Understanding ServiceTitan's Earnings Outlook
ServiceTitan (NASDAQ: TTAN) is preparing to release its latest quarterly earnings report. As investors gear up for the announcement, anticipation builds around the expected outcomes and implications for the company's stock performance.
Predictions and Estimates
Analysts predict that ServiceTitan will announce an earnings per share (EPS) of approximately $-0.02. Investors are eager to see whether the company can exceed these expectations along with positive growth guidance for the upcoming quarter.
Past Performance: A Look Back
In its previous earnings report, ServiceTitan exceeded EPS estimates by $0.31, resulting in a 13.64% increase in its stock price the following day. This history of performance adds weight to the current expectations, as stakeholders look for similar trends.
Analyzing Historical Earnings Trends
Examining ServiceTitan’s historical earnings, the following summarizes its quarterly performance and price changes:
Quarterly Earnings Summary
| Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| EPS Estimate | 0.02 | 0.12 | 0.03 | -0.03 |
| EPS Actual | 0.33 | 0.18 | 0.12 | -0.03 |
| Price Change % | 14.00 | -7.00 | 13.00 | -4.00 |
Current Share Price Overview
As of the latest update, shares of ServiceTitan were trading at approximately $90.075. Over the past year, the stock has seen a decline of around 9.59%. This reduced performance signals a cautious sentiment among long-term shareholders leading into the upcoming earnings release.
Market Sentiment and Analyst Ratings
In the current market environment, it is vital for investors to stay abreast of sentiments and expectations that shape the industry landscape. Recent analysis reveals that ServiceTitan has garnered ratings from 13 analysts, with a consensus of Outperform. The average target price is set at $135.08, implying a potential upside of approximately 49.96%.
Comparison with Industry Peers
To gain context for ServiceTitan’s performance, it is useful to compare its ratings and targets with those of its industry counterparts, including AppFolio, Open Text, and Klaviyo:
- AppFolio is projected to perform well with a price target of $303.2, suggesting a hefty upside of 236.61%.
- Open Text, however, is viewed neutrally, with its price target indicating a potential downside of 54.97%.
- Klaviyo similarly faces a challenging outlook, with analysts projecting a 54% downside based on current ratings.
Peer Performance Analysis Insights
A deeper analysis into the peer groups reveals that although ServiceTitan shows potential in terms of ratings, it ranks lower regarding Revenue Growth and Gross Profit among its competitors. Below is a performance summary for key companies:
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| ServiceTitan | Outperform | 25.46% | $171.35M | -2.19% |
| AppFolio | Outperform | 21.20% | $157.88M | 7.05% |
| Open Text | Neutral | 1.51% | $937.52M | 3.72% |
| Klaviyo | Outperform | 32.24% | $234.74M | -0.04% |
Key Observations
It is noteworthy that while ServiceTitan ranks lower in Revenue Growth compared to its competitors, it maintains a solid Consensus rating. Additionally, it stands in the middle tier concerning Return on Equity metrics.
Overview of ServiceTitan Inc.
ServiceTitan Inc is recognized as a comprehensive technology platform tailored for contractors, aiming to enhance business performance. The platform equips business owners, technicians, customer service agents, and key office staff with tools engineered to boost revenue, streamline operations, and ensure exceptional customer experiences in real-time.
Detailed Financial Performance Breakdown
Market Capitalization Context: ServiceTitan's market cap is currently below industry benchmarks, which may reflect investor sentiment or expectations regarding its operational capabilities.
Revenue Growth Perspectives: Over the recent three-month period, the company reported a revenue growth of 25.46% for the quarter ending July 31. Though this growth figure is impressive, it lags behind that of many similar companies in the tech sector.
Net Margin Insights: With a net margin of -13.31%, ServiceTitan has notably surpassed standard industry margins, indicating effective cost management and strong profitability.
Return on Equity Highlights: The company's Return on Equity (ROE) of -2.19% illustrates its capacity to utilize equity efficiently, revealing a positive outlook for profitability.
Return on Assets Evaluation: However, ServiceTitan's return on assets (ROA) of -1.84% signifies possible challenges in asset utilization that may hinder financial outcomes.
Debt Management Standards: With a debt-to-equity ratio of 0.11, ServiceTitan demonstrates a favorable financial structure relative to industry norms.
Frequently Asked Questions
What is the upcoming earnings report date for ServiceTitan?
The next earnings report for ServiceTitan is expected on December 4, 2025.
What do analysts predict for ServiceTitan's earnings per share?
Analysts estimate that the EPS will be around $-0.02.
How has ServiceTitan's stock performed in the past year?
Over the last 52 weeks, ServiceTitan's stock price has decreased by approximately 9.59%.
What are analyst ratings for ServiceTitan?
ServiceTitan currently holds a consensus rating of Outperform from analysts.
How does ServiceTitan compare to its industry peers?
ServiceTitan ranks lower in Revenue Growth and Gross Profit compared to competitors but maintains a solid Consensus rating.
