LOS ANGELES, Feb. 05, 2026 (GLOBE NEWSWIRE) -- ServiceTitan, Inc. (Nasdaq: TTAN), the software platform that powers the trades, today announced that it will report its financial results for the fiscal fourth quarter and full year ended January 31, 2026 after market close on Thursday, March 12, 2026. In conjunction with this report, ServiceTitan will host a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day to discuss its fiscal fourth quarter and full year fiscal 2026 financi ...

该机构还调降了Amplitude(AMPL.US)、Asana(ASAN.US)、BlackLine(BL.US)、Braze(BRZE.US)、 Figma(FIG.US)、HubSpot(HUBS.US)、赛富时(CRM.US)、Oracle(ORCL.US)、Klaviyo(KVYO.US)、 monday.com(MNDY.US)、ServiceTitan(TTAN.US)和ZoomInfo(GTM.US)的目标价。 尽管市场对软件板块持续悲观，但分析师补充称，他们仍看好微软和ServiceTitan，并将其列为2026年 的两大首选股，尽管科技行业仍处于"AI产品爬升的早期阶段"。 "我们认为微软或许是当前AI应用领域的最佳纯粹标的，"分析师写道。"我们对2025年下半年CIO的调 查显示，受访者对Azure和Copilot活动的看法正变得更为积极。我们建议在微软2026财年第二季度业绩 公布后的回调中买入。" 分析师补充道："对ServiceTitan而言，众多的增长驱动力(如Max/Pro产品、商业业务、屋面工程、新行 业拓展)让我们有信心认为，其2027财年营收存在超预期可能。" 智通财经AP ...

Company Performance - BigBear.ai's revenue declined by 20% year over year in Q3, with a gross margin contraction of 3.5 percentage points to 22.4% [5] - BigBear.ai has been unprofitable for the past four years and has missed analysts' earnings per share estimates in three out of the last four quarters [5] - ServiceTitan reported a 25% revenue growth in Q3, achieving an annual revenue run rate of nearly $1 billion [6][7] - ServiceTitan's adjusted operating margin improved to 8.6%, up from 0.8% in the prior-year period [6] Market Sentiment - Both BigBear.ai and ServiceTitan have experienced significant stock declines, with BigBear.ai down 21.4% and ServiceTitan down 23.6% over the past six months, despite the S&P 500 gaining 9.8% [2][3] - Investors are pessimistic about ServiceTitan's outlook due to concerns about the impact of AI on SaaS companies, despite its strong sales growth [3] Investment Outlook - ServiceTitan is viewed as a promising investment opportunity compared to BigBear.ai, which is struggling [4] - ServiceTitan has consistently beaten analysts' earnings expectations for the past four quarters, indicating potential undervaluation [7] - The likelihood of AI disrupting ServiceTitan's business model appears low, suggesting stability in its growth trajectory [8]

ServiceTitan Inc. (NASDAQ:TTAN) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Morgan Stanley analyst Josh Baer upgraded the stock from Equalweight to Overweight with a price target of $131.00 (up from $125.00). The firm sees ServiceTitan as an underpriced compounder and a leading vertical software asset, very well positioned for AI. Morgan Stanley’s upgrade comes nearly one year after it initiated coverage of the stock at “Equal-weight,” believing it was a great company and fairly ...

智通财经APP获悉，摩根士丹利分析师乔希·贝尔宣布，将软件公司ServiceTitan(TTAN.US)的股票评级从 之前的"持股观望"上调至"增持"，同时将目标价从125美元上调至131美元，并将其列为首选投资股票。 新的目标价较当前89.59美元的价格有46%的上涨空间。据数据显示，该公司股价在过去一周下跌了超 过10%。该分析师还指出，ServiceTitan推出的新产品(尤其是其Pro产品系列)以及MAX计划，预计将为 公司开辟更为广阔的增长前景。 垂直SaaS巨头ServiceTitan：用AI重塑万亿蓝领服务市场 作为全球领先的垂直领域SaaS(软件即服务)巨头，ServiceTitan致力于为水管维修、电气施工、暖通空调 (HVAC)及屋顶修缮等传统蓝领行当提供全链路数字化管理方案。该公司通过深度定制的系统解决了传 统家庭服务业依赖纸笔记录、效率低下的痛点，实现了从客户接单、智能派单到现场施工及移动支付的 全流程闭环。 这种数字化的转型不仅提升了现场维修人员的专业形象，更通过内置的设备型号数据库与实时报价手 册，让传统的"老师傅"能够依托科技手段实现如现代化科技公司般的高效运作。 在行业定位上， ...

ServiceTitan Inc. (NASDAQ:TTAN) is one of the best young stocks to buy and hold for 3 years. On December 17, BTIG initiated coverage of ServiceTitan with a Buy rating and $130 price target. The firm identified ServiceTitan as a premier high-growth software company operating at significant scale. By expanding into a broader range of trades and market segments, the company is building a significant runway for long-term, durable growth. In FQ3 2026, ServiceTitan Inc. (NASDAQ:TTAN) achieved total revenue of ...

Core Insights - The 2026 Roofing & Exterior Market Report indicates that 75% of contractors expect revenue growth in 2026, with 74% anticipating higher profits, yet one-third report EBITDA margins between 6% and 15%, highlighting the need for efficiency improvements [1][4] - Despite recognizing the importance of AI, 79% of contractors are not utilizing AI or external large language models (LLMs), indicating a significant opportunity for productivity enhancement [1][3] Industry Challenges - Persistent cost inflation and labor constraints are major challenges for contractors, with 39% citing rising labor and overhead costs as primary threats, and 34% facing skilled labor shortages [2][4] - 60% of contractors are focusing on optimizing labor costs, 45% on material costs, and 41% on marketing efficiency to combat these challenges [4] Competitive Landscape - Differentiation is crucial, with the top three competitive advantages identified as reputation (59%), transparent communication (47%), and exceptional customer service (43%) [5] - Speed and professionalism are becoming essential in customer service, yet only 16% of contractors follow up with homeowners the same day for unsold estimates, indicating a technology gap [6] Technology Adoption - Contractors are prioritizing technology investments that enhance efficiency, with the top decision drivers being robust production features (47%), ease of use (29%), and workflow configurability (24%) [7] - There is a notable underutilization of AI, with only 4% using AI features in their CRM and 25% using external LLM tools, presenting a significant opportunity for improvement [3][10] Growth Opportunities - Contractors see the biggest opportunities in customization (40%), expanding into new trades (36%), and digital transformation (34%), indicating a shift towards personalized offerings and tech-forward business models [8] - Insurance work remains a significant but challenging aspect of the roofing industry, with 40% of contractors involved, facing issues like claims complexity (47%) and adjuster delays (36%) [9]

Southern Becomes the First Enterprise-Scale Customer to Adopt ServiceTitan’s Max Program, Providing End-to-End Automation With the Full Suite of ServiceTitan’s Pro ProductsLOS ANGELES, Jan. 13, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that Southern Home Services, a leading residential trade service consolidator, has become the first enterprise-size business to adopt ServiceTitan’s Max Program. This strategic move marks a significant ...

Targets contractors and businesses in the home and commercial services sector, such as HVAC, plumbing, electrical, and related trades.How does the timing of this sale relate to ServiceTitan's share price performance? The weighted average transaction price of around $107.33 per share was executed when the stock was priced at $106.03 at the Dec. 11, 2025 close, with ServiceTitan shares having gained 4.07% over the preceding year.What is the impact on Mr. Mahdessian's overall equity exposure to ServiceTitan? W ...

Core Insights - ServiceTitan has introduced Accounts Payable (AP) Automation and expanded its fintech suite, including Tap to Pay for mobile payments and Integrated Financing, aimed at simplifying contractor financial operations [1][2] Group 1: AP Automation - The AP Automation leverages AI to connect bills directly to jobs, vendors, and purchase orders, enhancing visibility into cash flow and financial operations [3] - Features like automated inbox for bill capture and three-way matching help reconcile discrepancies, improving accuracy in job costing and financial management [4] Group 2: Mobile Payments - Tap to Pay on Mobile allows technicians to accept contactless payments quickly, supporting various payment methods without additional hardware, addressing consumer demand for faster payment experiences [4] - ServiceTitan Payments customers experience an average of 40% faster payment times compared to non-ServiceTitan Payments customers [4] Group 3: Integrated Financing - Integrated Financing within ServiceTitan's Field Management App enables contractors to manage the financing process directly within the platform, offering flexible payment options [5] - The new unified application waterfall for financing has an approval rate as high as 94%, facilitating efficient job closures [5] Group 4: Market Position - The expanded fintech suite positions ServiceTitan as an all-in-one platform tailored for the trades, addressing the evolving consumer expectations and the complexity of financial operations in the industry [6]