🔴 TTAN is trading 4.2% down today on soft FY2027 guidance and GAAP EPS miss

TTAN is trading at $72.50 (-4.2%) as investors weigh a GAAP EPS miss and cautious FY2027 revenue guidance against a Q4 top-line beat.

• While Q4 revenue grew 21% YoY to $254M and non-GAAP margins tripled to 10.7%, a GAAP EPS loss of $0.44 and FY2027 guidance of $1.11B–$1.12B signaled decelerating growth expectations.
• Analysts at Needham and BTIG slashed price targets to $100 and $105 respectively, citing weather-related headwinds and concerns over future growth trajectories.
• Heavy insider selling is adding further downward pressure on the stock, which is currently bucking broader market gains.