Earnings Release: ServiceTitan reported second-quarter results that exceeded analyst estimates on both earnings and revenue. Market participants noted the beat came amid ongoing expansion in its core platform. Attention quickly shifted to forward guidance that signaled a slowdown in growth.
Market Reaction: Shares fell sharply in after-hours trading following the update. Observers on social media highlighted the implied move and the gap between pre-earnings expectations and actual performance. Discussions centered on whether the deceleration would persist through the remainder of the year.
Investor Sentiment: Commentary reflected concern over the revised outlook and its potential impact on near-term momentum. Some voices pointed to solid underlying metrics while others emphasized the risk of further volatility. Overall tone remained cautious as traders assessed the implications for the software sector.
Note: This discussion summary was generated from an AI condensation of post data.
ServiceTitan Insider Trading Activity
ServiceTitan insiders have traded $TTAN stock on the open market 112 times in the past 6 months. Of those trades, 0 have been purchases and 112 have been sales.
Here’s a breakdown of recent trading of $TTAN stock by insiders over the last 6 months:
- VAHE KUZOYAN (President) has made 0 purchases and 25 sales selling 137,548 shares for an estimated $12,087,825.
- ARA MAHDESSIAN (Chief Executive Officer) has made 0 purchases and 25 sales selling 145,316 shares for an estimated $12,034,834.
- 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.
- DAVID SHERRY (Chief Financial Officer) has made 0 purchases and 19 sales selling 49,246 shares for an estimated $3,576,457.
- 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.
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.
ServiceTitan Revenue
ServiceTitan had revenues of $292.8M in Q2 2027. This is an increase of 20.91% from the same period in the prior year.
You can track TTAN financials on Quiver Quantitative's TTAN stock page.
You can access data on TTAN stock through the Quiver Quantitative API.
ServiceTitan Hedge Fund Activity
We have seen 211 institutional investors add shares of ServiceTitan stock to their portfolio, and 227 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 3,174,008 shares (+156.9%) to their portfolio in Q2 2026, for an estimated $224,434,105
- FMR LLC added 2,119,011 shares (+71.5%) to their portfolio in Q2 2026, for an estimated $149,835,267
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 1,940,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $137,177,400
- CITADEL ADVISORS LLC added 1,276,721 shares (+667.7%) to their portfolio in Q1 2026, for an estimated $81,020,714
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 1,117,567 shares (-23.0%) from their portfolio in Q2 2026, for an estimated $79,023,162
- MILLENNIUM MANAGEMENT LLC added 1,097,001 shares (+53.6%) to their portfolio in Q2 2026, for an estimated $77,568,940
- STATE STREET CORP added 929,370 shares (+236.9%) to their portfolio in Q2 2026, for an estimated $65,715,752
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.
ServiceTitan Analyst Ratings
Wall Street analysts have issued reports on $TTAN in the last several months. We have seen 1 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
To track analyst ratings and price targets for ServiceTitan, check out Quiver Quantitative's $TTAN forecast page.
ServiceTitan 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 $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.
