ServiceTitan (TTAN) slides 11.6% as investors digest Q4/FY2026 results and FY2027 outlook

ServiceTitan (TTAN) is down 11.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears tied to the company’s fiscal Q4 and full-year fiscal 2026 earnings release and its initial fiscal 2027 outlook. Even with solid growth and improved non-GAAP profitability, investors may be reacting to decelerating revenue growth and/or expectations that were higher heading into the print.

Details:

ServiceTitan reported fiscal Q4 2026 revenue of $254.0 million (up 21% year over year) and full-year fiscal 2026 revenue of $961.0 million (up 24%).

The company’s fiscal 2027 revenue outlook was $1.11 billion to $1.12 billion, along with non-GAAP income from operations of $128 million to $133 million.

GAAP results remained negative, with a fiscal Q4 2026 GAAP loss from operations of $42.7 million and a full-year fiscal 2026 GAAP loss from operations of $169.2 million.

Separately, recent Form 4 filings have shown notable shareholder/insider selling activity in prior months, which can add to volatility around earnings events.

Sources:

ServiceTitan (press release), 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 insiders have traded $TTAN stock on the open market 170 times in the past 6 months. Of those trades, 0 have been purchases and 170 have been sales.

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

ARA MAHDESSIAN (Chief Executive Officer) has made 0 purchases and 44 sales selling 326,093 shares for an estimated $32,633,483.
VAHE KUZOYAN (President) has made 0 purchases and 52 sales selling 170,395 shares for an estimated $17,189,713.
VENTURE PARTNERS VIII L.P. BESSEMER has made 0 purchases and 9 sales selling 150,770 shares for an estimated $17,044,094.
DAVID SHERRY (Chief Financial Officer) has made 0 purchases and 39 sales selling 29,414 shares for an estimated $3,136,191.
MICHELE O'CONNOR (Chief Accounting Officer) has made 0 purchases and 13 sales selling 9,365 shares for an estimated $1,039,342.
BYRON B DEETER has made 0 purchases and 13 sales selling 0 shares for an estimated $0.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$TTAN Hedge Fund Activity

We have seen 210 institutional investors add shares of $TTAN stock to their portfolio, and 185 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. removed 1,325,871 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $141,205,261
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added 1,220,254 shares (+54.4%) to their portfolio in Q4 2025, for an estimated $129,957,051
FMR LLC added 1,212,003 shares (+211.7%) to their portfolio in Q4 2025, for an estimated $129,078,319
NORGES BANK added 1,043,008 shares (+6953.4%) to their portfolio in Q4 2025, for an estimated $111,080,352
FULLER & THALER ASSET MANAGEMENT, INC. added 842,275 shares (+inf%) to their portfolio in Q4 2025, for an estimated $89,702,287
BATTERY MANAGEMENT CORP. removed 763,747 shares (-18.8%) from their portfolio in Q4 2025, for an estimated $81,339,055
MADISON ASSET MANAGEMENT, LLC added 638,075 shares (+inf%) to their portfolio in Q4 2025, for an estimated $67,954,987

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$TTAN Analyst Ratings

Wall Street analysts have issued reports on $TTAN in the last several months. We have seen 4 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 02/03/2026
BTIG issued a "Buy" rating on 12/17/2025
BMO Capital issued a "Outperform" rating on 12/05/2025
TD Cowen issued a "Buy" rating on 12/05/2025

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 9 analysts offer price targets for $TTAN in the last 6 months, with a median target of $125.0.

Here are some recent targets:

Nick Altmann from BTIG set a target price of $105.0 on 03/12/2026
Michael Turrin from Wells Fargo set a target price of $125.0 on 02/04/2026
Hannah Rudoff from Piper Sandler set a target price of $120.0 on 02/03/2026
Daniel Jester from BMO Capital set a target price of $125.0 on 12/05/2025
Josh Baer from Morgan Stanley set a target price of $125.0 on 12/05/2025
Andrew Sherman from TD Cowen set a target price of $160.0 on 12/05/2025
Parker Lane from Stifel set a target price of $145.0 on 09/19/2025

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.