B+
Bull case
30%
Probability
Target price
$95.00
+25.0% vs current
TTAN
ServiceTitanBNasdaq / Software & Services
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$78.00
+2.6% vs current
B-
Bear case
20%
Probability
Target price
$52.00
-31.6% vs current
AI sentiment snapshot
Latest data as of 2026-06-25
Recent news sentiment (30D)
+0.7
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+48.4
Score
AI commentary
Thirty-day tone is positive because the June 4, 2026 earnings release was followed by upbeat coverage and a reported strong one-day stock reaction, but the evidence base is still concentrated around the earnings print rather than a broad multi-source revision cycle. Social coverage is unavailable in the packet, and the lack of post-print target-count and estimate-revision detail argues for moderate rather than high confidence.
RankAlpha Sentiment Codex - 2026-06-25
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-06eventQ1 FY2027 beat-plus-raise reset the near-term setupHigh impact
ServiceTitan reported Q1 FY2027 revenue of $268.8M, platform revenue of $260.6M, non-GAAP operating income of $40.8M, and guided Q2 FY2027 revenue to $284M-$286M while lifting full-year revenue to $1.13B-$1.14B and non-GAAP operating income to $142M-$147M [#SEC-8K-2026-06-04].
2026-08-06catalystMax rollout expansion is the cleanest next proof-pointHigh impact
Management said the number of locations on Max more than doubled in Q1 and is expected to double again in Q2, making near-term adoption evidence around AI workflow automation the most important operating checkpoint [#SEC-8K-2026-06-04].
2027-01-31catalystMargin and transaction-volume scaling support a durable software-plus-fintech storyHigh impact
Q1 gross transaction volume rose 23% to $21.7B, net dollar retention stayed above 110%, and non-GAAP operating margin improved to 15.2% from 7.5%, which supports a longer-duration case for upsell and operating leverage if execution holds [#SEC-8K-2026-06-04].
Recommendation
N/A
No formal recommendation provided.
As of 2026-06-25 • Updated nightlySource: Internal modelMethodology