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ServiceTitan has seen its shares fall over 30% YTD and nearly 50% from 2025 highs amid broad SaaS and AI-driven sector fears. Despite decelerating GTV and revenue due to macro headwinds, TTAN's margin improvements and lower valuation support a reiterated "Buy" rating. AI displacement risk is overstated for TTAN, as its SMB customer base lacks resources or incentive to replace its integrated platform with DIY solutions.

ServiceTitan, a vertical SaaS pure-play for the trades industry, is down by over 30% since listing in late 2024, underperforming other mid-caps and software peers. TTAN's proprietary and unique dataset on a technologically underserved market and its new agentic AI offerings put it in a better position to thrive than other generalist SaaS offerings. TTAN's balance sheet is in a much better position with no debt and increased capabilities on the FCF front, which could open up room for M&A or shareholder returns.

LOS ANGELES, March 17, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that SPS PoolCare , the largest residential swimming pool services platform in the United States, is standardizing their 30+ branch locations across five states on the ServiceTitan platform. By unifying their family of brands on ServiceTitan, SPS will leverage a single, enterprise-grade system to unify its vast operations, accelerate its high-velocity acquisition strategy, and scale its platform.

ServiceTitan, Inc. (NASDAQ: TTAN) shares are trading lower on Friday after the company reported fourth-quarter financial results on Thursday after the market closed. Also, Keybanc and Needham lowered their respective price targets on the stock.

ServiceTitan, Inc. (TTAN) Q4 2026 Earnings Call Transcript

Although the revenue and EPS for ServiceTitan Inc. (TTAN) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

ServiceTitan Inc. (TTAN) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.12 per share a year ago.