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TTTTAN

ServiceTitan, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$TTAN·$8.2B·Software - Application·Technology
$56.01-1.9%YTD-23.1%1Y-51.1%
Price updated 2h ago·X counts updated 30m ago
TTTTAN
$TTANServiceTitan, Inc.
$56.01-1.94%521 posts12×
AI analysisFundamentalsVoices on X
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On X

Top X posts

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.

521X posts · last 7 days
Aug 27Sep 9
Chatter Meter
12×
QuietNormal · 1×Loud

How loud $TTAN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 99% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data18 posts analyzed · as of 2026-09-09

ServiceTitan printed a clean Q2 beat — revenue $292.8M vs $286M est, EPS $0.40 vs $0.35, GTV $26.8B (+17% YoY) — but the stock fell 18-19% AH because the Q3 guide implies only 15% YoY growth after 21% in Q2. GTV growth is also decelerating, and platform revenue growth of 22% couldn't offset the outlook.

Read what X is saying about $TTAN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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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 numbersSelling offAI verdict · as of 2026-09-09

Falling on heavy selling — points lower unless it turns around.

ServiceTitan beat Q2 estimates but still fell 7% — market wanted more, and insiders were unloading in size ahead of the print.

ServiceTitan builds vertical SaaS software for HVAC, plumbing, electrical, and other trade contractors — the operational system-of-record for small and mid-sized service businesses. Q2 topped both revenue and EPS estimates today, and yet the stock fell 7% on 3.7x normal volume — a real breakdown after supposedly good numbers.

  • Q1 revenue grew 25% YoY to $269M with 71% gross margins — the growth math is genuinely strong for a vertical SaaS name, but the stock trading at 7x sales with negative operating margins requires acceleration, not just steady beats.
  • Co-founder director Vahe Kuzoyan converted-and-sold $11.65M across two days in mid-August at $88-89 — top-of-house monetization before the print, and Sherry (officer) added another $820K, so this is a coordinated insider exit into the earnings window.
  • Volume today at 3.7x the 30-day average confirms the breakdown is meaningful, not just profit-taking — the market read the print as 'good but not enough' and executed on that view.

The next real test is the CFO commentary at investor conferences after today's call — sustained ARR growth commentary plus a clean Q3 guide reset can arrest the breakdown; if the guide implies further deceleration, this becomes a broken-story reset toward the $75 level.

What to watch: The Q3 guide commentary from today's earnings call and any investor-conference presentations this week. Clean ARR reacceleration plus a solid guide arrest the breakdown; a guide implying further deceleration turns this from breaking-down into a broken-story reset.

On the calendar: 2026-12-03 — Q3 FY27 earnings

no sentimentcoordinated insider selling

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
-5.0%YTD
-9.8%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
Q2 2026Sep 8, 2026$0.40$0.35+14.2%
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%
Next earningsThu, Dec 3·consensus EPS $0.27

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.17.2×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.4%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.-31.9%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.-27.0%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 today60.3% 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.

+ 14 other (7 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

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

TTAN INVESTOR ALERT: Investigation of ServiceTitan, Inc. Announced by Holzer & Holzer, LLCglobenewswire.com·1d agoSecurities Fraud Investigation Into ServiceTitan, Inc. (TTAN) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruzbusinesswire.com·1d agoWhy ServiceTitan Stock Is Crashing Todayfool.com·1d agoStock Futures Slide as Oil Prices Extend Rallyschaeffersresearch.com·2d agoServiceTitan, Braze, Target Hospitality And Other Big Stocks Moving Lower In Wednesday's Pre-Market Sessionbenzinga.com·2d ago

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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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