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TTTTAN

ServiceTitan, Inc.

$TTAN·$8.2B·Software - Application·Technology
$83.80-4.7%YTD-17.1%1Y-26.1%
Price updated 8m ago·X counts updated 6d ago
TTTTAN
$TTANServiceTitan, Inc.
$83.80-4.69%21 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TTAN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

21X posts · last 7 days
Aug 21Sep 2

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TTAN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-09-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

ServiceTitan Q2 tomorrow (Sept 8) — Max AI push strengthens margins, but officer Kuzoyan sold $11.6M across Aug 11-12.

ServiceTitan is a leading vertical-SaaS platform for home-service contractors. Down 19% YTD and 10% TTM — event-ahead on the Sept 8 Q2 fiscal print colliding with heavy insider distribution.

  • The core is executing: Q1 revenue $268.8M (+24.6% YoY — strong top-line acceleration), 71% gross margin (SaaS-quality), -9.6% operating margin (still investing in scale), Q1 EPS -$0.24 (last surprise Q4 EPS $0.37 vs $0.276 est = 34.1% beat). FCF yield -27.8% (heavy R&D/GTM investment), ROIC -0.01%; analysts model FY EPS $0.93.
  • The catalyst is dated: Sept 8 Q2 fiscal earnings with $0.3502 EPS estimate — the actual event. 'ServiceTitan's Max AI Push Strengthens Margins As It Navigates Gen AI Transition' captures the primary product-cycle catalyst. Moderate Buy consensus rating.
  • The insider signal is heavy distribution ahead of print: officer Vahe Kuzoyan S-Sale $10.19M on Aug 11 + $1.46M on Aug 12 (+ C-Conversions) — total ~$11.65M coordinated officer distribution in two days. CFO David Sherry S-Sale $817K on Aug 14. Combined ~$12.5M officer distribution across 3 days ahead of the print. This is a real conviction print on the way out timed close to earnings.

Resolves upward: Sept 8 print above $0.35 EPS plus specific Max AI adoption metrics. Deepens the wait: another Q2-magnitude miss, or further Kuzoyan-style distribution.

What to watch: September 8 Q2 fiscal earnings — EPS above $0.35 and Max AI adoption metrics. Also further Kuzoyan-style distribution post-print, and vertical-SaaS competitive commentary.

On the calendar: 2026-09-08 — Q2 fiscal earnings

Read the AI verdict on $TTAN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

SaaS platform for HVAC, plumbing, and electrical contractors managing scheduling, dispatch, and billing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $TTAN.

Software - Application · Technology

SaaS deal cycles remain elongated outside AI-native workloads; rate-sensitive multiples are compressing pure-play revenue growth stories. AI co-pilot and agent automation upsell — NOW, CRM, SAP, WDAY, TEAM — is the only segment with clear near-term acceleration, while companies lacking AI differentiation are treading water on flat net-dollar-retention.

What this means for $TTAN

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is ServiceTitan, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.8%YTD
-5.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-53.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-14.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-27.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-0.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
70.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 4, 2026$0.37$0.28+34.1%
Q4 2025Mar 12, 2026$0.27$0.18+50.0%
Q3 2025Dec 4, 2025$0.24$0.15+56.3%
Q2 2025Sep 4, 2025$0.33$0.18+87.5%
Next earningsTue, Sep 8·consensus EPS $0.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$268.8M+24.6%72.1%-9.6%$-0.24$-2.2B
Q4 FY26$254.0M+21.4%69.9%-16.1%$-0.44$35.4M
Q3 FY26$249.2M+25.0%70.8%-16.9%$-0.43$37.7M
Q2 FY26$242.1M+25.5%70.8%-14.4%$-0.35$34.3M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$952.5M$951.7M – $953.2M$0.93$0.91 – $0.9613
FY27$1.1B$1.1B – $1.2B$1.31$1.25 – $1.3913
FY28$1.3B$1.3B – $1.3B$1.64$1.43 – $1.8513
FY29$1.5B$1.5B – $1.5B$2.08$2.06 – $2.126
FY30$1.6B$1.6B – $1.6B$1.81$1.79 – $1.843

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 37.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.025-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14David SherryCFO9.0K sh$817KSellAug 12Vahe KuzoyanPresident16.4K sh$1.5MSellAug 11Vahe KuzoyanPresident114.7K sh$10.2MSellAug 4Ara MahdessianCEO38.3K sh$3.3MSellAug 3Ara MahdessianCEO49.8K sh$4.2MSellJul 17Byron B DeeterDirector— sh—SellJul 15David SherryCFO2.3K sh$181KSellJul 15Byron B DeeterDirector— sh—SellJul 13Byron B DeeterDirector— sh—SellJul 9Byron B DeeterDirector— sh—
1–10 of 32
+ 19 other (9 conversions · 8 awards · 2 others) in window

See when $TTAN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

ServiceTitan, Inc. (TTAN) held its 2026 Annual Meeting of Stockholders on June 17, 2026, at which three Class II director nominees were elected for multi-year terms, and two additional proposals were also voted upon (details not fully captured in the excerpt). The Company's definitive proxy filed May 5, 2026 contained the full proposal descriptions. Routine annual meeting governance for the recently-public field service management software company.

+ 15 other (7 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Countdown to ServiceTitan Inc. (TTAN) Q2 Earnings: A Look at Estimates Beyond Revenue and EPSzacks.com·6d agoServiceTitan CFO Sherry David Sells 9,000 Shares for $817,500fool.com·10d agoServiceTitan's Max AI Push Strengthens Margins As It Navigates Gen AI Transitionseekingalpha.com·25d agoServiceTitan Inc. (NASDAQ:TTAN) Given Average Rating of “Moderate Buy” by Brokeragesdefenseworld.net·36d agoServiceTitan Inc. (TTAN) Stock Jumps 7.4%: Will It Continue to Soar?zacks.com·40d ago

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Voices on X · last 7 days

No standout posts about $TTAN on X in the last 7 days.

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