ServiceTitan's stock has dropped by 13.31% as it crosses below the 5-day SMA, reflecting broader market weakness with the Nasdaq-100 down 1.07% and S&P 500 down 0.51%.
Morgan Stanley analyst Josh Baer upgraded ServiceTitan from Equal-weight to Overweight, raising the price target from $125 to $131, reflecting confidence in the company's future growth prospects. The firm views ServiceTitan as a leading vertical software asset well-positioned for AI, capable of driving stock price appreciation through steady growth and margin expansion.
Despite the upgrade, ServiceTitan's stock continues to face pressure from investor concerns about the impact of AI on SaaS companies, highlighting the need for cautious optimism in the current market environment.
Wall Street analysts forecast TTAN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TTAN is 137.92 USD with a low forecast of 125.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast TTAN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TTAN is 137.92 USD with a low forecast of 125.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 81.030
Low
125.00
Averages
137.92
High
160.00
Current: 81.030
Low
125.00
Averages
137.92
High
160.00
Morgan Stanley
Equal Weight
maintain
$118 -> $125
2025-12-05
Reason
Morgan Stanley
Price Target
$118 -> $125
AI Analysis
2025-12-05
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on ServiceTitan to $125 from $118 and keeps an Equal Weight rating on the shares. Q3 results and FY26 guidance that beat consensus across all metrics are "effectively 'turning-off' the HVAC debate," the analyst tells investors. Another healthy beat and raise, with "very little, if anything to pick at" leads the firm to continue to view ServiceTitan as "an attractive Vertical Software asset," notes the analyst, who still thinks investors expect durable low-20%'s platform growth, which the firm calls "achievable, but difficult to outperform."
TD Cowen
Buy
maintain
$150 -> $160
2025-12-05
Reason
TD Cowen
Price Target
$150 -> $160
2025-12-05
maintain
Buy
Reason
TD Cowen raised the firm's price target on ServiceTitan to $160 from $150 and keeps a Buy rating on the shares. The firm said they posted a strong Q3 which showed no Resi HVAC weakness and its Commercial continues to be strong.
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BMO Capital
Outperform
to
NULL
downgrade
$129 -> $115
2025-11-20
Reason
BMO Capital
Price Target
$129 -> $115
2025-11-20
downgrade
Outperform
to
NULL
Reason
BMO Capital lowered the firm's price target on ServiceTitan to $115 from $129 but keeps an Outperform rating on the shares. Worries about volumes in key trades and weather-related demand dominated conversations intra-quarter as shares underperformed, but the firm's reading of recent data suggests trends were more stable than weaker in Q3, the analyst tells investors in a research note. BMO adds that it remains positive on the medium-term drivers of opportunity for ServiceTitan, such as expanding in commercial, new trades, and new functionality, including AI.
Wells Fargo
Michael Turrin
maintain
$130 -> $140
2025-09-19
Reason
Wells Fargo
Michael Turrin
Price Target
$130 -> $140
2025-09-19
maintain
Reason
Wells Fargo analyst Michael Turrin raised the firm's price target on ServiceTitan to $140 from $130 and keeps an Overweight rating on the shares. The firm says it was out at the company's flagship conference in Anaheim, where it came away incrementally constructive on growth durability, underpinned by a compelling AI roadmap, positive feedback on commercial opportunity and potential upsell unlock via the Max bundle.
About TTAN
ServiceTitan, Inc. is an end-to-end technology platform built for contractors to transform the performance of their businesses. The Company’s software provides an end-to-end, cloud-based software platform that connects and manages an array of business workflows such as advertising, job scheduling and management, dispatching, generating estimates and invoices, payment processing and more. The Company has designed its platform to address key workflows for trade businesses, including call tracking, scheduling, dispatching, end-customer communications, marketing automation, estimating, sales, inventory, and payroll integration. Its platform offers key benefits through three main offerings, including Core, FinTech and Pro products. Its core product offers base-level functionality across all key workflows. Customers access its platform through a Web browser and through a mobile application.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
