TTAN ServiceTitan, Inc. Class A Common Stock : Bullish and Bearish Analyst Opinions

Sentiment & Price 2 ideas • 2 voices • 2 sources
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20:09
Mar 12
AlphaSense AI search and market intelligence platform. 6K+ companies
Titan surpasses $1 billion in annualized revenue run rate following strong quarterly earnings.
TTAN
23:28
Mar 03
Josh Brown CEO, Ritholtz Wealth Management The Compound News
Software stocks were decimated (down ~60% in some cases) on fears that AI would replace them, but are now stabilizing/bouncing (Intuit +22% in 5 days). The "AI kills SaaS" narrative was overdone. Incumbents like Toast (restaurant billing) and ServiceTitan (trades billing) own the workflow and will likely be the ones to *deliver* AI features to their verticals, not be replaced by them. Buy the rotation. The market is realizing these business models are not obsolete. If these stocks roll over and make new lows, the "AI disruption" thesis might actually be valid, leading to a much deeper selloff.
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About TTAN Analyst Coverage

Buzzberg tracks TTAN (ServiceTitan, Inc. Class A Common Stock) across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked.