ServiceTitan Management
Management criteria checks 4/4
ServiceTitan's CEO is Ara Mahdessian, appointed in Jun 2007, has a tenure of 19.25 years. total yearly compensation is $1.63M, comprised of 28.2% salary and 71.8% bonuses, including company stock and options. directly owns 9.03% of the company’s shares, worth $510.47M. The average tenure of the management team and the board of directors is 7 years and 11.5 years respectively.
Key information
Ara Mahdessian
Chief executive officer
US$1.6m
Total compensation
| CEO salary percentage | 28.22% |
| CEO tenure | 19.3yrs |
| CEO ownership | 9.0% |
| Management average tenure | 7yrs |
| Board average tenure | 11.5yrs |
Recent management updates
Recent updates
Analysis Article • Sep 11
Earnings Release: Here's Why Analysts Cut Their ServiceTitan, Inc. (NASDAQ:TTAN) Price Target To US$98.20
One of the biggest stories of last week was how ServiceTitan, Inc. ( NASDAQ:TTAN ) shares plunged 36% in the week since...Seeking Alpha • Sep 10
ServiceTitan: Q2 Was No Disaster, But Not Enough For An Upgrade
Summary ServiceTitan, Inc. remains a fundamentally strong SaaS company with competitive moats and solid growth, but valuation concerns persist. Q2 delivered revenue and EPS beats, yet growth deceleration and flat operating margins highlight challenges in translating top-line gains into shareholder value. AI-driven initiatives like Max and virtual agents show promising customer adoption, but delayed revenue recognition creates near-term headwinds. I maintain a hold rating as TTAN’s high multiples and stock-based compensation limit margin of safety and forward shareholder yield. Read the full article on Seeking Alpha
Narrative Update • Sep 09
TTAN: AI Adoption Reset Will Support Stronger Future Execution
ServiceTitan's analyst fair value estimate has been reset lower from $86.81 to $78.24 as analysts trim price targets after a smaller Q2 beat and adjust for timing effects related to Max AI adoption and associated revenue recognition shifts. Analyst Commentary Street research on ServiceTitan after Q2 has tilted more cautious, with a broad round of price target cuts even as most firms keep positive ratings in place.
New Narrative • Sep 08
TTAN | ServiceTitan, Inc.: What They Said vs. What They Did
TheGapReport: ServiceTitan, Inc. (NASDAQ:TTAN) Q2 2027 (jun 4 - sep 8) ServiceTitan's latest call arrived with 21% revenue growth, record free cash flow, and a strategic pivot substantial enough that the CFO spent the first quarter of his prepared remarks explaining, before he reached the income statement, what it would cost.Narrative Update • Jul 24
TTAN: AI Adoption And New Partnerships Will Support Stronger Future Execution
ServiceTitan's analyst price target has been nudged higher as the fair value estimate moves from $84.00 to about $86.81, with analysts pointing to stronger recent revenue performance, raised longer term revenue guidance, and improving margin expectations. Analyst Commentary Recent Street research on ServiceTitan shows a mix of optimism around revenue execution and product momentum, alongside pockets of caution focused on valuation, medium term growth expectations, and the impact of broader software multiples.
Narrative Update • Jul 10
TTAN: Raised FY27 Outlook And Platform Momentum Will Drive Future Upside
Analysts reduced their fair value estimate for ServiceTitan to about $109.93 per share from roughly $136.33, reflecting slightly lower modeled revenue growth and profit margins and a lower future P/E, even as recent price target increases cite Q1 revenue beats, raised FY27 revenue guidance, and growing traction in the Max program and AI driven offerings. Analyst Commentary Recent research on ServiceTitan shows a mix of optimism around execution and growth drivers, alongside some caution on valuation assumptions and sector multiples.
Narrative Update • Jun 26
TTAN: AI Automation Adoption Will Drive Future Upside Potential
ServiceTitan's fair value estimate has been revised from $145.86 to $125.00, as analysts factor in a reset future P/E of 79.44, stronger profitability assumptions, and model updates following Q1 revenue beats, raised FY27 guidance, and growing traction in the Max program and related growth initiatives. Analyst Commentary Recent research on ServiceTitan points to a cluster of higher price targets and constructive views on execution after the latest quarterly results.New Narrative • Mar 29
AI And Usage-Based Flywheel Will Transform Trades Software Over The Next Decade
Catalysts About ServiceTitan ServiceTitan provides an end to end software platform that helps trades contractors manage operations, from demand generation and call booking through dispatch, quoting, payments and back office workflows. What are the underlying business or industry changes driving this perspective?New Narrative • Mar 15
AI Spending Pressures And Volatile Usage Revenue Will Eventually Reward Patient Belief
Catalysts About ServiceTitan ServiceTitan provides an end to end software platform for contractors in the trades, covering workflows from demand generation and call booking through dispatch, quoting, payments and back office functions. What are the underlying business or industry changes driving this perspective?Analysis Article • Jan 16
Getting In Cheap On ServiceTitan, Inc. (NASDAQ:TTAN) Is Unlikely
You may think that with a price-to-sales (or "P/S") ratio of 9.2x ServiceTitan, Inc. ( NASDAQ:TTAN ) is a stock to...Seeking Alpha • Apr 21
ServiceTitan: Moderate Growth With Titanic Losses
Summary ServiceTitan has impressive revenue growth but significant operating losses, primarily due to hefty stock compensation, making it a risky investment. The Rule of 0 metric for ServiceTitan is -13, indicating the company will struggle to scale to profitability and likely underperform over time. Valuation suggests a fair value of $54 per share, implying over 50% downside from the current price of $120; recommend selling or shorting the stock. The upcoming share lock-up expiration on June 10th could trigger significant insider selling, further pressuring the stock price downward. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
ServiceTitan: Stock Is Falling As Growth Rates Take Off
Summary ServiceTitan's stock has dropped ~20% from IPO levels, presenting a buying opportunity for investors despite recent market volatility and bearish sentiment. ServiceTitan's revenue growth accelerated in Q4, with the company noting that deals are closing early. Many of ServiceTitan's software peers, meanwhile, are reporting the opposite, with tight scrutiny delaying deals. ServiceTitan trades at 9.1x EV/FY25 revenue, appearing underpriced compared to peers like ServiceNow and Atlassian, making it a compelling "growth at a reasonable price" play. With a vast $1.5 trillion market and only 3% revenue penetration, ServiceTitan's long-term growth potential remains robust, making it a strategic buy amid current market conditions. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
ServiceTitan: Earnings Compounder With Attractive Stock Price Returns
Summary ServiceTitan is the leading business management software for trades, serving a $1.5 trillion market with a $30 billion addressable market. The platform offers comprehensive solutions including CRM, field service management, ERP, human capital management, and fintech, providing strong ROI and over 95% gross revenue retention. ServiceTitan is poised for high teens to 20%-plus organic revenue growth through existing client growth, new product adoption, and market expansion. The company aims to increase margins from breakeven to 25%-plus, driving strong free cash flow and attractive multi-year stock price returns. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On Valuation
Summary ServiceTitan reported strong first public quarter results, but its high valuation may not be justified given modest revenue beats and profitability concerns. The company's 2025 guidance includes 24% revenue growth and a 2.9% operating margin, but investors seek faster growth or profitability to justify the premium. Recommend waiting for a pullback to a more reasonable entry point, ideally below 10x forward revenue, equating to a stock price of around $80-85. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
ServiceTitan: Hottest IPO Just Became Too Hot
Summary ServiceTitan's IPO saw significant demand, but post-IPO trading indicates heightened expectations and increased risk, suggesting a potential pullback in shares. TTAN aims to disrupt the field service industry by replacing manual processes with intuitive software, targeting an underserved SMB market. Despite strong financial metrics like 24% YoY revenue growth and >95% gross dollar retention, profitability remains a concern with recent non-GAAP operating losses. Current valuation at 11x 2026 revenue estimate is high; recommend waiting for a better entry point despite long-term bullish outlook. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | -US$129m |
| Apr 30 2026 | n/a | n/a | -US$136m |
| Jan 31 2026 | US$2m | US$460k | -US$160m |
| Oct 31 2025 | n/a | n/a | -US$298m |
| Jul 31 2025 | n/a | n/a | -US$320m |
| Apr 30 2025 | n/a | n/a | -US$337m |
| Jan 31 2025 | US$133m | US$462k | -US$360m |
| Oct 31 2024 | n/a | n/a | -US$244m |
| Jul 31 2024 | n/a | n/a | -US$234m |
| Apr 30 2024 | n/a | n/a | -US$247m |
| Jan 31 2024 | US$7m | US$458k | -US$241m |
Compensation vs Market: Ara's total compensation ($USD1.63M) is below average for companies of similar size in the US market ($USD8.42M).
Compensation vs Earnings: Ara's compensation has been consistent with company performance over the past year.
CEO
Ara Mahdessian (40 yo)
19.3yrs
Tenure
US$1,629,802
Compensation
Mr. Ara Mahdessian is the Co-Founder of ServiceTitan, Inc. and serves as its Chairman of the Board and Chief Executive Officer since June 2007 and serves as Director. He served as Secretary of ServiceTitan...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 19.3yrs | US$1.63m | 9.03% $ 510.5m | |
| Co-Founder | 19.3yrs | US$955.24k | 10.58% $ 598.1m | |
| Chief Financial Officer | 3.3yrs | US$8.93m | 0.098% $ 5.6m | |
| Chief Operating Officer | no data | no data | no data | |
| Chief Accounting Officer | 2.7yrs | no data | 0.074% $ 4.2m | |
| Chief Technology & Product Officer | less than a year | no data | no data | |
| Investor Relations Head | no data | no data | no data | |
| General Counsel & Secretary of the Board | 4.3yrs | no data | no data | |
| Senior Vice President of Worldwide Sales | 7.2yrs | no data | no data | |
| Chief People Officer | 7yrs | no data | no data | |
| Chief Revenue Officer | 7.2yrs | no data | no data | |
| Senior VP and GM of Commercial & Construction | no data | no data | no data |
7.0yrs
Average Tenure
41.5yo
Average Age
Experienced Management: TTAN's management team is seasoned and experienced (7 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 19.3yrs | US$1.63m | 9.03% $ 510.5m | |
| Co-Founder | 19.3yrs | US$955.24k | 10.58% $ 598.1m | |
| Independent Director | 11.5yrs | US$234.42k | no data | |
| Independent Director | 9.8yrs | no data | 0.37% $ 21.0m | |
| Independent Director | 8.6yrs | US$253.08k | 0.094% $ 5.3m | |
| Independent Director | 19.3yrs | US$239.75k | no data | |
| Independent Director | 11.5yrs | US$237.97k | no data | |
| Lead Independent Director | 6.8yrs | US$266.41k | 0.013% $ 752.4k | |
| Independent Director | 7.8yrs | no data | no data |
11.5yrs
Average Tenure
50yo
Average Age
Experienced Board: TTAN's board of directors are seasoned and experienced ( 11.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/16 22:07 |
| End of Day Share Price | 2026/09/16 00:00 |
| Earnings | 2026/07/31 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ServiceTitan, Inc. is covered by 22 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Daniel Jester | BMO Capital Markets Equity Research |
| Nicholas Altmann | BTIG |