TTAN ServiceTitan, Inc. Class A Common Stock Loading...

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13:00
May 01
Josh Brown CEO, Ritholtz Wealth Management The Compound News
Sticky home services software.
ServiceTitan provides software for home-services contractors (plumbers, electricians, etc.). Once a contractor adopts it, they never switch. The company is founder-led, understands the industry, and is gaining share. The stock is down but the business is intact.
TTAN
HIGH
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.
TTAN 1ST

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 (67%). 3 total trade ideas tracked.