ServiceTitan rallies 15.7% after Q1 results show margin expansion and upbeat FY2027 outlook

ServiceTitan, Inc. (TTAN) is up 15.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move higher appears tied to ServiceTitan’s fiscal Q1 2027 earnings release, which showed solid revenue growth alongside a notable step-up in profitability metrics. Investors may also be reacting to the company’s forward outlook for fiscal Q2 2027 and the full fiscal year 2027, which implies continued scale and operating leverage.

Details:

ServiceTitan reported fiscal Q1 2027 revenue of $268.8 million, up 25% year over year, with platform revenue of $260.6 million.

Gross transaction volume (GTV) was $21.7 billion, up from $17.7 billion in the prior-year quarter, signaling continued activity on the platform.

Operating performance improved meaningfully: GAAP operating margin improved to -9.6% from -23.0%, while non-GAAP operating income rose to $40.8 million (15.2% non-GAAP operating margin).

For fiscal Q2 2027, the company guided to total revenue of $284–$286 million and non-GAAP operating income of $38–$39 million; for FY2027, it guided to revenue of $1,130–$1,140 million and non-GAAP operating income of $142–$147 million.

Sources:

ServiceTitan Investor Relations, U.S. Securities and Exchange Commission, Nasdaq

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 107 times in the past 6 months. Of those trades, 0 have been purchases and 107 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 32 sales selling 200,518 shares for an estimated $20,672,119.
VAHE KUZOYAN (President) has made 0 purchases and 32 sales selling 71,811 shares for an estimated $7,217,542.
DAVID SHERRY (Chief Financial Officer) has made 0 purchases and 22 sales selling 30,427 shares for an estimated $2,559,850.
MICHELE O'CONNOR (Chief Accounting Officer) has made 0 purchases and 15 sales selling 14,332 shares for an estimated $1,092,017.
BYRON B DEETER has made 0 purchases and 6 sales selling 0 shares for an estimated $0.

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 229 institutional investors add shares of $TTAN stock to their portfolio, and 190 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MILLENNIUM MANAGEMENT LLC added 1,764,598 shares (+625.7%) to their portfolio in Q1 2026, for an estimated $111,981,389
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added 1,405,092 shares (+40.6%) to their portfolio in Q1 2026, for an estimated $89,167,138
INVESCO LTD. removed 1,325,871 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $141,205,261
CITADEL ADVISORS LLC added 1,276,721 shares (+667.7%) to their portfolio in Q1 2026, for an estimated $81,020,714
FMR LLC added 1,178,783 shares (+66.1%) to their portfolio in Q1 2026, for an estimated $74,805,569
ARTISAN PARTNERS LIMITED PARTNERSHIP removed 1,043,494 shares (-64.5%) from their portfolio in Q1 2026, for an estimated $66,220,129
NORGES BANK added 1,043,008 shares (+6953.4%) to their portfolio in Q4 2025, for an estimated $111,080,352

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 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 03/13/2026
Piper Sandler issued a "Overweight" rating on 03/13/2026
BTIG issued a "Buy" rating on 12/17/2025

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 14 analysts offer price targets for $TTAN in the last 6 months, with a median target of $102.5.

Here are some recent targets:

Andrew Sherman from TD Cowen set a target price of $110.0 on 05/26/2026
Nick Altmann from BTIG set a target price of $90.0 on 05/20/2026
Billy Fitzsimmons from Piper Sandler set a target price of $100.0 on 04/14/2026
Kash Rangan from Goldman Sachs set a target price of $84.0 on 03/16/2026
David Hynes from Canaccord Genuity set a target price of $105.0 on 03/13/2026
Tyler Radke from Citigroup set a target price of $88.0 on 03/13/2026
Terry Tillman from Truist Securities set a target price of $100.0 on 03/13/2026

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.