← ServiceTitan, Inc. Class A Common Stock overview

ServiceTitan, Inc. Class A Common Stock vs Aurora Innovation: 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.

Aurora Innovation Inc (AUR)

Q3 2026
▲3

Aurora's driverless truck rollout accelerates, but 2030 targets and cash burn divide analysts

  • Second-gen driverless truck platform launches Aurora launched its second-generation driverless truck platform, cutting hardware costs by over half and tripling durability. New customer agreements with Value Truck and Charger Logistics followed. This lowers the cost to scale and signals real commercial demand, supporting the stock.

    It is the core new product and customer event that drives the rollout story.

  • Driverless commercial hauls begin with McLane and Hirschbach deal Aurora started driverless hauls for McLane and signed Hirschbach for 500 autonomous trucks starting 2027. These are real paying customers, not just tests, showing the business is moving from trials to commercial operations and boosting confidence in future revenue.

    It marks the shift from testing to paying commercial customers, a key demand signal.

  • Production ramp targets 20 trucks per week in Q4 Aurora aims to build 20 driverless trucks per week in Q4 and is fully allocated for 2026, with revenue guidance of $14–16 million. This shows the company can scale manufacturing, a key step toward its 200-truck year-end goal and future growth.

    It gives concrete evidence of manufacturing scale-up, which underpins the growth story.

  • Investor Day 2030 targets and analyst split Aurora set 2030 goals of 30,000 driverless trucks and $5 billion revenue at 60% gross margin, but pushed breakeven gross margin to H1 2027. Analysts' price targets range from $7 to $18, with Goldman cautious on a slower, costlier ramp. The long-term vision is huge, but near-term cash burn and execution risk keep the stock volatile.

    It captures both the ambitious long-term plan and the real counterweight of execution and cash concerns.

August 2026
▲3

Aurora's driverless truck rollout accelerates, but 2030 targets and cash burn divide analysts

  • Second-gen driverless truck platform launches Aurora launched its second-generation driverless truck platform, cutting hardware costs by over half and tripling durability. New customer agreements with Value Truck and Charger Logistics followed. This lowers the cost to scale and signals real commercial demand, supporting the stock.

    It is the core new product and customer event that drives the rollout story.

  • Driverless commercial hauls begin with McLane and Hirschbach deal Aurora started driverless hauls for McLane and signed Hirschbach for 500 autonomous trucks starting 2027. These are real paying customers, not just tests, showing the business is moving from trials to commercial operations and boosting confidence in future revenue.

    It marks the shift from testing to paying commercial customers, a key demand signal.

  • Production ramp targets 20 trucks per week in Q4 Aurora aims to build 20 driverless trucks per week in Q4 and is fully allocated for 2026, with revenue guidance of $14–16 million. This shows the company can scale manufacturing, a key step toward its 200-truck year-end goal and future growth.

    It gives concrete evidence of manufacturing scale-up, which underpins the growth story.

  • Investor Day 2030 targets and analyst split Aurora set 2030 goals of 30,000 driverless trucks and $5 billion revenue at 60% gross margin, but pushed breakeven gross margin to H1 2027. Analysts' price targets range from $7 to $18, with Goldman cautious on a slower, costlier ramp. The long-term vision is huge, but near-term cash burn and execution risk keep the stock volatile.

    It captures both the ambitious long-term plan and the real counterweight of execution and cash concerns.

Latest
▲3

Aurora's driverless truck rollout accelerates, but 2030 targets and cash burn divide analysts

  • Second-gen driverless truck platform launches Aurora launched its second-generation driverless truck platform, cutting hardware costs by over half and tripling durability. New customer agreements with Value Truck and Charger Logistics followed. This lowers the cost to scale and signals real commercial demand, supporting the stock.

    It is the core new product and customer event that drives the rollout story.

  • Driverless commercial hauls begin with McLane and Hirschbach deal Aurora started driverless hauls for McLane and signed Hirschbach for 500 autonomous trucks starting 2027. These are real paying customers, not just tests, showing the business is moving from trials to commercial operations and boosting confidence in future revenue.

    It marks the shift from testing to paying commercial customers, a key demand signal.

  • Production ramp targets 20 trucks per week in Q4 Aurora aims to build 20 driverless trucks per week in Q4 and is fully allocated for 2026, with revenue guidance of $14–16 million. This shows the company can scale manufacturing, a key step toward its 200-truck year-end goal and future growth.

    It gives concrete evidence of manufacturing scale-up, which underpins the growth story.

  • Investor Day 2030 targets and analyst split Aurora set 2030 goals of 30,000 driverless trucks and $5 billion revenue at 60% gross margin, but pushed breakeven gross margin to H1 2027. Analysts' price targets range from $7 to $18, with Goldman cautious on a slower, costlier ramp. The long-term vision is huge, but near-term cash burn and execution risk keep the stock volatile.

    It captures both the ambitious long-term plan and the real counterweight of execution and cash concerns.

© 2026 MarketIVWhy