← ServiceTitan, Inc. Class A Common Stock overview

ServiceTitan, Inc. Class A Common Stock vs Manhattan Associates: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

ServiceTitan, Inc. Class A Common Stock (TTAN)

Q3 2026
▲3▼1

ServiceTitan's Max AI adoption accelerates, but near-term revenue guidance spooks investors

  • Max AI adoption more than doubles, boosting demand ServiceTitan's Max software, which uses AI to automate jobs, more than doubled its adoption last quarter. Early users saw big gains in booking and closing jobs. This shows strong demand for the product, which should lift future revenue and TTAN's stock.

    This is a new positive demand signal that directly supports the growth story.

  • Q3 revenue guidance misses, stock plunges ServiceTitan's guidance for current-quarter revenue came in slightly below analyst forecasts, sending shares down 19% after hours and over 30% the next day. The miss is due to slower transaction growth and revenue timing from Max, which spooked investors despite a Q2 beat.

    This is the main negative event that drove the stock down sharply this period.

  • Full-year revenue and profit outlook raised Along with the Q3 miss, ServiceTitan raised its full-year revenue and operating income guidance, citing accelerating Max adoption. The company now expects over 700 Max locations by year-end. This shows underlying business strength and supports a higher stock price over time.

    This positive guidance revision provides a counterweight to the negative Q3 outlook.

  • Needham names TTAN a top SaaS pick After a market selloff, Needham analyst Scott Berg named ServiceTitan a top pick, highlighting the Max AI narrative as a revenue driver into 2027. This endorsement from a respected analyst can boost investor confidence and attract buyers.

    This is a new analyst endorsement that could positively influence sentiment and demand for the stock.

August 2026
▲3▼1

ServiceTitan's Max AI adoption accelerates, but near-term revenue guidance spooks investors

  • Max AI adoption more than doubles, boosting demand ServiceTitan's Max software, which uses AI to automate jobs, more than doubled its adoption last quarter. Early users saw big gains in booking and closing jobs. This shows strong demand for the product, which should lift future revenue and TTAN's stock.

    This is a new positive demand signal that directly supports the growth story.

  • Q3 revenue guidance misses, stock plunges ServiceTitan's guidance for current-quarter revenue came in slightly below analyst forecasts, sending shares down 19% after hours and over 30% the next day. The miss is due to slower transaction growth and revenue timing from Max, which spooked investors despite a Q2 beat.

    This is the main negative event that drove the stock down sharply this period.

  • Full-year revenue and profit outlook raised Along with the Q3 miss, ServiceTitan raised its full-year revenue and operating income guidance, citing accelerating Max adoption. The company now expects over 700 Max locations by year-end. This shows underlying business strength and supports a higher stock price over time.

    This positive guidance revision provides a counterweight to the negative Q3 outlook.

  • Needham names TTAN a top SaaS pick After a market selloff, Needham analyst Scott Berg named ServiceTitan a top pick, highlighting the Max AI narrative as a revenue driver into 2027. This endorsement from a respected analyst can boost investor confidence and attract buyers.

    This is a new analyst endorsement that could positively influence sentiment and demand for the stock.

Latest
▲3▼1

ServiceTitan's Max AI adoption accelerates, but near-term revenue guidance spooks investors

  • Max AI adoption more than doubles, boosting demand ServiceTitan's Max software, which uses AI to automate jobs, more than doubled its adoption last quarter. Early users saw big gains in booking and closing jobs. This shows strong demand for the product, which should lift future revenue and TTAN's stock.

    This is a new positive demand signal that directly supports the growth story.

  • Q3 revenue guidance misses, stock plunges ServiceTitan's guidance for current-quarter revenue came in slightly below analyst forecasts, sending shares down 19% after hours and over 30% the next day. The miss is due to slower transaction growth and revenue timing from Max, which spooked investors despite a Q2 beat.

    This is the main negative event that drove the stock down sharply this period.

  • Full-year revenue and profit outlook raised Along with the Q3 miss, ServiceTitan raised its full-year revenue and operating income guidance, citing accelerating Max adoption. The company now expects over 700 Max locations by year-end. This shows underlying business strength and supports a higher stock price over time.

    This positive guidance revision provides a counterweight to the negative Q3 outlook.

  • Needham names TTAN a top SaaS pick After a market selloff, Needham analyst Scott Berg named ServiceTitan a top pick, highlighting the Max AI narrative as a revenue driver into 2027. This endorsement from a respected analyst can boost investor confidence and attract buyers.

    This is a new analyst endorsement that could positively influence sentiment and demand for the stock.

Manhattan Associates Inc (MANH)

Q3 2026
▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

  • Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.

    This is the main positive force behind the stock's recent move, directly driving the price up.

  • New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.

    It explains a strategic move that could drive future demand and is part of the recent earnings announcement.

  • Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.

    It highlights a capital return action that can positively influence the stock price.

  • Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.

    It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.

August 2026
▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

  • Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.

    This is the main positive force behind the stock's recent move, directly driving the price up.

  • New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.

    It explains a strategic move that could drive future demand and is part of the recent earnings announcement.

  • Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.

    It highlights a capital return action that can positively influence the stock price.

  • Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.

    It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.

Latest
▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

  • Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.

    This is the main positive force behind the stock's recent move, directly driving the price up.

  • New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.

    It explains a strategic move that could drive future demand and is part of the recent earnings announcement.

  • Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.

    It highlights a capital return action that can positively influence the stock price.

  • Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.

    It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.