Legacy Decline And Acquisition Risks Will Shadow Future Value

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Jun 25

Updated

01 May 26

Views

54

01 May

US$23.03

AnalystLowTarget's Fair Value

US$25.00

7.9% undervalued

1Y

-18.5%

7D

0.4%

Loading

1Y

-18.5%

7D

0.4%

You can edit this narrative until May 2 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$257.9% undervalued

AnalystLowTarget Fair Value

Shared on 01 May 26

Fair value Decreased 3.85%

OTEX: Reset Street Expectations And Cloud Partnerships Will Shape Future Risk Reward

The analyst price target on Open Text has been reduced by $1, as analysts reset expectations following a series of lower Street targets across major firms, while still reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Open Text has centered on a series of price target reductions, with several bearish analysts resetting their models to reflect more conservative assumptions.

8 views

Shared on 02 Apr 26

OTEX: Buybacks And Margin Discipline Will Shape Future Risk Reward

OpenText's analyst price targets have been reset lower by up to $12, as analysts factor in updated assumptions around discount rates, growth and margins, while also monitoring valuation using future P/E expectations. Analyst Commentary Recent Street research has pointed to a more cautious stance on OpenText, with several bearish analysts trimming price targets by between $3 and $12.

6 views

Shared on 19 Mar 26

OTEX: Buybacks And Margin Reset Will Shape Future Risk Reward

Open Text's updated analyst price target has been revised lower by several firms, with recent cuts ranging from $3 to $12, as analysts adjust their views using slightly higher discount rate assumptions while keeping fair value at $26.00 and modestly refining revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent Street research has clustered around lower price targets for Open Text, with cuts ranging from $3 to $12.

3 views

Shared on 04 Mar 26

Fair value Decreased 26%

OTEX: AI Execution And Margin Reset Will Shape Balanced Risk Reward

Our fair value estimate for Open Text has been revised from $35.00 to $26.00 as analysts factor in lower assumed revenue growth, a reduced profit margin outlook, and a slightly higher discount rate, partly in line with a series of recent price target cuts across the Street. Analyst Commentary Bearish analysts have been trimming their price targets for Open Text in close succession, with multiple cuts of between $3 and $12 from various firms.

2 views

Shared on 16 Dec 25

Fair value Increased 13%

OTEX: AI Expansion And Margin Execution Will Drive Balanced Risk Reward Outlook

The analyst price target for OpenText has increased to $35 from $31, as analysts factor in recent target hikes across the Street that reflect improved profit margin expectations and a slightly lower forward valuation multiple, despite modestly softer growth assumptions. Analyst Commentary Recent Street research reflects a more balanced tone on OpenText, with higher price targets tempered by a clear emphasis on execution and growth risks.

3 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$25

7.9% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

0.98%

Historical revenue growth rate

11.63%

Software revenue growth rate

1.55%

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

10.97%

Calculation

US$720.69m

Earnings '29

x

11.10x

PE Ratio '29

=

US$8.00b

Market Cap '29

US$8.00b

Market Cap '29

/

233.36m

No. shares '29

=

US$34.27

Share Price '29

US$34.27 Share Price '29

Discounted to 2026 @ 11.14% p.a.

=

US$24.96

Fair Value '26