WiseTech Global

WTC: Ongoing Revenue Model Transition Will Drive Long-Term Opportunity

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

01 Dec 25

Views

1.4k

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-45.4%

7D

-4.7%

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1Y

-45.4%

7D

-4.7%

You can edit this narrative until Dec 2 8:05 PM. Then, changes will post as Updates.

Author's Valuation

AU$113.3940.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 01 Dec 25

Fair value Decreased 4.91%

WTC: Long-Term Asset Expansion Will Support Share Price Appreciation

Analysts have lowered their price target for WiseTech Global from $119.24 to $113.39, citing slightly slower expected revenue growth and modestly reduced profit margins in their updated outlook. Analyst Commentary Analysts have delivered a mixed outlook on WiseTech Global following their latest research updates, with viewpoints on both upside potential and existing risks guiding recent price target revisions.

Shared on 17 Nov 25

Fair value Increased 0.11%

WTC: Revenue Model Shift Will Drive Opportunity Despite Adoption Uncertainty

The analyst consensus price target for WiseTech Global has been adjusted slightly higher, increasing from A$119.12 to A$119.24. Analysts are weighing ongoing uncertainty regarding the company’s product adoption and evolving revenue model.

Shared on 03 Nov 25

Fair value Decreased 0.47%

WiseTech Global’s analyst price target has been reduced marginally from A$119.68 to A$119.12. This adjustment reflects analysts’ caution amid ongoing uncertainties about new product adoption and changes to the company’s revenue model.

Shared on 20 Oct 25

Fair value Decreased 2.92%

WiseTech Global's analyst price target has been reduced from A$130 to A$120. Analysts cite increased uncertainty around future product adoption and a shift to a new transaction-only revenue model.

Shared on 05 Oct 25

Fair value Decreased 1.16%

WiseTech Global’s analyst price target has been lowered from A$130 to A$120. This reflects a cautious outlook as analysts point to uncertainty around product adoption and a shift to a transaction-only revenue model.

Shared on 28 Aug 25

Fair value Decreased 4.99%

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).

Shared on 01 May 25

Fair value Increased 11%

Shared on 23 Apr 25

Fair value Increased 0.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 3.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 9.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 5.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

AU$113.39

40.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

19.40%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.04%

Calculation

US$465.52m

Earnings '28

x

66.35x

PE Ratio '28

=

US$30.89b

Market Cap '28

US$30.89b

Market Cap '28

/

330.77m

No. shares '28

=

US$93.39

Share Price '28

US$93.39 Share Price '28

Discounted to 2025 @ 8.00% p.a.

=

US$74.13

Fair Value '25

US$74.13 Fair Value '25

Converted to AUD @ 1.5261 USD/AUD Exchange Rate

=

AU$113.13

Fair Value '25