Update shared on28 Aug 2025
Fair value Decreased 6.65%Analysts have lowered WiseTech Global’s price target, primarily reflecting a sharp increase in its forward P/E and a slowdown in consensus revenue growth forecasts, resulting in a revised fair value of A$122.56.
What's in the News
- RBC Capital downgraded WiseTech to Sector Perform from Outperform, lowering the price target to A$120 (from A$130), citing uncertainty around fiscal 2026 outlook, adoption of new products, and the transition to a transaction-only revenue model (Periodicals).
- WiseTech Global is actively seeking M&A opportunities to accelerate growth, focusing on scaling product development and driving greater productivity and efficiency (Key Developments).
- During its FY2025 results briefing, WiseTech's CEO emphasized continued exploration of acquisitions as a strategy to enhance market reach and product capabilities (Key Developments).
- There is investor concern regarding WiseTech's shift to a transaction-only revenue structure and how it might affect future product adoption rates (Periodicals).
- WiseTech is prioritizing both organic and acquisitive growth to respond to evolving industry demands and maintain its competitive position (Key Developments, Periodicals).
Valuation Changes
Summary of Valuation Changes for WiseTech Global
- The Consensus Analyst Price Target has fallen from A$131.29 to A$122.56.
- The Future P/E for WiseTech Global has significantly risen from 77.07x to 103.39x.
- The Consensus Revenue Growth forecasts for WiseTech Global has fallen from 38.9% per annum to 36.1% per annum.
Disclaimer
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