Carillon Scout Mid Cap Fund Q1 2026 Portfolio Review

Hyperscalers led the trend while emerging customer groups such as smaller AI-focused cloud data center operators grew rapidly. Teradyne benefits from increasing semiconductor test complexity for AI accelerator, networking, and memory chips. Agilent lagged in the first quarter despite posting solid headline results, as investors focused on a few softer underlying trends.

Seeking Alpha • Apr 28, 2026

ServiceTitan Report Finds 74% of Residential Contractors See AI as Key to Efficiency as Industry Shifts Toward Execution-Led Growth

Early AI Adopters Report Gains in Productivity and Time Savings as Contractors Prioritize Efficiency Over Volume Early AI Adopters Report Gains in Productivity and Time Savings as Contractors Prioritize Efficiency Over Volume

GlobeNewsWire • Apr 7, 2026

New Research Reveals Busy Is Not the Same as Profitable for Commercial Landscaping Contractors in 2026

CHESTERFIELD, Mo., April 07, 2026 (GLOBE NEWSWIRE) -- Aspire Software , a ServiceTitan (Nasdaq: TTAN) company and leading software platform for commercial landscaping businesses, today released its 2026 Landscaping Technology Trends Report , revealing a key shift in the industry: while 59% of contractors plan to grow revenue this year, nearly half say increasing margins is now a top priority.

GlobeNewsWire • Apr 7, 2026

Best Choice Roofing Surpasses One Billion Shingles Installed, Accelerates National Growth with ServiceTitan

LOS ANGELES, March 31, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced the continued success and technology partnership of its customer, Best Choice Roofing , one of the largest residential roofing companies in the United States. As the company celebrates surpassing one billion shingles installed throughout its history, Best Choice is leveraging ServiceTitan's enterprise-grade platform to standardize operations, support continued expansion across its national footprint, and advance its long-term technology and AI strategy.

GlobeNewsWire • Mar 31, 2026

ServiceTitan Report Finds AI Adoption More Than Doubles Among Commercial Contractors as Firms Turn to Technology to Navigate Cost Pressures

Nearly 40% of contractors report measurable AI impact, up from 17% in 2025, signaling a shift toward technology-driven operations Nearly 40% of contractors report measurable AI impact, up from 17% in 2025, signaling a shift toward technology-driven operations

GlobeNewsWire • Mar 30, 2026

ServiceTitan: Near-Term Deceleration, But Solid Long-Term Foundation

ServiceTitan has seen its shares fall over 30% YTD and nearly 50% from 2025 highs amid broad SaaS and AI-driven sector fears. Despite decelerating GTV and revenue due to macro headwinds, TTAN's margin improvements and lower valuation support a reiterated "Buy" rating. AI displacement risk is overstated for TTAN, as its SMB customer base lacks resources or incentive to replace its integrated platform with DIY solutions.

Seeking Alpha • Mar 19, 2026

ServiceTitan: A Lot To Like, Although Valuations Are A Bugbear

ServiceTitan, a vertical SaaS pure-play for the trades industry, is down by over 30% since listing in late 2024, underperforming other mid-caps and software peers. TTAN's proprietary and unique dataset on a technologically underserved market and its new agentic AI offerings put it in a better position to thrive than other generalist SaaS offerings. TTAN's balance sheet is in a much better position with no debt and increased capabilities on the FCF front, which could open up room for M&A or shareholder returns.

Seeking Alpha • Mar 18, 2026

SPS PoolCare Expands Enterprise Technology Platform with ServiceTitan to Power Next Phase of Growth

LOS ANGELES, March 17, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that SPS PoolCare , the largest residential swimming pool services platform in the United States, is standardizing their 30+ branch locations across five states on the ServiceTitan platform. By unifying their family of brands on ServiceTitan, SPS will leverage a single, enterprise-grade system to unify its vast operations, accelerate its high-velocity acquisition strategy, and scale its platform.

GlobeNewsWire • Mar 17, 2026

ServiceTitan Shares Slide After Q4 Earnings Report, Analysts Cut Price Targets

ServiceTitan, Inc. (NASDAQ: TTAN) shares are trading lower on Friday after the company reported fourth-quarter financial results on Thursday after the market closed. Also, Keybanc and Needham lowered their respective price targets on the stock.

Benzinga • Mar 13, 2026

ServiceTitan, Inc. (TTAN) Q4 2026 Earnings Call Transcript

ServiceTitan, Inc. (TTAN) Q4 2026 Earnings Call Transcript

Seeking Alpha • Mar 13, 2026