ServiceTitan (TTAN)
Connects field-service contractors' operations through an end-to-end cloud platform.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Stifel Nicolaus | Target | Target: $125 | Target: $100 |
| Sep 9, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $124 | Target: $92 |
| Sep 9, 2026 | Cowen & Co. | Target | Target: — | Target: $100 |
| Sep 9, 2026 | UBS | Target | Target: — | Target: $100 |
| Sep 9, 2026 | Truist Financial | Target | Target: $110 | Target: $100 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $479.5M · Total debt $47.8M · Total assets $1.80B · Shareholders' equity $1.61B
- Revenue
- $292.8M
- Operating income
- −$27.6M
- Net income
- −$24.9M
No dividends on record.
| Institutions | ≈ 92.28% | 89.03M shares | |
|---|---|---|---|
| 394 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 25.19% | 24.30M shares | |
| 5 holders · as of Jul 15, 2026 | |||
| Strategic holders | 9.30% | 8.97M shares | |
| 2 holders · as of Jul 15, 2026 | |||
| Adds to | 126.77% | ||
96.47M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 126.77%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Iconiq Capital, LLCInstitution | 11.85% | 11.43M A | as of Jun 30, 2026 |
William J.G. Griffith1Insiderdirector, 10 percent owner | 9.17% | 8.85M A | filed Jul 15, 2026 |
Iconiq Strategic Partners Ii, L.P.2,3Strategic10 percent owner | 8.80% | 8.49M A | filed Jul 15, 2026 |
Vahe Kuzoyan4,5Insiderdirector, officer: President | 8.59% | 2 A · 8.75M B · 7.45M | filed Feb 13, 2025 |
Ara Mahdessian6,5Insiderdirector, officer: Chief Executive Officer | 7.43% | 2 A · 7.47M B · 3.34M | filed Feb 13, 2025 |
- William J.G. Griffith reports a block also reported by another filer; it is counted once, under that filer.
- Reported at 4.50% on Nov 14, 2025, under the 5% line, so no further filing is required.
- Iconiq Strategic Partners Ii, L.P. reports a block also reported by another filer; it is counted once, under that filer.
- Vahe Kuzoyan reports a block also reported by Index Venture Growth Associates Iv Ltd; it is counted once, under Index Venture Growth Associates Iv Ltd.
- The filed share classes (A, B, COMMON) could not be matched to the company's, so no percentage.
- Ara Mahdessian reports a block also reported by Kayne Anderson Rudnick Investment Management LLC; it is counted once, under Kayne Anderson Rudnick Investment Management LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | David Sherry | officer: Chief Financial Officer | −23,246 | $57.07 |
| Sep 17, 2026 | Vahe Kuzoyan | director, officer: President | −3,148 | $57.07 |
| Sep 17, 2026 | Michele O'Connor | officer: Chief Accounting Officer | −5,581 | $57.07 |
| Sep 17, 2026 | Ara Mahdessian | director, officer: Chief Executive Officer | −3,148 | $57.07 |
| Aug 14, 2026 | David Sherry | officer: Chief Financial Officer | −9,000 | $90.83 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ServiceTitan | $57.62 | +1.92% | $5.39B | — | 45.2 | 5.1 | +20.9% |
| Salesforce | $232.50 | −1.66% | $193.63B | 21.6 | 15.8 | 4.4 | +10.8% |
| Oracle | $149.99 | +0.96% | $427.95B | 23.3 | 17.6 | 6.0 | +29.6% |
| Microsoft | $497.39 | −0.84% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| SAP (ADR) | $207.92 | −0.62% | $243.79B | 26.8 | 22.8 | 5.6 | +5.8% |
| Fortive | $55.45 | +0.66% | $16.64B | 32.4 | 17.8 | 3.9 | −27.8% |
| Median | 26.8 | 17.8 | 5.6 | +10.8% |