Does ServiceTitan (TTAN) Have a Long Runway for Growth?

2 hours ago 2

Soumya Eswaran

Wed, March 11, 2026 astatine 8:41 AM CDT 3 min read

Madison Investments, an concern advisor, released its fourth-quarter 2025 capitalist missive for “Madison Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Russell Midcap Index ended an incredibly palmy three-year tally with a full-year instrumentality of 10.6%, amounting to an yearly summation of much than 14%. The marketplace favored much volatile and speculative companies successful 2025. This marketplace situation poses challenges for the Madison Mid Cap portfolio, which is focused connected high-quality, profitable businesses. Historically, this absorption has supported semipermanent concern success, and the steadfast remains committed to it, is optimistic astir the opportunities this twelvemonth has presented, and has actively capitalized connected them. Against this backdrop, the Fund decreased 1.2% successful Q4 2025, lagging the Russell Midcap Index’s 0.2% increase. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Madison Mid Cap Fund highlighted stocks similar ServiceTitan, Inc. (NASDAQ:TTAN). ServiceTitan, Inc. (NASDAQ:TTAN) is an American cloud-based bundle institution that provides solutions for connecting and managing a scope of concern workflows. On March 10, 2026, ServiceTitan, Inc. (NASDAQ:TTAN) banal closed astatine $77.90 per share. One-month instrumentality of ServiceTitan, Inc. (NASDAQ:TTAN)) was 28.25%, and its shares mislaid 8.92% implicit the past 52 weeks. ServiceTitan, Inc. (NASDAQ:TTAN) has a marketplace capitalization of $7.3 billion.

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

"We added 4 caller investments to the portfolio: Bio-Techne, ServiceTitan, Inc. (NASDAQ:TTAN), A.O. Smith, and MSA Safety. ServiceTitan is the ascendant supplier of bundle to residential commercialized contractors, specified arsenic HVAC technicians, plumbers, and pest power employees. Its bundle helps tally each aspects of their business, including dispatching, marketing, invoicing, and estimating, and the institution boasts precocious retention rates and beardown recurring revenue. We spot a agelong runway of maturation up arsenic penetration among contractors has lagged different industries. Investor caution regarding near-term maturation rates provided america with a buying opportunity."

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ServiceTitan, Inc. (NASDAQ:TTAN) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 48 hedge money portfolios held ServiceTitan, Inc. (NASDAQ:TTAN) astatine the extremity of the 4th quarter, the aforesaid arsenic successful the erstwhile quarter. 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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