To The Moon

$ServiceTitan(TTAN)$ $AppFolio(APPF)$  $Autodesk(ADSK)$  KeyBanc’s 2026 high-conviction tech picks stand out because they are grounded in execution, not narrative. When I overlay the analyst work with what I’m seeing across fundamentals, earnings, options flow, and chart structure, the message tightens further. This is about structural growth that compounds quietly, not short-term noise.

🔧 $TTAN

ServiceTitan continues to look like a category winner in an economy that remains structurally under-digitised. Trades software penetration is still below 10%, and that gap is being closed by labour scarcity, compliance demands, scheduling complexity, and billing automation. This is not discretionary spend, it’s operational necessity.

The most recent Q3-2026 earnings reinforced that point. EPS came in at $0.24 versus $0.15 expected, a +60% beat, while revenue printed $249.16M versus $238.28M expected, a +4.6% beat. Execution is improving as scale builds.

That improvement is showing up in positioning as well. I’ve seen concentrated call activity around the $100 strike expiring 19Dec25, with roughly $250k in notional flowing through sweeps and peak returns north of +170%. I treat that as confirmation of rising conviction rather than speculation.

Technically, the 4H chart shows a clear transition from downtrend to higher-low structure. Price has reclaimed the EMA stack and is riding the mid-Keltner, with volatility compressing and then expanding higher. That combination typically precedes trend continuation, not exhaustion.

🏘️ $APPF

AppFolio’s 2026 story is increasingly about monetisation depth rather than simple customer growth. Units under management grew by roughly 200k quarter on quarter to 9.1 million, while total customers rose +7% year on year to 21,759. That scale matters because resident services monetisation sits on top of it.

This is how the business expands ARPU and margins without relying on aggressive customer acquisition. It creates a credible pathway to sustained 20%+ revenue growth through FY26 and beyond.

On the chart, price action reflects digestion, not deterioration. After an earlier repricing, Bollinger and Keltner bands have tightened materially and price has stabilised around the EMA structure. I read this as constructive base-building while fundamentals continue to compound underneath.

🏗️ $ADSK

Autodesk is the anchor in this basket. KeyBanc has reiterated Overweight and named ADSK a 2026 Top Pick, explicitly highlighting multiple expansion driven by consistency rather than acceleration. The analyst view calls for 10%+ normalised growth, with margin expansion and transaction-model tailwinds adding roughly 2 points to growth.

KeyBanc’s work aligns with broader Street positioning. The focus is not on headline growth surprises, but on execution, predictability, and the potential for valuation expansion toward a 30x industrial software multiple as margins improve.

From a technical perspective, ADSK has absorbed recent volatility and is attempting to stabilise around the EMA structure, with price respecting the lower Keltner band. This is not a momentum chase. It’s a patience trade that tends to reward consistency, especially in late-cycle environments.

What links all three names is not hype or theme-chasing. It’s under-penetration, monetisation layers, operating leverage, and improving execution, supported by charts that point to repair, base-building, or early trend continuation rather than euphoric tops.

I like this basket because it’s framed for 2026, not next week!

📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀

Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

@Tiger_comments @TigerObserver @TigerStars @TigerWire @Daily_Discussion @TigerPicks