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ServiceTitan's valuation compression could persist even if it keeps delivering, because contractor software stickiness is unconvincing; contractors are crafty about cutting costs. Even after earnings sent it to all-time lows, it trades at 34x earnings for the fiscal year ending January 2028, still five to six quarters out, echoing Bill.com. Non-digital housing plays such as HVAC and paint makers, home improvement stores and homebuilders look preferable. x.com x.comÂ
Lowe's looks like junk at current interest rates because it was valued at about 30x earnings with a low dividend. Per @sv_techie, the stock sits at a five-year low and keeps falling, and its trend will change only if the 10-year Treasury yield moves meaningfully. x.comÂ
ServiceTitan is the operating system for the trades, combining vertical SaaS, fintech and AI. HVAC, plumbing, electrical and roofing contractors run scheduling, dispatch, CRM, payments, financing and marketing on it, with 10,800 active customers, $82B+ in annual transaction volume, 95%+ gross and 110%+ net dollar retention. It is pushing into agentic AI with Atlas. A massive 8-month Stage 1 base looks ready to start a Stage 2 uptrend, and trading above the IPO VWAP signals a potential reversal. … Show more
ServiceTitan looks mispriced, even more so than HubSpot, because its plumbers and HVAC contractors are not going to replace it by vibe coding their own software. @TheHimalayanYak, whose post this replies to, agrees that both are mispriced: most small businesses are not vibe coding, and no AI platform has yet emerged that delivers more out of the box. x.comÂ
ServiceTitan is a software stock in a new uptrend after an inverse head-and-shoulders pattern. It shows huge inflows, strong on-balance volume, rising cycles, a pinching MACD and a test and bounce off the 50-day moving average. x.comÂ
