ServiceTitan (NASDAQ:TTAN) CAO Sells $268,713.00 in Stock

ServiceTitan Inc. (NASDAQ:TTAN) CAO Michele O’connor sold 4,380 shares of the stock in a transaction that occurred on Wednesday, September 23rd. The shares were sold at an average price of $61.35, for a total transaction of $268,713.00. Following the sale, the chief accounting officer owned 61,715 shares in the company, valued at approximately $3,786,215.25. The trade was a 6.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Michele O’connor also recently made the following trade(s):

• On Thursday, September 17th, Michele O’connor sold 5,581 shares of ServiceTitan stock. The shares were sold at an average price of $57.07, for a total transaction of $318,507.67.
• On Tuesday, July 7th, Michele O’connor sold 4,910 shares of ServiceTitan stock. The stock was sold at an average price of $80.93, for a total transaction of $397,366.30.

ServiceTitan Trading Up 0.1%

TTAN stock traded up $0.09 during midday trading on Wednesday, hitting $61.65. The company’s stock had a trading volume of 1,992,045 shares, compared to its average volume of 1,741,650. The firm’s 50-day moving average is $80.42 and its 200-day moving average is $71.79. ServiceTitan Inc. has a 12 month low of $53.00 and a 12 month high of $111.36. The company has a market cap of $5.95 billion, a PE ratio of -45.33 and a beta of 0.11.

ServiceTitan (NASDAQ:TTAN) last posted its earnings results on Tuesday, September 8th. The company reported $0.40 EPS for the quarter, topping analysts’ consensus estimates of $0.35 by $0.05. ServiceTitan had a negative return on equity of 5.65% and a negative net margin of 12.12%.The business had revenue of $292.76 million during the quarter, compared to analyst estimates of $285.89 million. During the same quarter last year, the company earned $0.33 EPS. The company’s quarterly revenue was up 20.9% compared to the same quarter last year. Analysts expect that ServiceTitan Inc. will post -0.53 earnings per share for the current year.

Key ServiceTitan News

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: ServiceTitan is expanding its addressable market through a partnership designed to deepen its presence in roofing software. The company’s AI products, including Max and its broader Agentic Operating System, also remain potential long-term growth drivers by automating field-service workflows and improving contractor productivity. ServiceTitan Partners to Push Deeper Into Roofing Software
• Neutral Sentiment: Analysts continue to rate TTAN a consensus “Moderate Buy,” although several firms reduced their price targets after the earnings report. TD Cowen and Stifel maintained Buy ratings while lowering targets to $100, and Citigroup cut its target to $76 with a Neutral rating. This suggests analysts see potential recovery but acknowledge increased execution risk.
• Neutral Sentiment: CEO Ara Mahdessian, President Vahe Kuzoyan, CFO David Sherry and CAO Michele O’Connor sold shares. The filings state that the transactions were made to cover tax withholding on vested equity awards, which reduces their negative signaling value; however, the CEO and president were left holding only two shares each directly. Ara Mahdessian Insider Sale
• Negative Sentiment: The key catalyst remains the company’s latest quarterly disclosure. Investors reacted sharply to surprise revenue-timing differences and slower year-over-year revenue growth, prompting a roughly 30% selloff after the results. The concerns challenge expectations for ServiceTitan’s growth trajectory and raise questions about the timing and quality of reported revenue. ServiceTitan Scrutinized Over Revenue Timing and Growth Issues
• Negative Sentiment: Bleichmar Fonti & Auld and Pomerantz announced investigations into potential securities-law violations related to ServiceTitan’s growth outlook, AI platform claims and expansion plans. The investigations do not establish wrongdoing, but they add legal, reputational and disclosure risks while the stock is already weakened. Pomerantz Investor Investigation

Analyst Ratings Changes

TTAN has been the subject of a number of recent analyst reports. Weiss Ratings lowered ServiceTitan from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Wednesday, September 9th. Morgan Stanley dropped their price target on shares of ServiceTitan from $124.00 to $92.00 and set an “overweight” rating on the stock in a report on Wednesday, September 9th. Robert W. Baird reduced their price target on shares of ServiceTitan from $101.00 to $85.00 and set an “outperform” rating for the company in a research note on Wednesday, September 9th. Stifel Nicolaus lowered their price objective on shares of ServiceTitan from $125.00 to $100.00 and set a “buy” rating on the stock in a research report on Wednesday, September 9th. Finally, TD Cowen dropped their target price on shares of ServiceTitan from $125.00 to $100.00 and set a “buy” rating on the stock in a report on Wednesday, September 9th. Fourteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $96.38.

Institutional Trading of ServiceTitan

Hedge funds have recently bought and sold shares of the company. Norges Bank purchased a new position in ServiceTitan in the fourth quarter worth about $112,678,000. Madison Asset Management LLC purchased a new stake in shares of ServiceTitan during the 2nd quarter valued at about $56,118,000. Artisan Partners Limited Partnership increased its position in shares of ServiceTitan by 47.3% during the 4th quarter. Artisan Partners Limited Partnership now owns 1,617,353 shares of the company’s stock valued at $172,248,000 after purchasing an additional 519,024 shares during the last quarter. Franklin Resources Inc. lifted its stake in shares of ServiceTitan by 33.8% in the 4th quarter. Franklin Resources Inc. now owns 2,014,025 shares of the company’s stock worth $214,494,000 after purchasing an additional 508,848 shares during the period. Finally, Natixis Advisors LLC bought a new position in shares of ServiceTitan in the 4th quarter worth approximately $39,174,000.

About ServiceTitan

ServiceTitan, Inc develops cloud-based software designed to help residential and commercial contractors manage and grow their businesses. Its platform supports trades such as heating, ventilation and air conditioning, plumbing, electrical, roofing, and other field-service industries.

The company’s products and services cover key business functions, including customer relationship management, lead generation, scheduling and dispatching, estimates, job management, invoicing, payments, financing, payroll, and business analytics.