Here’s Why Jackson Peak Capital Added ServiceTitan (TTAN) to Its Portfolio

Written by Emily J. Thompson, Senior Investment Analyst

TTAN.O

91.80

USD

-1.28%

See more details

TTAN.O-1.28%

Source: Yahoo Finance

Updated: Aug 13 2025

5mins

Source: Yahoo Finance

Jackson Peak Capital's Performance: In its second-quarter 2025 investor letter, Jackson Peak Capital reported a +24.0% net return, significantly outperforming the MSCI ACWI and HFRX Equity Hedge Index, amidst market volatility influenced by tariff announcements.
Focus on ServiceTitan, Inc.: The firm highlighted ServiceTitan, Inc. (NASDAQ: TTAN) as a key investment due to its strong SaaS metrics and potential in AI, despite its recent stock decline; however, they noted that other AI stocks may offer better upside potential.

TTAN.O

$91.800-24.680%Past 6 months

Line

Candle

YTD

Intellectia

Analyst Views on TTAN

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 135.93 USD with a low forecast of 118.00 USD and a high forecast of 155.00 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.

17 Analyst Rating

13 Buy

4 Hold

0 Sell

Strong Buy

Current: 92.990

Low

118.00

Averages

135.93

High

155.00

Current: 92.990

Low

118.00

Averages

135.93

High

155.00

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.

Stifel

J. Parker Lane

Buy

maintain

$135 -> $145

2025-09-19

Reason

Stifel

J. Parker Lane

Price Target

$135 -> $145

2025-09-19

maintain

Buy

Reason

Stifel analyst J. Parker Lane raised the firm's price target on ServiceTitan to $145 from $135 and keeps a Buy rating on the shares following the company's Pantheon event. Management's updates on the commercial, enterprise, and Pro product opportunities "were clear and constructive," the analyst tells investors in a research note. The firm views the launch of Atlas as a "leap forward" in ServiceTitan's ability to automate manual tasks in its end markets.

Canaccord

Buy

maintain

$130 -> $140

2025-09-19

Reason

Canaccord

Price Target

$130 -> $140

2025-09-19

maintain

Buy

Reason

Canaccord raised the firm's price target on ServiceTitan to $140 from $130 and keeps a Buy rating on the shares. The firm attended the company's well attended annual customer and partner conference. Canaccord continues to believe that ServiceTitan is emerging as one of the next great vertical SaaS companies in the space.

Citi

Tyler Radke

Neutral

maintain

$111 -> $123

2025-09-09

Reason

Citi

Tyler Radke

Price Target

$111 -> $123

2025-09-09

maintain

Neutral

Reason

Citi analyst Tyler Radke raised the firm's price target on ServiceTitan to $123 from $111 and keeps a Neutral rating on the shares. The firm updated application software models following its technology conference. While the sector is not insulated from artificial inlteiignece, the worst-case bear concerns are likely overdone, the analyst tells investors in a research note.

See All Ratings

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

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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.