NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 41%, softest on returns on capital.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 55% growth a year, above the roughly 18% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 54% in its worst 12-month stretch.
View RiskTTAN's growth depends on improving its financial performance and meeting guidance. Revenue grew 25% year over year, and the last quarter beat expectations. It trades at 66× P/E, which is 2.6× the 25× peer median. The market is pricing in more growth than forecasted, making the valuation look expensive. The specific risk is that management is behind on commitments, which could hurt performance. Peer multiples imply a price about 49% below where it trades; this read is provisional.
Trailing returns as of 2026-07-31. TTAN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering TTAN (as of Jul 2026).
Based on 8 Wall Street analysts offering 12-month price targets for TTAN in the last 4 months.
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Advances: Increase revenue to $1,130 - $1,140 million in FY 2027
Growth narrative supports revenue targets for FY 2027.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $83.06
The last 12 months of price, then the range of analyst 12-month targets from today’s $83.06.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase revenue to $1,130 - $1,140 million in FY 2027
Sector weakness could hinder revenue growth.
Advances: Increase revenue to $1,130 - $1,140 million in FY 2027
Better-than-expected results boost revenue outlook.
Advances: Increase revenue to $1,130 - $1,140 million in FY 2027
Earnings call confirms strong revenue growth.
Advances: Increase revenue to $1,130 - $1,140 million in FY 2027
Highlights strong revenue growth and cash flow.
Advances: Increase revenue to $1,130 - $1,140 million in FY 2027
Revenue guidance aligns with management's objectives.
Advances: Increase revenue to $1,130 - $1,140 million in FY 2027
Financial results support revenue growth narrative.
Threatens: Increase revenue to $1,130 - $1,140 million in FY 2027
AI fears could impact revenue growth.
