ServiceTitan
Connects field-service contractors' operations through an end-to-end cloud platform.
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Profile
Provides an AI-powered cloud platform for commercial and home-service contractors. Its tools support field and office teams while connecting the workflows that shape customer service and day-to-day operations.
Built for commercial and home-service contractors, the end-to-end, AI-powered cloud platform supports owners, technicians, customer-service representatives and office staff. It is designed to help customers grow revenue, improve operational efficiency, enhance end-customer experience and monitor business drivers in real time.
The business grew from software tools created for its founders' contractor families and now targets field-service trades with tools, training and support. Founded in 2007, it remains led by its co-founders. Its workforce spans the United States, Canada, Armenia and other international locations. The offering depends on serving the workflows of contracting businesses.
Company facts
Categories
Key statistics
Year to date −1.7% · Average volume (30d) 1.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 12, 2026 | Robert W. Baird | Target | $94 | $101 | |
| Jun 8, 2026 | Robert W. Baird | Target | $94 | ||
| Jun 5, 2026 | BMO Capital | Reiterate | Outperform | $125 | $103 |
| Jun 5, 2026 | BTIG | Reiterate | Buy | $90 | $110 |
| Jun 5, 2026 | Morgan Stanley | Reiterate | Overweight | $131 | $124 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 4, 2026Q1 FY27 | $0.28 | $0.37 | +34.1% | $256.7M | $268.8M | +4.7% | +4.13% |
| Mar 12, 2026Q4 FY26 | $0.18 | $0.27 | +50.0% | $245.5M | $254.0M | +3.5% | −6.41% |
| Dec 4, 2025Q3 FY26 | $0.15 | $0.24 | +56.3% | $238.5M | $249.2M | +4.5% | +10.47% |
| Sep 4, 2025Q2 FY26 | $0.18 | $0.33 | +87.5% | $229.5M | $242.1M | +5.5% | +13.64% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $209.3M | $215.7M | $242.1M | $249.2M | $254.0M | $268.8M | |
| Gross profit | $138.2M | $148.4M | $171.3M | $176.3M | $177.7M | $193.8M | |
| Operating income | −$99.9M | −$44.9M | −$34.8M | −$42.2M | −$40.9M | −$25.8M | |
| Net income | −$100.9M | −$46.4M | −$32.2M | −$39.5M | −$41.7M | −$22.8M | |
| Diluted EPS | −$2.80 | −$0.51 | −$0.35 | −$0.43 | −$0.44 | −$0.24 | |
| Gross margin | 66.0% | 68.8% | 70.8% | 70.8% | 69.9% | 72.1% | |
| Operating margin | -47.7% | -20.8% | -14.4% | -16.9% | -16.1% | -9.6% |
Fiscal years (4-quarter sums)FY23 $467.7M · FY24 $624.1M · FY25 $771.9M · FY26 $961.0M
Revenue by product · Q1 FY27
Balance sheet, Apr 30, 2026Cash & short-term investments $421.5M · Total debt $51.0M · Total assets $1.75B · Shareholders' equity $1.56B
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 95.39M · Float 37.91M · 39.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Iconiq Capital, LLC | 11.43M | 11.99% | 13F | Aug 13, 2026 |
| Vahe Kuzoyan · director, officer: President | 8.75M | 9.18% | Form 4 | Aug 13, 2026 |
| Ara Mahdessian · director, officer: Chief Executive Officer | 7.48M | 7.84% | Form 4 | Aug 5, 2026 |
| Bessemer Venture Partners VIII L.P. · 10 percent owner | 7.09M | 7.43% | Form 4 | Oct 14, 2025 |
| FMR LLC | 5.08M | 5.33% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | David Sherry | officer: Chief Financial Officer | −9,000 | $90.83 |
| Aug 12, 2026 | Vahe Kuzoyan | director, officer: President | −16,388 | $88.95 |
| Aug 11, 2026 | Vahe Kuzoyan | director, officer: President | −114,732 | $88.84 |
| Aug 4, 2026 | Ara Mahdessian | director, officer: Chief Executive Officer | −38,287 | $84.89 |
| Aug 3, 2026 | Ara Mahdessian | director, officer: Chief Executive Officer | −49,766 | $84.75 |
Peers
- Salesforce
Field-service scheduling, dispatch, mobile execution, and CRM overlap
- Oracle
Field-work planning, scheduling, routing, and mobile execution overlap
- Microsoft
Field-service operations, dispatch optimization, and ERP integration overlap
- SAP (ADR)
Planning, dispatch, mobile field execution, and asset-service workflows overlap
- Fortive
Facilities work orders, asset tracking, and provider workflows overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ServiceTitan | $99.81 | −0.06% | $9.53B | — | 72.8 | 9.4 | +24.6% |
| Salesforce | $256.48 | +0.16% | $209.66B | 23.4 | 17.6 | 4.8 | +10.8% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| SAP (ADR) | $220.80 | −0.39% | $258.15B | 28.1 | 23.9 | 5.8 | +5.8% |
| Fortive | $59.69 | 0.00% | $18.03B | 35.1 | 19.2 | 4.2 | −27.8% |
| Median | 28.1 | 19.2 | 5.8 | +10.8% |