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Titan Machinery Inc. (TITN) Stock Fundamental Analysis & AI Rating 2026

TITN Nasdaq Retail-Retail Stores, NEC DE CIK: 0001409171
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2026-01-31
STRONG SELL
88% Conf
Pending
Analysis scheduled

📊 TITN Key Takeaways

Revenue: $2.4B
Net Margin: -2.2%
Free Cash Flow: $135.4M
Current Ratio: 1.41x
Debt/Equity: 0.31x
EPS: $-2.38
AI Rating: STRONG SELL with 88% confidence
Titan Machinery Inc. (TITN) receives a STRONG SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.4B, net profit margin of -2.2%, and return on equity (ROE) of -9.4%, Titan Machinery Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete TITN stock analysis for 2026.

Is Titan Machinery Inc. (TITN) a Good Investment?

Claude

Titan Machinery is in a profitability crisis with net losses of $54.2M on flat $2.4B revenue, deteriorating EPS (-46% YoY), and negative interest coverage indicating inability to service debt from operations. Despite strong operating cash flow, the company faces severe liquidity stress (quick ratio 0.24x) and zero revenue growth, suggesting structural challenges in a cyclical retail sector.

Why Buy Titan Machinery Inc. Stock? TITN Key Strengths

Claude
  • + Strong operating cash flow of $137.5M despite net loss, indicating cash generation capacity
  • + Moderate leverage with debt-to-equity of 0.31x, providing some balance sheet flexibility
  • + Adequate current ratio of 1.41x for short-term operational needs

TITN Stock Risks: Titan Machinery Inc. Investment Risks

Claude
  • ! Company is unprofitable with negative net margin (-2.2%) and operating margin (-0.3%)
  • ! Critical liquidity stress with quick ratio of 0.24x, suggesting inability to cover short-term obligations
  • ! Negative interest coverage (-0.5x) means company cannot cover debt service costs from operating income
  • ! Revenue stagnation at 2.4B with zero YoY growth and deteriorating profitability trends
  • ! Negative ROE (-9.4%) and ROA (-3.4%) indicating value destruction for shareholders

Key Metrics to Watch

Claude
  • * Operating margin recovery path and return to profitability timeline
  • * Quick ratio improvement and working capital management
  • * Revenue growth reacceleration and market demand trends in farm equipment sector
  • * Operating cash flow sustainability and whether it remains decoupled from net income

Titan Machinery Inc. (TITN) Financial Metrics & Key Ratios

Revenue
$2.4B
Net Income
$-54.2M
EPS (Diluted)
$-2.38
Free Cash Flow
$135.4M
Total Assets
$1.6B
Cash Position
$28.2M

💡 AI Analyst Insight

Titan Machinery Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

TITN Profit Margin, ROE & Profitability Analysis

Gross Margin 15.8%
Operating Margin -0.3%
Net Margin -2.2%
ROE -9.4%
ROA -3.4%
FCF Margin 5.6%

TITN vs Consumer Sector: How Titan Machinery Inc. Compares

How Titan Machinery Inc. compares to Consumer sector averages

Net Margin
TITN -2.2%
vs
Sector Avg 8.0%
TITN Sector
ROE
TITN -9.4%
vs
Sector Avg 18.0%
TITN Sector
Current Ratio
TITN 1.4x
vs
Sector Avg 1.5x
TITN Sector
Debt/Equity
TITN 0.3x
vs
Sector Avg 0.8x
TITN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Titan Machinery Inc. Stock Overvalued? TITN Valuation Analysis 2026

Based on fundamental analysis, Titan Machinery Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
-9.4%
Sector avg: 18%
Net Profit Margin
-2.2%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.31x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Titan Machinery Inc. Balance Sheet: TITN Debt, Cash & Liquidity

Current Ratio
1.41x
Quick Ratio
0.24x
Debt/Equity
0.31x
Debt/Assets
0.0%
Interest Coverage
-0.48x
Long-term Debt
$180.0M

TITN Revenue & Earnings Growth: 5-Year Financial Trend

TITN 5-year financial data: Year 2025: Revenue $2.8B, Net Income $101.9M, EPS $4.49. Year 2026: Revenue $2.8B, Net Income $112.4M, EPS $4.93.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Titan Machinery Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $4.93 reflects profitable operations.

TITN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.6%
Free cash flow / Revenue

TITN Quarterly Earnings & Performance

Quarterly financial performance data for Titan Machinery Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $644.5M $1.2M $0.05
Q2 2026 $546.4M -$4.3M $-0.19
Q1 2026 $594.3M $9.4M $0.41
Q3 2025 $679.8M $1.7M $0.07
Q2 2025 $633.7M -$4.3M $-0.19
Q1 2025 $569.6M $9.4M $0.41

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Titan Machinery Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$137.5M
Cash generated from operations
Capital Expenditures
$2.0M
Investment in assets
Dividends
None
No dividend program

TITN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Titan Machinery Inc. (CIK: 0001409171)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/wk-form4_1775227245.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775227157.xml View →
Mar 31, 2026 10-K titn-20260131.htm View →
Mar 19, 2026 8-K titn-20260319.htm View →
Mar 13, 2026 8-K titn-20260311.htm View →

Frequently Asked Questions about TITN

What is the AI rating for TITN?

Titan Machinery Inc. (TITN) has an AI rating of STRONG SELL with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TITN's key strengths?

Claude: Strong operating cash flow of $137.5M despite net loss, indicating cash generation capacity. Moderate leverage with debt-to-equity of 0.31x, providing some balance sheet flexibility.

What are the risks of investing in TITN?

Claude: Company is unprofitable with negative net margin (-2.2%) and operating margin (-0.3%). Critical liquidity stress with quick ratio of 0.24x, suggesting inability to cover short-term obligations.

What is TITN's revenue and growth?

Titan Machinery Inc. reported revenue of $2.4B.

Does TITN pay dividends?

Titan Machinery Inc. does not currently pay dividends.

Where can I find TITN SEC filings?

Official SEC filings for Titan Machinery Inc. (CIK: 0001409171) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TITN's EPS?

Titan Machinery Inc. has a diluted EPS of $-2.38.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TITN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Titan Machinery Inc. has a STRONG SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TITN stock overvalued or undervalued?

Valuation metrics for TITN: ROE of -9.4% (sector avg: 18%), net margin of -2.2% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy TITN stock in 2026?

Our dual AI analysis gives Titan Machinery Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TITN's free cash flow?

Titan Machinery Inc.'s operating cash flow is $137.5M, with capital expenditures of $2.0M. FCF margin is 5.6%.

How does TITN compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -2.2% (avg: 8%), ROE -9.4% (avg: 18%), current ratio 1.41 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2026-01-31 | Powered by Claude AI