TTAN ServiceTitan, Inc. Class A Common Stock : Bullish and Bearish Analyst Opinions
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20:09
Mar 12
Mar 12
Titan surpasses $1 billion in annualized revenue run rate following strong quarterly earnings.
23:28
Mar 03
Mar 03
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.
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.