← ServiceTitan, Inc. Class A Common Stock overview

ServiceTitan, Inc. Class A Common Stock vs Autodesk: 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.

Autodesk Inc (ADSK)

Q3 2026
▲2▼1

Autodesk's MaintainX Deal Cleared, but Soft Profit Outlook Weighs on Shares

  • FTC clears MaintainX acquisition The FTC granted early termination of the waiting period for Autodesk's $3.6 billion cash acquisition of MaintainX, removing a key regulatory hurdle. This clears the path for the deal to close, which should strengthen Autodesk's operations software business and support future growth.

    This is a new, concrete regulatory milestone that directly affects the acquisition's completion and investor confidence.

  • Soft Q3 and full-year profit guidance Autodesk guided third-quarter adjusted EPS to $3.04–$3.09, below the $3.14 consensus, and full-year EPS midpoint also trailed forecasts. The company narrowed free cash flow guidance due to MaintainX acquisition costs. This profit warning is the main reason the stock fell sharply after earnings.

    This is the primary new negative driver that explains the stock's recent decline and investor concerns about near-term profitability.

  • Q2 beat and raised revenue outlook Autodesk reported second-quarter revenue of $2.05 billion and adjusted EPS of $3.30, both beating estimates, and raised full-year revenue guidance to $8.32 billion at the midpoint. Strong demand in construction, emerging markets, and the Fusion manufacturing platform drove the beat, showing the core business remains healthy.

    This new positive fundamental result provides a counterweight to the soft guidance and shows underlying demand strength.

  • AI and acquisition costs cloud outlook Despite strong cash flow and revenue growth, investors worry that the $3.6 billion MaintainX deal and general-purpose AI could squeeze Autodesk's platform. The stock trades well below its GF Value estimate, reflecting skepticism about whether the acquisition will create durable value faster than costs rise.

    This captures the key investor debate that is driving sentiment and the stock's valuation discount.

August 2026
▲2▼1

Autodesk's MaintainX Deal Cleared, but Soft Profit Outlook Weighs on Shares

  • FTC clears MaintainX acquisition The FTC granted early termination of the waiting period for Autodesk's $3.6 billion cash acquisition of MaintainX, removing a key regulatory hurdle. This clears the path for the deal to close, which should strengthen Autodesk's operations software business and support future growth.

    This is a new, concrete regulatory milestone that directly affects the acquisition's completion and investor confidence.

  • Soft Q3 and full-year profit guidance Autodesk guided third-quarter adjusted EPS to $3.04–$3.09, below the $3.14 consensus, and full-year EPS midpoint also trailed forecasts. The company narrowed free cash flow guidance due to MaintainX acquisition costs. This profit warning is the main reason the stock fell sharply after earnings.

    This is the primary new negative driver that explains the stock's recent decline and investor concerns about near-term profitability.

  • Q2 beat and raised revenue outlook Autodesk reported second-quarter revenue of $2.05 billion and adjusted EPS of $3.30, both beating estimates, and raised full-year revenue guidance to $8.32 billion at the midpoint. Strong demand in construction, emerging markets, and the Fusion manufacturing platform drove the beat, showing the core business remains healthy.

    This new positive fundamental result provides a counterweight to the soft guidance and shows underlying demand strength.

  • AI and acquisition costs cloud outlook Despite strong cash flow and revenue growth, investors worry that the $3.6 billion MaintainX deal and general-purpose AI could squeeze Autodesk's platform. The stock trades well below its GF Value estimate, reflecting skepticism about whether the acquisition will create durable value faster than costs rise.

    This captures the key investor debate that is driving sentiment and the stock's valuation discount.

Latest
▲2▼1

Autodesk's MaintainX Deal Cleared, but Soft Profit Outlook Weighs on Shares

  • FTC clears MaintainX acquisition The FTC granted early termination of the waiting period for Autodesk's $3.6 billion cash acquisition of MaintainX, removing a key regulatory hurdle. This clears the path for the deal to close, which should strengthen Autodesk's operations software business and support future growth.

    This is a new, concrete regulatory milestone that directly affects the acquisition's completion and investor confidence.

  • Soft Q3 and full-year profit guidance Autodesk guided third-quarter adjusted EPS to $3.04–$3.09, below the $3.14 consensus, and full-year EPS midpoint also trailed forecasts. The company narrowed free cash flow guidance due to MaintainX acquisition costs. This profit warning is the main reason the stock fell sharply after earnings.

    This is the primary new negative driver that explains the stock's recent decline and investor concerns about near-term profitability.

  • Q2 beat and raised revenue outlook Autodesk reported second-quarter revenue of $2.05 billion and adjusted EPS of $3.30, both beating estimates, and raised full-year revenue guidance to $8.32 billion at the midpoint. Strong demand in construction, emerging markets, and the Fusion manufacturing platform drove the beat, showing the core business remains healthy.

    This new positive fundamental result provides a counterweight to the soft guidance and shows underlying demand strength.

  • AI and acquisition costs cloud outlook Despite strong cash flow and revenue growth, investors worry that the $3.6 billion MaintainX deal and general-purpose AI could squeeze Autodesk's platform. The stock trades well below its GF Value estimate, reflecting skepticism about whether the acquisition will create durable value faster than costs rise.

    This captures the key investor debate that is driving sentiment and the stock's valuation discount.

Q2 2026
▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

June 2026
▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

© 2026 MarketIVWhy