ServiceTitan, Inc.
TTAN · NASDAQ
$1.47 today
- Mkt cap $6.37B
- P/E 0.0
- Day $65.25 – $68.29
Confidence
High conviction
The read
ServiceTitan beats EPS estimates by 34%, shares dip 4.4% post-earnings
ServiceTitan reported Q2 EPS of $0.37, beating estimates of $0.28 by 34%, but shares declined 4.4% amid weak profitability metrics and heavy short interest.
Confidence note: EPS beat is confirmed with strong growth metrics; risks stem from weak profitability and market sentiment.
What happened
Earnings print
Guidance
Price reaction
Street narrative
So what
What changed
What the market is pricing
Fundamental takeaway
Next 30–90 days
Sustained revenue growth above 24% and margin improvement drive multiple expansion.
- boltNext quarterly revenue growth exceeding 25%
- boltOperating margin improvement reducing losses
Growth continues near current pace with stable but negative margins, keeping valuation range-bound.
- boltRevenue growth around 20-25%
- boltOperating margin between -10% and -15%
Growth slows materially and profitability worsens, leading to valuation contraction and share price decline.
- boltRevenue growth below 15%
- boltOperating margin deteriorates beyond -15%
What to do
If you hold it
If you're watching
Keep on your radar
- Next quarterly revenue growth rate (due Q3 2026)
- Operating margin trends in next two quarters
- Short interest levels monthly updates
- Insider trading activity over next 90 days