Magnetar Financial LLC Increases Position in ServiceTitan Inc. $TTAN

Magnetar Financial LLC increased its position in shares of ServiceTitan Inc. (NASDAQ:TTAN) by 631.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,019 shares of the company’s stock after acquiring an additional 19,870 shares during the quarter. Magnetar Financial LLC’s holdings in ServiceTitan were worth $2,321,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Cloud Capital Management LLC purchased a new position in shares of ServiceTitan during the 3rd quarter worth $25,000. Northwestern Mutual Wealth Management Co. grew its position in shares of ServiceTitan by 1,005.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 431 shares of the company’s stock valued at $46,000 after purchasing an additional 392 shares during the period. Whittier Trust Co. acquired a new position in ServiceTitan in the third quarter valued at $52,000. Parallel Advisors LLC lifted its position in ServiceTitan by 161.7% during the third quarter. Parallel Advisors LLC now owns 526 shares of the company’s stock worth $53,000 after buying an additional 325 shares during the period. Finally, PNC Financial Services Group Inc. purchased a new position in ServiceTitan during the second quarter worth about $79,000.

ServiceTitan Stock Performance

ServiceTitan stock opened at $75.65 on Friday. The company has a market cap of $7.08 billion, a price-to-earnings ratio of -18.54 and a beta of -0.72. ServiceTitan Inc. has a 12 month low of $58.01 and a 12 month high of $131.33. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.14 and a quick ratio of 4.14. The stock’s 50-day moving average is $80.03 and its 200-day moving average is $93.80.

ServiceTitan (NASDAQ:TTAN) last posted its earnings results on Thursday, March 12th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09. ServiceTitan had a negative net margin of 23.91% and a negative return on equity of 10.96%. The firm had revenue of $253.99 million during the quarter, compared to the consensus estimate of $245.47 million. During the same quarter in the prior year, the company earned $0.12 EPS. The company’s revenue was up 21.4% on a year-over-year basis. Equities analysts anticipate that ServiceTitan Inc. will post -1.98 earnings per share for the current year.

Insider Buying and Selling at ServiceTitan

In other news, CFO David Sherry sold 833 shares of the stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $91.30, for a total value of $76,052.90. Following the completion of the sale, the chief financial officer owned 330,948 shares of the company’s stock, valued at $30,215,552.40. This represents a 0.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, President Vahe Kuzoyan sold 16,388 shares of the firm’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $100.62, for a total transaction of $1,648,960.56. Following the completion of the transaction, the president directly owned 1 shares in the company, valued at approximately $100.62. This represents a 99.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 85,180 shares of company stock worth $8,620,383 over the last three months. 51.72% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts have commented on TTAN shares. Weiss Ratings restated a “sell (e+)” rating on shares of ServiceTitan in a report on Monday, December 29th. BTIG Research decreased their target price on shares of ServiceTitan from $130.00 to $105.00 and set a “buy” rating on the stock in a research report on Thursday. The Goldman Sachs Group started coverage on shares of ServiceTitan in a report on Tuesday, January 13th. They issued a “neutral” rating and a $117.00 target price for the company. Morgan Stanley upped their price target on shares of ServiceTitan from $118.00 to $125.00 and gave the stock an “equal weight” rating in a research report on Friday, December 5th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of ServiceTitan in a research note on Tuesday, December 16th. Fourteen equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, ServiceTitan presently has a consensus rating of “Moderate Buy” and an average price target of $130.50.

More ServiceTitan News

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Quarterly revenue and adjusted EPS beat — ServiceTitan reported roughly $254M in Q4 revenue (+21% YoY) and an adjusted EPS beat (reported $0.27 vs. consensus ~$0.18), supporting demand for its trades platform. ServiceTitan Inc. (TTAN) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Improved revenue quality and cash generation — company reported expanding gross profit and a large increase in cash from operations, indicators of operational leverage at the revenue level. ServiceTitan Inc. (TTAN) Stock Falls on Q4 2026 Earnings
• Positive Sentiment: Product & customer momentum — a large customer case study (Vertex) highlights enterprise traction, and ServiceTitan appointed Abhishek Mathur as CTO to lead AI‑first product strategy. These reinforce the growth story longer term. Vertex Achieves Remarkable Growth, Sets New Industry Standard with ServiceTitan ServiceTitan Appoints Abhishek Mathur as Chief Technology and Product Officer
• Neutral Sentiment: Guidance mixed/incomplete — the company issued revenue guidance roughly in line with consensus (FY ~$1.1B; Q1 revenue ~$255–257M vs. ~$252M consensus), but EPS guidance was unclear or omitted in public summaries, leaving estimates uncertain. ServiceTitan Announces Fiscal Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Neutral Sentiment: Options and institutional flows — reports show unusual call buying and mixed institutional activity (some funds adding, some trimming), which can amplify intraday moves but is not a clear directional signal. Traders Purchase Large Volume of Call Options on ServiceTitan (NASDAQ:TTAN)
• Negative Sentiment: GAAP losses and confusing metrics — on a GAAP basis the company showed an operating and net loss (diluted EPS negative in some reported metrics), which contrasted with the adjusted EPS beat and created investor confusion. That, plus a sharp post‑close share drop, weighed on sentiment. ServiceTitan Inc. (TTAN) Stock Falls on Q4 2026 Earnings
• Negative Sentiment: Insider selling and analyst action — heavy insider sales reported and BTIG lowered its price target (from $130 to $105) earlier in the day, adding downward pressure on the stock. BTIG Lowers Price Target

ServiceTitan Company Profile

ServiceTitan, Inc (NASDAQ: TTAN) is a cloud-based software provider specializing in end-to-end business management solutions for residential and commercial trade contractors. The company’s platform integrates customer relationship management, scheduling and dispatch, mobile workforce management, invoicing, payments and reporting tools into a single suite. By automating key back-office processes, ServiceTitan helps field service businesses improve operational efficiency, enhance customer experience and drive revenue growth.

At the core of ServiceTitan’s offering is a mobile application that allows technicians to access job details, update work orders, capture signatures and process payments from the field.