ServiceTitan Releases 2026 Roofing Market Report, 75% of Contractors Expect Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
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Source: Newsfilter
- Revenue Growth Expectations: The report reveals that 75% of contractors anticipate revenue growth in 2026, with 74% expecting higher profits, yet one-third report EBITDA margins between 6% and 15%, indicating constrained profitability.
- AI Adoption Lag: While 21% of contractors prioritize AI and automation in tech purchases, only 4% actively use AI features in their CRM, highlighting a significant opportunity for the industry to leverage technology for improved efficiency.
- Cost Pressures Impact: According to 39% of contractors, rising labor and overhead costs pose the primary threat to business, with 60% focusing on labor cost optimization and 45% on material costs, reflecting the severe profitability challenges amid economic uncertainty.
- Market Competitive Advantages: Contractors identify reputation, transparent communication, and exceptional customer service as key differentiators; however, despite 67% adopting rapid follow-up strategies, 32% fail to engage promptly, revealing a technology gap and market opportunity.
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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.
- Revenue and Profitability Issues: BigBear.ai reported a 20% year-over-year revenue decline in Q3, with gross margin contracting to 22.4%, and has faced losses for four consecutive years, highlighting its struggle to maintain profitability in a competitive landscape.
- ServiceTitan's Growth Potential: ServiceTitan achieved a remarkable 25% revenue growth in Q3 of fiscal 2026, reaching $249 million, and although still unprofitable, its adjusted operating margin improved from 0.8% to 8.6%, indicating strong business growth potential.
- Market Competition and Investor Sentiment: Despite ServiceTitan's rapid growth, investor sentiment remains cautious, with concerns that AI may diminish demand for SaaS companies, leading to stock pressure, even though its P/S ratio of 9.0 is more favorable than BigBear.ai's 12.3.
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