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ServiceTitan rises as strong earnings follow-through and AI product optimism support shares

ServiceTitan (TTAN) is up 7.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued follow-through from ServiceTitan’s strong June quarterly results, raised full-year outlook, and bullish commentary around its AI products. There does not appear to be a major fresh company filing tied to today’s jump, so the gain may also reflect momentum buying after recent analyst target increases and positive sentiment around growth in the trades software market.

Details:

  • ServiceTitan reported fiscal first-quarter 2027 revenue of $268.8 million, up 25% year over year, and guided for fiscal second-quarter revenue of $284 million to $286 million.
  • The company also projected full-year fiscal 2027 revenue of $1.13 billion to $1.14 billion and non-GAAP operating income of $142 million to $147 million, reinforcing a stronger growth outlook.
  • Recent analyst commentary highlighted expanding interest in the company’s Max and Virtual Agents offerings, with those products viewed as potential new growth drivers on top of the core software platform.
  • This could be because investors are still repricing the stock after June’s earnings beat and higher targets, especially with no obvious negative company update appearing in recent investor materials.
  • Sources:

    ServiceTitan Investor Relations, SEC, Investing.com

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $TTAN Insider Trading Activity

    TTAN Insider Trades

    $TTAN insiders have traded $TTAN stock on the open market 86 times in the past 6 months. Of those trades, 0 have been purchases and 86 have been sales.

    Here’s a breakdown of recent trading of $TTAN stock by insiders over the last 6 months:

    • WILLIAM J.G. GRIFFITH has made 0 purchases and 6 sales selling 94,615 shares for an estimated $6,001,191.
    • STRATEGIC PARTNERS V, L.P. ICONIQ has made 0 purchases and 6 sales selling 94,615 shares for an estimated $6,001,191.
    • ARA MAHDESSIAN (Chief Executive Officer) has made 0 purchases and 15 sales selling 57,263 shares for an estimated $4,566,982.
    • DAVID SHERRY (Chief Financial Officer) has made 0 purchases and 16 sales selling 40,246 shares for an estimated $2,758,987.
    • MICHELE O'CONNOR (Chief Accounting Officer) has made 0 purchases and 15 sales selling 30,368 shares for an estimated $2,094,597.
    • BYRON B DEETER has made 0 purchases and 16 sales selling 17,690 shares for an estimated $1,137,555.
    • VAHE KUZOYAN (President) has made 0 purchases and 12 sales selling 6,428 shares for an estimated $437,321.

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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    $TTAN Hedge Fund Activity

    We have seen 188 institutional investors add shares of $TTAN stock to their portfolio, and 165 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

    $TTAN Analyst Ratings

    Wall Street analysts have issued reports on $TTAN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Piper Sandler issued a "Overweight" rating on 06/05/2026
    • Needham issued a "Buy" rating on 03/13/2026

    To track analyst ratings and price targets for $TTAN, check out Quiver Quantitative's $TTAN forecast page.

    $TTAN Price Targets

    Multiple analysts have issued price targets for $TTAN recently. We have seen 15 analysts offer price targets for $TTAN in the last 6 months, with a median target of $110.0.

    Here are some recent targets:

    • Scott Berg from Needham set a target price of $100.0 on 06/17/2026
    • Joe Vruwink from Baird set a target price of $94.0 on 06/08/2026
    • Billy Fitzsimmons from Piper Sandler set a target price of $115.0 on 06/05/2026
    • Nick Altmann from BTIG set a target price of $110.0 on 06/05/2026
    • Daniel Jester from BMO Capital set a target price of $103.0 on 06/05/2026
    • Josh Baer from Morgan Stanley set a target price of $124.0 on 06/05/2026
    • Andrew Sherman from TD Cowen set a target price of $125.0 on 06/05/2026

    This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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