ServiceTitan gains as product rollout and analyst support lift sentiment

ServiceTitan (TTAN) is up 4.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to fresh product news from the company’s Pantheon 2026 event and a same-day bullish analyst reiteration that highlighted the broader Max and AI feature set. Recent quarterly results also likely helped support the rally by reinforcing the company’s growth and cash flow momentum.

Details:

ServiceTitan announced at Pantheon 2026 that its AI-powered Max package is now available to every residential in-home contractor, expanding access to one of its key growth products.

The company also introduced new and expanded capabilities tied to sales, call booking, dispatch, and other workflow tools, which can strengthen the case for higher customer adoption.

An analyst note published Wednesday reiterated a Buy rating and a $100 price target after the event, pointing to the broader product toolbox, packaging updates, and added Max capabilities.

ServiceTitan’s September 8 earnings release showed 21% year-over-year revenue growth and more than $50 million of non-GAAP free cash flow for the quarter, giving investors a favorable backdrop for the latest announcements.

Sources:

ServiceTitan, 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 93 times in the past 6 months. Of those trades, 0 have been purchases and 93 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 20 sales selling 146,176 shares for an estimated $12,054,601.
VAHE KUZOYAN (President) has made 0 purchases and 20 sales selling 137,475 shares for an estimated $12,042,483.
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 14 sales selling 54,713 shares for an estimated $3,661,141.
MICHELE O'CONNOR (Chief Accounting Officer) has made 0 purchases and 11 sales selling 35,175 shares for an estimated $2,321,756.
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.

$TTAN Hedge Fund Activity

We have seen 201 institutional investors add shares of $TTAN stock to their portfolio, and 162 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
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
GEODE CAPITAL MANAGEMENT, LLC added 874,617 shares (+123.6%) to their portfolio in Q2 2026, for an estimated $61,844,168
MORGAN STANLEY added 803,948 shares (+99.4%) to their portfolio in Q2 2026, for an estimated $56,847,163

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 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 $TTAN, check out Quiver Quantitative's $TTAN forecast page.

$TTAN Price Targets

Multiple analysts have issued price targets for $TTAN recently. We have seen 8 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.