TTAN Class A ServiceTitan, Inc. - Class A Common Stock
NASDAQ · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Sep 8, 2026
$67.09
· of 52w range
· above low
· to high
$53.0052w low
$111.3652w high
P/E (TTM)
-49.0
EPS (TTM)
$-1.37
Revenue (TTM)
$1.06B
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52W Range
$53–$111
Analyst Rating
BUY
Price Target
$98
P/E
-49.0
ROE
-8.3%
Net Profit Margin
-12.1%
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TTAN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$67.09
P/E (TTM)
-49.0
EPS (TTM)
$-1.37
Revenue (TTM)
$1.06B
ROE (TTM)
-8.3%
52W Range
$53–$111
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About ServiceTitan, Inc. - Class A Common Stock Company overview from Wikipedia
ServiceTitan, Inc. is an American cloud-based software company headquartered in Glendale, California. It provides customer relationship management (CRM) software for tradespersons, with applications focused on sales, customer service, marketing automation, e-commerce and analytics.
History
ServiceTitan was founded by Ara Mahdessian and Vahe Kuzoyan in 2007; their cloud-based platform launched in 2012.
In 2019, the company expanded outside the United States, opening an office in Yerevan, Armenia.
ServiceTitan was planning an initial public offering for 2022 before the market for them soured, but continued to work with investment banks Goldman Sachs and Morgan Stanley to prepare for a stock market listing in 2024. Following the 2024 United States presidential election, ServiceTitan filed for an initial public offering with the Securities and Exchange Commission. On December 12, 2024, ServiceTitan began trading on the Nasdaq under the ticker symbol TTAN, raising approximately $625 million in its initial public offering at $71 per share; shares surged 42% on the first day, opening and closing at $101 and valuing the company at approximately $8.9 billion. Prior to the IPO, the company raised $1.4 billion in eight rounds of funding from investors, including Iconiq Capital, Bessemer Venture Partners, TPG Inc., Index Ventures, and Mucker Capital.
Acquisitions and partnerships
In 2021, the company acquired Aspire Software, a company specializing in software for landscapers, and ServicePro, a company specializing in software for pest control and lawn care contractors.
In January 2022, the company acquired FieldRoutes, a mobile-software-as-a-service provider in the lawn care and pest control industry.
In April 2024, the company acquired Convex, a San-Francisco-based sales and marketing platform.
In June 2025, ServiceTitan partnered with ABC Supply Co. Inc. to provide roofing contractors. In September 2025, ServiceTitan acquired Conduit Tech, an HVAC sales and design platform. In the same month, ServiceTitan partnered with Ford Pro to integrate vehicle data and fleet management tools. In October 2025, ServiceTitan partnered with Home Depot's Path to Pro program.
Products and services
In 2025, ServiceTitan announced a new AI-powered tool, Atlas, to assist contractors with operations.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees3,414
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$961M2023-01-31 → 2026-01-31
EPS$-1.732023-01-31 → 2026-01-31
Free Cash Flow·2025-01-31 → 2025-01-31
Net margin-12.1%2025-01-31 → 2025-01-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | TTAN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -49.0 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | TTAN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 71.1% | · | 75.5% | Weak | |
| Operating Margin (TTM) | -13.0% | · | 7.6% | Weak | |
| EBITDA Margin (TTM) | -5.2% | · | 7.6% | Weak | |
| Pretax Margin (TTM) | -11.7% | · | 6.4% | Weak | |
| Net Profit Margin (TTM) | -12.1% | · | 5.9% | Weak | |
| ROA (TTM) | -7.2% | · | 11.9% | Weak | |
| ROE (TTM) | -8.3% | · | 5.7% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | TTAN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 4.5 | · | 1.6 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | TTAN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 24.5%5Y avg ≈27.2% | ≈27.2% | · | · | |
| Revenue CAGR 3Y | 27.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | TTAN | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue / Employee | ≈$281.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Beat Rate
100.0%
Avg Surprise
40.5%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2027 | Sep 8, 2026 | $0.40 | $0.36 | 12.3% |
| March 31, 2027 | Jun 4, 2026 | $0.37 | $0.28 | 34.5% |
| Sept. 30, 2026 | $0.40 | $0.36 | 12.3% | |
| June 30, 2026 | $0.37 | $0.28 | 34.5% | |
| March 31, 2026 | $0.27 | $0.18 | 48.8% | |
| Dec. 31, 2025 | $0.24 | $0.16 | 54.5% | |
| Sept. 30, 2025 | $0.33 | $0.18 | 83.8% | |
| June 30, 2025 | $0.18 | $0.13 | 43.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue | $961M | $772M | $614M | $468M | |
| Cost of Revenue | $287M | $271M | $238M | $202M | |
| Gross Profit | $674M | $501M | $377M | $266M | |
| R&D Expense | $303M | $263M | $204M | $159M | |
| SG&A Expense | $249M | $214M | $136M | $132M | |
| Operating Expenses | $843M | $731M | $559M | $488M | |
| Operating Income | $-169M | $-230M | $-183M | $-222M | |
| Interest Income | $19M | $9M | $7M | $2M | |
| Other Non-op | $2M | $-72.0K | $1M | $2M | |
| Pretax Income | $-157M | $-237M | $-191M | $-283M | |
| Income Tax | $3M | $2M | $4M | $-13M | |
| Net Income | $-160M | $-239M | $-195M | $-270M | |
| EPS (Basic) | $-1.73 | $-8.53 | $-7.24 | $-9.31 | |
| EPS (Diluted) | $-1.73 | $-8.53 | $-7.24 | $-9.31 | |
| Shares (Basic) | 92,378,699 | 42,148,552 | 33,267,131 | 30,410,373 | |
| Shares (Diluted) | 92,378,699 | 42,148,552 | 33,267,131 | 30,410,373 | |
| EBITDA | · | $-150M | · | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Cash & Equivalents | $429M | $442M | $147M | $202M | |
| Receivables | $56M | $44M | $28M | · | |
| Prepaid Expense | $26M | $25M | $23M | · | |
| Other Current Assets | $7M | $4M | $2M | · | |
| Current Assets | $591M | $573M | $249M | · | |
| PP&E (Net) | $39M | $57M | $97M | · | |
| PP&E (Gross) | $91M | $99M | $123M | · | |
| Accum. Depreciation | $52M | $43M | $26M | · | |
| Goodwill | $860M | $846M | $831M | $831M | |
| Intangibles | $177M | $215M | $251M | · | |
| Other Non-current Assets | $5M | $8M | $7M | · | |
| Total Assets | $1.75B | $1.77B | $1.52B | · | |
| Accounts Payable | $52M | $40M | $45M | · | |
| Short-term Debt | $0 | $1M | $2M | · | |
| Current Liabilities | $169M | $153M | $125M | · | |
| Capital Leases | $37M | $47M | $59M | · | |
| Other Non-current Liabilities | $13M | $10M | $8M | · | |
| Total Liabilities | $220M | $314M | $366M | · | |
| Long-term Debt | $0 | $104M | $175M | · | |
| Total Debt | · | $106M | · | · | |
| Common Stock | · | · | $34.0K | · | |
| Retained Earnings | $-1.27B | $-1.11B | $-867M | · | |
| Stockholders' Equity | $1.53B | $1.45B | $-478M | $-335M | |
| Liabilities + Equity | $1.75B | $1.77B | $1.52B | · | |
| Shares Outstanding | · | · | 34,185,388 | · |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| D&A | $83M | $80M | $81M | $58M | |
| Stock-based Comp | $197M | $164M | $102M | $64M | |
| Deferred Tax | $2M | $1M | $2M | $-15M | |
| Amort. of Intangibles | $45M | $46M | $49M | $45M | |
| Other Non-cash | · | $31M | · | · | |
| Operating Cash Flow | $110M | $37M | $-40M | $-121M | |
| CapEx | $5M | $4M | $28M | $74M | |
| Investing Cash Flow | $-45M | $-23M | $-40M | $-681M | |
| Financing Cash Flow | $-79M | $280M | $24M | $889M | |
| Net Change in Cash | $-13M | $294M | $-56M | $87M | |
| Taxes Paid | $825.0K | · | · | · | |
| Free Cash Flow | · | $33M | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Gross Margin | · | 64.9% | · | · | |
| Operating Margin | · | -29.8% | · | · | |
| Net Margin | · | -31.0% | · | · | |
| Pretax Margin | · | -30.7% | · | · | |
| EBITDA Margin | · | -19.4% | · | · | |
| ROA | · | -14.5% | · | · | |
| ROE | · | -54.5% | · | · | |
| ROIC | · | -14.9% | · | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Current Ratio | · | 3.7 | · | · | |
| Quick Ratio | · | 3.2 | · | · | |
| Debt / Equity | · | 0.1 | · | · | |
| LT Debt / Equity | · | 0.1 | · | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Asset Turnover | · | 0.5 | · | · | |
| Receivables Turnover | · | 21.3 | · | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue / Share | · | $18.31 | · | · | |
| Cash Flow / Share | · | $0.88 | · | · | |
| EPS (TTM) | $-1.73 | $-8.53 | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue YoY | 24.5% | 25.6% | 31.3% | · | |
| Revenue CAGR 3Y | 27.1% | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue TTM | $961M | $772M | · | · | |
| Net Income TTM | $-160M | $-239M | · | · | |
| P/E | -46.1 | -12.0 | · | · | |
| Earnings Yield | -2.2% | -8.3% | · | · |
Income Statement
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $293M | $269M | $254M | $249M | $242M | $216M | $209M | $199M | $193M | $170M | $162M | $160M | |
| Cost of Revenue | $84M | $75M | $76M | $73M | $71M | $67M | $71M | $69M | $66M | $64M | $62M | $57M | |
| Gross Profit | $209M | $194M | $178M | $176M | $171M | $148M | $138M | $130M | $127M | $106M | $100M | $103M | |
| R&D Expense | $101M | $88M | $82M | $79M | $73M | $69M | $76M | $66M | $62M | $59M | $54M | $49M | |
| SG&A Expense | $59M | $58M | $65M | $62M | $64M | $60M | $92M | $40M | $39M | $43M | $37M | $30M | |
| Operating Expenses | $237M | $220M | $220M | $219M | $206M | $198M | $238M | $174M | $159M | $159M | $148M | $139M | |
| Operating Income | $-28M | $-26M | $-43M | $-42M | $-35M | $-50M | $-100M | $-44M | $-33M | $-53M | $-48M | $-36M | |
| Interest Income | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-op | $283.0K | $351.0K | $625.0K | $217.0K | $185.0K | $501.0K | $-467.0K | $185.0K | $-17.0K | $227.0K | $133.0K | $-258.0K | |
| Pretax Income | $-24M | $-22M | $-40M | $-39M | $-32M | $-46M | $-100M | $-46M | $-35M | $-56M | $-50M | $-39M | |
| Income Tax | $1M | $951.0K | $2M | $601.0K | $364.0K | $234.0K | $1M | $401.0K | $457.0K | $406.0K | $1M | $1M | |
| Net Income | $-25M | $-23M | $-42M | $-40M | $-32M | $-46M | $-101M | $-46M | $-36M | $-56M | $-51M | $-40M | |
| EPS (Basic) | $-0.26 | $-0.24 | $-0.45 | $-0.42 | $-0.35 | $-0.51 | $-3.34 | $-1.74 | $-1.43 | $-2.02 | $-1.88 | $-1.53 | |
| EPS (Diluted) | $-0.26 | $-0.24 | $-0.45 | $-0.42 | $-0.35 | $-0.51 | $-3.34 | $-1.74 | $-1.43 | $-2.02 | $-1.88 | $-1.53 | |
| Shares (Basic) | 95,863,240 | 95,003,992 | · | 93,273,982 | 91,687,907 | 90,334,442 | · | 35,094,547 | 34,789,424 | 34,175,068 | · | 33,588,617 | |
| Shares (Diluted) | 95,863,240 | 95,003,992 | · | 93,273,982 | 91,687,907 | 90,334,442 | · | 35,094,547 | 34,789,424 | 34,175,068 | · | 33,588,617 | |
| EBITDA | $-28M | · | · | $-42M | $-35M | $-30M | · | $-44M | · | · | · | · |
Balance Sheet
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $480M | $422M | $429M | $493M | $471M | $420M | $442M | $134M | · | · | $147M | · | |
| Receivables | $70M | $63M | $56M | $52M | $52M | $46M | $44M | $41M | · | · | · | · | |
| Prepaid Expense | $30M | $29M | $26M | $25M | $32M | $24M | $25M | $19M | · | · | · | · | |
| Other Current Assets | $7M | $8M | $7M | $5M | $5M | $3M | $4M | $3M | · | · | · | · | |
| Current Assets | $670M | $601M | $591M | $644M | $623M | $553M | $573M | $253M | · | · | · | · | |
| PP&E (Net) | $36M | $37M | $39M | $44M | $46M | $48M | $57M | $60M | · | · | · | · | |
| PP&E (Gross) | $94M | $92M | $91M | $92M | $95M | $94M | $99M | $99M | · | · | · | · | |
| Accum. Depreciation | $58M | $55M | $52M | $49M | $50M | $46M | $43M | $39M | · | · | · | · | |
| Goodwill | $860M | $860M | $860M | $860M | $846M | $846M | $846M | $846M | · | · | $831M | · | |
| Intangibles | $157M | $167M | $177M | $188M | $192M | $204M | $215M | $226M | · | · | · | · | |
| Other Non-current Assets | $7M | $7M | $5M | $7M | $8M | $7M | $8M | $12M | · | · | · | · | |
| Total Assets | $1.80B | $1.75B | $1.75B | $1.82B | $1.78B | $1.73B | $1.77B | $1.47B | · | · | · | · | |
| Accounts Payable | $56M | $56M | $52M | $47M | $43M | $44M | $40M | $45M | · | · | · | · | |
| Short-term Debt | · | · | $0 | $1M | $1M | $1M | $1M | $1M | · | · | · | · | |
| Current Liabilities | $147M | $135M | $169M | $156M | $139M | $115M | $153M | $140M | · | · | · | · | |
| Capital Leases | $36M | $37M | $37M | $40M | $41M | $44M | $47M | $50M | · | · | · | · | |
| Other Non-current Liabilities | $15M | $14M | $13M | $12M | $11M | $10M | $10M | $10M | · | · | · | · | |
| Total Liabilities | $198M | $187M | $220M | $312M | $294M | $273M | $314M | $374M | · | · | · | · | |
| Long-term Debt | · | · | $0 | $104M | $104M | $104M | $104M | $174M | · | · | · | · | |
| Total Debt | · | · | · | $2M | $2M | $2M | · | $106M | · | · | · | · | |
| Common Stock | · | · | · | · | · | · | · | $35.0K | · | · | · | · | |
| Retained Earnings | $-1.31B | $-1.29B | $-1.27B | $-1.22B | $-1.18B | $-1.15B | $-1.11B | $-1.00B | · | · | · | · | |
| Stockholders' Equity | $1.61B | $1.56B | $1.53B | $1.50B | $1.49B | $1.45B | $1.45B | $-577M | · | · | $-478M | · | |
| Liabilities + Equity | $1.80B | $1.75B | $1.75B | $1.82B | $1.78B | $1.73B | $1.77B | $1.47B | · | · | · | · | |
| Shares Outstanding | · | · | · | · | · | · | · | 35,397,085 | · | · | · | · |
Cash Flow
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $20M | $20M | $23M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $23M | · | |
| Stock-based Comp | $61M | $55M | $54M | $50M | $49M | $44M | $95M | $25M | $24M | $20M | $30M | · | |
| Deferred Tax | $1M | $814.0K | $764.0K | $-398.0K | $679.0K | $646.0K | $-72.0K | $133.0K | $383.0K | $738.0K | $179.0K | · | |
| Amort. of Intangibles | $10M | $10M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $12M | $14M | $12M | |
| Other Non-cash | · | · | · | · | · | $-33M | · | · | · | · | · | · | |
| Operating Cash Flow | $58M | $-2M | $41M | $44M | $40M | $-15M | $15M | $16M | $25M | $-19M | $6M | · | |
| CapEx | $1M | $596.0K | $700.0K | $2M | $1M | $1M | $997.0K | $1M | $1M | $628.0K | $5M | · | |
| Investing Cash Flow | $-8M | $-8M | $-5M | $-26M | $-6M | $-8M | $-5M | $-5M | $-7M | $-7M | $-5M | · | |
| Financing Cash Flow | $8M | $2M | $-100M | $4M | $17M | $380.0K | $297M | $-5M | $-7M | $-5M | $-4M | · | |
| Net Change in Cash | $58M | $-7M | $-65M | $22M | $51M | $-22M | $308M | $6M | $11M | $-31M | $-3M | · | |
| Free Cash Flow | · | · | · | · | · | $-16M | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 71.4% | · | · | 70.8% | 70.8% | 68.8% | · | 65.2% | · | · | · | · | |
| Operating Margin | -9.4% | · | · | -17.0% | -14.4% | -23.0% | · | -22.1% | · | · | · | · | |
| Net Margin | -8.5% | · | · | -15.9% | -13.3% | -21.5% | · | -23.3% | · | · | · | · | |
| Pretax Margin | -8.0% | · | · | -15.6% | -13.2% | -21.4% | · | -23.1% | · | · | · | · | |
| EBITDA Margin | -9.4% | · | · | -17.0% | -14.4% | -13.7% | · | -22.1% | · | · | · | · | |
| ROA | -1.4% | · | · | -2.4% | -3.6% | -5.4% | · | -6.3% | · | · | · | · | |
| ROE | -1.6% | · | · | -8.5% | -4.3% | -6.4% | · | 16.1% | · | · | · | · | |
| ROIC | -1.8% | · | · | -2.9% | -2.4% | -3.4% | · | 9.4% | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.5 | · | · | 4.1 | 4.5 | 4.8 | · | 1.8 | · | · | · | · | |
| Quick Ratio | 3.7 | · | · | 3.5 | 3.8 | 4.1 | · | 1.3 | · | · | · | · | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | 0.0 | · | -0.2 | · | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | -0.2 | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | · | 0.2 | 0.3 | 0.2 | · | 0.3 | · | · | · | · | |
| Receivables Turnover | 4.8 | · | · | 5.3 | 9.3 | 9.4 | · | 9.7 | · | · | · | · |
Per Share
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | · | · | $-16.29 | · | · | · | · | |
| Revenue / Share | $3.05 | · | · | $2.67 | $2.64 | $2.39 | · | $5.68 | · | · | · | · | |
| Cash Flow / Share | · | · | · | · | · | $-0.16 | · | · | · | · | · | · | |
| Cash / Share | · | · | · | · | · | · | · | $3.78 | · | · | · | · | |
| EPS (TTM) | $-1.37 | $-1.46 | · | $-4.62 | $-5.94 | $-7.02 | · | $-7.07 | $-6.86 | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.06B | $1.01B | · | $916M | $866M | $817M | · | $724M | $685M | · | · | · | |
| Net Income TTM | $-129M | $-136M | · | $-219M | $-226M | $-229M | · | $-190M | $-183M | $-199M | · | · | |
| P/E | -60.6 | -40.7 | · | -20.4 | -19.6 | -16.5 | · | · | · | · | · | · | |
| Earnings Yield | -1.7% | -2.5% | · | -4.9% | -5.1% | -6.1% | · | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 |
|---|---|---|---|---|
| Revenue | $961M | $772M | $614M | $468M |
| Gross Margin % | · | 64.9% | · | · |
| Operating Margin % | · | -29.8% | · | · |
| Net Income | $-160M | $-239M | $-195M | $-270M |
| Diluted EPS | $-1.73 | $-8.53 | $-7.24 | $-9.31 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 |
|---|---|---|---|---|
| Debt / Equity | · | 0.1 | · | · |
| Current Ratio | · | 3.7 | · | · |
| Quick Ratio | · | 3.2 | · | · |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 |
|---|---|---|---|---|
| Free Cash Flow | · | $33M | · | · |
Institutional owners (13F) 394 filers · $6.5B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
394
Value held
$6.5B
New positions
90
Exited positions
57
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 90 (-13 vs prior Q) | 57 (-27 vs prior Q) | 128 (-17 vs prior Q) | 114 (+42 vs prior Q) | +7.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ICONIQ Capital, LLC | $808,453,098 | 11,433,363 | 12.48% | Shares |
| VANGUARD GROUP INC | $518,549,460 | 4,869,009 | 8.01% | Shares |
| BlackRock, Inc. | $367,433,836 | 5,196,349 | 5.67% | Shares |
| FMR LLC | $359,370,391 | 5,082,314 | 5.55% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $265,265,899 | 3,751,462 | 4.10% | Shares |
| MILLENNIUM MANAGEMENT LLC | $222,285,370 | 3,143,620 | 3.43% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $195,303,141 | 2,762,030 | 3.02% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $190,199,152 | 2,689,848 | 2.94% | Shares |
| BATTERY MANAGEMENT CORP. | $182,933,417 | 2,587,094 | 2.82% | Shares |
| CITADEL ADVISORS LLC | $138,789,376 | 1,962,797 | 2.14% | Shares |
| Jericho Capital Asset Management L.P. | $137,177,400 | 1,940,000 | 2.12% | Shares |
| Index Venture Growth Associates IV Ltd | $121,045,762 | 1,711,862 | 1.87% | Shares |
| MORGAN STANLEY | $114,021,116 | 1,612,516 | 1.76% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $111,898,474 | 1,582,203 | 1.73% | Shares |
| STATE STREET CORP | $93,457,902 | 1,321,707 | 1.44% | Shares |
| GREENOAKS LLC | $91,923,000 | 1,300,000 | 1.42% | Shares |
| SCGE MANAGEMENT, L.P. | $86,922,742 | 1,229,285 | 1.34% | Shares |
| GENERATION INVESTMENT MANAGEMENT LLP | $83,492,954 | 1,180,780 | 1.29% | Shares |
| FRANKLIN RESOURCES INC | $77,937,389 | 1,102,212 | 1.20% | Shares |
| GOLDMAN SACHS GROUP INC | $76,557,292 | 1,082,694 | 1.18% | Shares |
| THOMA BRAVO, L.P. | $73,474,690 | 1,039,099 | 1.13% | Shares |
| Dragoneer Investment Group, LLC | $70,772,578 | 1,000,885 | 1.09% | Shares |
| WELLS FARGO & COMPANY/MN | $64,915,411 | 918,051 | 1.00% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $63,614,581 | 899,655 | 0.98% | Shares |
| FIRST TRUST ADVISORS LP | $59,106,913 | 835,906 | 0.91% | Shares |
| Madison Asset Management, LLC | $56,117,994 | 793,636 | 0.87% | Shares |
| ALLIANCEBERNSTEIN L.P. | $56,095,975 | 883,958 | 0.87% | Shares |
| Liontrust Investment Partners LLP | $55,466,409 | 784,421 | 0.86% | Shares |
| RAYMOND JAMES FINANCIAL INC | $54,269,076 | 767,488 | 0.84% | Shares |
| TimesSquare Capital Management, LLC | $53,410,411 | 841,639 | 0.82% | Shares |
| UBS Group AG | $52,197,768 | 738,195 | 0.81% | Shares |
| Invesco Ltd. | $49,957,674 | 706,515 | 0.77% | Shares |
| BAMCO INC /NY/ | $49,862,076 | 705,163 | 0.77% | Shares |
| JANUS HENDERSON GROUP PLC | $49,723,899 | 783,560 | 0.77% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49,689,049 | 702,716 | 0.77% | Shares |
| Capital International Investors | $45,411,093 | 642,216 | 0.70% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $44,759,030 | 646,804 | 0.69% | Shares |
| NORTHERN TRUST CORP | $41,761,184 | 590,598 | 0.64% | Shares |
| FIL Ltd | $39,941,250 | 564,860 | 0.62% | Shares |
| Atreides Management, LP | $38,331,325 | 542,092 | 0.59% | Shares |
| NORGES BANK | $35,674,821 | 504,523 | 0.55% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $35,360,515 | 500,078 | 0.55% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $34,890,718 | 493,434 | 0.54% | Shares |
| No Street GP LP | $33,046,460 | 467,352 | 0.51% | Shares |
| Deer Management Co. LLC | $32,007,805 | 4,568,064 | 0.49% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $30,128,329 | 426,083 | 0.47% | Shares |
| GILDER GAGNON HOWE & CO LLC | $26,721,592 | 377,904 | 0.41% | Shares |
| BLAIR WILLIAM & CO/IL | $25,694,883 | 363,384 | 0.40% | Shares |
| ROYAL BANK OF CANADA | $24,299,000 | 343,654 | 0.38% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23,489,862 | 332,200 | 0.36% | Call option |
Company insiders 11 insiders · 4 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ara Mahdessian | Chief Executive Officer | Sept. 17, 2026 C | 2 | 0 | 66 | $-44,493,038 |
| David Sherry | Chief Financial Officer | Sept. 17, 2026 S | 363,511 | 0 | 55 | $-6,676,194 |
| Vahe Kuzoyan | President | Sept. 17, 2026 C | 2 | 0 | 65 | $-25,573,440 |
| Michele O'Connor | Chief Accounting Officer | Sept. 23, 2026 S | 61,715 | 0 | 25 | $-3,119,259 |
| Byron B Deeter | Director | July 17, 2026 S | 0 | 0 | 2 | $-1,137,556 |
| William J.G. Griffith | Director | July 13, 2026 J | 664,785 | 0 | 6 | $-6,001,450 |
| William Wei-Liang Hsu | Director | June 17, 2026 A | 4,937 | 0 | 0 | $0 |
| Ilya Golubovich | Director | June 17, 2026 A | 4,937 | 0 | 0 | $0 |
| Timothy S Cabral | Director | June 17, 2026 A | 17,779 | 0 | 0 | $0 |
| Michael M. Brown | Director | June 17, 2026 A | 75,001 | 0 | 0 | $0 |
| Nina Achadjian | Director | Dec. 13, 2024 C | 1,967,972 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 36 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EEMO · Invesco Exchange-Traded Fund Trust … | 0.34% | 1,804 SH | Oct. 1, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.26% | 65,607 SH | Aug. 19, 2026 | Daily |
| TRFM · ETF Series Solutions | 0.24% | 7,125 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.23% | 577,848 SH | Sept. 11, 2026 | Daily |
| JHAI · Janus Detroit Street Trust | 0.21% | 602 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 16,333 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.19% | 2,043 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.16% | 29,402 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.13% | 353,352 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.12% | 4,884 SH | Oct. 1, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.12% | 823,525 SH | Aug. 19, 2026 | Daily |
| IGV · iShares Trust | 0.11% | 268,644 SH | Sept. 11, 2026 | Daily |
| IWM · iShares Trust | 0.11% | 1,571,862 SH | Sept. 11, 2026 | Daily |
| ISCG · iShares Trust | 0.11% | 19,030 SH | Sept. 11, 2026 | Daily |
| FBCG · FIDELITY COVINGTON TRUST | 0.07% | 56,299 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.06% | 22,558 SH | Oct. 1, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 674,009 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.05% | 1,424,846 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.04% | 19,633 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.03% | 3,491 SH | Sept. 11, 2026 | Daily |
| TECB · iShares Trust | 0.02% | 2,151 SH | Sept. 11, 2026 | Daily |
| IGM · iShares Trust | 0.01% | 27,610 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,972,970 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,063 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 13,533 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.01% | 10,873 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 16,465 SH | Sept. 10, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 76,300 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.00% | 2,342 SH | Sept. 10, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 948 NS | July 31, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.00% | 5,739 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 240 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 52,224 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.00% | 3,922 SH | Aug. 19, 2026 | Daily |
| ISCB · iShares Trust | · | 2,695 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 72,018 SH | Sept. 11, 2026 | Daily |
TTAN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 23 analysts
BUY
Median target
$100.00
+49.1%
6 26.1%
Strong Buy
14 60.9%
Buy
3 13.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
15 analysts · 2026-09-29Mean target $97.53 +45.4%
← Below all targets
Current price $67.09
Low$76.00
Mean$97.53
High$110.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| TTAN | · | -46.1 | 24.5% | · | · | · |
| APPF | · | 60.0 | 19.7% | 14.8% | 28.2% | · |
| RNG | · | 60.2 | 4.8% | · | · | · |
| CIFR | $5.98B | -6.9 | 48.0% | -367.2% | -105.8% | · |
| QBTS | $9.38B | -23.6 | 178.5% | -1444.1% | -45.9% | 82.6% |
| PEGA | $10.17B | 28.0 | 16.6% | 22.5% | 55.7% | 75.9% |
| ZETA | · | -145.4 | 29.7% | -2.4% | -4.3% | · |
| CORZ | · | · | · | · | · | · |
| OCTV | · | · | · | · | · | · |
| ACIW | $4.91B | 22.1 | 10.4% | 12.9% | 15.6% | · |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
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Source: SEC 10-Q filed Sep 8, 2026