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ServiceTitan Inc. (TTAN) Stock Falls on Q4 2026 Earnings

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ServiceTitan Inc. (TTAN) reported Q4 2026 results. Revenue came in at $254.0 million, up 21.4% year‑over‑year and slightly above the consensus revenue estimate of $250.4 million.

  • Gross profit: $177.7 million (+28.6% YoY)
  • Operating loss: -$42.7 million (down 57.3% YoY)
  • Net loss attributable to common shareholders: -$41.7 million (down 76.8% YoY)
  • Diluted earnings per share: -$0.44 (down 84.3% YoY)
  • Cash from operating activities: $40.6 million (+163.1% YoY)
  • Purchases of property, plant and equipment: -$0.7 million (+211.1% YoY)
  • Cash and cash equivalents: $429.0 million (-3.1% YoY)
  • Total liabilities: $219.8 million (-30.0% YoY)
  • Cost of sales: $76.3 million (+7.4% YoY)
  • Top-line growth and expanding gross margin suggest continued demand and operational leverage at the revenue level.
  • Despite stronger cash generation, the company remained unprofitable on an operating and net basis, and diluted EPS missed the consensus estimate of $0.18.
  • Shares reacted sharply, falling about 10.5% since market close.
  • Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

    ServiceTitan Inc. Insider Trading Activity

    TTAN Insider Trades

    ServiceTitan Inc. insiders have traded $TTAN stock on the open market 170 times in the past 6 months. Of those trades, 0 have been purchases and 170 have been sales.

    Here’s a breakdown of recent trading of $TTAN stock by insiders over the last 6 months:

    • ARA MAHDESSIAN (Chief Executive Officer) has made 0 purchases and 44 sales selling 326,093 shares for an estimated $32,633,483.
    • VAHE KUZOYAN (President) has made 0 purchases and 52 sales selling 170,395 shares for an estimated $17,189,713.
    • VENTURE PARTNERS VIII L.P. BESSEMER has made 0 purchases and 9 sales selling 150,770 shares for an estimated $17,044,094.
    • DAVID SHERRY (Chief Financial Officer) has made 0 purchases and 39 sales selling 29,414 shares for an estimated $3,136,191.
    • MICHELE O'CONNOR (Chief Accounting Officer) has made 0 purchases and 13 sales selling 9,365 shares for an estimated $1,039,342.
    • BYRON B DEETER has made 0 purchases and 13 sales selling 0 shares for an estimated $0.

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

    ServiceTitan Inc. Hedge Fund Activity

    We have seen 210 institutional investors add shares of ServiceTitan Inc. stock to their portfolio, and 185 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

    ServiceTitan Inc. Analyst Ratings

    Wall Street analysts have issued reports on $TTAN in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Piper Sandler issued a "Overweight" rating on 02/03/2026
    • BTIG issued a "Buy" rating on 12/17/2025
    • BMO Capital issued a "Outperform" rating on 12/05/2025
    • TD Cowen issued a "Buy" rating on 12/05/2025

    To track analyst ratings and price targets for ServiceTitan Inc., check out Quiver Quantitative's $TTAN forecast page.

    ServiceTitan Inc. Price Targets

    Multiple analysts have issued price targets for $TTAN recently. We have seen 9 analysts offer price targets for $TTAN in the last 6 months, with a median target of $125.0.

    Here are some recent targets:

    • Nick Altmann from BTIG set a target price of $105.0 on 03/12/2026
    • Michael Turrin from Wells Fargo set a target price of $125.0 on 02/04/2026
    • Hannah Rudoff from Piper Sandler set a target price of $120.0 on 02/03/2026
    • Daniel Jester from BMO Capital set a target price of $125.0 on 12/05/2025
    • Josh Baer from Morgan Stanley set a target price of $125.0 on 12/05/2025
    • Andrew Sherman from TD Cowen set a target price of $160.0 on 12/05/2025
    • David Hynes from Canaccord Genuity set a target price of $140.0 on 09/19/2025

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