Feed / TTAN

ServiceTitan, Inc.

TTAN

Technology · 54.67 -2.4% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

ServiceTitan, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Revenue YoY+24.5%2026-01-31
Operating margin-17.6%+12.2 pts YoY
Company-2.4% todayVolume comparison unavailable
Market group0 of 36 activeEnterprise Software · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • Research and development personnel costs rose with salary increases and headcount growth, including senior engineering hires.
  • Repayment of the term loan reduced interest expense in the latest filing.

Invalidation: The isolated read changes if TTAN's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Software - Application

No new filing conclusion is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Research and development personnel costs rose with salary increases and headcount growth, including senior engineering hires.
  • Repayment of the term loan reduced interest expense in the latest filing.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods4
Price observations328
Usable filing statements147
Verified relationships4
Evidence supporting the case
  • Latest annual revenue changed +24.5% year over year.
  • Operating margin changed +12.2 percentage points in the latest annual period.
  • Net margin changed +14.3 percentage points in the latest annual period.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

54.67
6m-27.7%12m-52.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2023-01-31$467.7M$-9.31
2024-01-31$614.3M+31.3%$-7.24+9.4%
2025-01-31$771.9M+25.6%$-8.53+26.7%
2026-01-31$961.0M+24.5%$-1.73

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
The increase was primarily due to a $3.7 million decline in interest expense resulting from the repayment, in full, of our term loan in fiscal 2026, partially offset by a $2.1 million decrease in interest income.
10-Q · Sep 8, 2026
Product pipeline and R&Dpositive · 5 filings
The increase in research and development expense was primarily driven by an increase of $37.9 million in personnel-related costs due to annual salary increases and headcount growth, including hiring of senior level personnel to support the engineering functio…
10-Q · Sep 8, 2026
Restructuring and cost reductionsnegative · 4 filings
The decrease in general and administrative expense was primarily driven by a decrease of $2.9 million of impairment losses on operating lease assets and related property and equipment for office spaces that we ceased to use.
10-Q · Jun 5, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

54.67-2.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for TTAN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for TTAN. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind TTAN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CDTHYFiling-linked nameinvesteeMar 25, 2026

Business Combination Conduit Tech In October 2025, the Company acquired 100 % of the outstanding equity of Conduit Tech, Inc.

MSFTMicrosoft CorporationcustomerJun 12, 2025

We currently host our platform and serve our customers primarily using Microsoft Azure (“Azure”).

MSFTMicrosoft CorporationpartnerJun 5, 2026

We currently host our platform and serve our customers primarily using Microsoft Azure (“Azure”).

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

TTAN is currently a Follower in the organic co-movement group Enterprise Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.