ServiceTitan Inc. (NASDAQ:TTAN) is one of the AI Stocks Every Investor Should Watch. On September 19, Piper Sandler analyst Brent Bracelin reiterated an Overweight rating on the stock with a $155.00 price target driven by the company’s expanding market reach and artificial intelligence opportunities. Analysts at the firm deem Service Titan to be one of their favorite vertical growth stocks with the potential to become a long-term AI-driven winner. ServiceTitan’s annual Pantheon event was particularly des ...

LOS ANGELES, Sept. 25, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, is announcing a new collaboration with Verisk (Nasdaq: VRSK), a leading data analytics and technology provider to the global insurance industry, to connect Verisk’s Xactimate® solution for property claims management with the ServiceTitan platform. Geared towards trades businesses that handle insurance work, especially those in roofing and exteriors, this new collaboration will explore w ...

LOS ANGELES, Sept. 24, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, unveiled a series of new product announcements last week at Pantheon 2025 designed to help contractors deliver better outcomes for their businesses and their customers. The new capabilities span automation, AI, financial tools, innovations in commercial service, improvements in construction management, and the launch of a brand new CRM experience, reflecting ServiceTitan’s continued inv ...

TRENDING: This Industry Is Flashing Gargantuan Market-Size Estimates Old-school skilled trade businesses are a big part of the U.S. economy. Software maker ServiceTitan's (TTAN) digital toolbox equips them for the future. ServiceTitan stock is on the rise as more air conditioning and heating firms (HVAC), plumbers and electricians sign on as the software company's customers. It's also expanding into new areas, including roofing, pest control, garage doors and… Related news ServiceTitan Cl A Getting Closer T ...

PresentationJason Rechel All right. Thank you all for being here. Before we get going, I just want to call your attention to the slide that my colleagues in the legal department spent an inordinate amount of time on, we will be using forward-looking statements today. For those of you who I haven't had the opportunity to meet yet, my name is Jason, I lead the Investor Relations function here at ServiceTitan. I want to personally thank you all for coming to our first-ever Pantheon as a public company. And I k ...

LOS ANGELES, Sept. 18, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that it has entered into a definitive agreement to acquire Conduit Tech, an HVAC design and sales platform that leverages next-generation LiDAR technology, to build permit-ready load calculations and drive customer engagement. Through this acquisition, ServiceTitan will integrate Conduit’s sales proposal and enablement tools with its suite of AI automation products, empo ...

公司及行业 * 公司为ServiceTitan 一家为承包商行业提供运营管理软件的上市公司 专注于住宅服务 商业服务和建筑领域[2][3][4] * 行业涉及住宅服务承包商（如管道 HVAC 电气） 商业服务承包商（如零售 办公大楼维护） 建筑行业（住宅和商业建筑）以及外部装修（如屋顶 壁板 窗户）[54][56][86] 核心观点与论据 **投资主题与市场地位** * 公司是庞大且持久的垂直终端市场的领导者 其护城河每天都在加深[4] * 公司拥有多重增长机会 并建立了能够高效实现增长的运营模式[4] * 公司在企业级市场获胜的关键在于其平台的扩展性 满足了对软件可靠性和正常运行时间的需求 以及其垂直特定的原生工作流程[9][10] * 过去选择标准化水平解决方案（如微软 Salesforce SAP）的大型企业 几乎100%在一年内重新回归ServiceTitan 因为水平解决方案缺乏针对具体行业可配置的独特工作流程[10][11] **专业化与行业整合趋势** * 行业正经历专业化变革 例如昔日的CIO正被来自传统大型企业（如万豪 希尔顿）的B2B CIO所取代[12] * 私募股权支持者现在有一套与五年前不同的要求 他们关注其资产的扩展性以及有机和无机增长的能力[13] * 私募股权支持的整合对ServiceTitan非常有利 公司通常与领域内的私募股权巨头保持直接联系[25][26] * 公司受益于“参与者转移” 在住宅HVAC和管道领域成功的操作手册被认可 并被用于商业制冷等新领域[14][15] **产品战略与人工智能自动化** * 公司正在从 disconnected point solutions 转向一个由AI驱动的互联生态系统 旨在实现零人工干预的全面自动化工作流程[38][41][44] * 公司推出了Atlas 旨在成为行业的人工智能冠军[5] * 自动化水平将是行业的关键指标 实现自动化的企业将拥有显著不同的发展轨迹（利润率从当前的20%标准迈向30%-40%） 而未实现者将面临挣扎[40] * 公司的优势在于其作为记录系统 拥有闭环数据 并能创建真正的数字工作者 这些工作者可以理解业务的全上下文[43][44][45] **市场拓展与产品专注** * 公司的市场覆盖三大领域：住宅（Residential） 商业（Commercial）和绿色（Green） 其市场资源专门专注于其中之一 这种专注策略被证明是成功的[21][22] * 在商业和建筑领域 公司专注于为专业分包商提供支持 帮助他们拥有所服务财产的完整生命周期 从项目工作到持续的服务协议[63] * 公司正在大力投资建设端到端的建设项目管理功能和真正的B2B风格CRM 以解决该领域的复杂性并挖掘收入机会[67][71][72] * 在外部装修（Exteriors）等新住宅领域 公司专注于解决20%的特定需求（如基于规格的估算 实时定价 保险管理） 以复制在机械系统（80%通用需求）中的成功 并成为行业标准[81][83][88] **合作伙伴生态系统与并购整合** * 庞大的合作伙伴生态系统（包括制造商 供应商 最佳实践组织）通过“温暖外呼”创造了复合影响 带来了转化率更高的潜在客户[23][24][25] * 公司的并购团队与客户的成功中心深度合作 为私募股权支持的客户提供无缝整合服务 这成为一个强大的增长飞轮[17][18][19] * 公司每月完成数百笔新logo交易 这些新企业将成为整合者的收购目标 而如果目标公司已在ServiceTitan上 整合过程将更加无缝[20][21] 其他重要内容 **财务与运营数据** * 公司八年前的年经常性收入（ARR）约为3000万美元[8] * 客户成功团队为价值8亿美元的商用门和码头业务提供服务[23] * 技术人员与办公室人员的比例接近1:1 2:1或3:1 自动化平台旨在消除这部分巨大开销[47] * 私募股权支持的公司增长更快 产品使用率更高 净推荐值（NPS）也显著不同[28] **活动与公告** * 此次会议是ServiceTitan作为上市公司的首次Pantheon活动 这同时也是其旗舰客户活动[2][3] * 活动期间宣布了多项关键产品 包括Atlas AI诊断和故障排除 虚拟CSR Contact Center Pro 最大化程序（Maximized program）以及新的B2B CRM功能[5][48][49][50][71] * 公司宣布与Verisk建立合作伙伴关系 专注于外部装修领域的保险空间[93]

Pantheon 2025 Investor Session Forward-Looking Statements & Other Disclaimers This presentation contains forward-looking statements within the meaning of within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "anticipate," "believe," estimate," "expect," "goal," "intend," "likely," "may," "plan," "project," "seek," "should," "strategy ...

LOS ANGELES, Sept. 18, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, is announcing today a suite of AI-powered tools contractors are already using to fully automate their back office, from the first call to the final invoice. ServiceTitan will also unveil Atlas, an advanced AI sidekick that represents the next evolution of Titan Intelligence, the purpose-built AI engine for the trades. Atlas acts like the ultimate power user of ServiceTitan, and over tim ...

核心观点 - Aspire Software与FieldRoutes联合举办Ignite 2025年度用户会议 聚焦AI驱动工具和预测分析等软件创新 旨在提升户外服务 害虫控制和草坪行业企业的运营效率与增长能力 [1][2] - 公司宣布多项平台功能升级 包括AI驱动的知识库 移动端增强 调度路由优化及销售辅助工具 所有创新均基于ServiceTitan每年2.5亿美元的研发投入支持 [4][8] Aspire软件功能更新 - 推出Site Audits 2.0功能 强化物业服务工作记录与机会挖掘能力 [8] - 通过PropertyIntel地图元数据实现地图对象与作业历史数据无缝关联 [8] - 开发AI驱动的KnowledgeBase 2.0知识库 整合用户指南形成一站式信息平台 [8] FieldRoutes害虫控制业务升级 - 移动端增强离线模式 进度保存及上门销售支付集成功能 [8] - 调度与路由优化新增地图视图 自动调度及批量路由规划选项 [8] - 推出Sales Pro产品 通过AI分析现场录音提供销售辅导与成功方案复制 [3][8] 行业覆盖与平台定位 - Aspire软件专注园林景观维护 景观建设及冰雪管理企业的SaaS解决方案 [6] - FieldRoutes为害虫控制等户外服务企业提供云端移动SaaS平台 具备路线优化 支付处理及数字营销功能 [7] - 两家公司均属ServiceTitan旗下 通过协同研发加速跨行业承包商价值实现 [4][6][7]