ServiceTitan Q3 Sales $285M-$287M vs $287.874M Est

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Reviewed by
Shriram SScanX News Team
Key Highlights
  • ServiceTitan projects Q3 revenue between $285.000 million and $287.000 million
  • The guidance misses the analyst estimate of $287.874 million
  • Both the high and low ends of the range fall short of expectations
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ServiceTitan (NASDAQ: TTAN) projected third-quarter revenue between $285.000 million and $287.000 million, missing the consensus analyst estimate of $287.874 million.

The guidance indicates that top-line performance is expected to fall below market expectations for the period.

What the Numbers Show

The upper bound of the revenue guidance ($287.000 million) falls $0.874 million short of the estimate, while the lower bound represents a wider miss of $2.874 million.

Metric Value
Q3 Revenue Guidance (Low) $285.000 million
Q3 Revenue Guidance (High) $287.000 million
Analyst Estimate $287.874 million

How might this revenue miss impact ServiceTitan's stock valuation and investor sentiment in the near term?

What specific operational or market factors are driving the shortfall against analyst expectations for Q3?

Will ServiceTitan adjust its full-year guidance or strategic priorities in response to this quarter's underperformance?

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ServiceTitan Q2FY26 Results: Analysts raise targets ahead of Sept 8 earnings

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Reviewed by
Ashish TScanX News Team
Key Highlights
  • ServiceTitan reports Q2 earnings on Sept 8; consensus EPS is $0.35 vs $0.33 last year
  • Revenue estimated at $285.96 million, up from $242.12 million in the prior year period
  • Company raised FY27 sales guidance after beating Q1 expectations in June
  • Top analysts including TD Cowen and Baird raised price targets recently
  • Shares fell 5.6% to $87.92 on Friday despite positive analyst revisions
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ServiceTitan, Inc. (NASDAQ: TTAN) will report second-quarter earnings after market close on Tuesday, September 8. The Glendale, California-based software provider is expected to deliver quarterly earnings of $0.35 per share, up from $0.33 in the prior year-ago period. Consensus estimates place quarterly revenue at $285.96 million, compared to $242.12 million reported last year.

The company follows a better-than-expected first-quarter performance in June, during which it raised its full-year sales guidance for FY27. Despite the positive operational outlook, shares fell 5.6% to close at $87.92 on Friday.

Analyst Ratings and Price Targets

Several prominent Wall Street analysts have maintained bullish ratings while adjusting price targets upward in recent months. TD Cowen analyst Andrew Sherman raised his target from $110 to $125 on June 5, 2026, maintaining a Buy rating. Baird analyst Joe Vruwink increased his target from $94 to $101 on August 12, 2026, keeping an Outperform rating.

Other notable adjustments include:

  • BTIG analyst Nick Altmann maintained a Buy rating with a $110 target on July 10, 2026.
  • Needham analyst Scott Berg maintained a Buy rating with a $100 target on June 17, 2026.
  • Truist Securities analyst Terry Tillman increased his target from $100 to $110 on June 5, 2026, maintaining a Buy rating.

What the Numbers Show

The consensus revenue estimate of $285.96 million implies significant growth over the prior year’s $242.12 million. This expected expansion aligns with the company’s decision to raise FY27 sales guidance following Q1 results. The divergence between the recent 5.6% share price decline and the upward revisions in analyst price targets suggests potential market volatility or short-term sentiment shifts despite long-term bullishness from forecasters.

How might ServiceTitan's Q2 EPS and revenue performance against consensus estimates influence its FY27 guidance trajectory?

What factors could drive the divergence between the recent 5.6% stock decline and the upward revisions in analyst price targets?

Will ServiceTitan's software adoption rates in the home services sector accelerate enough to sustain the projected 18% year-over-year revenue growth?

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