Morgan Stanley Upgrades ServiceTitan (TTAN) to Top Pick with $131 Price Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
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Source: seekingalpha
- Market Positioning Advantage: Morgan Stanley analyst Josh Baer upgraded ServiceTitan's rating from Equal-Weight to Overweight, citing its leadership in AI and strong growth potential, setting a price target of $131, indicating significant upside potential.
- Product Portfolio Expansion: ServiceTitan's new product offerings, particularly the Pro product line and MAX program, are expected to drive revenue growth, with Marketing Pro users generating revenue nearly twice as fast and Sales Pro customers seeing about a 20% increase in average ticket size, showcasing its competitive edge in the industry.
- AI Integration Strategy: ServiceTitan possesses vast proprietary data sets and effectively integrates AI into complex industry-specific workflows; the analyst noted that despite recent weakness in software-as-a-service stocks, ServiceTitan's market share and future potential insulate it from such trends, anticipating strong growth ahead.
- Customer Value Enhancement: The MAX program bundles key Pro modules to help customers accelerate AI adoption, ensuring strong usage rates and repeatable ROI, while increasing ServiceTitan's effective take-rate as adoption grows, further solidifying its market position.
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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 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
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 91.570
Low
125.00
Averages
137.92
High
160.00
Current: 91.570
Low
125.00
Averages
137.92
High
160.00
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.
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ServiceTitan vs BigBear.ai: Stock Performance Analysis
- Stock Performance Divergence: Over the past six months, ServiceTitan's stock has plummeted by 23.6%, while BigBear.ai has dropped 21.4%, starkly contrasting with the S&P 500's 9.8% gain, indicating a lack of investor confidence in both companies.
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