ServiceTitan: Growth Burst Is Defying The AI Disruption Narrative

ServiceTitan remains a buy despite a 30% year-to-date decline, with accelerating revenue growth and a $30 billion addressable market at only 3% penetration. AI disruption risk is overstated as core trades customers are insulated and usage-based revenue rises. The company meets Rule of 40 criteria with mid-20s revenue growth and 75%+ gross margins.