yahoo.comSEP 82 min read$TTAN

ServiceTitan Q2 Earnings Call Highlights

ServiceTitan (TTAN) reported Q2 GTV of $26.8B, up 17% YoY, with expanding margins. The company expects AI and process improvements to reduce implementation time. It will focus on existing trades and shift investment to Max and Software Factory. Q3 revenue guidance is $285M-$287M, with a $4M-$5M subscription-revenue headwind from Max mix shift. CRO Ross Biestman will leave his operating role.

Original reporting

yahoo.com

Published Sep 8, 2026, 11:30 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 9, 2026, 12:22 AM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

ServiceTitan Q2 Earnings Call Highlights — source image — Source · yahoo.com

Decision brief

The 30-second read

$TTANBullishHigh

Why it matters

Earnings beat on margins and strong cash flow, with FY2027 guidance indicating modest revenue headwinds from Max mix.

Market read

Earnings and guidance could move TTAN stock and influence the broader construction‑software sector.

What to watch

Potential headwinds from slower lead volume growth in HVAC segment.

Relevance 8/10Novelty 8/10Timing: post-earnings release

Background

ServiceTitan provides cloud software for trade contractors; Q2 results were released on Sep 8, 2026.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$TTANBullishHigh confidence

Context

Q2 earnings release with revenue, margin, cash flow numbers and FY2027 guidance.

Expected impact

Potential price appreciation on the back of better-than-expected margins and guidance.

Evidence & confidence

Guidance shows incremental revenue and margin targets; investors often reward such outlook.

Market effects

Sector

Software for trade contractors may see increased demand as AI efficiencies are highlighted.

Regional

U.S. cloud‑software sector could benefit from ServiceTitan's AI rollout.

Global

Limited to U.S. tech and construction‑software niche.

Counterpoint

What could challenge this read

Margin guidance may be optimistic if Max adoption lags.

Key entities

Company
ServiceTitan
Cloud‑based software provider for trade contractors.
Executive
Kuzoyan
Executive discussing AI and implementation efficiency.
CFO
Dave Sherry
Provided financial metrics and guidance.

Read at source ← All news

OCT 2

Med

BTIG reiterates Buy rating on ServiceTitan, $110 price target

BTIG reaffirmed a Buy rating and $110 price target for ServiceTitan, implying a 63.4% upside from the Oct 1 close. The firm cites ServiceTitan's strong market position, growth potential, and attractive valuation in a $31B TAM. Recent analyst price targets range from $90 to $110.

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SEP 20

$TTANHighAI 9/10

Can Max Turn AI Adoption into Continued Growth for ServiceTitan (TTAN) Stock?

ServiceTitan (TTAN) reported 21% YoY revenue growth to $292.8M in Q2 FY2027, exceeding expectations. Subscription revenue rose 22% to $212.4M, and non-GAAP operating income increased to $44.4M. The company's AI-driven Max system saw strong adoption, with over 700 locations expected by year-end. Despite near-term challenges, Wall Street sees long-term growth potential, with TD Cowen maintaining a 'Buy' rating and a reduced price target of $100.

insidermonkey.com3 min

SEP 16

$TTANMedAI 8/10

ServiceTitan faces second securities probe after 30% stock drop

ServiceTitan (TTAN) faces two securities fraud investigations after a 30% stock drop following weak Q2 FY27 results. The company reported slowing GTV growth, a 33.6% sequential decline in operating income guidance, and a $2–$3M revenue headwind due to Max AI platform delays. Management shifted focus to existing trades, halting new trade expansion. Despite beating EPS estimates, shares fell 20.25% in after-hours trading.

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SEP 12

$TTANHighAI 8/10

ServiceTitan stock crashes 30% as AI creates a surprising problem

ServiceTitan (TTAN) stock fell 30% after Q3 revenue guidance missed estimates, despite beating Q2 earnings expectations. The company reported 21% revenue growth and 52% increase in operating income. However, AI product Max's faster adoption caused a temporary revenue impact of $4M-$5M, raising concerns about growth deceleration.

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SEP 11

$TTANMed

Will Max Traction and TrussPoint Partnership Lead to Sustained Momentum for ServiceTitan (TTAN)

ServiceTitan (TTAN) reported Q2 FY27 revenue growth of 21% YoY, with subscription and usage revenue up 21.5% and 24.4% respectively. The company's AI-powered Max software improved call booking and close rates for users. ServiceTitan partnered with TrussPoint Roofing, a platform backed by Soundcore Capital Partners, to power its operations. Hedge fund ownership declined from Q1 to Q2 2026, with ICONIQ Capital as the largest institutional stakeholder.

insidermonkey.com2 min