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Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta's Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.
AI-Driven Bill Pay and Expense Cards Streamline Business Spending and Eliminate Manual Back-Office Work for the TradesLOS ANGELES, Sept. 30, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced a new partnership with Ramp, the leading financial operations platform. By integrating Ramp’s AI-powered Bill Pay and Expense Management into ServiceTitan, contractors can now automate routine business spending, eliminate tedious back-office d
66% of AI Users Save at Least Three Hours Per Week as Contractors Seek Clearer Use Cases and Trade-Specific TechnologyLOS ANGELES, Sept. 29, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today released its The Update: 2026 State of AI in the Trades report, revealing that contractors are increasingly focused on how to effectively implement AI and translate its productivity benefits into measurable business results. Based on a survey of more th
62% of Commercial Service Firms Have Piloted or Deployed AI as Technology Becomes an Increasing Business PriorityLOS ANGELES, Sept. 24, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today released its 2026 Commercial State of the Trades report. Based on a survey of more than 1,000 commercial service contractors across the U.S., the findings reveal that contractors are increasingly prioritizing profitability and adopting AI to improve efficien
Canopy Services is leveraging ServiceTitan Inc.’s (NASDAQ:TTAN) end-to-end roofing capabilities for its growing portfolico of roofing brands. The residential roofing platform is standardizing its core functions through ServiceTitan’s proprietary technology, and the move has already yielded encouraging results. Since adoption, Canopy has seen notable improvement in four key business metrics i.e. average ticket size, close […]
ServiceTitan (NasdaqGS: TTAN) entered an operational partnership with Canopy Services, LLC to expand its software into roofing workflows. The arrangement focuses on end to end management for roofing contractors, from lead intake through job completion and back office tasks. Management framed the Canopy Services partnership as a step toward supporting large multi brand roofing operators on a single platform. The ServiceTitan and Canopy Services roofing partnership is only one piece of the...
The field-service software market continues to transition towards AI-powered platforms capable of automating workflows, improving technician productivity, and supporting contractors in generating more revenue. ServiceTitan, Inc. (NASDAQ:TTAN) continues to place itself at the center of this transition, thanks to the company’s Max operating system and broader Agentic Operating System strategy. Latest quarterly results demonstrate that AI […]
Leading Residential Roofing Platform Unifies Sales, Production and Customer Management Across its Family of Leading Roofing BrandsLOS ANGELES, Sept. 15, 2026 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that Canopy Services, a residential roofing platform backed by Trivest Partners, has standardized operations on ServiceTitan to support continued growth across its expanding family of roofing brands. By bringing sales, production,
ServiceTitan’s plunge exposes AI’s hidden revenue risk.
RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.
On September 8, ServiceTitan Inc. (NASDAQ:TTAN) announced its Q2 FY27 results, posting a 21% year-over-year topline growth supported by a robust momentum within its Agentic Operating System rollout. With around 21.5% expansion relative to Q2 FY26, the subscription revenue stood at $212.37 million, while usage revenue jumped 24.4% to $72.12 million. This brought the company’s […]
On September 8, ServiceTitan, Inc. (NASDAQ:TTAN) reported its fiscal second-quarter financial results, which showed impressive growth. The company’s revenue increased 21% year-over-year to $292.8 million and non-GAAP free cash flow reached a record $50.5 million. The company’s non-GAAP operating margin also improved to 15.2%. A key highlight of the quarter was the growing adoption of […]
Stock Market Today: The Dow Jones index drops Wednesday on rising oil prices. Apple stock falls ahead of the iPhone event.
CEO John Ternus hosted the event, his first since Tim Cook’s departure. ServiceTitan sank 30% after a disappointing revenue outlook overshadowed the software company’s second-quarter earnings beat. Meta Platforms rose 6.6%.
ServiceTitan stock plummeted on Wednesday after the software maker scored a second-quarter earnings beat but delivered a third-quarter revenue outlook that fell short of Wall Street’s estimates. ServiceTitan which makes software used by home service and commercial contractors and other trades, reported earnings of 40 cents a share and revenue of $292.8 million—a gain of nearly 21% from a year ago. For the third quarter, ServiceTitan sees revenue in a range of $285 million to $287 million, though analysts were expecting $288 million, according to FactSet.
Moby summary of ServiceTitan, Inc.'s Q2 2027 earnings call
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