Update shared on 17 Nov 2025
Fair value Increased 0.11%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.
Analyst Commentary
Analysts remain divided on WiseTech Global’s outlook, with recent research highlighting both opportunities and challenges as the company evolves its business model and product offering.
Bullish Takeaways
- Bullish analysts note that the company’s continued innovation and expansion of new products could unlock additional growth and support premium valuation multiples.
- There is optimism around management’s strategic focus on product adoption and global market penetration, which could accelerate revenue momentum over time.
- Expectations remain for strong execution to drive sustained customer engagement and retention, which may contribute to long-term top-line growth.
Bearish Takeaways
- Bearish analysts point to uncertainty in the adoption rates of new products, which may impact near-term growth forecasts and dampen valuation upside.
- Concerns are raised about the transition to a transaction-only revenue model, as this shift introduces risk to revenue predictability and execution.
- Visibility into the company’s fiscal 2026 outlook is limited, so some analysts are taking a more cautious stance amid evolving industry dynamics and competitive pressures.
What's in the News
- RBC Capital downgraded WiseTech to Sector Perform from Outperform and lowered its price target to A$120 from A$130. The decision was based on concerns over the adoption of new products and uncertainties surrounding the transition to a transaction-only revenue model (RBC Capital).
- WiseTech Global is actively seeking M&A opportunities to accelerate growth, scale product development, and drive productivity, as stated by CEO Zubin Appoo during the company’s FY25 results briefing (Company Results Briefing).
- WiseTech Global announced an estimated dividend distribution of USD 0.077 per share for the six months ending June 30, 2025, with payment set for October 10, 2025 (Company Announcement).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from A$119.12 to A$119.24.
- Discount Rate has increased marginally from 7.99% to 8.00%.
- Revenue Growth expectations remain essentially unchanged, staying near 35.6%.
- Net Profit Margin is virtually flat, with a move from 24.75% to 24.75%.
- Future P/E ratio has declined modestly from 67.51x to 67.33x.
Disclaimer
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