ServiceTitan (NASDAQ:TTAN) Stock: Insider Michele O’connor Sells 4,380 Shares

ServiceTitan Inc. (NASDAQ:TTAN) CAO Michele O’connor sold 4,380 shares of the business’s stock in a transaction 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 directly owned 61,715 shares in the company, valued at $3,786,215.25. The trade was a 6.63% decrease in their position. The sale was disclosed in a document filed 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 stock was sold at an average price of $57.07, for a total value of $318,507.67.
• On Tuesday, July 7th, Michele O’connor sold 4,910 shares of ServiceTitan stock. The shares were sold at an average price of $80.93, for a total value of $397,366.30.

ServiceTitan Stock Performance

Shares of NASDAQ TTAN opened at $59.98 on Friday. ServiceTitan Inc. has a fifty-two week low of $53.00 and a fifty-two week high of $111.36. The stock has a market cap of $5.79 billion, a PE ratio of -44.10 and a beta of 0.11. The stock has a fifty day moving average of $79.77 and a 200-day moving average of $71.51.

ServiceTitan (NASDAQ:TTAN) last issued its quarterly earnings data on Tuesday, September 8th. The company reported $0.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.35 by $0.05. The business had revenue of $292.76 million for the quarter, compared to analysts’ expectations of $285.89 million. ServiceTitan had a negative return on equity of 5.65% and a negative net margin of 12.12%.The firm’s quarterly revenue was up 20.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.33 EPS. On average, sell-side analysts predict that ServiceTitan Inc. will post -0.53 EPS for the current year.

Trending Headlines about ServiceTitan

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: ServiceTitan’s 2026 Commercial State of the Trades report found that commercial contractors are prioritizing profitability and adopting artificial intelligence, supporting demand for the company’s software platform. ServiceTitan commercial trades report
• Positive Sentiment: Roofing operator Canopy Services reported improvements in metrics including average ticket size and close rates after adopting ServiceTitan’s end-to-end roofing tools. The case study provides a customer proof point for the company’s expansion into additional contractor trades. Canopy ServiceTitan roofing case study
• Positive Sentiment: Analysts maintain a “Moderate Buy” consensus, with an average target price well above recent trading levels. ServiceTitan’s latest reported quarter also exceeded consensus estimates for adjusted EPS and revenue, while revenue increased 20.9% year over year.
• Neutral Sentiment: Reported short interest was listed at zero shares and a zero-day days-to-cover ratio as of September 24. Because the figure conflicts with the description of a large increase in short interest, investors should treat this data point cautiously.
• Negative Sentiment: The main overhang remains the company’s disclosure of unexpected revenue-recognition timing differences and slower year-over-year growth. Those issues triggered a sharp prior selloff and continue to raise questions about the durability and timing of reported growth. ServiceTitan revenue timing concerns
• Negative Sentiment: Pomerantz LLP announced an investigation into claims on behalf of ServiceTitan investors. The investigation does not establish wrongdoing, but it adds legal, reputational and headline risk after the stock’s decline. Pomerantz ServiceTitan investor investigation
• Negative Sentiment: Chief Accounting Officer Michele O’Connor sold 4,380 shares for approximately $268,713, reducing her position by 6.63%. Although a single insider sale is not conclusive, it adds to near-term caution. ServiceTitan SEC insider sale filing

Wall Street Analysts Forecast Growth

TTAN has been the subject of a number of analyst reports. BMO Capital Markets cut their price objective on shares of ServiceTitan from $103.00 to $90.00 and set an “outperform” rating for the company in a research report on Wednesday, September 9th. Morgan Stanley lowered their target price on shares of ServiceTitan from $124.00 to $92.00 and set an “overweight” rating on the stock in a research note on Wednesday, September 9th. Robert W. Baird cut their price target on shares of ServiceTitan from $101.00 to $85.00 and set an “outperform” rating for the company in a report on Wednesday, September 9th. BTIG Research reissued a “buy” rating and issued a $110.00 price target on shares of ServiceTitan in a report on Wednesday, September 9th. Finally, Evercore set a $90.00 price target on shares of ServiceTitan in a research report on Wednesday, September 9th. Fourteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $96.38.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. State of Wyoming bought a new position in shares of ServiceTitan in the first quarter worth approximately $48,000. Elevation Wealth Partners LLC grew its stake in ServiceTitan by 20.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 863 shares of the company’s stock worth $61,000 after buying an additional 144 shares in the last quarter. EverSource Wealth Advisors LLC increased its holdings in shares of ServiceTitan by 30.0% in the 4th quarter. EverSource Wealth Advisors LLC now owns 906 shares of the company’s stock worth $96,000 after buying an additional 209 shares during the last quarter. Parallel Advisors LLC increased its holdings in shares of ServiceTitan by 226.4% in the 1st quarter. Parallel Advisors LLC now owns 1,717 shares of the company’s stock worth $109,000 after buying an additional 1,191 shares during the last quarter. Finally, KBC Group NV raised its position in shares of ServiceTitan by 101.6% during the 1st quarter. KBC Group NV now owns 1,730 shares of the company’s stock valued at $110,000 after buying an additional 872 shares in the last quarter.

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.