Over the trailing year it converted -0.69x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.37 → $0.35 (-5.4% / 30d). 4 raised, 12 cut, 18 covering analysts.
0 upgrades, 0 downgrades / 30d, 9 maintained. 83% of analysts rate Buy.
9 PT revisions / 30d. Avg target 49.0% above current price.
1 positive, 0 negative / 30d. See F4 management tile for the event list.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$271.
How much price usually moves either way.
On a bad day, this stock has moved -$498.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $5,378.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: This revenue target is key for the company's growth plans for FY 2027.
Confirms:Q2 revenue reported between $284 million and $286 million.
Disproves:Q2 revenue reported below $284 million.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for TTAN yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On June 4, 2026, ServiceTitan, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal first quarter ended April 30, 2026. In the press release, the Company also announced that it would hold a conference call to discuss these financial results on June 4, 2026 at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). A copy of the press release is furnished hereto as Exhibit 99.1 to this Current Report on Form 8-K and…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$90.00 – $125.00 (median $110.00) · 11 analysts · as of 2026-06-08
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
A side-by-side read on sector standing, valuation, and risk versus Application Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
TTAN SERVICETITAN INC | Below typical Show detailsSector percentile: 24 of 100 | expensive | elevated |
ORCL Oracle Corporation | Typical Show detailsSector percentile: 66 of 100 | expensive | elevated |
PLTR Palantir Technologies | Above typical Show detailsSector percentile: 82 of 100 | expensive | elevated |
SAP SAP SE | — | — | elevated |
APP AppLovin | Typical Show detailsSector percentile: 60 of 100 | expensive | elevated |
2 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 56% of the time over the next year (vs 62% for the rest of the cohort, n=797).
Not investment advice. As of 2026-06-16.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
ServiceTitan aims to increase its total revenue to between $1,130 and $1,140 million for the fiscal year 2027.
ServiceTitan targets non-GAAP income from operations between $142 and $147 million for the fiscal year 2027.
ServiceTitan aims to achieve quarterly revenue between $284 and $286 million for the second quarter of fiscal year 2027.
Why it matters: A drop in revenue growth could signal a slowdown in the sector's expansion.
Confirms:Revenue growth reported below the median for the sector.
Disproves:Revenue growth remains above the median for the sector.
Why it matters: This income target helps us see how well the company operates and makes money.
Confirms:Non-GAAP income from operations was $142 million to $147 million.
Disproves:Non-GAAP income from operations was less than $142 million.
Results of Operations and Financial Condition. On March 12, 2026, ServiceTitan, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal fourth quarter and full fiscal year ended January 31, 2026. In the press release, the Company also announced that it would hold a conference call to discuss these financial results on March 12, 2026 at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). A copy of the press release is furnished hereto as Exhibit 99.1 to this Cu…
Entry into a Material Definitive Agreement. On January 30, 2026, ServiceTitan, Inc. (the “Company”) entered into Amendment Number Two to that certain Credit Agreement, dated as of January 23, 2023 (as amended by Amendment Number One to Credit Agreement, dated as of September 27, 2024, the “Existing Credit Agreement”), among the Company, as borrower, the lenders from time to time party thereto, and Wells Fargo Bank, National Association, as administrative agent and collateral agent (the “Amend…
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. SERVICETITAN, INC. Date: February 3, 2026 By: /s/ Dave Sherry Dave Sherry Chief Financial Officer
Results of Operations and Financial Condition. On December 4, 2025, ServiceTitan, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal third quarter ended October 31, 2025. In the press release, the Company also announced that it would hold a conference call to discuss these financial results on December 4, 2025 at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). A copy of the press release is furnished hereto as Exhibit 99.1 to this Current Report on Fo…