ServiceTitan

TTAN · NASDAQ

$80.71+$0.01 (+0.01%)TodayMarket closed · Oct 21, 4:00 AM ET

Prev close $80.70

TTAN analyst rating

BuyConsensus of 15 analysts over the last 12 months. 87% rate it a buy.

Strong buy0
Buy13
Hold2
Underperform0
Sell0

12-month price target · 17 analysts

Average $99.48 (+23.3% upside)

Low: $76.76
Now: $80.71
High: $115.50

Upgrades and downgrades

The latest rating actions, newest first

TTAN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
TD Cowen	Oct 7, 2026	Maintains	Buy	$100.00	78%
BTIG	Oct 2, 2026	Maintains	Buy	$110.00	61%
TD Cowen	Sep 25, 2026	Maintains	Buy	$100.00	78%
Citigroup	Sep 9, 2026	Maintains	Neutral	$83.00 → $76.00	56%
Canaccord Genuity	Sep 9, 2026	Maintains	Buy	$105.00 → $90.00	52%
Morgan Stanley	Sep 9, 2026	Maintains	Overweight	$124.00 → $92.00	48%
Truist Securities	Sep 9, 2026	Maintains	Buy	$110.00 → $100.00	50%
Stifel	Sep 9, 2026	Maintains	Buy	$125.00 → $100.00	38%
Wells Fargo	Sep 9, 2026	Maintains	Overweight	$115.00 → $105.00	49%
TD Cowen	Sep 9, 2026	Maintains	Buy	$125.00 → $100.00	78%

The case for and against

Updated Oct 21, 2026

Bull case

ServiceTitan is positioned as the clear leader in a large $31B TAM, with an end-to-end platform spanning CRM, FSM, ERP and HCM workflows that supports roughly a $1B revenue run-rate and sustained top-class growth. Its outlook is strengthened by Max, Demand AI, Field AI, and Homh, which deepen monetization through a good/better/best packaging model, lower-friction adoption, and high-ROI automation that can lift lead conversion, booking rates, and revenue per job while preserving margin upside. Investor confidence is further supported by bullish customer feedback, a growing partner ecosystem, and the view that recent GTV softness and revenue-recognition dynamics were temporary, leaving the stock attractively valued at about 4x to 5.5x EV/CY27E sales.

Bear case

ServiceTitan is exposed to SMB customers in a trades market that is cyclical and sensitive to inflation, rates, and discretionary household spending, which can drive churn and slower software adoption when conditions weaken. Its 2Q GTV growth of 17% was about 200bps below recent quarters, and weak industry demand, lower job growth, and sticker shock in HVAC installs suggest near-term growth is vulnerable even if July improved. Competition from Housecall Pro, Jobber, FieldEdge, Service Fusion, and newer entrants could pressure pricing and margins, while the company’s valuation at ~9x EV/CY27E Sales leaves less room for execution missteps.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.