ServiceTitan, Inc. research snapshot
TTAN AI stock analysis as of the August 3, 2026 data cutoff reads ServiceTitan as a high-growth vertical SaaS platform for the trades that is now profitable on a non-GAAP operating basis and trading at a premium valuation. The stock closed at $83.06 on July 31, 2026 with an after-hours print of $83.00 and a market capitalization near $7.92 billion, computed as $83.06 times 95.40 million shares outstanding and cross-validated across StockAnalysis.com, Barchart, and the fiscal first quarter 2027 Form 10-Q cover, which lists about 95.4 million shares of Class A and Class B common stock outstanding. The fiscal first quarter 2027 report, released June 4, 2026, beat expectations with revenue of $268.8 million up 25% on gross transaction volume of $21.7 billion, non-GAAP income from operations of $40.8 million at a 15.2% margin versus 7.5% a year ago, non-GAAP diluted EPS of $0.37 versus consensus near $0.28, and net dollar retention above 110%. Management raised full-year 2027 revenue guidance to $1.13 billion to $1.14 billion and non-GAAP operating income guidance to $142 million to $147 million. The stock rose sharply after the report and then consolidated into the $83.06 close, trading above its 20-day, 50-day, 100-day, and 200-day moving averages of roughly $77.26, $72.07, $67.80, and $78.72, with 14-day RSI near 60.47. The AI score sits at 72 out of 100 with a rating of improving profitability at a premium valuation. This is informational research and not investment advice.
Current price
$83.06
Market cap
$7.92 billion
AI score
72 / 100
Rating
Improving profitability at a premium valuation
Trend status
Recovering uptrend above the 20-day, 50-day, 100-day, and 200-day moving averages, still well below the 52-week high
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | ServiceTitan sells an end-to-end cloud platform for residential and commercial trades contractors, covering scheduling, dispatch, CRM, marketing, invoicing, payments, and reporting. It is mission-critical to customers, with net dollar retention above 110%, 25% revenue growth in fiscal Q1 2027, and a gross margin near 71%. | High |
| Moat | The moat comes from deep vertical-specific workflows, high switching costs from daily workflow embedment, a marketplace of 70 plus integrations, brand recognition in the fragmented trades industry, and network effects from contractor-to-subcontractor data flow. | Medium-high |
| Management | Founder-led with Ara Mahdessian as CEO and Vahe Kuzoyan as President, building the business since 2012. Fiscal Q1 2027 execution was strong: revenue beat, non-GAAP operating margin roughly doubled to 15.2%, Max locations more than doubled with a plan to double again in Q2, and full-year guidance was raised. | Medium-high |
| Financial trend | Fiscal Q1 2027 revenue was $268.8 million up 25% on GTV of $21.7 billion, non-GAAP income from operations reached $40.8 million at a 15.2% margin, non-GAAP diluted EPS was $0.37, and FY2027 guidance was raised to $1.13 billion to $1.14 billion revenue and $142 million to $147 million non-GAAP operating income. The company is still GAAP loss-making but profitable on a non-GAAP operating basis. | High |
| Valuation | At about 7.81x TTM revenue, a forward P/E near 60.8x, a P/FCF near 67x, and a PEG near 2.12, the stock prices in continued high growth and margin expansion with limited margin of safety relative to profitable SaaS peers. | Medium |
| Technical trend | TTAN closed at $83.06 on July 31, 2026, above its 20-day, 50-day, 100-day, and 200-day moving averages of roughly $77.26, $72.07, $67.80, and $78.72, after recovering about 53% from a May 2026 low of $54.17. The stock is still down about 29% over the trailing 52 weeks from a high near $120. | Medium |
| Risk level | Key risks include a short public track record, GAAP operating losses, a premium valuation, elevated short interest near 10% of shares outstanding, macro sensitivity to housing and construction activity, competition from incumbent point solutions and ERP systems, and potential dilution from equity issuance. | Medium-high |
| AI confidence | High for descriptive facts and cross-checked math that matched across StockAnalysis.com, Barchart, the fiscal first quarter 2027 earnings release, and the fiscal first quarter 2027 Form 10-Q. Lower for forward return estimates because growth, margins, competition, and multiples are uncertain. | High data confidence |
| Investment certainty | Medium-low certainty. The page gives a research framework and scenario ranges, not a buy or sell instruction. The stock is a high-growth business with improving profitability but a premium price and a short public history. | Medium-low |
TTAN AI stock forecast
The TTAN AI stock forecast uses scenario math around the July 31, 2026 close of $83.06 and the fiscal 2028 consensus adjusted EPS near $1.64. The three-scenario framework produced a bearish area near $55, a base area near $102, and a bullish area near $147, using adjusted EPS of roughly $1.7, $2.1, and $2.5 by fiscal 2029 and exit multiples of about 32x, 50x, and 62x. These are scenarios, not price commitments.
$130 to $165
More likely if ServiceTitan sustains 20% plus revenue growth, keeps expanding non-GAAP operating margin toward 20% plus, approaches GAAP profitability, accelerates Max AI and voice agent adoption across more locations and verticals, and the market holds a 60x plus forward multiple.
$90 to $115
More likely if revenue grows at 18% to 20%, margins expand steadily, net dollar retention stays above 110%, and the stock trades near a 45x to 55x forward multiple consistent with high-growth SaaS comps.
$45 to $65
More likely if growth decelerates below 15%, GAAP profitability stays elusive, macro weakness reduces contractor technology spending, competition intensifies, short selling pressure builds, or the market re-rates TTAN toward a 4x to 5x revenue multiple.
TTAN AI technical analysis
TTAN AI technical analysis is constructive but with a weak trend reading as of the August 3, 2026 data cutoff. The stock closed at $83.06 on July 31, 2026, above its 20-day, 50-day, 100-day, and 200-day moving averages, with 14-day RSI near 60.47 and 14-day ADX near 19.73, which is below the 20 level that marks a strong trend. After recovering about 53% from a May 2026 low of $54.17, the stock faces resistance near $87 and $90, with the 52-week high of $119.99 far overhead. Because this page does not fetch request-time market data, traders should confirm levels on a live chart before acting.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $83.06 | StockAnalysis.com and Barchart real-time quotes at the July 31, 2026 close; market cap math uses 95.40 million shares outstanding. |
| 5-day moving average | $80.09 | Barchart reported the 5-day moving average near $80.09, below the July 31 close, confirming the short-term uptrend. |
| Near support | $77 to $80 | The 20-day moving average near $77.26 and Barchart support near $79.86 form the first demand zone. |
| Next support | $72 to $74 | The 50-day moving average near $72.07 and Barchart support near $74.75 form the second support zone, close to the Fibonacci 38.2% retracement of the recent advance near $79. |
| Near resistance | $85 to $87 | Barchart resistance near $84.97 and $86.87, close to the Fibonacci 50% retracement near $87, is the first overhead zone. |
| Next resistance | $90 to $95 | Barchart resistance near $90.08 and the Fibonacci 61.8% retracement near $94.85 form the second overhead zone. |
| 52-week high | $119.99 | The post-IPO high from September 2025. Far above the current price, so a recovery to that level would require a large re-rating. |
| 52-week low | $54.17 | The May 2026 low. The stock has recovered about 53% from this level. |
| Momentum | RSI near 60, ADX near 20 | 14-day RSI near 60.47 on Barchart and StockAnalysis.com is constructive but not overbought; 14-day ADX near 19.73 is below 20, meaning the trend is not yet strong, while +DI near 29.7 exceeds -DI near 14.9. |
| Volume | About 1.4 million average shares | Barchart listed 20-day average volume near 1.43 million shares and StockAnalysis.com near 1.43 million on July 31, 2026. |
| Volatility | Elevated | Barchart reported 14-day historical volatility near 71.93% and options implied volatility near 71%, so position sizing should account for large swings around earnings. |
| Invalidation | Close below $77 | A decisive close below the 20-day moving average near $77.26 would weaken the short-term uptrend; a close below the 50-day near $72.07 would turn it bearish. |
TTAN AI trading strategy
The TTAN AI trading strategy is a rules-based research framework for watching the recovering high-growth name. It is not personal advice and should be paired with fresh chart data, filings, position sizing, and a defined invalidation level.
With price above all major moving averages but ADX near 20, a trend-following approach waits for a clean break and hold above the $85 to $87 resistance zone on above-average volume before considering a long position.
A failed attempt at resistance or a daily close back below the 20-day moving average near $77.26 should trigger a stop and review. Do not add to a position with weak trend confirmation.
If TTAN pulls back toward the $77 to $80 support zone without broken fundamentals, monitor for price stabilization, improving RSI, and catalysts such as quarterly results or product announcements.
Limit position size because the stock is volatile and still GAAP loss-making. Define a maximum loss before entry; a close below $72.07 should prompt immediate review.
Track revenue growth, gross transaction volume, net dollar retention, Max locations and AI adoption metrics, non-GAAP operating margin, the path to GAAP profitability, cash flow, customer count growth, and competitive dynamics with point solutions and ERP systems.
Lower conviction if revenue growth decelerates below 15%, net dollar retention falls toward 110%, non-GAAP margin expansion stalls, or management signals a slower path to profitability.
Investment research summary
ServiceTitan sells an end-to-end cloud platform for trades contractors, combining scheduling, dispatch, CRM, marketing, invoicing, payments, and reporting into one system that contractors use daily to run their businesses.
The moat comes from deep vertical workflow integration, a large base of contractors using the platform daily, high switching costs, a marketplace of 70 plus integrations, brand trust in the fragmented trades industry, and network effects from contractor data flow.
The thesis can fail if growth decelerates as the contractor market saturates, larger ERP or vertical software players compete more aggressively, macro conditions reduce home services and construction spending, GAAP profitability stays elusive, or the premium multiple compresses toward lower-growth SaaS levels.
Ara Mahdessian (CEO) and Vahe Kuzoyan (President) have built ServiceTitan from a 2012 startup into a roughly $1 billion revenue platform. Fiscal Q1 2027 showed strong execution, with revenue up 25%, non-GAAP operating margin near 15.2%, Max locations doubled, and raised full-year guidance.
The trades industry (HVAC, plumbing, electrical, and related contractors) is structurally growing with aging housing stock, regulatory tailwinds for energy efficiency, and rising technology adoption by traditionally analog contractors. AI voice agents, intelligent dispatch, and the Max platform represent new growth vectors.
At about 7.81x TTM revenue and a forward P/E near 60.8x, the stock prices in continued high growth and margin expansion with limited room for execution misses. A more attractive entry would need either lower expectations, a pullback, or clearer visibility into sustained GAAP profitability.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| TTAN price | $83.06 at the July 31, 2026 close, $83.00 after hours | StockAnalysis.com and Barchart real-time quotes | August 3, 2026 |
| Market capitalization | $7.92 billion, computed as $83.06 x 95.40 million shares outstanding | StockAnalysis.com quote and share statistics | August 3, 2026 |
| Fiscal Q1 2027 results | Revenue $268.8 million up 25%, platform revenue $260.6 million up 25%, GTV $21.7 billion up 23%, non-GAAP income from operations $40.8 million at a 15.2% margin versus 7.5% a year ago, non-GAAP diluted EPS $0.37, net dollar retention above 110% | ServiceTitan fiscal first quarter 2027 earnings release | June 4, 2026 |
| Fiscal Q1 2027 GAAP results | GAAP loss from operations of $25.8 million or -9.6% margin versus -23.0% a year ago, GAAP net loss of $22.8 million, GAAP net loss per share of $0.24, GAAP net cash used in operating activities of $1.6 million | ServiceTitan fiscal first quarter 2027 earnings release | June 4, 2026 |
| Fiscal 2027 guidance | Q2 2027 revenue of $284 million to $286 million and non-GAAP operating income of $38 million to $39 million; full-year revenue of $1.13 billion to $1.14 billion and non-GAAP operating income of $142 million to $147 million | ServiceTitan fiscal first quarter 2027 earnings release | June 4, 2026 |
| Fiscal 2026 results | Revenue $960.97 million up 24.5%, gross margin 70.48%, GAAP operating loss $169.2 million, GAAP net loss $159.9 million, operating cash flow $110.1 million, free cash flow $105.4 million | StockAnalysis.com financials and ServiceTitan fiscal 2026 10-K | August 3, 2026 |
| TTM revenue and income | TTM revenue $1.01 billion up 24.1%, TTM gross margin 71.08%, TTM GAAP net loss $136.31 million, TTM operating cash flow $123.1 million, TTM free cash flow $117.9 million | StockAnalysis.com statistics | August 3, 2026 |
| Cash and debt | Cash and cash equivalents $421.5 million as of April 30, 2026, total debt $51.1 million, net cash $370.5 million or about $3.88 per share, matching the fiscal first quarter 2027 Form 10-Q | ServiceTitan fiscal Q1 2027 Form 10-Q and StockAnalysis.com | August 3, 2026 |
| Shares outstanding | About 95.4 million shares of Class A and Class B common stock outstanding, per the fiscal Q1 2027 Form 10-Q cover (82,746,425 Class A and 12,651,154 Class B as of May 31, 2026) | ServiceTitan fiscal Q1 2027 Form 10-Q | August 3, 2026 |
| Valuation check | PS ratio 7.81, forward PS 6.73, forward PE 60.82, P/FCF 67.21, P/OCF 64.35, PB 5.08, PEG 2.12, EV/Sales 7.45, EV/FCF 64.07 | StockAnalysis.com statistics | August 3, 2026 |
| Analyst consensus | Strong Buy with an average target of $109.93 across 17 analysts, low $83 and high $125, median $110 | StockAnalysis.com forecast and analyst ratings | July 22, 2026 |
| Analyst rating mix, July 2026 | 12 Strong Buy, 3 Buy, 2 Hold out of 17 analysts | StockAnalysis.com forecast recommendation trends | July 22, 2026 |
| Recent analyst target updates | Truist $110 on July 22, William Blair maintained on July 20, Piper Sandler $115 on July 13, BTIG $110 on July 10, Needham $100 on June 17, with post-Q1 raises earlier from Morgan Stanley to $124, TD Cowen to $125, BMO Capital to $103, Baird to $94, and Citi to $83 | StockAnalysis.com forecast | July 22, 2026 |
| Short interest | 9.62 million shares short, 10.09% of shares outstanding, 16.05% of float, 5.31 days to cover | StockAnalysis.com statistics short selling | August 3, 2026 |
| Ownership and float | Insider ownership 21.47%, institutional ownership 83.18%, public float 59.96 million shares | StockAnalysis.com statistics | August 3, 2026 |
| Technical snapshot | 5-day SMA near $80.09, 20-day SMA near $77.26, 50-day SMA near $72.07, 100-day SMA near $67.80, 200-day SMA near $78.72, 14-day RSI near 60.47, 14-day ADX near 19.73, 14-day historical volatility near 71.93% | Barchart and StockAnalysis.com technical snapshots | August 3, 2026 |
| 52-week range and performance | 52-week range $54.17 to $119.99, down about 28.89% over the trailing 52 weeks, up about 39.69% over 3 months and 17.47% over 1 month | StockAnalysis.com and Barchart performance data | August 3, 2026 |
| Max AI momentum | ServiceTitan more than doubled the number of locations on Max during fiscal Q1 2027 and expects to again double the number of locations on Max during Q2; a customer using the AI voice agent booked over 90% of calls before peak season | ServiceTitan fiscal Q1 2027 earnings release and GlobeNewswire | June 9, 2026 |
| Employees | 3,414 | StockAnalysis.com company profile | August 3, 2026 |
This TTAN AI stock analysis is an informational research tool, not investment advice, a recommendation, or a promise of future return. Forecast ranges are scenarios based on available filings, quote snapshots, and third-party data as of the stated cutoff date. They may be wrong, incomplete, or outdated after new earnings, product announcements, market moves, or macro conditions. ServiceTitan has a short public trading history (IPO December 2024), which reduces the confidence of technical and valuation analysis relative to more established companies.
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