Temasek Holdings Private Ltd Has $1.30 Million Position in ServiceTitan Inc. $TTAN

Temasek Holdings Private Ltd lessened its stake in ServiceTitan Inc. (NASDAQ:TTAN) by 79.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 12,937 shares of the company’s stock after selling 48,748 shares during the period. Temasek Holdings Private Ltd’s holdings in ServiceTitan were worth $1,304,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in TTAN. Vanguard Group Inc. raised its position in shares of ServiceTitan by 538.4% during the third quarter. Vanguard Group Inc. now owns 4,429,930 shares of the company’s stock worth $446,670,000 after acquiring an additional 3,735,968 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in shares of ServiceTitan by 118.4% in the third quarter. JPMorgan Chase & Co. now owns 2,893,959 shares of the company’s stock worth $291,798,000 after acquiring an additional 1,569,136 shares during the period. Invesco Ltd. boosted its holdings in ServiceTitan by 1,388.2% in the second quarter. Invesco Ltd. now owns 1,477,369 shares of the company’s stock valued at $158,344,000 after acquiring an additional 1,378,100 shares during the last quarter. Franklin Resources Inc. boosted its holdings in ServiceTitan by 148.4% in the second quarter. Franklin Resources Inc. now owns 1,893,237 shares of the company’s stock valued at $202,917,000 after acquiring an additional 1,131,062 shares during the last quarter. Finally, First Trust Advisors LP increased its position in ServiceTitan by 2,401.9% during the 3rd quarter. First Trust Advisors LP now owns 670,883 shares of the company’s stock valued at $67,645,000 after purchasing an additional 644,068 shares during the period.

ServiceTitan Stock Down 6.4%

Shares of NASDAQ TTAN opened at $70.80 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.14 and a quick ratio of 4.14. The company has a 50-day moving average price of $79.42 and a 200-day moving average price of $93.59. The stock has a market capitalization of $6.63 billion, a P/E ratio of -41.16 and a beta of -0.72. ServiceTitan Inc. has a 1 year low of $58.01 and a 1 year high of $131.33.

ServiceTitan (NASDAQ:TTAN) last posted its earnings results on Thursday, March 12th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09. ServiceTitan had a negative net margin of 16.64% and a negative return on equity of 6.91%. The company had revenue of $253.99 million for the quarter, compared to analyst estimates of $245.47 million. During the same quarter in the prior year, the business posted $0.12 EPS. The firm’s revenue was up 21.4% compared to the same quarter last year. On average, equities research analysts forecast that ServiceTitan Inc. will post -1.98 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have issued reports on TTAN. UBS Group restated a “buy” rating on shares of ServiceTitan in a report on Monday, December 1st. Morgan Stanley decreased their price objective on shares of ServiceTitan from $131.00 to $118.00 and set an “overweight” rating for the company in a research report on Friday. Piper Sandler restated an “overweight” rating and issued a $120.00 target price on shares of ServiceTitan in a report on Friday. William Blair reaffirmed an “outperform” rating on shares of ServiceTitan in a research report on Friday. Finally, The Goldman Sachs Group started coverage on shares of ServiceTitan in a research report on Tuesday, January 13th. They set a “neutral” rating and a $117.00 price target on the stock. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $115.63.

Key ServiceTitan News

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 results showed continued revenue growth and an EPS beat: revenue ~ $254M (+21% YoY) and reported EPS of $0.27, topping consensus. This supports demand for ServiceTitan’s core platform. Earnings Summary
• Positive Sentiment: Management named Abhishek Mathur as Chief Technology & Product Officer to lead AI?first product strategy — a strategic hire that could accelerate product differentiation and monetization. Appointment Release
• Neutral Sentiment: Company provided Q1 revenue guidance of roughly $255–257M and FY revenue guidance near ~$1.1B (roughly in line with consensus), reducing surprise risk on top?line but leaving EPS guidance interpretation mixed. Press Release / Slide Deck
• Neutral Sentiment: Full Q4 earnings call transcript and highlight writeups are available for investors looking for management color on growth, margins and 2027 assumptions. Earnings Call Transcript
• Negative Sentiment: Widespread analyst price?target cuts and lower/stable ratings pressured sentiment today. Examples include Citigroup cut to $88 (neutral), Canaccord to $105 (buy), Truist to $100 (buy), Morgan Stanley to $118 (overweight), Needham to $100, BMO to $92, Wells Fargo to $115 and KeyCorp to $120 — a net shift toward lower near?term upside expectations. Analyst Actions
• Negative Sentiment: Despite the top?line beat, GAAP operating and net losses remain; several notes and market writeups characterize the quarter as “mixed” and flag the firm’s continued unprofitability, which increases short?term volatility risk. Analysis: Mixed Results
• Negative Sentiment: High insider selling activity and reports of heavy option speculation / trading may amplify downside pressure and volume volatility. Quiver Quant: Trading & Insider Notes

Insider Buying and Selling

In related news, President Vahe Kuzoyan sold 16,388 shares of ServiceTitan stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $100.62, for a total transaction of $1,648,960.56. Following the transaction, the president owned 1 shares of the company’s stock, valued at $100.62. The trade was a 99.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Ara Mahdessian sold 32,000 shares of ServiceTitan stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $98.50, for a total value of $3,152,000.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 85,180 shares of company stock valued at $8,620,383. Company insiders own 51.72% of the company’s stock.

About ServiceTitan

ServiceTitan, Inc (NASDAQ: TTAN) is a cloud-based software provider specializing in end-to-end business management solutions for residential and commercial trade contractors. The company’s platform integrates customer relationship management, scheduling and dispatch, mobile workforce management, invoicing, payments and reporting tools into a single suite. By automating key back-office processes, ServiceTitan helps field service businesses improve operational efficiency, enhance customer experience and drive revenue growth.

At the core of ServiceTitan’s offering is a mobile application that allows technicians to access job details, update work orders, capture signatures and process payments from the field.