Key Stats for ServiceTitan Stock
- Market price change for ServiceTitan stock: -6%
- $TTAN Share Price as of Mar. 13: $71
- 52-Week High: $131
- $TTAN Stock Price Target: $116
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What Happened?
ServiceTitan (TTAN) stock dropped 6% on Friday after the company reported Q4 earnings that beat revenue estimates but offered guidance that left Wall Street wanting more.
- Revenue came in at $254 million, up 21% year-over-year, topping analyst estimates of $245.5 million.
- The company also crossed a milestone, surpassing $1 billion in annualized revenue for the first time.
- On the bottom line, ServiceTitan lost $0.44 per share on an adjusted basis, slightly worse than the $0.41 loss expected by analysts.
The issue is the outlook.
For Q1 of fiscal 2027, ServiceTitan guided revenue to $255 to $257 million. Analysts were expecting $252 million, so that’s actually a slight beat.
But full-year guidance of $1.11 to $1.12 billion came in just above the $1.1 billion consensus, leaving little room for excitement.
For a growing software company trading at a premium, “just above consensus” isn’t enough.
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What the Market Is Telling Us About ServiceTitan Stock
ServiceTitan stock had been building momentum around its AI product called Max, an agentic operating system that automates workflows for trade contractors.
Early results from the pilot are genuinely impressive.
- One customer saw a 50% increase in average ticket size.
- Another improved EBITDA margins from 18% to 30% after cutting office staff with the help of automation.
- Customers on Max are expected to roughly double their monthly subscription revenue at full ramp.
- The company is doubling Max capacity in Q1, with plans to keep expanding throughout the year.
That’s a compelling story. But it’s still early.
ServiceTitan stock is being punished partly because Max isn’t yet large enough to move the financial needle meaningfully.
Management acknowledged that very little Max-related revenue is embedded in current guidance.
There’s also a broader dynamic at play.
Weather hurt Q4 gross transaction volume, growing just 16% year-over-year due to a warm quarter and a major ice storm in the final week.
That softer GTV number added another layer of uncertainty heading into the print.
ServiceTitan stock remains a long-term growth story with real AI momentum. But the market needed more than milestone announcements to justify the valuation today.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
