ServiceTitan Inc. (NASDAQ: TTAN) is currently trading at $93.31, up 3.22% from the previous day's close. The stock's performance reflects a broader upward trend, buoyed by positive analyst sentiment and recent strategic initiatives. Investors are now keenly awaiting the company's Q3 2026 earnings report, scheduled for release after market close on December 4, 2025.
Market expectations for the upcoming earnings report are tempered yet optimistic. The consensus EPS estimate for Q3 2026 is $0.15, a significant improvement compared to the prior year's EPS loss of $0.03. Revenue estimates for the same period of $238.28million would reflect a growth rate of 19.57% Y/Y.
Recent analyst activity supports a positive outlook, with Piper Sandler's Brent Bracelin setting a $150.00 price target on July 22, signaling substantial upside potential. The median price target among analysts over the past six months stands at $127.50, indicating a general belief in the company's growth prospects from here, after a tricky start to public markets.
ServiceTitan’s fiscal second-quarter 2026 results, reported on September 4, demonstrated strong operational performance. Total revenue increased by 25% year-over-year to $242.1 million, with platform revenue growing by 26% to $232.7 million. Gross Transaction Volume (GTV) also saw a healthy rise of 19% to $22.9 billion. Non-GAAP operating income improved to $29.2 million, representing a 12.1% margin, and free cash flow strengthened to $34.3 million.
Strategic partnerships and technological advancements have also played a crucial role in shaping investor sentiment. The October partnership with Cobalt Service Partners aims to enhance growth and efficiency across Cobalt’s commercial contractor portfolio. Moreover, the unveiling of Atlas, an AI-powered tool designed to automate contractor operations, at Pantheon 2025, positions ServiceTitan at the forefront of integrating advanced technologies into service management.
Options trading activity indicates an anticipated post-earnings share price movement of approximately 11.6%, equating to around $13.31. Historically, the median price change for TTAN over recent quarters has been 8.8% following earnings announcements.
The key question for investors is whether ServiceTitan can sustain its recent and deliver earnings that justify its current valuation. With the stock having started public life at $100, the current level of $93.31 reflects some of the doubt that has crept in. Yet the recent bounce off $85 suggests some support could be establishing at a lower base.
From a technical perspective, the $85 level represents a critical support zone. A break below this level could signal a more significant downward trend, while holding above it, and breaking the green line YTD at $101.50 could set the bulls up for a run.
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