TTAN
🚀 ServiceTitan (TTAN), a recent IPO, executed a strong breakout from its initial public offering base (IPO base), attracting investor attention.
📈 The company demonstrates robust fundamental growth, with quarterly revenues increasing by 20-30% year-over-year, serving a specific niche market (home services software).
⚠️ While promising, IPOs like TTAN are inherently volatile; careful position management and stop-losses are crucial due to the potential for rapid reversals.
@VisionariosBolsa:
“Now yes, I’ll go with the value I wanted to comment on because it’s a very recent value, TTA, you probably don’t know it. In fact, uh, I uploaded a photo of the graph to Instagram, which if you don’t follow me, you can also follow us there. Uh, you have me as sito.mag. I’ll put it on screen in my personal account or the one of @visionariobolsa and you have the visionaries account where we are uh more active daily with content more uh uh analysis of companies and news and so on. Okay? Uh, we uploaded the graph and, well, many people asked, they didn’t know which one it was. Normally there are usually more people who know what graphs they are, although there were some who who found it, right? I gave some clues too. over there. Uh, and uh well, uh TTA, as we can see is a super recent IPO, a value that went public very very recently, in fact it has had a very very good breakout from that IPO base, the IPAS, that pattern that forms a value just as it goes public, uh, patterns especially very complicated to operate. Now I’ll tell you what we are doing, but uh I’ll tell you first that ServiceTitan is a company that uh basically has software that it offers to its clients, mainly uh uh uh companies uh that offer services of uh plumbing, electricity, that is, home services and what it does is sell them software, a CRM where they can manage their entire company, that is, uh clients, billing, uh scheduling of calendars for the entire team for precisely this sector so these specific sectors of home services, as I just said carpenters, uh electricians, plumbers, etc., they are doing superb and in fact in the United States they are killing it. It has uh they have like 11,000 something uh users uh saw uh clear, 11,000 something users who are companies that at the same time use SRM for all their uh uh clients, therefore they are managing to have a super wide share in a very specific sector and in fact its fundamentals, look how they are very very good. a 10 billion company that is doing superb at a fundamental level because it grows above 20 30% every quarter. Last quarter 209 million in revenue. 199 previous, 193 the previous, assuming a 24 29% in the last quarters of growth in sales, that is, quarter to quarter growing between 25% compared to the same quarter of the previous year. Besides, NPS we are starting to see how yes it is having better numbers, although it is not yet a profitable company, it is a company that still loses money. Remember that this in growth companies is supernal, especially in the United States, in Spain it costs us to understand it many times a little more, but it has been the key to the success of companies like Amazon, like Apple, like Apple, like all these large companies that have reached where they have reached without being profitable, precisely because of that mentality of reinvesting, reinvesting, reinvesting, okay? So it’s not something that surprises me. Uh, at a technical level, I say, uh, a quite interesting IPO base. Look how it has broken with quite some force this week. it has had a quite decent volume above the average and uh above all, remember, this type of values, as I told you, is quite complicated to operate, mainly because it is very key to know when to buy and know when to sell. Uh, remember values like, for example, TEM, which is an IPO base in which we operated last year to which we gained a 50% return on the first position and a 20% on the second. And look how the graph, well, was very similar. we had that IPO, it fell, recovered, stayed in those ranges, boom, Pwayase rupture, broke very quickly, but also very quickly turned around. What happens if you bought at that moment and were not able to sell? Well look, today, after so long you would be losing money, while we gained 50% in the first position, 20% in the second position. Therefore, it is very very very important in these values to know how to manage that entry, know how to manage this exit. We in our case have entered in the maximum breakout zone. We are gaining close to 8% return because it is around $120 uh, and the highs were around 102 approximately. Uh, therefore, we are already with quite a margin, quite interesting, but I say, they are super volatile values that from one week to another can turn around, can fly as happened with Tempus, then they can turn around, therefore it is very important to manage them very well and keep a very close stop, but at the same time not be close enough so that the volatility that this value will have, because they are very volatile values, ends up kicking you out, okay? So we are going to see how it continues to do, waiting for a possible week of continuation. In the end, this type of values when they break well, if they really do it well, can leave good weeks of continuation, can uh have very strong movements in a very short time. So we will see how TTAN does. But I say, as always, without committing, without marrying any value, with clear stops, we are already gaining an interesting margin just entering. So we will see if we manage to see that continuation and it manages to uh reward in uh these coming weeks because it is undoubtedly a super interesting value.”
Watch the exact part of the video where @VisionariosBolsa talks about ServiceTitan Holdings, Inc. here:
Watch the video on YouTube
Read more articles analyzing ServiceTitan Holdings, Inc. (TTAN) at the provided link. TTAN stock.
