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TTTTAN

ServiceTitan, Inc.

$TTAN·$7.4B·Software - Application·Technology
$73.43-5.1%
Mentions · last 7 days
2026-06-02: 2 posts2026-06-03: 6 posts2026-06-04: 67 posts2026-06-05: 472 posts2026-06-06: 204 posts2026-06-07: 9 posts2026-06-08: 20 posts780+3%
Price updated 12h ago·X counts updated 7h ago
TTTTAN
ServiceTitan, Inc.$TTAN
$73.43-5.13%780 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $TTAN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-09

The move is getting stronger, with heavier trading behind it.

Vertical-SaaS for the trades just posted its biggest rally since IPO — 25% revenue growth, AI tailwind, but the FCF print was lumpy.

ServiceTitan is the vertical SaaS platform for home-services trades — HVAC, plumbing, electrical, garage doors, pest control — handling dispatch, billing, customer management, and increasingly AI-driven scheduling for the contractors that serve those markets. Q1 FY27 revenue grew 25% YoY to $269M with a 72% gross margin and operating margin at -9.6% (compressing toward profitability); free cash flow was -$2.16B for the quarter, dominated by IPO-related stock-comp and lumpy seasonal working capital. The stock just had its biggest rally since the December 2024 IPO on the back of a 'squeaky clean quarter' beat, and Barron's coverage drove additional retail interest. Volume is running 3.6x average — institutional accumulation. The position at the 35th percentile of its limited 52-week range and 22% above the 50-day moving average is in clean breakout pattern. No insider activity worth flagging; the company is still in the post-IPO information-discovery window with sparse filings history.

What to watch: September 3 Q2 print — revenue growth holding above 22% plus operating margin progressing toward breakeven is what confirms the post-IPO turn. The FCF normalization away from the IPO-driven negative print is the watch item that tells you the underlying cash engine is healthy.

On the calendar: 2026-09-03 — Q2 earnings

float missingbeta missingno sentiment

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

ServiceTitan, Inc. engages in the collection of field service activities required to install, maintain, and service the infrastructure and systems of residences and commercial buildings. The company was founded by Ara Mahdessian and Vahe Kuzoyan on June 8, 2008 and is headquartered in Glendale, CA.

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

Enterprise AI agent workflow automation is bifurcating application software — NOW and SNOW repricing as AI converts SaaS seats into broader platform contracts while SNOW's blowout Q1 confirms GenAI consumption revenue inflecting. Legacy application vendors face agent displacement risk as AI automates workflows their software was built to support.

See how Software - Application shapes $TTAN

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $TTAN's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-10.0%YTD
-8.4%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+32.1%
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 earningsThu, Sep 3·consensus EPS $0.37

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$952.5M$951.7M – $953.2M$0.93$0.91 – $0.9613
FY27$1.1B$1.1B – $1.1B$1.29$1.21 – $1.3614
FY28$1.3B$1.3B – $1.3B$1.62$1.46 – $1.7413
FY29$1.5B$1.5B – $1.5B$2.18$2.15 – $2.216
FY30$1.6B$1.5B – $1.6B$1.81$1.78 – $1.833

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.3.6×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.35%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.+22.4%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.-9.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Know if $TTAN is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

SellApr 9Michele O'connorChief Accounting Officer5.0K sh$295KSellMar 18Ara MahdessianCEO2.3K sh$160KSellMar 18Vahe KuzoyanPresident3.2K sh$225KSellMar 18David SherryCFO17.8K sh$1.2MSellMar 18Michele O'connorChief Accounting Officer5.2K sh$360KSellJan 21David SherryCFO145 sh$13KSellJan 20David SherryCFO833 sh$76KSellJan 15Ara MahdessianCEO21.3K sh$2.0MSellJan 14Ara MahdessianCEO16.7K sh$1.6M
+ 6 other (4 conversions · 2 awards) 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
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Recent news

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

ServiceTitan stock posts biggest rally since IPO after strong quarterinvezz.com·4d agoThis Software Stock Is Surging After a ‘Squeaky Clean Quarter.' Analysts Love It.barrons.com·4d agoServiceTitan Q1: I Like The Company, Not The Stockseekingalpha.com·4d agoBreakfast News: ServiceTitan's AI Tailwind Extendsfool.com·4d agoServiceTitan, Inc. (TTAN) Q1 2027 Earnings Call Transcriptseekingalpha.com·4d ago

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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