ServiceTitan, Inc.
TTAN · NASDAQ
+$3.07 today
- Mkt cap $7.38B
- P/E 0.0
- Day $75.55 – $84.09
Confidence
High conviction
The read
ServiceTitan shares rise 4.13% post-June 4 earnings amid strong growth outlook but no EPS reported
ServiceTitan's stock gained 4.13% following its June 4 earnings release, despite no EPS actuals disclosed. The company maintains a strong growth profile with 24.1% revenue growth TTM and 53.2% EPS growth TTM, supported by a buy-tilted analyst consensus and 60.4% institutional ownership. However, profitability metrics remain weak, and valuation is rich with a forward P/E of 47.0, above sector average. Investors should monitor next-quarter guidance and margin trends for confirmation of sustainable growth.
Confidence note: Strong growth metrics and institutional ownership support the thesis, but lack of reported EPS and weak profitability reduce certainty.
What happened
Earnings print
Guidance
Price reaction
Street narrative
So what
What changed
What the market is pricing
Fundamental takeaway
Next 30–90 days
Sustained revenue and EPS growth with margin improvement drive multiple expansion and share price appreciation.
- boltNext-quarter guidance confirms revenue growth above 20% YoY
- boltOperating margin improves from current weak levels
Growth remains steady but profitability challenges persist, resulting in sideways stock performance.
- boltRevenue growth remains around 20-25% YoY
- boltMargins remain flat without significant improvement
Growth slows and profitability worsens, triggering valuation contraction and share price decline.
- boltNext-quarter guidance shows revenue growth below 15% YoY
- boltOperating margin declines further below -13.9%
What to do
If you hold it
If you're watching
Keep on your radar
- Next-quarter revenue growth guidance (due Q3 2026)
- Operating margin trends in upcoming quarterly reports
- Changes in institutional ownership percentage
- Analyst target price revisions over next 90 days