Pre-earnings brief
Reports
Thu, Dec 3, 2026
Est. EPS
—
Est. revenue
—
Implied move
±25.5%
EPS beat rate
86%
Est. EPS
—
Est. Rev
—
Impl. Move
±21.3%
ServiceTitan, Inc. is a technology company that provides software solutions for the home service industry, helping businesses manage their operations more efficiently. As part of the Information Technology sector, it plays a crucial role in the growing trend of digital transformation in traditional industries.
Last quarter
In Q2-2027, ServiceTitan reported an EPS of $0.40, significantly beating estimates by over 500%. Despite this strong performance, the stock fell by 7.21% the following day.
Management promises and guidance
EPS beat streak
6Q
EPS beat rate
86%
Avg EPS surprise
+209.08%
Avg 1-day reaction
-1.77%
Overall, expectations are mixed as ServiceTitan has a strong history of beating EPS estimates, but the stock reaction has been volatile.
Bull case
If ServiceTitan continues its trend of beating EPS estimates, it could signal robust demand for its software solutions, leading to a positive stock reaction.
Bear case
On the other hand, if the company fails to meet expectations or provides cautious guidance, it could lead to a significant sell-off as investors reassess the stock's valuation.
Key metrics to watch
Revenue Growth
N/AThis metric indicates how well ServiceTitan is expanding its customer base and increasing sales, which is vital for its market position.
Earnings Per Share (EPS)
$0.40EPS is a key indicator of the company's profitability and financial health, and investors will be looking for continued positive surprises.
The print will turn on these.
Q1
What will the EPS be for Q3-2027?
Given the company's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.
Q2
What is the customer retention rate this quarter?
A strong retention rate will indicate customer satisfaction and the effectiveness of ServiceTitan's software, impacting future revenue growth.
Why consensus could be wrong
The Street may be underestimating the impact of ServiceTitan's recent software updates on customer retention and revenue growth.
Supporting evidence
The company has consistently beaten EPS estimates, suggesting stronger underlying performance than anticipated.
Options pricing indicates a significant move, which may reflect greater investor uncertainty than warranted.
ServiceTitan's focus on customer experience improvements could lead to higher retention rates, contrary to market expectations.
Key risk
If customer retention rates exceed 90%, it could significantly alter the market's perception of ServiceTitan's growth potential.
Pre-commit to what would confirm each case.
The core debate centers around whether ServiceTitan can maintain its growth trajectory and customer satisfaction amidst increasing competition.
Bull confirmed if
An EPS of $0.45 or higher would confirm strong demand and operational efficiency.
Bear confirmed if
An EPS below $0.30 would raise concerns about customer retention and market competitiveness.
What the market is pricing for the move.
Implied Move
±25.51%
Historical Avg
±3.1%
The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.
Options are pricing ±25.5% while TTAN has averaged ±3.1% over the last 7 prints — setup is pricing rich.
ATM IV
0.6%
30d HV
126.2%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If ServiceTitan beats expectations, history suggests a potential stock increase of around 2.34% on the following day, confirming strong demand.
In line / cautious
If results are in line but management provides cautious commentary, the stock may react neutrally, reflecting uncertainty in future growth.
Miss
A miss could lead to a decline of approximately 3.73%, as investors reassess the company's growth prospects.
The lines on the call that would change the story.
Customer Retention Rate
N/AA high retention rate suggests that customers are satisfied with the service, which is critical for long-term growth.