Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
SERVICETITAN INC (TTAN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$87.76+5.52%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.65 → 1.64 EPS · FY ending Jan 31, 2028 · 9 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 9 to 9; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for TTAN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain stable management and progress on growth targets | A supporting condition in SERVICETITAN INC's published investment case. The stated target is Stable management and on-track progress. | Under Pressure | Management turnover or failure to progress on targets | Q2 EPS 40c vs 35c consensus; FY27 Rev $1.14B-$1.14B Q2 EPS beat consensus; FY27 revenue guidance issued; stock dropped 30% on AI concerns and underwhelming revenue. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk growth business with a loss-making earnings profile, rather than a proven durable compounder. The thesis is on watch: management is on track with its stated growth and operating-income goals, but recent financial performance remains weak relative to its industry cohort.
TTAN trades at a substantial premium to peers, while the valuation model has low confidence and identifies a sizable expectations gap. The premium appears to reflect durable growth expectations, but the evidence labels that pricing unjustified; valuation fragility is still rated low because expensive valuation is not joined by the full combination of weak results and turbulent conditions.
Near term, results show mixed execution: revenue and non-GAAP operating income improved in the first half of fiscal 2027, and quarterly revenue exceeded management’s stated milestone, but TTAN missed its most recent quarter and has had erratic surprises. Management’s full-year revenue and operating-income goals remain on track, though a guidance cut on the next call is a material risk.
The multi-year thesis depends on management sustaining revenue growth while converting it into stronger operating profitability. Near term, a guidance cut or continued weakness in Tech-sector peers would weigh on the setup, while steadier peer results or interest-rate cuts could provide a more supportive backdrop.
Over the next 1 to 3 years, TTAN’s growth and improving operating-income measures support the thesis, but the peer valuation premium, weak recent performance, and risk of lower guidance keep confidence conditional. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Achieve non-GAAP income from operations of $142 - $147 million in FY 2027 |
| A primary condition in SERVICETITAN INC's published investment case. The stated target is 142 - 147 USD millions. |
| Intact |
| Operating income falls below $142 million in FY 2027 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Increase quarterly revenue to $284 - $286 million in 2027-Q2 | A supporting condition in SERVICETITAN INC's published investment case. The stated target is 284 - 286 USD millions. | Intact | Quarterly revenue falls below $284 million in 2027-Q2 | Revenue: $292.756M FY2027-Q2; GAAP. Published target: 284 - 286 USD millions. The target does not explicitly identify fiscal versus calendar quarters. Sep 8, 2026292,756,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Increase revenue to $1,130 - $1,140 million in FY 2027 | A primary condition in SERVICETITAN INC's published investment case. The stated target is 1130 - 1140 USD millions. | Intact | Revenue falls below $1,130 million in FY 2027 | Revenue: $292.756M FY2027-Q2; GAAP. Published target: 1130 - 1140 USD millions. Annual target cannot be compared with a quarterly or TTM observation. Sep 8, 2026292,756,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.64 → $1.64 · observed estimates
$1.30B → $1.31B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-07-25 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-07-26 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-07-27 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-07-28 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-07-29 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-07-30 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-07-31 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-01 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-02 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-03 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-04 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-05 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-06 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-08 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-09 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-10 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-12 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-13 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-14 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-15 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-16 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-17 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-18 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-19 | $1.64 | $1,302,129,199 | 9 / 13 |
| 2026-08-20 | $1.64 | $1,304,519,799 | 9 / 13 |
| 2026-08-21 | $1.64 | $1,304,519,799 | 9 / 13 |
| 2026-08-22 | $1.64 | $1,304,519,799 | 9 / 13 |
| 2026-08-23 | $1.64 | $1,304,519,799 | 9 / 13 |
| 2026-08-24 | $1.64 | $1,304,519,799 | 9 / 13 |
| 2026-08-25 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-08-26 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-08-27 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-08-28 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-08-29 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-08-30 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-08-31 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-09-01 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-09-02 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-09-03 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-09-04 | $1.64 | $1,304,503,363 | 9 / 13 |
| 2026-09-05 | $1.64 | $1,304,503,360 | 9 / 13 |
| 2026-09-06 | $1.64 | $1,304,503,360 | 9 / 13 |
| 2026-09-07 | $1.64 | $1,304,503,360 | 9 / 13 |
| 2026-09-08 | $1.64 | $1,304,505,036 | 9 / 13 |
| 2026-09-09 | $1.64 | $1,306,672,143 | 9 / 13 |
| 2026-09-10 | $1.65 | $1,308,532,659 | 9 / 13 |
| 2026-09-11 | $1.65 | $1,308,532,659 | 9 / 13 |
| 2026-09-12 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-13 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-14 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-15 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-16 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-17 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-18 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-19 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-20 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-21 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-22 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-23 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-24 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-25 | $1.65 | $1,307,819,130 | 9 / 13 |
| 2026-09-26 | $1.65 | $1,308,330,894 | 9 / 13 |
| 2026-09-27 | $1.65 | $1,308,330,894 | 9 / 13 |
| 2026-09-28 | $1.65 | $1,308,330,894 | 9 / 13 |
| 2026-09-29 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-09-30 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-10-01 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-10-02 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-10-03 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-10-04 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-10-05 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-10-06 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-10-07 | $1.65 | $1,308,332,483 | 9 / 13 |
| 2026-10-08 | $1.65 | $1,308,334,365 | 9 / 13 |
| 2026-10-09 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-10 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-11 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-12 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-13 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-14 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-15 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-16 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-17 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-18 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-19 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-20 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-21 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-22 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-23 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-24 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-25 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-26 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-27 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-28 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-29 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-30 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-10-31 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-11-01 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-11-02 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-11-03 | $1.64 | $1,307,904,953 | 9 / 13 |
| 2026-11-04 | $1.64 | $1,307,904,953 | 9 / 13 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 15 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Dec 3, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.