TTAN Classe A ServiceTitan, Inc. - Class A Common Stock
NASDAQ · Technology · Visualizza su SEC EDGAR ↗ chiudi Ott 5, 2026 10-K/10-Q Set 8, 2026
$70,14
· % dell'intervallo 52 sett.
· sopra il minimo
· al massimo
$53,00minimo 52 sett.
$111,36massimo 52 sett.
P/E (TTM)
-51.2
EPS (TTM)
$-1.37
Ricavi (TTM)
$1.06B
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Intervallo 52 sett.
$53–$111
Rating Analisti
BUY
Prezzo Obiettivo
$98
P/E
-51.2
ROE
-8.3%
Margine di Profitto Netto
-12.1%
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TTAN Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$70.14
P/E (TTM)
-51.2
EPS (TTM)
$-1.37
Ricavi (TTM)
$1.06B
ROE (TTM)
-8.3%
Intervallo 52 sett.
$53–$111
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Informazioni su ServiceTitan, Inc. - Class A Common Stock Panoramica della società da 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.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
settoreTechnology
industriaTechnology
dipendenti3.414
paeseUS
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi$961M2023-01-31 → 2026-01-31
EPS$-1.732023-01-31 → 2026-01-31
Flusso di cassa libero·2025-01-31 → 2025-01-31
Margine netto-12.1%2025-01-31 → 2025-01-31
Valutazione e Rapporti
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | TTAN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | -51.2 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | TTAN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 71.1% | · | 75.5% | Debole | |
| Margine Operativo (TTM) | -13.0% | · | 7.6% | Debole | |
| Margine EBITDA (TTM) | -5.2% | · | 7.6% | Debole | |
| Margine ante imposte (TTM) | -11.7% | · | 6.4% | Debole | |
| Margine di Profitto Netto (TTM) | -12.1% | · | 5.9% | Debole | |
| ROA (TTM) | -7.2% | · | 11.9% | Debole | |
| ROE (TTM) | -8.3% | · | 5.7% | Debole |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | TTAN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 4.5 | · | 1.6 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | TTAN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 24.5%media 5 anni ≈27.2% | ≈27.2% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 27.1% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | TTAN | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue / Employee (Ricavi / Dipendente) | ≈$281.5K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Tasso di Superamento
100.0%
Sorpresa media
40.5%
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2027 | Set 8, 2026 | $0.40 | $0.36 | 12.3% |
| 31 Marzo 2027 | Giu 4, 2026 | $0.37 | $0.28 | 34.5% |
| 30 Settembre 2026 | $0.40 | $0.36 | 12.3% | |
| 30 Giugno 2026 | $0.37 | $0.28 | 34.5% | |
| 31 Marzo 2026 | $0.27 | $0.18 | 48.8% | |
| 31 Dicembre 2025 | $0.24 | $0.16 | 54.5% | |
| 30 Settembre 2025 | $0.33 | $0.18 | 83.8% | |
| 30 Giugno 2025 | $0.18 | $0.13 | 43.3% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 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 | · | · |
Stato Patrimoniale
| Metrica | Tendenza | 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 | · |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · |
Redditività
| Metrica | Tendenza | 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% | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Current Ratio | · | 3.7 | · | · | |
| Quick Ratio | · | 3.2 | · | · | |
| Debt / Equity | · | 0.1 | · | · | |
| LT Debt / Equity | · | 0.1 | · | · |
Efficienza
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Asset Turnover | · | 0.5 | · | · | |
| Receivables Turnover | · | 21.3 | · | · |
Per Azione
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue / Share | · | $18.31 | · | · | |
| Cash Flow / Share | · | $0.88 | · | · | |
| EPS (TTM) | $-1.73 | $-8.53 | · | · |
Tassi di Crescita
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue YoY | 24.5% | 25.6% | 31.3% | · | |
| Revenue CAGR 3Y | 27.1% | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 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% | · | · |
Conto Economico
| Metrica | Tendenza | 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 | · | · | · | · |
Stato Patrimoniale
| Metrica | Tendenza | 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 | · | · | · | · |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · | · | · | · | · |
Redditività
| Metrica | Tendenza | 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% | · | · | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | · | · | · | · |
Efficienza
| Metrica | Tendenza | 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 Azione
| Metrica | Tendenza | 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 | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 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% | · | · | · | · | · | · |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 |
|---|---|---|---|---|
| Ricavi | $961M | $772M | $614M | $468M |
| Margine Lordo % | · | 64.9% | · | · |
| Margine Operativo % | · | -29.8% | · | · |
| Utile netto | $-160M | $-239M | $-195M | $-270M |
| EPS Diluito | $-1.73 | $-8.53 | $-7.24 | $-9.31 |
| Metrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 |
|---|---|---|---|---|
| Debito / Patrimonio Netto | · | 0.1 | · | · |
| Rapporto corrente | · | 3.7 | · | · |
| Quick Ratio | · | 3.2 | · | · |
| Metrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 |
|---|---|---|---|---|
| Flusso di cassa libero | · | $33M | · | · |
Proprietari istituzionali (13F) 394 filer · $6.5B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Detentori
394
Valore detenuto
$6.5B
Nuove posizioni
90
Posizioni chiuse
57
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 90 (-13 vs trimestre precedente) | 57 (-27 vs trimestre precedente) | 128 (-17 vs trimestre precedente) | 114 (+42 vs trimestre precedente) | +7.5M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| ICONIQ Capital, LLC | $808.453.098 | 11.433.363 | 12,48% | Azioni |
| VANGUARD GROUP INC | $518.549.460 | 4.869.009 | 8,01% | Azioni |
| BlackRock, Inc. | $367.433.836 | 5.196.349 | 5,67% | Azioni |
| FMR LLC | $359.370.391 | 5.082.314 | 5,55% | Azioni |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $265.265.899 | 3.751.462 | 4,10% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $222.285.370 | 3.143.620 | 3,43% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $195.303.141 | 2.762.030 | 3,02% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $190.199.152 | 2.689.848 | 2,94% | Azioni |
| BATTERY MANAGEMENT CORP. | $182.933.417 | 2.587.094 | 2,82% | Azioni |
| CITADEL ADVISORS LLC | $138.789.376 | 1.962.797 | 2,14% | Azioni |
| Jericho Capital Asset Management L.P. | $137.177.400 | 1.940.000 | 2,12% | Azioni |
| Index Venture Growth Associates IV Ltd | $121.045.762 | 1.711.862 | 1,87% | Azioni |
| MORGAN STANLEY | $114.021.116 | 1.612.516 | 1,76% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $111.898.474 | 1.582.203 | 1,73% | Azioni |
| STATE STREET CORP | $93.457.902 | 1.321.707 | 1,44% | Azioni |
| GREENOAKS LLC | $91.923.000 | 1.300.000 | 1,42% | Azioni |
| SCGE MANAGEMENT, L.P. | $86.922.742 | 1.229.285 | 1,34% | Azioni |
| GENERATION INVESTMENT MANAGEMENT LLP | $83.492.954 | 1.180.780 | 1,29% | Azioni |
| FRANKLIN RESOURCES INC | $77.937.389 | 1.102.212 | 1,20% | Azioni |
| GOLDMAN SACHS GROUP INC | $76.557.292 | 1.082.694 | 1,18% | Azioni |
| THOMA BRAVO, L.P. | $73.474.690 | 1.039.099 | 1,13% | Azioni |
| Dragoneer Investment Group, LLC | $70.772.578 | 1.000.885 | 1,09% | Azioni |
| WELLS FARGO & COMPANY/MN | $64.915.411 | 918.051 | 1,00% | Azioni |
| FULLER & THALER ASSET MANAGEMENT, INC. | $63.614.581 | 899.655 | 0,98% | Azioni |
| FIRST TRUST ADVISORS LP | $59.106.913 | 835.906 | 0,91% | Azioni |
| Madison Asset Management, LLC | $56.117.994 | 793.636 | 0,87% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $56.095.975 | 883.958 | 0,87% | Azioni |
| Liontrust Investment Partners LLP | $55.466.409 | 784.421 | 0,86% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $54.269.076 | 767.488 | 0,84% | Azioni |
| TimesSquare Capital Management, LLC | $53.410.411 | 841.639 | 0,82% | Azioni |
| UBS Group AG | $52.197.768 | 738.195 | 0,81% | Azioni |
| Invesco Ltd. | $49.957.674 | 706.515 | 0,77% | Azioni |
| BAMCO INC /NY/ | $49.862.076 | 705.163 | 0,77% | Azioni |
| JANUS HENDERSON GROUP PLC | $49.723.899 | 783.560 | 0,77% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.689.049 | 702.716 | 0,77% | Azioni |
| Capital International Investors | $45.411.093 | 642.216 | 0,70% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $44.759.030 | 646.804 | 0,69% | Azioni |
| NORTHERN TRUST CORP | $41.761.184 | 590.598 | 0,64% | Azioni |
| FIL Ltd | $39.941.250 | 564.860 | 0,62% | Azioni |
| Atreides Management, LP | $38.331.325 | 542.092 | 0,59% | Azioni |
| NORGES BANK | $35.674.821 | 504.523 | 0,55% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $35.360.515 | 500.078 | 0,55% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $34.890.718 | 493.434 | 0,54% | Azioni |
| No Street GP LP | $33.046.460 | 467.352 | 0,51% | Azioni |
| Deer Management Co. LLC | $32.007.805 | 4.568.064 | 0,49% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $30.128.329 | 426.083 | 0,47% | Azioni |
| GILDER GAGNON HOWE & CO LLC | $26.721.592 | 377.904 | 0,41% | Azioni |
| BLAIR WILLIAM & CO/IL | $25.694.883 | 363.384 | 0,40% | Azioni |
| ROYAL BANK OF CANADA | $24.299.000 | 343.654 | 0,38% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.489.862 | 332.200 | 0,36% | Opzione Call |
Insider aziendali 11 insider · 4 dirigenti · 9 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Ara Mahdessian | Chief Executive Officer | 17 Settembre 2026 C | 2 | 0 | 66 | $-44.493.038 |
| David Sherry | Chief Financial Officer | 17 Settembre 2026 S | 363.511 | 0 | 55 | $-6.676.194 |
| Vahe Kuzoyan | President | 17 Settembre 2026 C | 2 | 0 | 65 | $-25.573.440 |
| Michele O'Connor | Chief Accounting Officer | 23 Settembre 2026 S | 61.715 | 0 | 25 | $-3.119.259 |
| Byron B Deeter | Direttore | 17 Luglio 2026 S | 0 | 0 | 2 | $-1.137.556 |
| William J.G. Griffith | Direttore | 13 Luglio 2026 J | 664.785 | 0 | 6 | $-6.001.450 |
| William Wei-Liang Hsu | Direttore | 17 Giugno 2026 A | 4.937 | 0 | 0 | $0 |
| Ilya Golubovich | Direttore | 17 Giugno 2026 A | 4.937 | 0 | 0 | $0 |
| Timothy S Cabral | Direttore | 17 Giugno 2026 A | 17.779 | 0 | 0 | $0 |
| Michael M. Brown | Direttore | 17 Giugno 2026 A | 75.001 | 0 | 0 | $0 |
| Nina Achadjian | Direttore | 13 Dicembre 2024 C | 1.967.972 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 36 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| EEMO · Invesco Exchange-Traded Fund Trust … | 0,33% | 1.804 SH | 02 Ottobre 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,26% | 65.607 SH | 19 Agosto 2026 | Giornaliero |
| TRFM · ETF Series Solutions | 0,24% | 7.125 NS | 31 Luglio 2026 | N-PORT |
| IWO · iShares Trust | 0,23% | 577.848 SH | 11 Settembre 2026 | Giornaliero |
| JHAI · Janus Detroit Street Trust | 0,21% | 602 NS | 31 Luglio 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 16.333 NS | 31 Luglio 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,19% | 2.043 NS | 31 Luglio 2026 | N-PORT |
| RSSL · Global X Funds | 0,16% | 29.402 NS | 31 Luglio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,13% | 353.352 SH | 19 Agosto 2026 | Giornaliero |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 4.884 SH | 02 Ottobre 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | 0,12% | 823.525 SH | 19 Agosto 2026 | Giornaliero |
| IGV · iShares Trust | 0,11% | 268.644 SH | 11 Settembre 2026 | Giornaliero |
| IWM · iShares Trust | 0,11% | 1.571.862 SH | 11 Settembre 2026 | Giornaliero |
| ISCG · iShares Trust | 0,11% | 19.030 SH | 11 Settembre 2026 | Giornaliero |
| FBCG · FIDELITY COVINGTON TRUST | 0,07% | 56.299 NS | 31 Luglio 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 22.138 SH | 02 Ottobre 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,05% | 674.009 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,05% | 1.424.846 SH | 19 Agosto 2026 | Giornaliero |
| ESML · iShares Trust | 0,04% | 19.633 SH | 11 Settembre 2026 | Giornaliero |
| WSML · iShares Trust | 0,03% | 3.491 SH | 11 Settembre 2026 | Giornaliero |
| TECB · iShares Trust | 0,02% | 2.151 SH | 11 Settembre 2026 | Giornaliero |
| IGM · iShares Trust | 0,01% | 27.610 SH | 11 Settembre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1.972.970 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 5.063 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,01% | 13.533 SH | 19 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,01% | 10.873 NS | 31 Luglio 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 16.465 SH | 10 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,00% | 76.300 SH | 11 Settembre 2026 | Giornaliero |
| IYY · iShares Trust | 0,00% | 2.342 SH | 10 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,00% | 948 NS | 31 Luglio 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,00% | 5.739 NS | 31 Luglio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 240 NS | 31 Luglio 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 52.224 SH | 19 Agosto 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,00% | 3.922 SH | 19 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | · | 2.695 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 72.018 SH | 11 Settembre 2026 | Giornaliero |
TTAN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
rating · 23 analisti
COMPRA
Target mediano
$100.00
+42,6%
6 26,1%
Acquisto forte
14 60,9%
Compra
3 13,0%
Mantieni
0 0,0%
Vendi
0 0,0%
Vendita forte
Target Price a 12 Mesi
15 analisti · 2026-09-29Target medio $97.53 +39,1%
← Sotto tutti i target
Prezzo attuale $70.14
Basso$76.00
Media$97.53
Alto$110.00
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| 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% |
Ultime notizie Notizie recenti che menzionano questa società
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Fonte: SEC 10-Q depositato Set 8, 2026