Tyler Technologies, Inc.

Informe acción NYSE:TYL

Capitalización de mercado: US$13.7b

Tyler Technologies Resultados de beneficios anteriores

Pasado controles de criterios 3/6

Tyler Technologies ha aumentado sus beneficios a una tasa media anual de 16.1%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 21.9% anual. Los ingresos han ido creciendo a una tasa media de 10.8% al año. La rentabilidad financiera de Tyler Technologies es de 8.9%, y sus márgenes netos son de 13.3%.

Información clave

16.15%

Tasa de crecimiento de los beneficios

14.72%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos10.77%
Rentabilidad financiera8.87%
Margen neto13.26%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis May 07

Tyler Technologies (NYSE:TYL) Is Posting Promising Earnings But The Good News Doesn’t Stop There

The market seemed underwhelmed by last week's earnings announcement from Tyler Technologies, Inc. ( NYSE:TYL ) despite...

Recent updates

Artículo de análisis May 07

Tyler Technologies (NYSE:TYL) Is Posting Promising Earnings But The Good News Doesn’t Stop There

The market seemed underwhelmed by last week's earnings announcement from Tyler Technologies, Inc. ( NYSE:TYL ) despite...
Seeking Alpha May 03

Tyler Technologies: Encouraging Recovery In Bookings (Rating Upgrade)

Summary Tyler Technologies demonstrates resilience amid sector volatility, with Q1 bookings growth and a raised full-year outlook supporting a shift to a neutral rating. TYL’s government-focused vertical provides a durable revenue base, less susceptible to churn or AI-driven displacement compared to SMB-oriented SaaS peers. Consistent free cash flow growth and FY26 FCF margin guidance in the high 20s strengthen TYL’s appeal as software valuations shift toward earnings and cash flow. Risks include choppy bookings and ARR trends, plus structurally lower gross margins in the low 50s, limiting scalability versus higher-margin SaaS peers. Read the full article on Seeking Alpha
Actualización del análisis Apr 28

TYL: Government Cloud Contracts And Buybacks Will Support Future Multiple Reset

Tyler Technologies' updated analyst price target has been trimmed by about $5 to $439, as analysts factor in a slightly higher discount rate and only modest adjustments to long term revenue growth, profit margin, and future P/E assumptions, in line with a series of recent target cuts across the Street. Analyst Commentary Recent research shows a cluster of price target cuts on Tyler Technologies, alongside a smaller group of more constructive calls.
Nuevo análisis Apr 27

Tyler Technologies 04-2026

Tyler Technologies is the dominant software platform for U.S. state and local government — a market defined by mission-critical workflows, 12–24 month implementation cycles, and a procurement environment that structurally protects incumbents. The investment thesis is built on three compounding forces: (1) a largely complete SaaS cloud transition that is converting a high-gross-margin subscription base from flat to accelerating, with ARR already at $2.06B and growing 11% annually; (2) a payments platform (NIC) that turns Tyler’s 40,000+ client relationships into a recurring transaction revenue stream now generating $808M per year and growing at double digits; and (3) a Tyler 2030 strategic roadmap that articulates a credible path to 30%+ non-GAAP operating margins by the end of the decade.
Actualización del análisis Apr 11

TYL: Government Cloud Franchise And Buybacks Will Support Future Multiple Reset

Tyler Technologies' updated analyst price target has edged lower by about $50 to $671, as analysts factor in modest adjustments to the discount rate and future P/E assumptions, while remaining focused on the company's role in government software and the broader reset in Vertical Software valuations. Analyst Commentary Recent research shows a clear reset in expectations for Tyler Technologies, with multiple firms trimming price targets and a smaller group turning more constructive on the shares after the selloff.
Actualización del análisis Mar 25

TYL: Public Sector Cloud Shift And Buybacks Will Support Future Multiple Normalization

Tyler Technologies' consensus analyst price target has been cut sharply by up to several hundred dollars per share across multiple firms, with analysts citing recalibrated expectations on valuation, sector fundamentals, and the pace of government software spending. Analyst Commentary Recent research on Tyler Technologies reflects a wide spread of opinions, with multiple firms cutting price targets by between US$50 and US$350 per share, even as some continue to highlight long term strengths in public sector software and cloud adoption.
Actualización del análisis Mar 11

TYL: Public Sector Cloud Shift And Buybacks Will Support Future Multiple Recovery

Tyler Technologies' updated analyst price target has edged higher to about $443, with analysts citing relatively steady revenue growth and margin assumptions, along with a slightly higher discount rate and future P/E in their refreshed models. Analyst Commentary Recent Street research on Tyler Technologies reflects a mix of optimism about the business model and caution around valuation, with several firms revisiting their price targets and ratings.
Actualización del análisis Feb 25

TYL: Public Sector Cloud Shift And Buybacks Will Support 2026 Multiple Recovery

Analysts have reset their price targets on Tyler Technologies lower, with our fair value estimate moving from about $603 to $440 as they factor in slightly softer long term revenue growth, a modestly lower profit margin profile, and a reduced future P/E multiple. Analyst Commentary Street research on Tyler Technologies has turned more cautious on valuation, with a series of firms trimming price targets.
Actualización del análisis Feb 09

TYL: Public Sector Cloud Adoption Will Support 2026 Multiple Recovery

Analysts have modestly reduced their price targets for Tyler Technologies, trimming our fair value estimate by about $14 to $603 per share. They are balancing these lower target prices with ongoing confidence in the company’s margins, growth profile, and public sector software positioning.
Actualización del análisis Jan 26

TYL: Durable SaaS Recurring Revenue Will Support 2026 Multiple Rebound

Analysts have reduced our fair value estimate for Tyler Technologies by about $16 to approximately $618, reflecting slightly adjusted assumptions on discount rate, profit margin, and future P/E multiples following a series of reduced but still generally constructive Street price targets and new Buy initiations. Analyst Commentary Recent Street research around Tyler Technologies has centered on recalibrated price targets, with most firms maintaining broadly constructive views on the business while acknowledging mixed near term fundamentals and valuation questions.
Actualización del análisis Jan 12

TYL: Durable SaaS Recurring Revenue And 2026 Setup Will Drive Future Upside

Analysts have nudged their implied fair value for Tyler Technologies slightly lower, from about $648 to roughly $634, as modestly revised growth and discount rate assumptions are partly offset by a marginally higher profit margin outlook and slightly lower future P/E expectations, informed by a broad reset in price targets across recent research. Analyst Commentary Recent research shows a mix of optimism and caution around Tyler Technologies, with most firms recalibrating price targets while keeping a close eye on execution around software as a service mix, profitability, and valuation multiples into 2025 and 2026.
Artículo de análisis Dec 31

Investors Still Waiting For A Pull Back In Tyler Technologies, Inc. (NYSE:TYL)

With a price-to-earnings (or "P/E") ratio of 62.5x Tyler Technologies, Inc. ( NYSE:TYL ) may be sending very bearish...
Actualización del análisis Dec 15

TYL: Durable SaaS Recurring Revenue Will Drive Future Upside Despite Lowered Expectations

Analysts have modestly reduced their price targets for Tyler Technologies, with the blended fair value estimate easing by about $1.57 to approximately $648. This reflects slightly lower long term revenue growth assumptions and a more conservative terminal multiple, despite continued confidence in durable SaaS driven recurring revenue and profit expansion.
Actualización del análisis Nov 28

TYL: Durable SaaS Performance Will Drive Upside Despite Adjusted Revenue Outlook

Analysts have lowered their price targets for Tyler Technologies by substantial margins. They cite strong Q3 results, but note that a more conservative long-term revenue outlook and expectations for stabilized SaaS growth have driven the change.
Actualización del análisis Nov 14

TYL: Recurring Revenue Strength And Buyback Momentum Will Drive Long-Term Upside

Analysts have lowered their price targets for Tyler Technologies, with fair value estimates dipping from approximately $664 to $650. This change reflects more conservative revenue growth assumptions and slightly higher projected profit margins based on recent Q3 results.
Actualización del análisis Oct 31

TYL: Cloud Solutions Expansion Will Drive Continued Outperformance Into 2026

Tyler Technologies’ analyst price target was recently revised downward by analysts, decreasing from approximately $678.78 to $664.06. Analysts noted concerns around software-as-a-service growth and a lower terminal multiple, despite continued strong fundamentals and a recent guidance raise.
Artículo de análisis Aug 02

Analyst Estimates: Here's What Brokers Think Of Tyler Technologies, Inc. (NYSE:TYL) After Its Second-Quarter Report

Investors in Tyler Technologies, Inc. ( NYSE:TYL ) had a good week, as its shares rose 4.5% to close at US$582...
Artículo de análisis Jul 28

Is There Now An Opportunity In Tyler Technologies, Inc. (NYSE:TYL)?

Let's talk about the popular Tyler Technologies, Inc. ( NYSE:TYL ). The company's shares saw significant share price...
Artículo de análisis Jul 14

Here's Why Tyler Technologies (NYSE:TYL) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Jun 17

Is Tyler Technologies (NYSE:TYL) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis May 22

Investor Optimism Abounds Tyler Technologies, Inc. (NYSE:TYL) But Growth Is Lacking

With a price-to-sales (or "P/S") ratio of 11.2x Tyler Technologies, Inc. ( NYSE:TYL ) may be sending very bearish...
Seeking Alpha Apr 27

Tyler Technologies: Momentum Is Evaporating For This Expensive Stock

Summary Shares of Tyler Technologies slid after reporting weak Q1 earnings, which to me is the beginning of a deeper slide. Tyler Technologies' bookings momentum and revenue trends are decelerating, with Q1 showcasing a drying up of new software deals and ARR. Government efficiency measures are reducing demand for new software like Tyler's, impacting its growth prospects and bookings. Tyler trades at a rich valuation premium compared to peers like Salesforce and Adobe, suggesting substantial downside risk. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

Tyler Technologies: Slowing Bookings Exposes Huge Valuation

Summary Tyler Technologies is an expensive, lower-quality tech company with shares up nearly 50% in the past year, despite fundamental weaknesses. The company's growth is slowing, limited by its narrow niche in government and education, and faces fierce competition from larger software vendors. Tyler's aggressive M&A strategy has led to significant debt, and its valuation multiples are disconnected from its modest growth rates. At a 59x P/E and 11.9x EV/FY25 revenue, Tyler's overvalued stock is at high risk if the market corrects; steer clear and invest elsewhere. Read the full article on Seeking Alpha
Seeking Alpha Oct 29

Tyler Technologies: Solid Revenue Growth Outlook With Margin Expansion

Summary I maintain a buy rating on Tyler Technologies due to strong subscription revenue growth and expanding EBIT margins, supporting long-term financial targets. 3Q24 results show 10% revenue growth, driven by 18% subscription revenue increase, with EBIT margins exceeding 25%, reinforcing management's FY30 >30% EBIT margin goal. TYL's SaaS transition is progressing well, with significant customer conversions and strong ARR growth, indicating sustained revenue and margin expansion potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 19

Tyler Technologies: Strong SaaS Growth Cannot Justify Over 60x FCF; Rating Downgrade

Summary I downgrade Tyler Technologies to a 'Strong Sell' with a fair value of $350 per share due to overvaluation concerns despite strong SaaS growth. Tyler's SaaS revenue grew by 23.2% YoY, driven by public sector cloud migration, IT modernization, and enhanced AWS partnership. Projected 10.7% organic revenue growth in FY24, with significant contributions from SaaS, maintenance, and services segments, plus 1.4% from M&A. Upside risks include potential share buybacks and accelerated SaaS growth due to AI adoption, which could support high stock multiples. Read the full article on Seeking Alpha
Seeking Alpha Jul 26

Tyler Technologies: Cloud Transition Continues To Drive Growth And Margin Expansion

Summary TYL remains a buy rating due to strong execution and subscription revenue growth, driving margin expansion. 2Q24 results show solid performance with revenue beating estimates, SaaS growth at 23%, and EBIT margin expansion. Cloud transition is on track with strong SaaS revenue growth, customer conversions, and positive margin inflection, supporting a higher valuation. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Tyler Technologies. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:TYL Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 262,381316471216
31 Dec 252,332316464205
30 Sep 252,298315468180
30 Jun 252,246307461158
31 Mar 252,191290465136
31 Dec 242,138263459118
30 Sep 242,078237456115
30 Jun 242,029208460113
31 Mar 241,992189458112
31 Dec 231,952166458110
30 Sep 231,923158441116
30 Jun 231,902164430113
31 Mar 231,866155415108
31 Dec 221,850164403105
30 Sep 221,83218837797
30 Jun 221,81817937596
31 Mar 221,75416438596
31 Dec 211,59216139193
30 Sep 211,44216135292
30 Jun 211,26815631789
31 Mar 211,13518427188
31 Dec 201,11719526088
30 Sep 201,12218826687
30 Jun 201,11218926387
31 Mar 201,11616726685
31 Dec 191,08614725881
30 Sep 191,04013124378
30 Jun 191,00013023173
31 Mar 1996113721869
31 Dec 1893514720863
30 Sep 1891118219858
30 Jun 1889018219053
31 Mar 1886217518149
31 Dec 1784117017647
30 Sep 1781613517247
30 Jun 1779613117046
31 Mar 1777612416945
31 Dec 1676011416543
30 Sep 167228716240
30 Jun 166787215136
31 Mar 166356614033
31 Dec 155916512730
30 Sep 155607211928
30 Jun 155376811427

Ingresos de calidad: TYL tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (13.3%) de TYL son superiores a los del año pasado (13.2%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de TYL han crecido un 16.1% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de TYL en el último año (8.9%) está por debajo de su media de 5 años (16.1% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de TYL en el último año (8.9%) no superó al de la industria Software 13%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de TYL (8.9%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 07:55
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Tyler Technologies, Inc. está cubierta por 33 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Robert OliverBaird
Saket KaliaBarclays
Mark SchappelBenchmark Company