ServiceTitan Down 39%, but This $8 Million Buy Lifted One Fund's Stake to a 16% Portfolio Bet

Daventry Group increased its ServiceTitan stake by 80,718 shares, with an estimated trade size of $7.88 million based on quarterly average pricing. The quarter-end value of the ServiceTitan position rose by $9.42 million, reflecting both new purchases and share price movement during the period.

The Motley Fool • Feb 20, 2026

Sands Capital Opens $10 Million ServiceTitan Position

Sands Capital bought 89,856 shares of ServiceTitan; estimated transaction value $9.57 million (based on quarterly average price). Quarter-end position value increased by $9.57 million, reflecting the new stock acquisition.

The Motley Fool • Feb 18, 2026

Don't Believe the Hype: This Stock Could Survive the "SaaSpocalypse"

ServiceTitan stock is down 41% year to date, but the company's revenue has grown for four straight quarters. The company serves a market of contractors and tradespeople who need specialized software solutions.

The Motley Fool • Feb 14, 2026

These 5 Software Stocks Could Double in Price This Year, Says Morgan Stanley

Software stocks may be down, but they're not out, according to analysts at Morgan Stanley.

Investopedia • Feb 11, 2026

Will ServiceTitan Inc. (TTAN) Beat Estimates Again in Its Next Earnings Report?

ServiceTitan Inc. (TTAN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Feb 10, 2026

ServiceTitan to Announce Fiscal Fourth Quarter and Full Year Fiscal 2026 Financial Results on March 12, 2026

LOS ANGELES, Feb. 05, 2026 (GLOBE NEWSWIRE) -- ServiceTitan, Inc. (Nasdaq: TTAN), the software platform that powers the trades, today announced that it will report its financial results for the fiscal fourth quarter and full year ended January 31, 2026 after market close on Thursday, March 12, 2026. In conjunction with this report, ServiceTitan will host a conference call at 2:00 p.m.

GlobeNewsWire • Feb 5, 2026

Madison Mid Cap Fund Q4 2025 Portfolio Activity

We added four new investments to the portfolio: Bio-Techne, ServiceTitan, A.O. Smith, and MSA Safety. We sold two holdings, Trex and Microchip Technology. We trimmed our position in Amphenol during the quarter, on valuation.

Seeking Alpha • Jan 28, 2026

Forget BigBear.ai: This SaaS Rocketship Has a Far Stronger Growth Story

ServiceTitan and BigBear.ai have both lost ground in recent months, even as the broader market has risen. While BigBear.ai's top line is falling, ServiceTitan's annual revenue run rate has climbed to about $1 billion.

The Motley Fool • Jan 26, 2026

Calls of the Day: ServiceTitan, Shake Shack, Toast, Delta Air Lines and TKO Group

The Investment Committee debate the latest Calls of the Day.

CNBC Television • Jan 20, 2026

Artisan Mid Cap Fund Q4 2025 Performance Discussion And Portfolio Activity

The portfolio delivered a modest negative absolute return during Q4 but outpaced the Russell Midcap® Growth Index by several percentage points. IT was an area of strength during the quarter, led by holdings exposed to data center and AI infrastructure spending. Strong product launches from Insmed (INSM), Ascendis Pharma and Argenx (ARGX) were notable performance drivers.

Seeking Alpha • Jan 20, 2026