Do You Have Conviction in the Durability of ServiceTitan’s (TTAN) Profit Cycle

4 weeks ago 3

Soumya Eswaran

Tue, February 24, 2026 astatine 6:15 AM CST 3 min read

Artisan Partners, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Artisan Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Fund seeks to put successful companies that person franchise characteristics, with beardown net trajectories, and are trading astatine a discount to the estimated backstage marketplace value. US equities ended a grounds twelvemonth with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered -0.37%, and the Institutional Class, APHMX, delivered -0.35% successful the 4th fourth compared to -3.70% for the Russell Midcap® Growth Index. Continued spot successful accusation exertion (IT) and wellness attraction contributed to the show during the quarter. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Artisan Mid Cap Fund highlighted stocks similar ServiceTitan, Inc. (NASDAQ:TTAN). Based successful Glendale, California, ServiceTitan, Inc. (NASDAQ:TTAN) is simply a starring end-to-end cloud-based bundle level provider. On February 23, 2026, ServiceTitan, Inc. (NASDAQ:TTAN) banal closed astatine $62.73 per share. One-month instrumentality of ServiceTitan, Inc. (NASDAQ:TTAN) was -33.51%, and its shares mislaid 34.91% implicit the past 52 weeks. ServiceTitan, Inc. (NASDAQ:TTAN) has a marketplace capitalization of $5.874 billion.

Artisan Mid Cap Fund stated the pursuing regarding ServiceTitan, Inc. (NASDAQ:TTAN) successful its 4th fourth 2025 capitalist letter:

"We besides added to ServiceTitan, Inc. (NASDAQ:TTAN), MongoDB and Waters during the quarter. ServiceTitan is simply a starring supplier of vertical bundle solutions for the trades, including plumbing, HVAC and electrical. Its level supports the full workflow from pb procreation to payment, generating gross done subscriptions and usage-based processing. We spot meaningful maturation opportunities done caller lawsuit acquisition, upselling and enlargement into further trades. During the quarter, we accrued our presumption pursuing a pullback amid broader bundle manufacture weakness, reflecting our condemnation successful the durability of its nett cycle."

ServiceTitan, Inc. (NASDAQ:TTAN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 47 hedge money portfolios held ServiceTitan, Inc. (NASDAQ:TTAN) astatine the extremity of the 4th quarter, compared to 48 successful the erstwhile quarter. In the 3rd 4th of fiscal 2026 ServiceTitan, Inc. (NASDAQ:TTAN) reported gross of $249.2 cardinal grew 25% twelvemonth implicit year. While we admit the imaginable of ServiceTitan, Inc. (NASDAQ:TTAN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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